customized offline modules

Offline Modules for Sales and CRM With Architectural Components

Comstar USA’s Offline modules are a key enhancement to Odoo’s functional capabilities. Offline modules play a significant role, especially in taking care of corporate operations from your mobile device where internet is not stable. Are you looking for a progressive, integrated, and robust offline module to take care of remote business operations flawlessly? Well, in this blog, we explain specific features of offline modules related to sales and CRM. You will see how Comstar USA and its offline modules make sales and CRM management process easier and effective, accessible from anywhere anytime.

Firstly, there are two types of synchronization modes for offline modules using Odoo servers. They are the automatic mode and the manual mode. In the automatic mode, the device automatically synchronizes with the Odoo server when network is available. When the network is not available, the mobile device automatically stores the information using a timestamp. This time stamp is then used to synchronize data when network connectivity restored. In the manual mode, the user can quickly request data synchronization in the Odoo server. The button attached to the offline application is used to initiate the request. Then it uses a time stamp to make the latest update and hence gets synchronized with the Odoo host.

Moving on to sales and CRM, the offline application provides the salesperson with the ability to create new leads and convert existing leads into opportunities. The salesperson can also update existing options using an offline module. This robust and unique offline module offered by Comstar USA also helps the salesperson create quotations from opportunities, also confirm sales orders. The sales person has access to promotions, discounts, and financing options through the mobile device. ComstarUSA’s offline module supports both Apple and Android devices.

About the architectural components of these offline mobile applications, the following process is helpful to understand the architectural features.

application level authentication

Odoo API: Odoo functions are made accessible to the mobile device through several API calls. Using the API ensures that all the application-level authentication is used when moving data in and out of Odoo server. Each API call performs a complete function and caters to data encapsulation.

Middleware: Enterprise service bus is used to guarantee delivery of messages in the same order in which they were sent. This is important for data integrity as the middleware layer is on its own server and runs on the cloud. Middleware itself is a SAAS model. Each implementation of the offline module can have its own middleware. Multiple installations can also share one middleware layer. The middleware is part of the overall offline service.

Mobile Application: Native mobile applications for Android and IOS are used to emulate Odoo functions on the mobile device. These applications use native language features to provide a robust and mobile-friendly user experience.

Local Data Store: The Offline module will download data from the Odoo server and maintain a local copy. If network connectivity is lost, the data is maintained in the local device database. The offline module also saves transactional data in a local backup store. This data can be easily retrieved in case of a catastrophic failure.

Panel for Tracking Issues: The offline module tracks message activity and volume of traffic in real-time. It also helps identify issues and bottlenecks while it is updated in real-time and is connected to the middleware.

This Offline Mobile Application will make your sales team more productive. It will eliminate writing notes on paper when the network is not available. Salespeople love this module. If you want to get the Odoo mobile app for sales and CRM to ease your business processes, reach out to Comstar USA, and we will arrange a demo for you.

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