A Beginners Guide to Odoo V11

You can acquire Odoo through any of the methods mentioned in the previous chapter (i.e. Introduction). The very next step is setting up your database. Whether you are using online version or onsite version, you must create your database first. It is in this Database all your data and operations are performed. You can create multiple databases if needed, and you can have different administrators for each of them. An administrator account (super user) will be created automatically when you create your first DB. This Administrator account is very important as he enjoys complete control over ERP system. Odoo provides an extra level security called Master Password to protect your database from unauthorized modifying. You may have multiple databases and administrators but only the administrator with Master Password can modify the entire database. Once you have configured a database, Odoo provides the option to delete, Backup, Restore the databases. Backup and Restore option is a useful feature provided by Odoo to protect your database.

After setting up your database, it is time to install the modules you needed from Odoo Apps. In upcoming chapters, you can find the detailed description about the apps you need to install to run a module.

In the next step, you have to create the system users. System users mean all the persons who can log in and access different sections of ERP. For example, accountant, project manager, section head, department head, team lead etc. This depends upon the business and organizational hierarchy you run. Obviously, you can set access restrictions on this users. The menu and settings visible to each user are based on the access right he possesses. For example, the menu to create a manufacturing order will be visible to a user with ‘Manager’ privileges in manufacturing. In each module, Odoo by default provides at least two type of users with different access permission. However, the administrator can grand custom permission to these users if needed. In fact, admin can create a user with custom privileges. Another useful feature you can find in Odoo is the ‘Group’. You can add multiple users under a Group and apply access restriction on the group. In other words, if you have a lot of users to manage then group is an efficient method.

Odoo has multilayer security system. At the top level, the administrator can restrict an individual user from accessing any module or application in Odoo by using Access Right mechanism in the user profile. Further down, the administrator can Impost Read, Write, Delete, Create permissions on Groups (i.e. any Department or a group of people) using Access control to fields. Record Rules is another feature to establish customized security.

Types of user

Basically, there are two types of user in Odoo ERP, Administrator, and normal user. Administrator is the default user created at first and he has complete access over Odoo system. As the administrator of your database, you are responsible for its usage. This includes the Apps you install as well as the number of users currently in use etc. Admin can create as many as users and assign their permissions and access rights within the application. By this method, admin can create organizational hierarchy and restrict users only to their own domain.

Creating user

• Login to the system as administrator
• Settings -> Users -> Create

• Fill the field with user information
• Set Access Rights to each application for the user from dropdown
• Find more customization for the user in ‘Oauth’, ‘Preferences’, ‘Point of sale’ tabs.
• ‘Change Password’ button can be used to set a password for the user

Delete User

• Login to the system as administrator
• Settings -> Users
• Select a user from list

Action->Delete

Groups

Groups are very important security modules in Odoo. They are created to achieve organizational hierarchy as well as impost access control to a group of users. Admin can set access control for a group of people rather than an individual.

Assign user to groups

Settings > Groups

Once you know about groups, you can select groups from list of groups as shown in above figure.

Here you can add as many as users under the Users tab so that all the security rules in that group will be applied to the user. Access Rights and Rules are very effective methods to implement security measures in Odoo, they are discussed in coming pages.

External user Sign Up

What if we wish to allow an external user (like your client) to view something in your system. He can sign in to your system and view allowed areas. To enable this settings.

Settings -> General Settings

Under The portal access there is a check-box indicated Allow external users to sign up .Tick that checkbox and click on button. Now you can see a sing up option is enabled near login portal

Click on and you will be redirected to a new Sign Up page.

Simple yet powerful, Odoo Accounting module can be best described in these two words. You can process your transactions quickly using Odoo. Odoo’s accounting is connected with all other apps of Odoo like Sale, Purchase, inventory and Human resource. This makes working with Odoo more simple and quick. To enable accounting features in you Odoo ERP you have to install Accounting and finance app from Odoo Apps.

There are many things which make Odoo a unique product than any other ERP Accounting modules. When we compare Odoo Accounting with other ERP suites like Microsoft Dynamics and NetSuite we can see many features which Odoo alone have. For example, Quick reconciliation, Automatic Sync, Batch Send, Third party follow-up, Payment automation, Alerts, and Expenses etc. features can be found in Odoo. But neither NetSuite nor Dynamics support all of these features but only some of them. Since all accounting transactions are associated with customers or suppliers, you get reports to perform analysis per customer/supplier such as the customer statement, revenues per customers, aged receivable/payable etc. Another exemplary option available in Odoo is its business intelligence engine which will allow you to navigate through company data in more organized manner. The graphs and diagrams plotted by BI engine is indeed a useful tool in decision making. Of course, Odoo is mobile too. You can use it to check your accounts on the go.

Following is the way Odoo deals with typical accounts and transactions.

Double-entry bookkeeping

Odoo automatically creates all the journal entries for each of your accounting transactions and Odoo uses double-entry bookkeeping system i.e. all journal entries are automatically balanced.

Accrual and Cash Basis Methods

Odoo support both accrual and cash basis reporting. This allows you to report income / expense at the time transactions occur.

Multi-companies

Odoo allows to manage several companies within the same database. Each company has its own chart of accounts and rules. You can get consolidation reports following your consolidation rules.

International Standards

Odoo accounting support more than 50 countries. The Odoo core accounting implements accounting standards that is common to all countries and customized apps are available to accommodate the specificities of individual country; like the chart of accounts, taxes, or bank interfaces.

Accounts Receivable & Payable

By default, Odoo uses a single account for all account receivable entries.

Wide range of financial reports

In Odoo, you can generate financial reports in real time. Odoo's reports include:

• Performance reports (such as Profit and Loss, Budget Variance)
• Position reports (such as Balance Sheet, Aged Payables, Aged Receivables)
• Cash reports (such as Bank Summary)
• Detail reports (such as Trial Balance and General Ledger)
• Management reports (such as Budgets, Executive Summary)

Import bank feeds automatically

Odoo makes bank reconciliation easy by frequently importing bank statement lines from your bank directly into your Odoo account.

Inventory Valuation

Odoo supports both periodic (manual) and perpetual (automated) inventory valuations.

Easy retained earnings

Odoo automatically calculates your current year earnings in real time; so that no year-end journal or rollover is required. This is calculated by automatically reporting the profit and loss balance to your balance sheet report.

System Users

Basically, there are three types of users in Accounting module, who have different type of access right to the system.

• Billing
• Accountant
• Adviser

When we move from Billing Adviser, user will get more rights in application

• The main thing a user with only ‘Billing’ access right can do is create and process invoices.
• Billing user can also create new customers and vendors, product information, taxes, and fiscal positions.

This is all the menus available for a ‘Billing’ user.

Next level of access right is ‘Accountant’. Along with the rights available for billing user, Accounts has more other rights.

• Accountant have access to dashboard of accounting
• Accountant can record payments from customers and vendors.
• He can generate all the PDF reports available.
• Also Accountant can configure financial reports.

Advisor level user have more rights than any other users in Odoo accounting.

In addition to all the rights Accountant have,

• Advisor can create products and services, they can create journal entries, Manage chart of accounts, manual payments and invoice reconciliation, and advisor can make manual tax adjustment.
• Advisor level user can create new journals and new payment terms in Odoo.

First, we have to set up general configurations of the Accounting system. You can find the basic and important configuration below.

• Accounting>Configuration>Settings-> Chart of Accounts

Here we have selected the Indian chart of account. This is a Chart of account that comes along with Odoo. Odoo will automatically select Chart of account related to the country you selected while creating a database.

There is more than 50 chart of accounts comes with Odoo. You can choose as per your locality and need.

• Accounting>Configuration>Settings-> fiscal Year

In this section we can set-up our financial year (Fiscal Year) related controls.

• From Odoo version 9 onwards, Odoo removed financial closing. But we can configure financial year last day

Lock Entries are to prevent editing accounting entries

Lock Date for Non-Advisers means a Non-Adviser level user cannot edit an accounting entry created on this date and prior. Usually, we use this for closing a period inside an open financial year.

Lock Date means, not even advisor level user can edit accounting entries created on or prior to this date.

