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Managing a company producing vision based systems

Introduction

Expertise-Vision is a French company producing vision based systems for inspecting and gauging. They use hardware and software in order to invent, design and implement turnkey solutions for quality control and process automation.

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Background

Expertise-Vision contacted B2CK in order to migrate its previous Odoo (named OpenERP at this time) installation to Tryton 3.4. The perimeter of the ERP at that time was narrowed to the following functionalities:

  • Party management
  • Product management
  • Accounting (customer invoices and payments only)
  • Leads and Opportunities
  • Quotations
  • Purchases

B2CK designed a migration script to import into an unmodified Tryton the data from the OpenERP instance. The leads and opportunities were transferred to use the Sale Opportunity module.

SISalp provided its hosting experience in matters of deployment and backup infrastructure.

Scope

It was decided that in order to have as smoothly as possible migrations from Tryton series to Tryton series the scope of this implementation would follow tightly the scope of the Tryton modules used. Only a few fields were integrated to the Opportunity object to store additional data. This strategy allowed a quick migration to Tryton 3.6.

From the initial list of functionalities the usage of the Calendar and Party Relationship modules were added to the list of requirements. The supplier invoices and payments are also handled by the system now.

Result

The migration from OpenERP to Tryton has been a success, Tryton has also demonstrated that it can be used without much customization in order to run a business successfully from the quotation phase until the payment of the invoices.

The implementation of the Purchase and Stock modules has structured the purchasing process and significantly facilitate the invoice control. Expertise-Vision can now access outstanding supplier and customer bills.