Sales
The sales module of the Odoo ERP is well equipped and packed with features to describe and contact the various salesperson of your company. Moreover, being an integrated module with direct integration with all the other sales-related operations such as E-commerce, Point Of Sale, subscription module and many more applications of the Odoo platform all the sales management operations of the company can be done with this module.
Sales Order Management
Sales Quotation Management
Customer Management
Invoice Management
Upselling Techniques
Product Management
Product Variant Management
Pricelist Management
Promotion and Coupon Programs
Managing Discounts
Sales Analysis
Product Catalog Management
Multi UoMs
Product Packages
Percentage sales Margin
Smart Date Input
Automated invoicing for online payments
Margin Analysis
Price Management
Online Payment Facility
Restrict Sale of Products
Lock Confirmed Sales
Invoicing Policy Managing
Automatic Invoice & Down Payments
Shipping Management
Quotation Template Management
Shipping Connectors
Quotation Template Management
Shipping Connectors
Quotation Template Management
CRM
The Customer Relationship Management of the company plays a vital role in obtaining new customers and maintaining the existing ones happy. With the Odoo CRM module, you will be able to generate leads, pursue them, enrich the leads if required, and follow up on them with various schedulable activities. Moreover, the leads can be acquired from various marketing campaigns, website visitor tracking, and analyzing the customer activities in the company website and the E-commerce platform.
Pipeline Management
Pipeline Stage Management
Quotation Management
Team Pipelines
Customer Management
Lead Generation
Website Lead Generation
Lead Scoring
Lead Mining
Lead Enrichment
Odoo Spreadsheet
Rental Order Management
Outlook CRM Extension
Recurring Revenue Management
Reseller Management
Partners Commissions Management
Commission Plans
Predictive Lead Scoring
Sales Team Management
Activity Scheduling
Report
Purchase
The purchase module of Odoo deals with all the purchase management aspects of your company regarding the products based on the inventory stock. In addition, you will be able to describe the various purchase agreements, configure automated purchase quotations to be generated based on the stock, and many more operational options which will be helpful in the real-time functioning of the company.
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
3-way matching technique
Vendor Pricelist Management
Remaining Days Widget
Smart Date Input
On-Time Delivery Analysis
Drop shipping
UoM Management
Product Categorising
Inventory
The Odoo platform has centralized inventory management operations conducted from the inventory module of the platform. Moreover, with this module, you will be able to run all the e-commerce, retail, wholesale operations of the company efficiently and that too interconnected with each other. In addition, you will have the ability to define the product moves, reordering rules, track the product movement, and many more functional options available.
Transfer Orders
Stock Management
Scrap Management
Product Replenishment Techniques
Run Scheduler Tool
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
Barcodes
Consignment
Landed Costs On Transfer
Landed Costs on MO
Multi-Step Routing
Lead Time Allocations
Security Lead Time Allocation
Putaway Rules
Reordering Rules
Shipping Management
Shipment Connectors
Product Category Management
Replenishment Rule Management
Accounting
The financial management of the company can be done from the accounting module of the Odoo platform. Here all the accounting aspects such as describing the fiscal years, tax management, configuring the chart of accounts, describing the payment acquires, terms, and many more can be done with ease for the efficient management of the company’s financial aspects.
Accounting Dashboard
Customer Management
Invoice Management
Credit Note Issuing
Payment Follow-ups
Bill Management
Payment Terms
Sales receipt
Purchase receipt
Automatic Cut Off for Journal Entries
Bill Digitalization (AI)
Refund Processing
Disallowed expense management
Localisation Specific CoA
Journal Management
General Ledger
Partner Ledger
Bank to Bank Transfers
Bank to Cash Transfers
Budget management
Asset Management
Advance Payments Managing
Payment Reconciliation
Bank Reconciliation
Lock dates
Profit and Loss Statement
Balance Sheet
Executive Summary
Cash Flow Statement
Partner Reports
Aged Reports
Audit Reports
General Ledger
Trial Balance
Consolidated Journals
Tax Reports
Analytic Reports
Tax Management
Tax Cloud
Cash Basis Tax Configuration
Multi-Currency Support
Unrealized Currency Gains/Losses
Anglo Saxon Accounting
Continental Accounting
Inter-Banks Transfers
Fiscal Period Setting
Margin Analysis
Reconciliation Models
Incoterms
Bank Account Management
Bank Account Synchronisation
Tax Mapping Techniques
Account Mapping Techniques
Payment Acquirers
Saved Payment Data
Deferred Revenue Model
Deferred Expense Model
Financial Reports
Cash Rounding
Analytic Accounting
Manufacturing
The manufacturing operations management of a company will have various constraints of operations to consider, which can be effectively described and dignified in the Odoo manufacturing module. Here, you can describe the manufacturing process, machinery, describe the work centers, configure the operations and manage them efficiently.
Product Manufacturing
Work Order Management
Scrap Management
Workcenter Management
Unbuilding Orders
Work Order Planning by Production
Work Order Planning by Work Center
BoM Management
Master Production Schedule
Product Management
Product Variant Management
Tracking Product Moves
Subcontracting
Product Kit Management
Manufacture Order Analysis
Work Order Analysis
Overall Equipment Effectiveness
Quality Management
By Product Management
Security Lead Time
Timer
Maintenance
In a company operations context, you have two types of maintenance operations which are preventive as well as periodic maintenance which can both be well defined in the Odoo platforms maintenance module. Moreover, each piece of equipment can be set and the maintenance intervals for the periodic maintenance can be described in the platform. Furthermore, the managers and the executives can have a complete insight on the maintenance operations and the task being conducted under the label.