So the benefit of this approach is we don't have to close financial year to get clean Profit & Loss and Balance Sheet report. Reports will be always up-to-date without closing and generating opening entries. It makes Odoo’s reporting much easier and powerful.

• Accounting>Configuration>Settings-> Accounting and Finance

This section is very important.

This is where we are configuring what are the features we need in our Odoo accounting system. First thing is Default Company Currency.

• You can change the currency rate by clicking this button. It will open a window like this

Add the current rate of your currency here by clicking 'Create' button.

Accounting>Configuration>Settings

1. Analytic accounting.
   • This feature can be used for many purposes like Manage Cost center concept, Invoice time spend on a task, Performance Analysis. This feature is also using for the budget management.
2. Asset management.
   • Choosing this feature let you purchase your asset and manage the depreciation of those assets
3. Budget management.
4. Allow Tax Cash Basis.
   • Odoo supports both accrual and cash basis approach. This option allows your system to generate report in cash basis.

Accounting>Configuration>Settings>Multi Currencies

Enabling this option allows handling multiple currencies in Odoo. System will give a new option to select Rate Difference Journal when you check this checkbox.

If we receive payment against an invoice after a month of invoice creation, the exchange rate most probably changed. This Rate Difference Journal is used to create journal entry of loss or profit caused by the difference of currency exchange rate.

Accounting>Configuration>Settings>Invoicing and Payment

Under this section, if you check Allow pro-forma invoices, it will let you set your invoices into a state called ‘Pro-forma’.

If you have to set up any restriction or a warning message for any partner while you create an invoice for him, select An informative or blocking warning can be set on a partner option under warning.

The tax selected as Default Sale Tax and Default Purchase Tax will be assigned as Customer Tax and Vendor Tax of a Product/Service When you create a new one.

Configure payment acquiring methods Button will redirect you to the list of all Payment acquires available in Odoo. You can install the payment acquirer from that list and you can also configure them.

Enabling Use Anglo-Saxon Accounting will change your system’s behavior into Anglo-Saxon. By default, Odoo uses continental accounting.

Bank account prefix and Cash account prefix are used to generate codes for bank and cash accounts. And # of Digits represents the number of digits in account code.

You have two options in Tax calculation rounding method

1. Round per Line
   • Tax amount will be rounded in each invoice line.
2. Round Globally
   • Rounding occurs only on total tax amount.

Overdue payments Message is used on overdue report of partners. So that you can generate the report and sent it to your customer/supplier without making any modification.

How to configure a customer and other related things are covered under CRM module, however Accounting related fields is just mentioning here.

As we see in the picture, we can select Customer Payment Term and Vendor Payment Term for this client. Total Receivable and Total Payable are only visible in developer mode.

We can select the Degree of trust you have with this partner and also Fiscal Position.

Account Receivable and Account Payable will have a default value. But you can change if you want.

Under the Invoicing tab of product form, we have

• Income Account
• Expense Account
• Customer Taxes
• Vendor Taxes

While we install Odoo, we had the option to choose our country. Using that data Odoo will install that country specific COA(Chart of Accounts). If you need more accounts in COA. You can create that from ‘Chart of accounts’ menu.

Accounting -> Advisor -> Chart of Accounts

• We should be careful while selecting the Type of accounts. You can use the details provided on the right side of the window to select correct type.
• If we select any tax as Default Tax on an account, and we don’t have any tax mentioned on product, then system will select this tax by default on invoices.
• We have to check the Allow reconciliation option. This account is used for Invoice and payment matching and reconciliation.
• If we mark an account as Deprecated, we cannot use that account anymore. We will get a warning message like this.

If you select an Account Currency, the system will force all moves for this account must have same currency.

In Odoo we can create different type of taxes. To create a new tax or list all the taxes in your system,

Accounting > Configuration > Accounting > Taxes

In the above picture you can see the mandatory fields for a tax.

1. Tax Name
   • Name of the tax
2. Tax Scope
   • Where to use this tax. If you select ‘None’, you can only use this tax with other tax group.
3. Tax computation
   • Odoo have four different types of tax computation
     • Group of taxes
     • Fixed
     • Percentage of price
     • Percentage of price tax included

Some other options are

1. Tax account
   • The account, that will be used in the invoice tax lines. Later journal entries are created using this account. If we leave it empty, then Odoo will take the default debit/credit account of Journal.
2. Tax account on refunds.
   • The account used in case of refund entry.
3. Label on Invoices
   • This can be used on the invoice report to represent this tax. We can add custom tags to create custom reports.
4. Include in analytic cost
   • If we set this option, then the amount computed by this tax will assign to the same analytic account mentioned the invoice line.
5. Included in price
   • Set this option if this tax is included in the unit price of the product/service.
6. Affect base of subsequent taxes
   • If you set this option, Base amount of subsequent taxes will be sum of current base amount and tax amount of this tax.
7. Tax adjustment
   • Set this option if you want this tax to be used in tax adjustment wizard.
8. Group of taxes
   • This option lets us configure the tax as collection of many child taxes. Odoo will make visible the table to select the child taxes when you select this option as tax computation method.

Odoo can handle Multi Company and multi-currency concepts. Those who are dealing with us, i.e. Customers and Suppliers, may be operating from another country or states. So the laws and regulations will be different for them. Fiscal position comes in handy in this case. We can map taxes and accounts using fiscal position.

Accounting > Configuration > Accounting > Fiscal Position

Tax mapping is another useful option to configure taxes.

For example:

Here this product’s vendor tax is configured as VAT 10%. What if I cannot purchase this product from some vendors with this tax rate (assume the tax rate is more than 10%, let’s take it as 12%). In this case we can use tax mapping of fiscal position

Let’s specify this fiscal position on partner master.

Same we can do with accounts.

Accounting > Configuration > Accounting > Journals.

Mandatory fields are

• Name
• Type: There are five types of journals in Odoo.
  • Sale: Using for customer invoice journal
  • Purchase
  • Cash
  • Bank
  • General
• Short Code: Odoo will create a sequence number for each journal we create. Journal entries of this journal uses this short code as the prefix of generating sequence.

There are some other fields

• Default Debit Account: It is the default account for debit amount.
• Default Credit Account: It is the default account for credit amount.
• Currency We can specify the currency used to enter statements

here. Some additional options are available under ‘Advanced Settings’

Under Control-Access area, we can set some control on this journal. But these are only visible in Developer Mode

• Account Types Allowed: If we mention any accounts here, this journal can only create entries to that type of accounts
• Accounts Allowed: Just like types, if we mention accounts here, Journal can’t use accounts other than that.
• Show Journal on dashboard: Checking this option will add this journal details in to dashboard as a tile

• Login
• Settings

1. Round per Line
   • Tax amount will be rounded in each invoice line.
2. Round Globally
   • Rounding occurs only on total tax amount.

We may have to use different payment terms like, immediate payment, 30% advance and balance after one month, etc. in different situations. We can manage this with Odoo’s payment terms

Mandatory fields are

• Balance
• Percentage
• Fixed amount

Also different due date computation parameters

• No of day(s) after the invoice date
• No of day(s) after the end of invoice month
• Last day of following month
• Last day of the current month

We can use the combination of these to create a new payment term.

Under Control-Access area, we can set some control on this journal. But these are only visible in Developer Mode

• Account Types Allowed: If we mention any accounts here, this journal can only create entries to that type of accounts
• Accounts Allowed: Just like types, if we mention accounts here, Journal can’t use accounts other than that.
• Show Journal on dashboard: Checking this option will add this journal details in to dashboard as a tile

We can use the combination of these to create a new payment term.

As you can see in the above picture, we have added 'Percentage' and 'Balance' lines under terms.

In percentage,

We have to select '0 Day(s) after the invoice date' and put the value as 30.0

In balance, We choose the 'Last day of current month’.

Odoo have a nice and simple dashboard. You will get status of your accounts from the dashboard itself.

You can also go to many other parts of your accounting app from this dashboard.

You can create new customer invoices, vendor bills, new Bank statements, and new cash transactions from this dashboard.

When you click on ‘More‘, you’ll see more related options.

There is a lot of features accessible from Dashboard. You can go to the list of different records, create new records, you can do payments matching from dashboard itself.

