Blueprint for an improvement of promotion rule at OpenERP

Sharoon Thomas, who has done the very good poweremail and magentoerpconnect module, seems now to be interesting by an improvement of the promotion rule at OpenERP.

I done an analysis for him, especially with a comparison with the really powerful rule engine at Magento. Conclusion seem that OpenERP has good engine for product-based rule, but nothing for a shopping cart based rule. It should be a really good improvement.

Here my analysis :

Improvement of the promotion rule in OpenERP

Introduction

The goal is to improve the promotion rule tool in OpenERP. Magento has a great system for this purpose, so we’ll make a comparison with it.

Modules that already exist

A quick search in the module list show the module that might be useful :

1)discount_campaign

The goal of this module is to manage a refund system. It might be useful if for example we want to give a 5% discount if a customer buy more than 50 product A in 2009.

At least, this is my comprehension, as there is no real description. The idea is good, but I think the module should still be improved.

2)product_pricelist_discount_and_tax

This module improve management of tax at pricelist and do some control. According to me, it’s certainly a module that should be merge with the core module product, but it don’t implement a very new functionality, except management of visible discount and the possibility to specify if tax included or not.

3)sale_target_discount

This module improve the usability of the sales management by allowing to specify directly the price with the discount.

Comparison with Magento

Catalog Price Rule

The Catalog Price Rule at Magento manage the rule which are product-based. Each rule can be apply on each customer group.

At OpenERP, each Partner can have several Partner, so the way to implement the promotion are different. A meta-rule call listprice is define and possess several rule in it, we can also define an availability period. Next, we define what listprice apply to a Partner.

About the Conditions, on Magento, each field (attribute) of the product can be used as a base for a rule, so that we can use name, category but also price, tax etc… This base is next compare (equal, greater, lesser etc…) to a value or a list defined.

On OpenERP, we are limited to only a product or a category of product.

About the Action, Magento can only apply a fix or percentage amount of discount on the price.

OpenERP can apply a fix or percentage amount but also with rounding method and verification of the margin, on the sell price but also the buy price or even another list price.

Conclusion :

At the catalog price rule, Magento and OpenERP are equivalent even if Magento can base the conditions on all field of the product.

So this is the only improvement I suggest, to base condition on all field of product.product and product.template but I think the needing is limited.

Shopping Cart Price Rule

As the Catalog Price Rule, Shoping Cart Price Rule can be applied to customer group, so if an improvement will be done here, I suggest to do it in the listprice of OpenERP.

Magento has also here management of coupon. It’s perhaps the voucher in OpenERP, I don’t know.

We can define the total number of use or the per customer use of a coupon. It’s an interesting function, but I suggest to create a separated module for it, if it’s not already exist.

About Conditions, Magento can do a lot of things :

Attribute combination : It is a condition that will control each field of each product on the cart. For example, if no product contain a price greater than 100€, so the condition is true. Really interesting and no equivalent in OpenERP.

Product subselection : The condition will see if the total amount or quantity of only product that match some subconditions are equial/greater/lesser than a certain number. For example, if between the products that are bought, there are for more than 100€ of product that are considered out-dated (not ever produced), so the condition is true. Really interesting and no equivalent in OpenERP.

If any of the subtotal, quantity total, weight, payment method etc… Equal to a certain value, then condition are true. Basic, but it is still a leak in OpenERP.

About action :

We can apply a fixed or percentage amount of discount per product, or for the whole cart. We can also apply a “Buy Y have X free” rule or free shipping. All of this apply on each product or product that are determined by conditions bases on their field.

Conclusion : None of all of these exist in OpenERP, there is no Shopping Cart Price Rule functionality. At the contrary, the Magento one was just really powerful, just perfect.

I really suggest to implement a module that will implement it the same way as Magento, even by copying the way it is implemented.

Conclusion

It seams that finally conclusion was easy to find, Magento show us the way of the functionality, we should just implement as in Magento.

For the moment I don’t push far further the analysis, feel free to contact me if you need more help.

Blueprint pour une amélioration des règles de promotion dans OpenERP

Sharoon Thomas, qui a fait les excellent modules poweremail et magentoerpconnect, semble être intéressé pour améliorer les outils de règles de promotion dans OpenERP.

