Sales

The sales module of the Odoo community edition is packed with operational capabilities which will provide you with efficient tools for the sales management operations of your company. Moreover, with direct integration with other company sales aspects such as POS, E-commerce, Subscriptions all aligned modules of Odoo the sales module will be considered as the one centralized management operations for all the sales operations of the company.

   Sales Order Management

   Sales Quotation Management

   Customer Management

   Invoice Management

   Percentage sales Margin

   Smart Date Input

   Upselling Techniques

   Product Management

   Product Variant Management

   Pricelist Management

   Product Variant Management

   Pricelist Management

   Promotion and Coupon Programs

   Managing Discounts

   Sales Analysis

   Product Catalog Management

   Multi UoMs

   Product Packages

   Margin Analysis

   Price Management

   Online Payment Facility

   Online Sale Order Confirmation

   Restrict Sale of Products

   Lock Confirmed Sales

   Invoicing Policy Managing

   Automatic Invoice & Down Payments

   Shipping Management

CRM

Customer Relationship Management operations of the companies will play a vital role in the generation of new business opportunities and gaining more with the existing clients. The CRM module is a page with lead generation and monitoring operations which will help you to pursue the various leads using the activities described in the platform. Moreover, with lead enrichment features, you could gain customer contacts from the various marketing campaigns organized.

   Pipeline Management

   Pipeline Stage Management

   Quotation Management

   Team Pipelines

   Lead Generation

   Lead Management

   Lead Scoring

   Lead Mining

   Lead Enrichment

   Predictive Lead Scoring

   Outlook CRM Extension

   Recurring Revenues management

   Sales Team Management

   Activity Scheduling

   Report

Purchase

The purchase management operations of the company will require a sophisticated tool to perform the operations, the Odoo community edition has an efficient purchase module that will be a part of the operations. Furthermore, with the capabilities to generate purchase quotations, purchase agreements, automate the purchase operations, and functional tools to manage all the purchase operations of the company it will be one of the best tools of purchase management.

   Purchase Quotation Management

   Purchase Order Management

   Purchase Agreements

   Vendor Management

   Product Management

   Product Variant Management

   Purchase Analysis

   Purchase Dashboard

   Purchase Order Approval

   Lock Confirmed Orders

   Restrict Product Purchase

   Receipt Remainder

   Bill Control

   Vendor Pricelist Management

   Product Categorising

   Smart Date Input

   Remaining Days Widget

   Priority Widget

   UoM Management

   Drop shipping

   On-Time Delivery Analysis

Inventory

The Odoo platform has a centralized inventory management approach to the company operations which will be capable with delicate options and management features of the module. Moreover, with the capability to undergo advanced inventory operations such as drop-shipping, cross-docking and the ability to define the product moves the module will be beneficial for the effective inventory operations of the company.

   Transfer Orders

   Stock Management

   Scrap Management

   Product Replenishment Techniques

   Run Scheduler Tool

   Landed Cost on MO

   Landed Cost on Transfer

   Product Management

   Product Variant Management

   Product Tracking

   Product Expiry Management

   Product Packaging

   Warehouse Management

   Location Management

   Multi Warehouse Environment

   Stock Analysis

   Warehouse Analysis

   Stock Valuation

   Product Demand Forecasting

   Product Movement Analysis

   Restrict Product Purchase

   Picking Policies

   Consignment

   Multi-Step Routing

   Security Lead Time Allocation

   Lead Time Allocations

   Putaway Rules

   Reordering Rules

   Product Category Management

   Replenishment Rule Management

Invoicing

The Invoicing module of the Odoo community edition is embedded with the accounting module of the platform, providing direct access to you to generate invoices on customer purchases and services provided to them directly from the sales module. Moreover, all the operations done on the invoicing aspects of the company are directly depicted in the accounting module of the Odoo platform.

   Accounting Dashboard

   Customer Management

   Invoice Management

   Automatic Cut Off for Journal Entries

   Credit Note Issuing

   Payment Follow-ups

   Bill Management

   Payment Terms

   Refund Processing

   Localisation Specific CoA

   General Ledger

   Partner Ledger

   Bank to Bank Transfers

   Bank to Cash Transfers

   Payment Reconciliation

   Bank Reconciliation

   General Ledger

   Tax Reports

   Analytic Reports

   Tax Management

   Cash Basis Tax Configuration

   Multi-Currency Support

   Continental Accounting

   Journal Management

   Fiscal Period Setting

   Margin Analysis

   Reconciliation Models

   Incoterms

   Bank Account Management

   Tax Mapping Techniques

   Account Mapping Techniques

   Payment Acquirers

   Saved Payment Data

   Product Category Management

   Cash Rounding

   Analytic Accounting

Manufacturing

With the Odoo manufacturing module available in the community edition of the platform you will be able to draft an independent manufacturing process of the company, defining the work centers, operations, the machine uses, bill of materials, and all the related aspects. Additionally, the manufacturing module is in direct integration with the inventory, HR management operations, sales operations of the company, and all the supporting aspects helping in auto manufacturing and other automation and regular process of the module.

   Product Manufacturing

   Work Order Management

   Scrap Management

   Workcenter Management

   BoM Management

   Product Management

   Product Variant Management

   Subcontracting

   Product Kit Management

   Manufacture Order Analysis

   Work Order Analysis

   Overall Equipment Effectiveness

   By Product Management

   Security Lead Time

   Timer

Maintenance

Let it be preventive maintenance done upon the time of the need or the periodic maintenance conducted on the company equipment at fixed intervals it can be efficiently managed with the Odoo maintenance module. Additionally, in the module you can define the period of maintenance for each piece of equipment, maintenance requests can be generated by the employees to the maintenance teams and the managers can overlook the process of operations.