Accounting> Sales> Customer Invoice> Create

Invoice in Odoo have five states.

1. Draft: Draft status is used when a user is creating new or unconfirmed invoice
2. Pro-forma: Pro-forma status is used when invoice don't have a sequence number. This status is not always active. We have to enable this from account settings by checking “Allow pro-forma invoices“
3. Open: An invoice becomes open when the user validates the invoice. From this stage onwards invoice will have a sequence number generated by Odoo itself. Invoice will remain in this state till the user registers payment for the full amount against this is voice.
4. Paid: When the invoice is fully paid.
5. Cancel: Cancel status is used when user cancels an invoice.

You can see the current status of the invoice in the status bar

Click Add an Item to add products to your Invoice

You can see other information related to this invoices under ‘Other info’ tab

Still our invoice is in ‘Draft’ state. A draft invoice won’t make any difference in accounting. Accounting entries are created only after the validation of Invoice.

Validating an invoice will confirm the invoice. It will create a journal entry, invoice will get a sequence number, and invoice state will be in ‘Open’. Now we can make the payment against that invoice.

• You can validate an Invoice by clicking ‘Validate’ button.

See the sequence code and journal entry created for this invoice in the picture below

This is the journal entry

See the debit and credit posting of the entry from this picture.

By clicking the ‘Register Payment’ you can record a payment against this invoice.

We can choose a payment journal (cash/bank/..) here and the payment amount will be the full residual amount of that invoice. If we are recording a partial payment, then we can change the value there.

• State of the invoice will become ‘Paid’ once we record the full payment against it.

If the customer made any advance payment or he has any previous balance in our system, Odoo will inform you that this way

You can assign that outstanding balance by clicking add button on that outstanding payment

You can Create/List all the list of customer payments and vendor payments from payments menu.

Payments have four states

• Draft
• Posted
• Sent
• Reconciled

A Draft payment becomes Posted when the user clicks on validate button. Becomes Reconciled when it is assigned against an invoice.

This feature allows user to match the payments and invoices and reconcile them. Odoo itself will select the most matching entry. If you want to change we can do that.

You can also access this from the dashboard.

This feature is used to manually correct the VAT declaration through a miscellaneous operation

Here you can only select the taxes marked as ‘Tax Adjustment’. Submitting data will create a Journal entry with the details provided

You can create a new bank statement and map those transactions with the general ledger transactions in Odoo.

Using the New Statement button we can create a new bank statement. That will open up a form like this

Here you can put all the details of transactions. A bank statement have two states

• New
• Validated

We have to reconcile the statement to make it Validated.

Odoo will select the most matching bank transaction record from general ledger same as payment matching.

Clicking the Reconcile button will complete the process.

Odoo’s asset management allows you to track your fixed assets like, equipment, furniture, vehicles, land, etc. You can purchase, sell and manage depreciation using Odoo

Odoo’s asset management allows you to track your fixed assets like, equipment, furniture, vehicles, land, etc. You can purchase, sell and manage depreciation using Odoo

Create Asset Type

Accounting > Configuration > Management > Asset Type

Here you can put all the details of transactions. A bank statement have two states

• Time method based on: Method to compute the depreciation date and number of depreciation lines. We have two options here.
  • Number of depreciation: by choosing this option we are fixing the number of depreciation and the time between two depreciations.
  • Ending date: This way, instead of giving the number of depreciation. We give the date that depreciation will not go beyond
  • 
• Computation Methods: Here we can choose the method to use for computing the depreciation amount. Here also we have two options
• Auto-confirm Assets: Ticking this option will auto confirm all the assets comes under this category when they created from the invoices.
• Group Journal Entries: if you want to group the journal entries generated using the category, tick this option.

Create Asset

We can create an asset in two ways:

• Manually
• From Supplier Invoice To create an asset manually,

Accounting> Advisor > Assets

Here we can fill the details of your asset

• Salvage value: this is the amount you plan to have that cannot depreciate
• Vendor: The vendor from we purchased this asset
• Invoice: The invoice related to the purchase of this asset

An asset have three states

• Draft
• Running
• Close

Once we created an asset, we should confirm it. We can also click on the Compute Depreciation button to check the depreciation board before confirming the asset.

Then the asset will change to Running state you can see the depreciation board

The red button indicates that related journal entry is not created and green bullet means that the journal entry has created for this line

You can sell or dispose the asset using the Sell or Dispose button on status bar. It will create a journal entry to post the full expense of the asset. But it won’t create a sale entry or an invoice.

To modify the depreciation of an asset, Click on the 'Modify Depreciation button' and provide the values accordingly.

Creating an asset from supplier invoice is easier.

We just have to give the asset category. Odoo will create asset based on the data in category and invoice. If we set asset category in product itself, then asset category in invoice line will be automatically selected.

Asset will be automatically confirmed if we tick the asset category option Auto-confirm Assets.

Accounting> Advisor> Generate Asset Entries, is an option to trigger the generation of asset depreciation entries

Odoo have a feature called analytic accounting. This is an advanced feature that we can use for different purposes. Like,

• Cost center concept
• Timesheet invoicing
• Project management
• Budget management

We have to enable analytic accounting first from settings to use this feature.

We have to create analytic accounts here,

Accounting> Configuration> Analytic Accounting>Analytic Account.

You can select a customer for an analytic account. Then, this will be added to the name of analytic account. It will make the selection of analytic account easy.

Now you can select this analytic account in Invoices.

Let’s check the changes this makes.

Here we can see that each debit entry have analytic entries selected. This will create an analytic entries in Odoo. You can see the analytic entries under Accounting> Advisor> Analytic Entries.

These are the analytic entries created. Unlike general accounting journal entry, analytic entry don’t have debit/credit. It is handled with negative and positive value for ‘amount‘.

By clicking this Cost/Revenue smart button we can see the analytic entries of that account.

Budget management plays an important role in the success of any business. We can check our financial status with the planned details using Odoo’s budget management section. Odoo uses its general and analytic accounting in budget management.

We need to configure three things to work with Odoo budget management

• Budgetary Positions
• Analytic Accounts
• Budget

Budgetary positions are a kind of mapping the general accounts with budgets Let’s create a budgetary position.

We can create budgetary position from Budget form itself,

Or we can create from

Accounting>Configuration>management>Budgetary Position

We are now creating a budgetary position Income.

We have selected some General accounts under this budgetary position. Same way we are creating another one, Expense.

Now we have two budgetary position in our system.

The role of analytic accounting comes when we have to get the details based on a specific Customer/Supplier or a project. We already discussed how we can create an analytic account.

So we are moving to the configuration of budget.

As we can see on the picture, we have to give a Name for budget and also a Period. Then we must add our budgetary positions we already created to this budget.

At that time we have to provide our planned amount to that position.

Add other necessary fields you need.

Now you can see there is four columns in the table

• Planned amount: The amount we gave
• Practical Amount: It is the actual amount
• Theoretical amount: It is the amount we could have spent/ received till today “If the planned amount is 12000 then for one year, then on January 31st the theoretical amount will be 1000. On May 31st it will be 5000, On December 31st it will be 12000.”
• Achievement: percentage of practical amount with respect to theoretical amount.

We have to Confirm and approve the budget. You can check the budget any time.

Customer Relationship Management, which is the most important part of a business, is simplified with Odoo CRM system. Odoo CRM is a combination of 8 Apps and Plugins. For efficient management of customer relation, you must install all the following Apps/Plugins.

• CRM

And following optional apps can further enhance CRM capabilities

• CRM Gamification
• Marketing campaign
• Survey CRM
• Contact Form
• Resellers
• Lead to Issue
• Opportunity to quotation

Since any discussion on CRM can’t be completed without sales procedure, in this section we will explain CRM combined with sales module. To get sale features in your ERP you have to install following apps from Odoo.

• Sales
• Sales Teams
• Sales and MRP management
• Margins in sales orders etc.

The first application ‘sales’ alone can facilitate all sales related procedures rest is options. However, for a better sales management, you may install rest of the apps also. You can find more related applications from Apps tab in your ERP.

