Odoo Enterprise Features

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
  • Online Sale Order Confirmation
  • Restrict Sale of Products
  • Lock Confirmed Sales
  • Invoicing Policy Managing
  • Automatic Invoice & Down Payments
  • Shipping Management
  • Quotation Template Management
  • Shipping Connectors
  • Sync Amazon Order Delivery
  • eBay Account Management
  • Partner Referring

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 Management
  • Lead Scoring
  • Lead Mining
  • Lead Enrichment
  • Odoo Spreadsheet
  • Rental Order Management
  • Recurring Revenue Management
  • Outlook CRM Extension
  • 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
  • Product Categorising
  • UoM Management
  • Drop shipping
  • On-Time Delivery Analysis
  • Smart Date Input
  • Remaining Days Widget
  • Priority Widget

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 Transfers
  • 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
  • Asset Model Creation
  • Product Category Management
  • 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
  • Equipment Category Management
  • Maintenance Request Analysis

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
  • 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 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
  • Inventory Management
  • Pricelist Management
  • Loyalty Programs
  • Cash Rounding
  • Order Analysis

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
  • Social Media Marketing
  • Marketing Campaign Management
  • Social Media Posts Scheduling
  • Marketing Automation

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
  • Certification
  • Exams and Evaluation
  • Sell On Ecommerce

Studio

The Odoo enterprise edition has a modular approach and therefore it has designated modules for all the business operations. Suppose if you require a unique module or application in Odoo to run a specific operation of your company you can create a new one with the help of the Studio module of the platform.

  • Module Customisation
  • Custom Module/App Creation

Calendar

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
  • Synchronise Calendar with Outlook

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
  • BoM Revising
  • Workcenter Management
  • Engineering Order Change Management

Quality

The product and service quality management for every company is vital and can be efficiently done in Odoo with the Quality management model. In the module, you can describe the various quality parameters, assign testing points and parameters, and details to pass or fail the quality test conducted. Moreover, the managers, as well as the executives, will have a dignified management tool for quality inspection operations.

  • Quality Control Management
  • Quality Checks
  • Quality Control Points
  • Quality Alert Generation
  • Quality Team Management
  • Quality Analysis

Repair

The repair module of the Odoo platform will provide you with complete management operations for the product repair operations of the company. The customers can bring in the products or can request repairs on the company products that they have. Moreover, the manager can monitor the operation, assign the employees for the repairs to be conducted and then generate the invoices based on the service charge as well as the product or components used.

  • Repair Order Management
  • Repair Analysis

Helpdesk

The customer support operations such as helpdesk and technical support should be well managed in the company as it can add up to the customer satisfaction aspects. With the Odoo helpdesk module, you will be able to configure the various helpdesk operations such as the request form customer, manage the employees, manage the toll-free number operation and provide ultimate customer support virtually.

  • Helpdesk Ticket Management
  • Helpdesk Team Management
  • Ticket Type Configuring
  • Stage Management
  • SLA Policies

Field Service

The field service module of the Odoo platform will allow you to define the field service operations of the companies. You can assign the various tasks to employees, charge the customer based on the timesheet operations, invoice them based on the service charge and the products used directly from the field itself. Moreover, the module can be used in advanced smart gadgets for remote operations.

  • Field Service Management
  • Task Scheduling
  • Google Map Assistance
  • Worksheet Management
  • Product Management
  • Quotation Management
  • Tracking Time and Material

Rental

If your company runs a rental business it can be well defined in the rental module of the Odoo platform. Here the product can be rented out to the customer, charge them based on the number of days they have kept it or on a fixed charge. Moreover, the module will ensure that you rotate the product available at hand that can be rented out.

  • Rental Management
  • Rental Order Management
  • Rental Cost Management
  • Rental Product Management
  • Customer Management
  • Rental Agreement Management
  • Rental Padding Time

Document

A module in Odoo will help your company to move towards the green initiative by reducing the use of paper and its allocated stationary. Here all the company documents such as invoices, purchase requests, vendor bills, sales quotations, sales orders, certifications, licenses, employee documents and many more can be stored and well managed in this module. Moreover, with the direct integration with the sign module, you can post digital signatures on the documents for approval.

  • Document Management
  • Document Sharing
  • Document Splitting
  • Action from Document
  • Request Sign Document

Consolidation Module

The Consolidation module in Odoo will act as one of the applications which will help you to consolidate various financial and accounting reports of the integrated companies functioning in the platform. Furthermore, it will be based on the exchange rates which are preset on each account operation.