   Maintenance Dashboard

   Maintenance Request Management

   Corrective Maintenance

   Preventive Maintenance

   Equipment Management

   Maintenance Team Management

   Equipment Category Management

   Maintenance Request Analysis

HR Module

The Human resource management operations of the companies are of vital importance and Odoo has designated HR management modules for all the operations such as Recruitment, Attendance, Payroll, Time off, approval module, and many more to configure and run the HR operations of your company.

   Employee Management

   Employee Contract management

   Employee Challenge management

   Department management

   Employee presence Control

   Employee presence analysis

   Employee Update Rights

   Employee Recruitment

   Job Posting

   Interview application management

   Interview form designing

   Designing survey forms

   Employee attendance management

   Employee leave management

   Employee leave allocation management

   Time off type management

   Employee timesheet management

   Timesheet billing

   Expense management

   Expense Dashboard

   Fleet End Date Contract Alert

   Fleet management

   Employee Account management

   Lunch Order Management

   Lunch overdraft allocation

   Employee Lunch Management

   Expense analysis

   Expense product management

   Expense reimburse in Payslip

   Expense Approvals

Project

Projects in a company should be managed with efficiency without disrupting the steady flow of any operations. In the Odoo project module, you can define various company projects, allocate employees, define tasks and subtasks in operations and perform various managing as well as control functions on the project operations.

   Project management

   Task management

   Sub task management

   Recurring Tasks management

   Customer Rating

   Project Profitability calculation

   Collaborative Pads

   Tracking time spent

Website & Ecommerce

The website module of the Odoo platform is an integrated application that helps you to manage both the company website as well as the e-commerce platform for product sales. Moreover, it has an incorporated excellent website builder to it which helps you to define and describe an attractive website with distinctive themes.

   Website Management

   Website Builders

   Wide snippets and themes

   website order management

   E-shop management

   Abandoned cart management

   Coupon and promotion programs

   E-Commerce product category management

   Buy Now Button

   Product management

   Product variant management

   Pricelist and Discount Management

   Tax Management

   Digital Product Management

   Website Theme Management

   Website Language Management

   User Accounts Management

   Customer Account Management

   Online Product Comparison

   Manage Product Availability

   Price Management

   Multi-Currency Support

   Order Follow Ups

   Invoicing Policy Management

   Web Push Notifications (Social App)

   Shipping Methods

   SEO Tools

   Online Sale Analysis

   Blogs and Forum

   Live Chat Management

Point Of Sale

You can run your retail shop operations for your company or shop with the help of the Odoo POS module which will act as the counter sale application as well. The module is in direct incorporation with the sales module of the platform as well as the inventory and the accounting module. Moreover, you can generate customer invoices and define the operation of a bar or a restaurant with this module.

   Shop and Restaurant/Bar Management

   POS Interface Management

   Floor Management

   Table Management

   Order Management

   Bill Splitting

   Cash Control

   Product Management

   Product Variant Management

   Price Control

   Tax Management

   Discount Management

   Payment Terminals

   Inventory Management

   Pricelist Management

   Cash Rounding

   Order Analysis

Marketing Modules

The marketing operations of a company play a vital role in product and service sales. With Odoo marketing modules, you can define various marketing and promotional campaigns and function with the dedicated modules for Email marketing, Social marketing, and SMS marketing along with various other supporting modules for the digital marketing operations.

   Email Marketing

   Mass Mailing List Management

   Blacklisting

   Dedicated Server for Mailings

   Link Tracker

   SMS Marketing

   Contact List Management

   Blacklisting Contacts

E-Learning

Digitized learning has revolutionized how we study our lessons. With the Odoo e-learning module, you will be able to define various courses, and training programs, conduct certification programs on them, and further evaluate the candidates based on a questionnaire set by you. Moreover, you can create and define a forum of discussion on related courses and award karma points to the candidates based on the performance.

   ELearning Courses

   Certification

   Exams and Evaluation

Calendar

The Odoo calendar module will be an efficient task management tool for the operations in the company as all the tasks and in-house company operations can be well defined in the module based on the date and time. Furthermore, the members involved in the task or the event can be well informed straight from the module as they have dignified user logins to view their calendar module.

   Online Appointments

   Day to Day Activity Scheduling

   Yearly calendar view

   Schedule Meeting

   Recurrent Meeting Scheduling

   Synchronise Calendar with Google

Discuss

The Odoo discuss module will act as the platform to perform the discuss operation of the various company operations which can be conducted in-house between the employees and the manners of the firm. Moreover, you can share and post information on the various aspects and discuss the ongoing projects of the company as it will act as the best communication platform.

   Direct Messaging

   Discussion History

   Group/Channel Messaging

   Inbox Mail Management

   lead generation

Dashboard

The Dashboard of the Odoo platform is a configurable and customizable one as per your requirement. Moreover, the data can be added, modified, and removed based on your requirement, The Google sheets can be configured to define the various content and data that is required.

   Google Spreadsheet

   Change dashboard Layout

   Add data to dashboard

Live Chat

The Odoo live chat for the e-commerce or the company website will act as the functional tool in supporting the customers with the purchase of the products and services from the establishment. In the module you can assign employees, manage the live chat operations and configure it to be running based on your time ranges and specifications.

   Direct Messaging

   Live Chat Operators

   Visitor Management

   Customer Rating

   Canned Responses

   Live Chat Welcome Message