Comparing to other CRM applications like SalesForce, Zoho, and Sugar CRM Odoo has a lot of unique features. If we consider the case of ‘Salesforce’ Odoo has an advantage of features like Price list, Quotation Templates, eSignature, Online Payment, Invoicing, Customer Portal, Shipper Integration, Leads Tracking, Social Network Integration etc. If it is in the case of Zoho the list changes to Pipeline management, Next Action, Multiple companies per contract, Pricelist, Quotation Templates, eSignature, Drag and Drop management etc. Undoubtedly Odoo user interface is the easiest and user-friendly among all these CRM’s.

• Priorities activities : Priorities the follow-up activities in pipeline and meet your targets efficiently
• Track your sales activities : Track the sales stages more easily via sales pipeline Kanban view.
• Schedule Meetings : Schedule meetings directly from the opportunity of customer
• Dashboards : Get all the necessary details of ongoing and done business activities in your Dashboard
• Get in touch with customers : Maintain Communication with customers via email, phone, chat, and social media from within your Odoo CRM.
• Leads Promotion : Start campaign by sending auto generated emails to customers in Leads. Assign a sales person to follow the lead and promote it.
• Opportunities Analysis : Analyze your opportunities pipeline with advanced filters, grouping, drill down, etc.
• Lead Scoring : Score your leads based on explicit and implicit criteria and decide which lead satisfies the benchmark to become opportunity.
• Customized Alerts : Set custom alerts for opportunities based on some activities
• Analyze Opportunity lost : Analyze the reasons behind the loss of opportunities and improve your sales efficiency.
• GeoIP : Detect countries, states and cities of leads automatically from your visitor IP address.
• Automate routines and Focus on sales : Automate routine business activities, don’t waste time on maintain data.

Odoo CRM general workflow

CRM in Odoo can be explained as a series of events that start with identifying a Lead (a future sale possibility) and passes through different stages like Opportunity, Quotation, Sale Order and actual sale (invoice generation and payment). Odoo integrates Customer Management module along with these processes to accomplish effective Customer Relationship Management. The basic steps involved in tracking a sale can be listed as below

Lead: - A possible future sale, it may be created just because a user enquired a product

Opportunity: - More possibility of sale. Here onwards the organization may appoint a person to follow-up the customer.

Pipeline: - it is a convenient mechanism provided by Odoo to track Opportunity. You can create many stages based on the possibility of the Sale and track more effectively.

Quotation: - once the opportunity is Won, then next level is to make a quotation and send to the customer.

Next, Quotation changes to Sale Order and then to Invoice Generation and Payment.

System Users There are three types of default user as far as CRM (Including Sales + Purchase + Customer Management) module is concerned.

Manager: - who will have complete access over all these Sales, Purchase modules

User - Own documents only: - This user will have the permission to control the documents and entries created by him. For example, you can restrict a sales executive from accessing another sales executives documents.

User - All documents: - may be a sales head, he has to view all the documents by all sales representative.

Create customer

Basically, in Odoo CRM a person you add is called Partner rather than Customer i.e. you can keep the entity both as a Customer and Vendor

Sales -> Customers -> Create

Tick Is a Customer, Is a Vendor check boxes in Sales & Purchases according to the nature of entity.

• Use Partner Assignation tab to track Geo-location of customer
• Accounting tab can be used to add accounting info of the entity.
• Choose between Individual , Company radio button accordingly
• Click on Active button to activate the profile for use (otherwise it will not be listed elsewhere.

If we go to the Sales & Purchases tab, we can specify a salesperson who is in charge of communicating with this customer. We can also choose that this customer should be able to receive email notifications or not. If this option is enabled, then this customer will receive emails for each notification in his inbox.

The field, 'Mailing Opt-Out' is really useful in cases where we don't need to receive any emails from mass mailing or marketing campaigns. If this option is enabled, this customer won’t receive any emails from mass mailing and marketing campaigns. The Number of bounced emails will be displayed in the ‘Bounce’ field.

For providing portal access, we need to configure the email and enable the 'In Portal' option for those customers.

Upon clicking on the 'Portal Access Management' option, a new wizard will appear. Here we can enter the email address. The option ‘In Portal’ should be selected for those contacts to whom we wish to enable the portal access. Once we have filled the details and applied, an email will be sent to the specified email address. With the portal access enabled, the user can sign in to Odoo from the link provided in the E-mail

Update/Delete a Customer Details

Sales -> Customers

Click on any of the Customer from Kanban view

Click 'Edit' to make modifications

Or find more Details related with the customer from Action tab

Create customer

To sell any product, we must create a product or add a product to our inventory. Though it is an activity done udder inventory management, Oddo Sales module provides a quick link under Sales > Products tab to perform product management functions like Add Product Update Stock etc. To see the full functionality and processes in Product Management refer Inventory management module

Lead Generation

For handling our leads with Odoo, first we have to enable the leads option from the settings.

After this option is enabled, a new menu for creating the leads will appear.

Sales -> Leads -> Create

In the lead creation form, we can select a customer or we can create a new customer and link to this lead. Complete address of this customer can be specified here. There are some optional fields such as email, contact name, job position, mobile, phone, fax, etc. are available. The corresponding salespersons details who creates this lead will be automatically filled and his sales team will also be selected automatically.

Or you can generate Leads from Incoming Mails

There are several ways for your company to generate leads with Odoo CRM. One of them is using your company's generic email address as a trigger to create a new lead in the system. In Odoo, each one of your sales teams is linked to its own email address. You can configure this E-mail to generate Leads automatically. For this, first we need to configure the Incoming & Outgoing mail servers from settings.

Opportunities

Sales -> Leads

Click Covert To Opportunity

If we select the conversion action ‘Convert to opportunity’, then a new opportunity will be created. If ‘Merge with existing opportunities’ is selected, then a new option will appear which will allow us to select the opportunities.

We can assign this opportunity to a salesperson and his team. While creating the opportunities, it is optional for us to link it with a customer. If we select the option ‘Do not link with a customer’, then no customer will be linked with. There are other options available to link with existing customer or to create a new customer and link with him.

Or you can create opportunity directly

Sales -> My Pipeline -> Create

Sales Pipeline

After creating the opportunities, it will be displayed in the Sales Pipeline section. From ‘My Pipeline’ menu, we can see that all the opportunities are grouped by their corresponding stages.

Sales -> My Pipeline

One of the main features of Odoo is the ‘Drag and drop’ facility in this view. We can change the status or stage of an opportunity by simply dragging from one stage to another.

Pipeline Configurations

We can configure the stages we want to use in our pipeline. Under the CRM module

Configuration -> Leads and Opportunities -> Stages

Here we need to provide a Stage Name, and Stage Probability to specify the probability of the lead when that lead is in this stage.

We can relate this stage to a sales team if we need. If we select a team, then this stage will be accessible to those team members only.

Edit/Update Pipeline Content

Sales -> My Pipeline

To create new opportunities, click ‘Create’ button. Edit an Existing opportunity select any of the opportunity from list.

We can use the field ‘customer’ to select the customer related with this opportunity

Expected revenue from this Opportunity and probability of winning this Lead and converting it to our sales will also be shown here. Once we have set any Meetings related to this Opportunity, it can be seen by clicking on the button at the right top corner of this form. The number of meetings will be shown. In the Contact Information tab, the details of the contact related to this opportunity can be specified. The buttons, ‘Mark Won’ and ‘Mark Lost’ are used to mark the opportunity as won or lost.

Next Activity field in Pipeline

This another important settings available in Pipeline. At each stage of Pipeline we can assign next activity to be done for the follow up of that opportunity. To set next activity

Sales -> My Pipeline

At the right bottom of every Lead, we can see a white dot symbol, which can be used to assign Next Activities to this opportunity. Upon clicking it, a new wizard will appear, which will allow us to create the next activity.

The Next Activity can be Email, Call or Task. We should set a date and summary to specify the purpose of this activity.

Create Quotation

Once the opportunity has been ‘Won’, next level is initiating actual sales procedure. So first step is preparing a quotation and send it to the customer. You can create a quotation by two methods.