  • Consolidation Periods Management
  • Consolidation Rates
  • Consolidation Account Management
  • Financial Consolidation
  • Correct and Adjust Income/Expenses
  • Consolidation Reports

Data Cleaning Modules

One of the newest modules of the Odoo platform which was integrated to be operations only from the latest version of the software, will help you to remove the duplicate data and bring in an arrangement to the data and the contents available. Moreover, there will be a redundancy check on the data that we have entered and will provide you with suggestions to remove the duplicate data.

  • Identifying Duplicate Data
  • Remove Deduplication
  • Deduplication Rules
  • Field Cleaning Rules

Contact Module

The contact module of the Odoo platform will help you to define all the contacts that are required for you in the functioning of your company. The contacts described here are in direct integration with all the modules functioning in the platform allowing you to access them from any of the modules. Moreover, the details of the customer, vendor, as well as all the people that you have once engaged within the functioning of the company, can be stored, classified, and managed.

  • Partner Management
  • Membership Management
  • Multiple Address Management

Subscriptions

With the subscription module in Odoo, you will be able to manage the sales on the subscription products and the operations in them. Moreover, you can also define subscription-based services in this module, describe and manage the customer. The module is directly integrated with the sales as well as the e-commerce modules for the sales aspects of the subscription-based products.

  • Subscription Product Management
  • Subscription Template Management
  • Subscription Stages
  • Subscription Renewal
  • Alerts On Subscription
  • Salesperson Dashboard
  • Subscription Revenue Analysis

Events

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

Livechat

If you want to provide your customers with a shopping experience and support them while purchasing the products you can avail of the Odoo live chat module. Here, you can assign employees, manage the support operations to be efficient and reliable for the customers. The Live Chat module can be also configured as one of the lead generation tools based on the customers that have contacted your company through it.

  • Managing Live Chat Channels
  • Live Chat Operator
  • Leads from Live Chat
  • Visitor Management
  • Customer Rating
  • Canned Responses
  • Designing Live Chat Buttons and Windows
  • Live Chat Welcome Message

Dashboard

The Dashboard of the Odoo platform is one of the configurable aspects of the software where you can add data, change the layout of it and configure a google spreadsheet for the description of the data and the allocated contents. Furthermore, the custom aspects of the dashboard of Odoo will help you to configure the appearance based on your requirement.

  • Add Data to Dashboard
  • Change Dashboard Layout
  • Google Spreadsheet

Sign

The Sign module of the Odoo platform will allow you to define digital signatures, use them in the documents and manage the various signatures available. Moreover, this module will add up to the paperless effort of your company and turn your operations based on the greener initiative.

  • Upload Documents to Sign
  • Save Sign Document Templates
  • Custom Field to Sign Document
  • Sign Request

IoT

The Internet of Things is considered the technology of today and the future. With the use of it, you will be able to simplify the operation of your establishments and your homes. The Odoo IoT module will allow you to connect to the various IoT-based devices in operations at your facility using the IoT box which is available on-demand for the platform.

  • Configuring IoT Box
  • Device Information

Notes

Notes, as well as the to-do list for your company operation, can be defined in the Odoo notes module, which can be shared with the various other employees as well as the managers of the institution. Furthermore, there is chat functionality that can be enabled to discuss the notes created, and the employees having access to it will be able to contribute to the notes.

  • Managing Notes
  • Managing Activities

Members

The membership operations of your company for the customers can be defined using the member's module of the Odoo platform. Here you can create and configure the membership products, add customers to the various products and invoice them accordingly. Furthermore, you can add the attachments and allocated products and define them.

  • Managing Members
  • Membership Product Management
  • Partnership Assignment

Barcode

The use of barcodes for the in-house and the sales operations of the products will help you in saving time and reducing the human error generated upon processing the products. The Odoo platform has a barcode model where you can define and assign the various product barcodes in operation. Moreover, the module is in direct integration with sales, inventory, purchase, and all other product-based operations and modules in Odoo.

  • Operations Using Barcode
  • Inventory Adjustments Using Barcode
  • Batch Transfers
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Cybrosys Technologies Pvt. Ltd.
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Cybrosys Limited
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Cybrosys Technologies Pvt. Ltd.
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