CRM:

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Sales:

Sell More Efficiently

Modern User Interface

All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

Mobile

Use Odoo's mobile interface to sell on the road.

Reduce Data Entry

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

Sales warning

Get warnings before sending quotations to specific customers or for specific products.

Create Professional Quotations

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Quotation Template

Design custom quotation templates in just a few clicks and reuse them to save time.

Pro-forma

Send Pro-forma invoices to your customers.

Upselling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Electronic Signature

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

Variants Grid Entry

Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).

Manage Orders & Contracts

Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

Order-Specific Routes

Apply special routes from order lines: dropshipping, replenish on order, etc.

Contracts

Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

Incoterms®

Configure Odoo Sales to automatically display Incoterms directly on the invoice.

eSignature

Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.

Streamline Communication

Schedule Activities

Follow key quotations and orders in just a click and get alerts based on relevant activities.

Email Gateways

See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.

On-Boarding Emails

Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

Inter-Companies Rules

Automatically mirror sales and purchase orders in a multi-companies setup.

Maintain Products & Prices

Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

Discounts

Apply discounts on any quotation line item and choose if the discount should be visible or hidden.

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Third-Party Shipper

Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.

Shipping Cost

Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)

Coupons

Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

Product Configurator

Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.

Units of Measure

Sell product in multiple units of measure and let Odoo manages the conversion.

Pricelists

Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer's segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.

Intuitive Reporting

Trackable KPIs

Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

Next Activities

Get a full overview of all your sales activities, next actions, and performance data.

Order & Invoicing Analysis

Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

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Invoice:

Manage invoices

Create customer invoices

Issue clear, complete and professional invoices in seconds.

Print or send by email

Print a hard copy of your invoices to send them by post or send them by email.

Issue refunds

Create credit notes and manage reimbursements.

Multi-company rules

Automatically mirror orders and invoices in multi-company setup.

Address autocomplete

Enter a valid VAT number and Odoo will autocomplete the name and the address of the customer (Europe only).

3-Way matching payments

Compare what you have received with the vendor bill to release an invoice for payment.

Manage supplier invoices

Record supplier invoices in the system to manage payments and integrate them into accounting.

Handle recurring invoices

Set the frequency of invoicing for products in accordance with contract specifications.

Include Incoterms®

Use Incoterms® standards to make sure you have the right terms on your contracts.

Payments terms

Simple management view.

Customers payments

Batch deposit available. Customer Statements: manage the follow-up from a single simplified interface.

Handle payments

Invoices overview

Get a broad view on all invoices and filter them by status.

Import bank statements

Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system. Synchronization with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.

Multiple currencies

Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.

Get paid online

Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.

Batch Payments

Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via SEPA Direct Debit or credit card tokens.

Automate follow-ups

Create steps and automated actions to be taken by the system in case of a payment issue.

Reports

Full accounting reports

Get complete reports for journals, legal statements, chart of accounts, etc.

Sales reports

Get direct access to key information with dynamic and customizable dashboards.

Automated tax reports

Set up your tax rules to automatically calculate them in your invoice, and define where rounding occur to get accurate reports.

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Purchase:

Clean & fast

Modern user interface

A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.

Control vendor bills

Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).

Purchase tenders

Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. Use reporting ton analyse the quality of your vendors afterwards.

Blanket order agreement

Buy goods from a supplier at a negotiated price, on a recurring basis during a specific period of time.

Requests for Quotations

Create RfQs for your suppliers

Configure each to product to send out Requests for Quotations to each of your suppliers.

Send requests through the post or by email

Send RfQs by email directly from the app or print and send them by post, all in just one click.

Get offers for multiple items

Send out RfQs for multiple products at the same time.

Personalize your message

Add a custom message to your suppliers for each of the RfQs sent.

Automate the process

Save time by setting up rules to automatically send RfQs to your suppliers based on your stocks levels.

Variants Grid Entry 

Add product variants to your purchase orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).

Manage orders

Monitor RfQs and orders

Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.

Manage incoming products

Keep track of your stock and determine quantity and locations for each batch of items you receive.

Automate ordering

Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.

Manage invoicing

Create drafts

Design drafts of invoices which you can easily modify or cancel later.

Control future orders

Keep track of orders that have been created for a date in the future.

Handle internal moves

Organize the movement of items between two locations you own.

Handle Products

Create products

Define sale price, type, barcode and reference to easily differentiate similar products.

Add supplier reference

Add the reference used by each supplier for the item to make it easier to find for both them and you.

Add product variants

Add variations such as color, memory capacity, etc. on the product to allow for a cleaner list of products.

Define procurement rules

Reference all the suppliers distributing the item, order them by priority, and record their delivery time and minimal quantity to save time on new orders.

Ideal search filters

Search products with the supplier reference on the purchase order.

Units of measure

Purchase in different units of measure and let Odoo manages the conversion.