Sales -> Quotation -> Create

• The expiration date field is used to set the validity or expiration date of this quote. (If this field is not set, it will be automatically calculated based on the template associated with it if online quotation is installed.)
• The Payment Terms specify the conditions for paying an invoice. (We can set it like, if the customers pays within 10 days, he will get 20% discount, etc.)
• We can provide discounts to the order lines by enabling the option from the Settings.
  
  
• The 'Send By Email' button can be used to send this quotation to the customer by email.
• Under the ‘Other Information’ tab, we can provide the related salesperson and his team.
  
  

Or you can create a Quotation from your Pipeline.

Once the opportunity is won (it reached its final confirmation stage), there is direct button to create Quotation for that opportunity.

Sales -> My Pipeline -> Won (or Whatever be the final Stage) Select any of the ‘Won’ opportunity

New Quotation

Create Sale order

As in the case of quotation we can create a sale order in two ways.

Sales -> Sales Orders -> Create

Here we get a window to create a Quotation create Quotation and click Confirm Sale to create sale order.

Once the sale order is created you can access the same from inventory Module too.

Create Invoice

Sales -> Invoicing -> Sales To Invoice

Select the sale order to invoice.

Just like the quotation, it is possible for us to specify the salesperson and the sales team related under the 'Other Information' tab.

• The ‘Lock’ button is used to lock this sale order. Once it is locked, it cannot be edited. But we can deliver or create invoices for this order.
• The invoice status of this order will be shown under the Other Information tab.
• Click Create Invoice to generate invoice

• The first option will invoice all the Invoiceable products in this order.
• Second option can be used to deduct the down payment and the other two are for providing down payment.
• If the user creating this invoice does not have access in the accounting section, he can just create the invoice. But he won’t be able to see or access it.

Reporting

We can access several types of reports in Odoo. It is possible to analyze the Leads and Opportunities based on team, salesperson, state, etc.

Sales -> Reports

Exapmle:-

Order Upsell

Sales -> Invoicing -> Orders to Upsell menu will list the orders having products with an invoicing policy based on ordered quantities for which you have delivered more than what have been ordered

Enable more than one address field for customer

If we need to have three different addresses for customer, delivery and invoice, we need to enable this option from

Sales -> Configuration ->Settings -> Address

After enabling this option, we can see the new fields appeared for entering these addresses.

These addresses will be displayed in the reports also.

Setting up margin for Sales

Sales -> Configuration ->Settings -> Margin

After it is enabled, we can see margin option in sale order.

Setting Up Sales Pricelists

To use different prices for products based on customers and other criteria, we can use pricelist

Sales -> Configuration -> Settings -> Pricing

• The first option will allow us to use a fixed price per product.
• Second option, we can set different prices for a product per each customer.
• Third can be used to create more advanced pricing rules.

Define Next Activity

Sales -> Configuration -> Leads and Opportunities -> Activities -> Create

Fill the fields and Save

Setup Delivery Method

Sales -> Configuration -> Delivery methods -> Create

Fill the fields and Save

Don’t forget to mark it Active and Publish on Website

Just like the sales, it is really easy to manage our purchases using Odoo. We can generate quotations, convert them to purchase order and generate bills easily. After installing the Purchase Management module from the apps list, we can see the menu item 'Purchases' in our Odoo ERP. Sales and Purchase vouchers, Purchase and MRP management, Purchase requisitions etc. are some other helpful apps which can further enhance purchase management functionalities.

As you all know Purchase is a process of buying goods, service, raw materials and spare parts from suppliers for an organization. Generally, purchase management is one of the most crucial section in an organization. The purchase process in a company should be given the maximum attention. If there is a problem in the purchasing department then problems will arise in the production section, Sales section and will ultimately reduce the performance of the organization. Hence an effective purchase management mechanism is inevitable in any organization. Odoo purchase management can improve your purchase workflow depending on stock levels, sales orders, and forecast manufacturing orders and so on. Here are some features of Odoo purchase management software

Some of the useful features of Odoo Purchase management includes

• Automate your purchasing workflow: Here we can automatically send RFQ s- (Request for Quotations) to your suppliers based on your stocks levels. This will improve your purchase and inventory performance along with procurement rules depending on stock levels, logistic rules, and sales orders, forecast manufacturing orders, etc. Select different refill scheme for each product depending on your manufacturing / delivering strategies.
• Supplier price lists & product availability: We can easily make efficient purchase decisions using the best prices. With this, we can easily import suppliers' price lists and references to make quick and apt purchase decisions based on different vendor policies, quantities, and special contract conditions. We can easily track the availability of the product in your supplier’s inventory and you can also check your order status.
• Get the best offer with purchase tenders: Get the best price by bargaining / negotiating with different vendors. We can Launch purchase tenders and simply integrate vendor's answers in the process which help us to compare proposals from different vendors; Choose the best offer and send purchase orders within seconds. We can also use reporting to analyze the proposal of your vendors afterward.
• Get statistics on your purchases: Analyze, forecast and efficiently plan your orders in simple steps. Get accurate statistics on your suppliers' performance through flexible reporting delivery delays, negotiated discounts on prices, quantities purchased, etc. Integrate purchases with analytic accounting to analyze your contracts' profitability.
• Manage several companies: By using Odoo’s multi-company rules we can save time and effort. We can use a single Odoo instance to synchronize operations between different companies. By using this we can create sales orders, share customers, suppliers and products and invoice management for all companies at the same time. You can save even more time by automating the invoicing process between all the companies.
• • Inventory: Synchronize your stocks levels based on your purchases and create automatic replacement rules to avoid the out of stock situation
  • Invoicing: Convert your purchase orders in a supplier invoice to avoid double entry.
  • Accounting: Get your accounting more accurate by integrating purchase orders and invoices.
• Control invoicing: Odoo ERP purchase module is integrated with inventory, invoice, accounting so you can make the process simple, and accurate.

System Users

There are three types of default user as far as CRM (Including Sales + Purchase + Customer Management) module is concerned.

Manager: - Who will have complete access over all these Sales, Purchase modules

User- Own documents only: - This user will have the permission to control the documents and entries created by him. For example, you can restrict a sales executive from accessing another sales executives documents.

User- All documents: - for example, a Sales Head he has to view documents created by all sales executives.

Odoo Purchase management general workflow.

A Request for Quotation (RfQ): is used when you plan to purchase some products and you would like to receive a quote for those products. In Odoo, the Request for Quotation is used to send your list of desired products to your supplier. Once your supplier has answered your request, you can choose to go ahead with the offer and purchase or to turn down the offer.

A Purchase Tender (PT): also known as Call for Bids, is used to drive competition between several suppliers in order to get the best offer for a list of products. In comparison to the RfQ, a Purchase Tender is sent to multiple suppliers, stating each are competing with one another, and that the best offer will win. The main interest is that it usually leads to better offers.

The Purchase Order (PO): is the actual order that you place to the supplier that you chose, either through a RfQ, a Purchase Tender, or simply when you already know which supplier to order from.

Purchase process starts from the purchase order and ends with the reception of good/service. In Odoo you can either directly create a purchase order (PO) or you can request for a quotation and create PO only after verifying the quote by the vendor. You can choose to go for Purchase Tender in case of competitive bidding. Anyway, every purchase will have a purchase order and the PO will generate an invoice, and depending on the contract with your supplier, you will be required to pay the invoice before or after delivery.

Request for Quotation

The quotation contains the details of the products which we want to purchase from our suppliers.

Purchase > Request for Quotation > Create

• Select the Supplier/Vendor.
• Accounting tab can be used to add accounting info of the entity.
• The order date will be filled automatically, when we create the document.
• The scheduled date in order line specifies that when should we receive the products.

Under Deliveries & invoices Tab you can find other important fields like

Deliver To: Indicate delivery location (To know more about location refer inventory)

• Click Confirm Order to create new Purchase Order

Click the 'Receive Products' button,

• For receiving the products, the user must be an Inventory Manager.
• The same process can be done via Inventory module too. All the Purchase orders will be listed in inventory section.

You can view the Shipment status from “Shipments” button

To create a Bill corresponding to a sale order

• Sales -> Control -> Vendor Bills -> Create

• Choose vendor and sale order from drop down list.
• The bill undergoes three stages namely ‘Draft’, ‘open’, ‘Paid’ for better control over the bill.
• Admin can set different user to validate those stages

When we have fewer products to receive than the ordered, we can create backorders. In order to create a backorder, first, we have to sign in as an inventory user.