Pour lui donner un coup de main, j’ai fait une rapide analyse pour lui, en particulier une comparaison avec le moteur de promotion très puissant de Magento. Finalement on dirait que les conlusions étaient faciles à trouver, OpenERP a un moteur pour les règles qui sont basé sur les informations produits, mais en revanche totalement inexistant pour des règles basées sur le contenu d’une commande . Je supose qu’une implémentation dans ce domaine pourrait être une importante amélioration.

Voici mon analyse (en anglais, désolé la flemme de traduire tout le document) :

Improvement of the promotion rule in OpenERP

Introduction

The goal is to improve the promotion rule tool in OpenERP. Magento has a great system for this purpose, so we’ll make a comparison with it.

Modules that already exist

A quick search in the module list show the module that might be useful :

1)discount_campaign

The goal of this module is to manage a refund system. It might be useful if for example we want to give a 5% discount if a customer buy more than 50 product A in 2009.

At least, this is my comprehension, as there is no real description. The idea is good, but I think the module should still be improved.

2)product_pricelist_discount_and_tax

This module improve management of tax at pricelist and do some control. According to me, it’s certainly a module that should be merge with the core module product, but it don’t implement a very new functionality, except management of visible discount and the possibility to specify if tax included or not.

3)sale_target_discount

This module improve the usability of the sales management by allowing to specify directly the price with the discount.

Comparison with Magento

Catalog Price Rule

The Catalog Price Rule at Magento manage the rule which are product-based. Each rule can be apply on each customer group.

At OpenERP, each Partner can have several Partner, so the way to implement the promotion are different. A meta-rule call listprice is define and possess several rule in it, we can also define an availability period. Next, we define what listprice apply to a Partner.

About the Conditions, on Magento, each field (attribute) of the product can be used as a base for a rule, so that we can use name, category but also price, tax etc… This base is next compare (equal, greater, lesser etc…) to a value or a list defined.

On OpenERP, we are limited to only a product or a category of product.

About the Action, Magento can only apply a fix or percentage amount of discount on the price.

OpenERP can apply a fix or percentage amount but also with rounding method and verification of the margin, on the sell price but also the buy price or even another list price.

Conclusion :

At the catalog price rule, Magento and OpenERP are equivalent even if Magento can base the conditions on all field of the product.

So this is the only improvement I suggest, to base condition on all field of product.product and product.template but I think the needing is limited.

Shopping Cart Price Rule

As the Catalog Price Rule, Shoping Cart Price Rule can be applied to customer group, so if an improvement will be done here, I suggest to do it in the listprice of OpenERP.

Magento has also here management of coupon. It’s perhaps the voucher in OpenERP, I don’t know.

We can define the total number of use or the per customer use of a coupon. It’s an interesting function, but I suggest to create a separated module for it, if it’s not already exist.

About Conditions, Magento can do a lot of things :

Attribute combination : It is a condition that will control each field of each product on the cart. For example, if no product contain a price greater than 100€, so the condition is true. Really interesting and no equivalent in OpenERP.

Product subselection : The condition will see if the total amount or quantity of only product that match some subconditions are equial/greater/lesser than a certain number. For example, if between the products that are bought, there are for more than 100€ of product that are considered out-dated (not ever produced), so the condition is true. Really interesting and no equivalent in OpenERP.

If any of the subtotal, quantity total, weight, payment method etc… Equal to a certain value, then condition are true. Basic, but it is still a leak in OpenERP.

About action :

We can apply a fixed or percentage amount of discount per product, or for the whole cart. We can also apply a “Buy Y have X free” rule or free shipping. All of this apply on each product or product that are determined by conditions bases on their field.

Conclusion : None of all of these exist in OpenERP, there is no Shopping Cart Price Rule functionality. At the contrary, the Magento one was just really powerful, just perfect.

I really suggest to implement a module that will implement it the same way as Magento, even by copying the way it is implemented.

Conclusion

It seams that finally conclusion was easy to find, Magento show us the way of the functionality, we should just implement as in Magento.

For the moment I don’t push far further the analysis, feel free to contact me if you need more help.

Hi Everyone!

Hi everyone!

This is the first post of my blog, and I’ll begin it by present myself.

My name’s Yannick Buron. I’m still a french student in computer science, at Bac+4, but also already a businessman.