Check stock and availability

Keep track of stock, incoming orders and product availability.

Specify storage location

Define the product’s exact position within your warehouse.

Create sale conditions

Define the length of the warranty and specify customer and manufacturer lead times.

Add POS and website specifications

Add specifications to the product for its point of sale or for the website.

Include accounting rules

Specify your accounting category and define customer and supplier accounts and taxes.

Analyze & forecast

Dashboards

Use predefined dashboards or build your own with the advanced reporting engine Share filters with the team.

Inventory forecasts

Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.

Multi company rules

Automatic reconciliation between companies

Save huge amounts of time and effort on all transactions made between your group’s companies - transactions are automatically reconciled in all modules, for example, automatically mirror sales orders and purchase orders in multi-company setup.

One Odoo environment for multiple companies (odoo enterprise edition)

Manage multiple companies within a single Odoo environment.

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Inventroy:

Clean and fast

Double Entry Inventory

The unique Odoo double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved.

Mobile

Scan products in your warehouse using the barcode scanner. Control your dashboards and track orders wherever you are.

Corrected posted transactions

You are now able to update any transaction (picking, manufacturing order) after being posted through the new lock/unlock button.

Modern User Interface

A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.

Flexible

Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand.

Basic Operations

Delivery Orders

Pack orders and deliver with or without barcode scanners. Odoo prepares delivery orders for you based on availabilities.

Inventory Adjustments

Do an inventory for a zone, a specific product, a lot or a pallet/box; Odoo prepares cycle counts for you.

Multiple Locations

Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc.

Manufacturing, Repairs

Use extra apps to manage manufacturing orders, repairs orders, etc.

Receipts

Control incoming products and compare to what was ordered from the supplier.

Packing

Pack products in just a click and assign barcodes to packs for an easy tracking of the orders.

Scrap Products

Scrap products in just a few clicks and get clear reports on scrap: their costs, reasons and volumes.

Stock Transfers

Use the simple transfer interface to move products from one location to another.

Advanced Routing

Drop-shipping

Deliver to customers straight from your supplier based on products, orders or customers.

Cross-Docking

Unload incoming material and directly transfer to outbound gates with little to no storage in between.

Put away & Removal strategies

Define your own storage and removal strategies; fifo, nearest available zone, lifo, etc.

Pick - Pack - Ship

Design your own order process flow. Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping.

Push & Pull Routes

Design your own product routes to automate transfer orders between warehouses or locations.

Multi-Warehouses

Manage all your warehouses with the same system and define replenishment rules between warehouses.

Productivity

Barcode Scanners

Nice unified interface. Use barcode scanners for every inventory operation: inventories, incoming shipments, packing orders, etc. Scan the goods and confirm the reception or sending of those only through the scanner (no keyboard needed). Support EAN13, EAN14.

Customer Portal

Your customer can track their order status into the customer portal: orders, invoices, delivery order status, etc.

Custom Alerts

Define alerts on products or suppliers that should appear for a salesperson when they make quotations.

Smart Scheduler

Odoo's scheduler will trigger all operations automatically for you based on product availabilities and forecasts of orders.

Powerful search

Search documents to process easily. Just scan a barcode or filter based on any criteria: customer, product, etc.

Replenishments

Minimum Stock

Have proposition of purchase orders (or request for quotations) created by Odoo based on your future stock forecast.

Request for Quotations

Want to negotiate a price with suppliers every time you buy a specific product? Odoo can trigger request for quotations automatically based on future needs.

Make-to-Order

Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc.

Traceability

Activity Log

Have the history of all operations attached to every document (picking, delivery order, quality control) for full traceability.

Serial Numbers Tracking

Tracks manufacturer lots with barcode or serial numbers. Define and choose which transactions require tracking (delivery orders, receptions, internal moves, etc.)

Perpetual Valuation

Get your inventory valuation posted in real time in your accounting software for an accurate balance sheet in real time.

Products

Product Types

Odoo supports several product types that have different behaviour: physical products, consumables, services, digital products.

Custom fields

Add as many custom fields as you want on products to handle your business needs.

Expiration Dates

Track expiration dates on products.

Multiple unit of measures

Odoo supports multiple unit of measures and converts automatically for you: buy per tons and sell in kg.

Multiple barcodes

Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion.

Inventory Valuation

Costing Methods

Odoo WMS supports FIFO, Average Cost (AVCO) and Standard Price for product costing methods.

Landed Costs

Reincorporate landed costs into your product cost to get an accurate valuation of your inventory.

Valuation Methods

Use continental or Anglo-Saxon accounting (to record cost of goods sold)

Perpetual Inventory Valuation

Set up perpetual (real time, automated) or periodic inventory valuation mode by product.

Reporting

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

Inventory Forecast

Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.