• Purchase -> Purchase order
• Select your purchase from list and Click 'Shipment' button
• Click 'Edit'

• In the 'Done' column, we can enter the number of products which we need to receive this time. If you enter less number of products than in the form then a wizard will appear asking you to confirm creating the backorder.

Just like in the sales there are several analysis tools available in purchase module. Under the Reports menu, we can analyze the purchase and suppliers.

Since Odoo sales and Purchase module is associated with CRM, there is no separate vendor management in purchase, rather it access Partner management subsystem just like in the Sales module. Using this module we can add persons or entities to our system whom can act either as Customer or Vendor or Both. In purchase module we can access this module under Purchase > Vendor tab.

To see detailed vendor/Partner management operations, Refer CRM module.

To Purchase any product, we must create a product in our system. Though it is an activity done under inventory management, Oddo Purchase module provide a quick link under Purchase > Products tab to perform product management functions like Add Product Update Stock etc. To see the full functionality and processes in Product Management refer Inventory management module.

To see detailed vendor/Partner management operations, Refer CRM module.

Purchase Tenders

The purchase tender or call for bids facility can be used in situations where we have a list of products to buy and multiple suppliers for that products. By using purchase tenders, we can get the best offer for the products. We will send the purchase tender to multiple suppliers and they will compete with each other and best offer will win. We will get the best offer. For enabling purchase tenders, go to

• Purchase -> Settings

• Select the call for tender’s option.

After this option is enabled, we can see two new menu items,

'Purchase Agreement Types' and 'Purchase Agreements'.

The purchase agreement type menu can be used to create the agreement types.

Create Purchase Tender

• Purchase -> Purchase Agreements -> Create

• In the Responsible field, specify the person responsible for this tender.
• The Agreement Deadline field, select the date to bids are closed for suppliers.
• In the Ordering Date field, select the date to which you will place the order.

Add the products and the quantity

Now we can see some buttons appeared, new quotation, validate and RFQ/Orders.

• Clicking on New Quotation will redirect us to the quotation creation form.
• Once we validate the tender, it will go to the stage ‘Bid Selection’. Go to the RFQ which we want to proceed with and confirm the order.
• Now go back to the tender and close the tender by clicking on the button ‘Done’.

Purchase Approval

This feature allows us to set multiple levels of approval for the purchase orders. If this feature is enabled, for every purchase order the user creates, approval from the manager is required to confirm the order. If the user creates a quotation and confirms it, it will go to a waiting approval state. The purchase manager can then approve or reject it.

Inventory is the heart of the business, it is from here all other parts of the business get sufficient energy to live. If properly managed, the business remains healthy, otherwise always messy. Odoo inventory management is a resourceful module which can be utilized by any business organization irrespective of their size. It is designed in such a flexible manner. Odoo inventory is fully integrated with other applications, such as Purchase, Sales or Inventory. But is not limited to those processes, it is also fully integrated with our e-Commerce, Manufacturing and Repairs applications [8]. To Access inventory and warehouse management module in your ERP, you have to install ‘Inventory Management’ app from Odoo.

Odoo inventory management makes a worthy product to use because of the following features.

• Clean and Fast : Odoo Double entry inventory management, flexible design, modern user interface, mobile control and tracking mechanisms make Odoo a clean and fast performing ERP.
• Basic operation support: Prepare delivery order in simple steps, control and manage incoming shipments, prepare inventory counts (cycle counts), multiple location management, barcode-based packing, efficient scrap management, stock transfer option etc. Odoo support all the basic and advanced operations takes place in a warehouse.
• Advanced Routing: Odoo advanced routing support operations like
  • 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, and 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.

• Replenishments: To keep your inventory properly replenished, Odoo provides options like
  • Minimum Stock: Have proposition of purchase orders (or request for quotations) created by Odoo based on your future stock forecast.
  • Purchase Propositions: Get purchase order propositions based on supplier lead times, product demand and inventory forecasts.
  • Make-to-Order: Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc.
  • 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.
• Traceability: Tracking your product inside and outside the inventory is a challenging task. But Odoo traceability features like ‘Lots Tracking’, ‘Activity Log’, ‘Serial Numbers’, ‘Perpetual valuation’ make it easier for you.
• Product Management Features
  • Product Types: Odoo supports several product types that have different behavior: physical products, consumables, services, digital products.
  • Kits: Odoo's kitting features allows your salesperson to sell a kit, but you will deliver a set of products.
  • Custom fields: Add as many custom fields as you want on products to handle your business needs.
  • Multi-Level Variants: Define multiple level variants in just a few clicks. Create matrix based on colors, sizes, attributes, etc.
  • Multiple unit of measures: Odoo supports multiple unit of measures and converts automatically for you: buy a pallet of beer, sell packs of beers.
  • Expiration Dates: Track expiration dates on products.
  • Multiple barcodes: Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion.
• Business intelligence: The capability of Odoo BI and reporting tools are already explained in many modules. Odoo BI tools perform similar admirable jobs here in Manufacturing module by providing reports like inventory forecast, customer transaction drill won reports, perpetual inventory valuation reports etc.
  If we compare Odoo Inventory with proprietary ERP Microsoft Dynamics, we can that find many features like Freight Carrier Integration, Consignee stock management, etc. are not available there. And if the comparison is between SAP and Odoo, Odoo has the advantage of features like multiple variant support, Up and Down traceability, more effective barcode support etc.
  Before going to the detailed operations of Odoo inventory management, let’s first explore some of the terms used in the modules. It will give you a better understanding about working Odoo Inventory management system.
• Warehouse: A warehouse in Odoo is a location where you store products. It is either a physical or a virtual warehouse. It could be a store or a repository.
• Location: Locations are used to structure storage zones within a warehouse. In addition to internal locations (your warehouse), Odoo has locations for suppliers, customers, inventory loss counter-parts, etc.
• Lots: Lots are a batch of products identified with a unique barcode or serial number. All items of a lot are from the same product. (E.g. a set of 24 bottle) Usually, lots come from manufacturing order batches or procurements.
• Serial Number: A serial number is a unique identifier of a specific product. Technically, serial numbers are similar to having a lot of 1 unique item.
• Unit of Measure: Define how the quantity of products is expressed. Meters, Pounds, Pack of 24, Kilograms etc. Unit of measure of the same category (ex: size) can be converted to each other’s (m, cm, mm) using a fixed ratio.
• Consumable: A product for which you do not want to manage the inventory level (no quantity on hand or forecasted) but that you can receive and deliver. When this product is needed Odoo suppose that you always have enough stock.
• Stockable: A product for which you want to manage the inventory level.
• Package: A package contains several products (identified by their serial number/lots or not). Example: a box containing knives and forks.
• Procurement: A procurement is a request for a specific quantity of products to a specific location. Procurement are automatically triggered by other documents: Sale orders, Minimum Stock Rules, and Procurement rules. You can trigger the procurement manually. When procurements are triggered automatically, you should always pay attention for the exceptions (e.g. a product should be purchased from a vendor, but no supplier is defined).
• Routes: Routes define paths the product must follow. Routes may be applicable or not, depending on the products, sales order lines, warehouse, etc. To fulfill a procurement, the system will search for rules belonging to routes that are defined in the related product/sale order.
• Push Rules: Push rules trigger when products enter a specific location. They automatically move the product to a new location. Whether a push rule can be used depends on applicable routes.
• Procurement Rules or Pull Rules: Procurement rules describe how procurements on specific locations should be fulfilled e.g.: where the product should come from (source location), whether the procurement is MTO or MTS etc.
• Procurement Group: Routes and rules define inventory moves. For every rule, a document type is provided: Picking, Packing, Delivery Order, Purchase Order etc. Moves are grouped within the same document type if their procurement group and locations are the same.
• Stock Moves: Stock moves represent the transit of goods and materials between locations.
• Quantity On Hand: The quantity of a specific product that is currently in a warehouse or location.
• Forecasted Quantity: The quantity of products you can sell for a specific warehouse or location. It is defined as the Quantity on Hand - Future Delivery Orders + Future incoming shipments + Future manufactured units.
• Reordering Rules: It defines the conditions for Odoo to automatically trigger a request for procurement (buying at a supplier or launching a manufacturing order). It is triggered when the forecasted quantity meets the minimum stock rule.
• Cross-Dock: Cross-docking is a practice in the logistics of unloading materials from an incoming semi-trailer truck or railroad car and loading these materials directly into outbound trucks, trailers, or rail cars, with no storage in between. (Does not go to the stock, directly from incoming to packing zone)
• Drop-Shipping: move products from the vendor/manufacturer directly to the customer (could be retailer or consumer) without going through the usual distribution channels. Products are sent directly from the vendor to the customer, without passing through your own warehouse. Removal Strategies: the strategy to use to select which product to pick for a specific operation. Example: FIFO, LIFO, FEFO.
• Put away Strategies: the strategy to use to decide in which location a specific product should be set when arriving somewhere. (Example: cables goes in rack 3, storage A)
• Scrap: A product that is broken or outdated. Scrapping a product removes it from the stock.
• Product variant: Basically, we have two methods to add a product. Product with “Variant” option and standalone product. Variant means it is a shell or a template under within we can create more product with different features. For example, if you want to add two products say iPhone 7 black, iPhone7 white, to your system. Here you may add two different products or two variants under a single product. Definitely later is the convenient method. To enable this feature, see the topic configurations.