Maintenance Dashboard
Maintenance Request Management
Corrective Maintenance
Preventive Maintenance
Equipment Management
Maintenance Team Management
Maintenance Request Analysis
Equipment Category Management
HR Module
The Odoo enterprise edition has designated Human resource operations management modules that will help you to run the functioning of the department with ease and efficiency. Moreover, with dedicated modules due to the modular approach of the platform, it will provide you with applications to perform the HR operations from the jobs posting, Recruitment, Onboarding, Custody of equipment, Attendance management, Payroll functionalities, and till the offboarding of the employee.
Employee Management
Employee Contract Management
Employee Challenge Management
Department Management
Employee Presence Control
Employee Presence Analysis
Employee Update Rights
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 Referrals
Payroll Management
Paid Time Off Allocation
Employee Appraisals
Employee Feedbacks
Employee Timesheet Management
Timesheet Timer
Timesheet Control
Timesheet Grid View
Tracking Timesheet by Web/Mobile Apps
Timesheet Billing
Timesheet Validation
Expense Management
Expense Dashboard
Expense Approvals
Expense Reimburse in Payslip
Expense Product Management
Expense Digitalization (OCR)
Expense Analysis
Employee Lunch Management
Lunch Overdraft Allocation
Lunch Order Management
Alert in App
Alert in Chat Notification
Employee Account Management
Fleet Management
Fleet End Date Contract Alert
Project
The Odoo projects module will let you describe various in-house as well as out-house projects of the company which will stand as depicted operations than the regular company functions. Additionally, you will be able to define various tasks and subtasks on the project, allocate employees on them and monitor the functioning at all levels.
Project Management
Task Management
Sub task Management
Recurring Tasks Management
Customer Rating
Project Profitability Calculation
Collaborative Pads
Project Planning
Tracking Time Spent
Website & Ecommerce
In this digitalized world the need for a company website and an e-commerce platform to run the sales operations is inevitable and you can define, configure and manage both using the website module of the Odoo platform. Moreover, with the website builder you will be able to define a website, style it and configure its appearance and all the related aspects to it.
Website Management
Website Builders
Website Customs Popups
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 V ariant 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
Shipping Methods
Order Follow Ups
Invoicing Policy Management
E-Commerce Connectors(Ebay, Amazon)
Web Push Notifications (Social App)
SEO Tools
Online Sale Analysis
Blogs and Forum
Live Chat Management
Point Of Sale
The retail shop management operations of your establishment can be defined using the Point of Sales module which will act as the counter sales application too. Furthermore, you can define a restaurant or a bar to function efficiently with the module moreover, the module is in direct integration with the inventory, sales, and e-commerce operations so that the product list and the warehouse details are shared regulating false order generation on unavailable quantities of product.
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
IoT Boxes
Cash Rounding
Loyalty Programs
Pricelist Management
Inventory Management
Marketing Modules
Digital marketing has revolutionized the way we promote and conduct our PR operations. The Odoo enterprise editions have designated tools of marketing where you can define promotional campaigns and run them efficiently. Furthermore, with dedicated modules such as SMS marketing, Email marketing, Social media marketing, and many more you can conduct all the promotion activities of your company.
Email Marketing
Mass Mailing List Management
Blacklisting
Dedicated Server for Mailings
Link Tracker
SMS Marketing
Contact List Management
Blacklisting Contacts
Marketing Automation
Social Media Posts Scheduling
Marketing Campaign Management
Social Media Marketing
E-Learning
E-learning is the new methodology of learning courses and attaining certification. With the Odoo e-learning module, you will be able to define a course, create a certification program that candidates can take up regarding the course, and run the evaluation operations on them. In addition with the help of the karma rule, the candidates can be rewarded for the various aspects of e-learning, forum postings, and other related aspects of Odoo e-learning operations.
ELearning Courses Exams and Evaluation Sell On EcommerceCalendar
The calendar module of the Odoo platform will resolve all the scheduling aspects of the employees and the managers along with the various operations of the company. In addition, you can schedule the various in-house activities based on the date and time on the calendar module and mention the responsible people therefore, they will be automatically notified of the event or the activity.
Online Appointments
Day to Day Activity Scheduling
Yearly Calendar View
Schedule Meeting
Recurrent Meeting Scheduling
Synchronise Calendar with Google
Discuss
Communications and information within the company are one of the key aspects which lead to the success of the establishment. With Odoo discuss module you will be provided with a platform to conduct discussions on the various in-house projects between the employees and the managers.
Direct Messaging
Discussion History
Inbox Mail Management
Group/Channel Messaging
Lead Generation
Helpdesk Ticket Raising
PLM
The Product Lifecycle Management module will act as the medium or the platform to communicate between various departments of a facility on the inhouse operations and the projects. Moreover, the employee and management will have a barrierless mode of communication with this platform.
Product Management Workcenter Management Engineering Order Change ManagementEvents
Managing both corporate, as well as in-house events of the companies, has a lot of constraints and factors to consider for a smooth operation. With the Odoo events module, you will be able to define all the company events both in-house as well as out-house and manage them efficiently. Moreover, the tickets of the events can be sold on e-commerce platforms or at the point of sale counters.
Managing Events
Managing Event Templates
Event Ticket Management
Online Ticketing
Auto Confirmation
Community Chatrooms
Live Broadcast
Online Exhibitors
Event Gamification
Registration Desk
Event Analysis
Attendee Analysis