I began by creating an e-commerce website two years ago. I must say it, it wasn’t a great success but it was a really interesting experience for me, perhaps that changed my life. Really, there is nothing more instructive for a student that creating an enterprise, even if it’s not a piece of cake…

Before I was passionated by all type of technology, I loved to imagine the possibility of what we can do with. Nothing has changed, but now I have the experience of entrepreneurship, and I just begin to see all the opportunity the technology can offer in our society. Opportunity of business of course, but also social and human opportunity. Internet bring us the ultimate communication tools, and we just begin to see his potential.

Technology and Humanity, am I a free software addict? Yes, I am. Free software free the potential of technology, whereas close software just confine the technology to commercial goal, with short-term vision. Since ten years, progress of technology has been really incredible, and yet we can’t imagine the time lost with the close software, perpetually reinvented the wheel.

My specialty is the ERPs software,  and especially OpenERP. Of course, my society, SYNERPGY, offer precisely his loan on OpenERP.

So, what will you find in this blog?

  • Before all, what free technology you can and should use  in your society. Really, you have no idea of what is freely available, just waiting you, and done by people who just want you to use it. I’ll help you to find it.
    Also, I’ll try to not just  explain what a software do, but give concrete examples of use and what benefit it can bring to you.
  • Of course my specialty is OpenERP, and you will find here a lot of articles about its use.
  • I have many projects, business or social, that I want to speak about. Feels free to critic it, or join me to help to realize them.
  • Finally, it’s my blog, so I will just speak about what I want.

Welcome!

Bonjour tout le monde !

Bonjour tout le monde!

Ceci est le premier post de mon blog, et je vais commencer par me présenter.

Je m’appelle Yannick Buron, je suis encore un étudiant en informatique, niveau Bac+4, mais également un entrepreneur.

J’ai créé ma première entreprise il y a deux ans, avec un site d’e-commerce. Je dois l’avouer, cela n’a pas été un franc succès, mais ce fut néanmoins une expérience très intéressante pour moi, je suppose que ça a même changé ma vie. Vraiment, il n’y a rien de plus instructif pour un étudiant que de créer sa propre société, même si c’est tout sauf une partie de plaisir…

Avant, j’étais passionné par les technologies,  notamment en imaginant tout ce qu’il est possible de faire avec. Rien n’a changé à ce niveau là, mais maintenant j’ai l’expérience de l’entreprenariat , et je commence juste à voir toutes les opportunités que les technologies peuvent offrir à notre société. Des opportunités de business bien sûr, mais aussi des opportunités sociales et humaines. Internet nous a apporté l’outil ultime de communication entre les peuples, et on commence juste à voir son potentiel.

Technologies et Humanité, est-ce que je suis un adepte du logiciel libre? Oui je le suis. Les logiciels libres libèrent le potentiel de la technologie, alors que les logiciels propriétaires restreignent la technologie à un but commercial, avec une vision à court terme. Depuis 10 ans, les progrès des technologies ont été juste incroyable, et pourtant nous ne pouvons pas imaginer le temps perdu avec les logiciels propriétaires, toujours à réinventer perpétuellement la roue et à se géner mutuellement.

Mon coeur de compétence se trouve autour des logiciels de gestion, les ERPs, et tout particulièrement OpenERP. Bien entendu, ma société, SYNERPGY, propose ses prestations sur ce logiciel qui a beaucoup à offrir.

Bon alors, qu’est-ce que vous allez trouver sur ce blog?

  • Avant tout, quelle technologie libre vous pouvez et devriez utiliser dans votre entreprise. Vraiment, vous n’avez pas idée de ce qui est disponible librement, vous attendant, et fait par des personnes qui veulent juste que vous utilisiez leur travail. Je vous aiderai à les trouver.
    De plus, je vais essayer de ne pas juste expliquer ce qu’un logiciel fait, mais également donner des exemples concrets d’utilisation et quels bénéfices ils peuvent vous apporter.
  • Bien entendu, mon coeur de compétence étant OpenERP, vous allez trouver un certain nombre d’articles sur lui ici.
  • J’ai beaucoup de projets en tête, que ce soit des projets de business ou des projets à visée sociale, dont j’aimerais parler et débattre. Sentez-vous libre de les critiquer, ou de me rejoindre pour les réaliser.
  • Enfin, c’est mon blog, donc je vais juste parler des sujets qui m’intéressent.

Bienvenue!