Inventory > Inventory control > Product > Create

All the fields under this form is very important

• Can be sold -> Tick this and the product will be listed in sales
• Can be Purchased -> tick this and the product will be listed in purchase
• Can be Expensed -> if the product is Internal usage
• Product type -> whether the product is Stackable, Consumable, or Service

Fields Under inventory Tab

• Routes: - The way which your company acquire this product.
• Vendor: - Under this section you can add the Vendors (suppliers) of this product
• Tracking: - internal tracking mechanism, either via Lot no or via Serial number

Fields under Sales Tab

Website Categories: - here you can specify the category under which the product should be displayed in E-commerce website

Alternative/Accessory Product: - associated product to list in Website

Under product Variant tab, as we mentioned earlier, you can add variants of this Products.

• Click
• add an Attribute for ex: color
• then add attribute Values

Based on the Attributes and values you provided, system will generate all combinations of variations under “Variants Button”.

Like this

You may delete any variant you don’t have.

Follow Variant Price tab to adjust prices of all variants

Inventory> Configuration> Settings> Products

Unit of Measure: By ticking the second option you can Sale/Purchase products in a different unit of measure. For example, you may buy Bottle as a dozen and sell it individually.

Product Variant: - Tick here to include product variance in you’re in your inventory.

Inventory> Configuration> Settings> Traceability

Lots and Serial Numbers: - This field specify how you track your item in inventory.

Inventory> Configuration> Settings> Location and Ware house

Procurement: - choose the method to Reserve a product, after a sale order is confirmed. In second option you can set a scheduler to reserve product

Warehouses and Location level: - Choose according to your usage level

Routes: - Choose advanced routing, if your procurement contain more than one step

Drop shipping: - this allows you to configure different delivery option for your suppliers.

Dashboard give a glimpse to all the operations in your Warehouses.

Click to view all the operations in the warehouse

Inventory -> Operations -> All Transfers

You can see all confirmed Sales and Purchase orders listed here.

You can click and view the status of each one.

You can add any number of warehouses under your company. As we mentioned earlier we can have multiple ware houses.

Inventory > Configuration > Warehouse Management >Warehouses -> Create

Choose Incoming Shipment and Outgoing Shipment settings, you can choose any of your existing warehouses for Resupply. Save it and it.

Locations are different places in your ware house. Or these are the different sections in your ware house were different types of actions are done. You can add single or multiple locations. A location means a space in the warehouse, a shelf, a floor, etc. A location is part of one warehouse and it is not possible to link to another warehouse. Actually all In and Out transactions are carried out and Recorded through Locations. (If you look into Purchase order, you can see Deliver to option, which essentially indicate a location)

There are three types of location

• Physical Location: These are Locations in your warehouse
• Partner Location: This location not under your warehouse
• Virtual Location: This is a virtual location which is not available physically

You can view all the locations available under you company from

Inventory -> Configurations -> Locations

Create a Location

Inventory > Configurations > Locations > Create

• Parent location: - in case you are creating a location under another location (location hierarchy)
• Owner: - Choose a user to manage it

Fill all other necessary fields and click 'Active' and 'Save'

Operation means, different operations carried out in your ware house like Receipts, Internal Transfer, and Delivery Order. These are basic operations carried out in a warehouse. However, you can add more custom operations from

Inventory -> Configuration -> ware house management -> Operation Types -> Create

Fill the operation details and click 'Activate' and Save now these operation will be listed in your Dashboard.

it is the different possible ways through which a product is acquired or sold from your ware house. You can simply follow single step process (like vendors ware house to your ware house) or can configure multiple step routs. You can see a field asking the Rout while creating a Product. Rout ensures a sale or purchase product is properly tracked.

You can view all the Routes from

Inventory > Configuration > Routes

You may define new Rout rules from

Inventory > Configuration > Routes > Create

Tick Product categories to view the Rule in Product category also

Choose the Ware house

Click Add an Item to add new Rule.

Here the Action Indicate exact physical action done. (In this picture it is, 'Move from Another Location', consequently you have to fill source and destination Locations.)

Or you can choose Buy

Save the Rule and add another Rule if needed. Otherwise click 'active' and 'save' Route.

Different products have different unit of measure. You can Configure all these unit of measures to you inventory.

Inventory > Configurations > Unit of Measure > Create

Unit of Measure: - Name of UM

Category: - you may add new category or select from an existing one.

• Type: - here you have three options;
  • Reference Unit- Means, this will be the base unit for all units in this category (for example we can set Meter as base for length category.)
  • Bigger than reference unit- Example, if meter is reference unit the while you add KM you must choose this option
  • Smaller than reference unit- opposite of the above
• Ratio: - ratio between Reference unit and other unit

You can create a custom Rule to replenish your Inventory automatically. For example, if you wish to re-order a product when the stock reaches 10 units. You can set a Rule, and when you Run Scheduler system will check this Rule and take appropriate action automatically.

Inventory > Inventory Control > Reordering Rules > Create

• Minimum Quality: - minimum number of quantity should be kept in inventory
• Maximum Quantity: - Quantity upper limit
• Quantity Multiple:- Lowest number of items can be ordered at once
• Procurement Group: - Set procurement and Picking option

Activate and Save the Rule.

You can update stock details in two ways, first one is via going to product details and update individually. You can update multiple product details also.

Inventory > Inventory Adjustments > Create

Give a Name, select the required products and click Start Inventory

You can change the stock details by clicking over the product quantity.

Commits the changes and click

To record the scrap products in your inventory.

Inventory > Inventory Control > Scrap > Create

Fill the Scrap product details and Save

Run Scheduler will check all the Reordering Rules you created and make appropriate action.

Scheduler > Run Scheduler

Click Run Scheduler

Odoo inventory management system provides the user very effective and simple reports to make more wise decisions. You can access reports from

Inventory->Reports

Manufacturing is a process of converting raw materials or components into finished goods or products. For a company which handle large quantity of manufacturing products have to track every manufacturing orders efficiently. The Manufacturing Module in Odoo help you to handle the complexity of Production, Manage Bills of Materials, Plan Manufacturing Orders, and Track Work Orders etc. Manufacturing module is one of the basic application in Odoo. You have to install ‘Manufacturing’ app from Odoo Apps to avail this module on your ERP. Since the Manufacturing module is highly integrated with Inventory Management, you can keep your inventory automatically updated with each manufacturing process.

Working methodology is very simple in Odoo manufacturing. You can create a Manufacturing Order of a product and pass it through your different stages in production line and complete production. You may customize manufacturing procedure matching your company’s process using WorkCentre and routing concepts. You can easily manage ‘Scraps’ during any stage of manufacturing procedure and ‘Unbuild’ a manufactured product if needed. Organization may assign different level users to overlook the entire manufacturing procedure for effective management of entire process.

If we compare Odoo manufacturing module with other ERP solution, like in all other modules we can find lot of unique feature which Odoo alone have. For example, features like byproducts, routing facility, single BOM for multiple product variant, MRP II scheduler, Master production scheduler, Kanban Planning, Production calendar, backward scheduling, Work orders, Repair etc. Are not available in SAP ERP while Odoo implement all of them. And against Microsoft Dynamics, Odoo have the advantage of features like Equipment / Machine Management, Work Instructions on Work Orders, Maintenance Requests from Shop Floor Terminal, Production calendar etc.

Following features [13] make Odoo manufacturing module an efficient one.

• Manage
  • Manufacturing orders: Manage your products into assembly lines or manual assembly.
  • Work orders: Launch production of items needed in the final assembly of your products.
  • Repair orders: Manage repairs of items under warranty or as a service.
• Schedule & plan
  • Plan manufacturing: Get a clear view on your whole planning and easily reschedule manufacturing.
  • Organize work orders:Have access to all available resources and plan ahead with your production.
  • Manage Bill of Materials: Keep track of availability of items in stock and production time.
• Define Flexible Master Data
  • Create multi-level Bills of Materials: Set a Bill of Materials within another in order to manufacture components of a product in another Bill of Materials.
  • Optional routing: Create new routings for work orders in order to sequence your production depending on the routing used.
  • Version changes: Allow your products to evolve and add configurable options when creating orders.
  • Phantom of Bill of Materials: Create phantom BoM to manufacture and sell products in kits or to build replacement parts.
• Quality
  • Control Points: Automatically trigger quality checks for the manufacturing department.
  • Quality Checks: Deploy your statistical process control easily with checks.
  • Quality Alerts: Organize your work using the Kanban view of quality alerts.
• Maintenance
  • Preventive Maintenance: Trigger maintenance requests automatically based on KPIs.
  • Corrective Maintenance: Trigger corrective maintenance directly from the control center panel.
  • Calendar: Schedule maintenance operations with a calendar.
  • Statistics: Get all maintenance statistics computed for you: MTBF
• WorkCentre Control Panel
  • Tablets: Set tablets on every work center to organize their work efficiently.
  • Record production: Register productions, scan products, lots or serial numbers.
  • Worksheets: Display worksheets directly on the WorkCentre with instructions for operator.
  • Misc. Operations:Scrap products, create quality alerts, and perform checks, right from the WorkCentre.
  • Alerts: Use alerts to show changes or quality checks to the operator.
• Business Intelligence
  • Get detailed analysis report on your production line, analyze the performance of your work centers and production, plan alternative production strategies etc. are some of the qualitative measures Odoo BI engine can suggest to you in manufacturing module.

System Users

By default there are two types of user in manufacturing modules.

• Manager: - He is the one who manages everything, including Crete BOM, Work Order, Routing procedure etc.
• User: - Generally he can create a manufacturing order and process it. But manager can grant more permission to this user if needed.

There are two ways we can produce a product with Odoo manufacturing App. We can create a manufacturing order with simple default stages and complete the production. Or we can customize our work order by setting up work center and routing mechanisms.

Crate a Manufacturing Order (Simple Method)

Manufacturing > Operations > Manufacturing Orders > Create

• Choose a product from list (or you may create new one)
• Choose Bill of Material
• Finished product tab will show you the number of finished products.
• Click “Check availability” to see the availability of raw materials in inventory.

Manage Production

Once you have created and confirmed a Manufacturing order, you can start production. Odoo will list all the Manufacturing orders under Manufacturing -> Operations -> Manufacturing Orders. You can view the status of all ongoing manufacturing order from here.

Select a Manufacturing Order from list.

Since Odoo support negative inventory support you can start production even without ensuring the raw material availability.

Click “Produce” to start production.

Once you start production the status bar will change as follows

• “Mark as Done” to complete the production process
• “Post inventory” to update inventory movements.

Crate a Manufacturing Order (Advanced Method)

Comparing to simple method, advanced method provide each company to configure more detailed manufacturing process such as setting up Work Centers, Routing, Work Order management etc.

To enable this feature

Manufacturing -> Settings -> Manufacturing Order

Enable ‘Manage Production By Work Orders’

This will enable new menu in dash board to manage Work Center, Routing and Work Order.

Manufacturing - > Operations -> Manufacturing Order -> Create

Fill the fields same as before.

Select a ‘Routing’ mechanism, this will be automatically filled once you choose the BoM.

The Status bar will give you a new option Create Work Order, Click it to create the work order according to your routing plan

In new Window you will have an option to Check Availability of raw material. (Odoo support negative inventory)

Click Save

Unlike in simple method now you just created a Work Order, the production process has not started yet.

Manage Production

To Start Production you have two option either

Open a manufacturing order and Click “Work Order” button in the form.

Or you can access all your work orders from “Manufacturing > Operations > Work Order”

In the first Case you will see all the work orders listed there with their status.

Select the Tasks from Work Order one by one and complete it.

Use ‘Pause’, ‘Block’, ‘Done’ Buttons to control the progress of Task.

Done means the Task is completed or the Task Status changes to Finished and you can automatically move to next Task in the Work Order.

Complete all the processes in the Work Order to complete Production

Once you complete all the process in Work order then you can add the product in to your inventory

BoM is the basic building block of any manufacturing process. It is the list of raw material needed to produce a product. So while creating a manufacturing order for a particular product we need to select corresponding BoM from the list. BoM will help us to create the inventory updated during manufacturing process. So before creating BoM we first need to add the Raw material to our product list in inventory.

• Manufacturing > Master Data > Bill of Materials > Create

• Select a product from list.
• Go to Settings -> Manufacturing Order -> Product variant option to enable select product variant option. (In case you produce a product Variant)
• Reference field is used to distinguish Different BoM for same product.
• Click Add an Item field and add the raw materials for your product.
• “Routing”, field is used to specify the work center routing of manufacturing process.
• Under the Miscellaneous tab in BoM, Sequence defines the order in which your BoMs will be selected for production orders, with lower numbers having higher priority.

As the name indicates, it is the Physical place in your firm where different manufacturing processes are done. You can create you work center details with all its performance indices. Later you can use this data to analyze the efficiency and other details of each work center.

Create Work Center

Manufacturing -> Master Data -> Work Centers ->Create

Add all the necessary information including the process done here and the performance factors etc. in field

Click save and mark 'Active' to make it available for use.

Each product have its own routes. Manufacturing process is not a single step process it may contain many Work Centers and each work centers have its own processes and process time. From this menu, we can set the order or route of each manufacturing. It’s purely depends on the manufacturing company process. Some company has same type of manufacturing process. Then we create one routing. Some company has different manufacturing process for different products. Then we create each multiple routing.

Manufacturing > Master Data > Routings > Create

Give Rout a Name

Click Add an Item to add the work centers included in this rout

Click save and

Once you have created and confirmed Manufacturing Order with a specific Rout. All the processes in the Rout are listed as work orders. So in order to complete a production, we must complete all the associated processes in work order. We can access Work Order related to a Manufacturing Order, either from Manufacture Order form or directly from Manufacturing > Operations > Work Orders

One of the most useful features of Odoo is that you can create Scrap at any stage of production line. You can always see a Scrap button almost all the stages of the production line. Click this button to create instant scrap entry in inventory. You can create fresh scrap entry from

Manufacturing -> Operations -> Scrap -> Create

Or you can make a quick entry by clicking on Scrap button available on almost all forms of production.

Fill the fields and Click “Done”. It will automatically inserted in to inventory.

Another useful feature in Manufacturing is Unbuild. We can unbuild the products into its bill of materials. This is actually a reverse process of production.

Operations > Unbuild Orders > Create

Select the product which need to Unbuild,

Select the bill of materials and quantity.

If you need to specify a particular Manufacturing Order we can mention it here.

Click Done and Save

Odoo Reporting tools can produce concise yet very effective reports. You can view different types of report on Manufacturing Orders, Work orders, Work center Performance etc. under Reports tab

Configurations and Useful Settings

Byproducts configurations

by-product is a secondary product derived from a manufacturing process. It is not the primary product or service being produced. To activate by product feature

Tick the second option to enable By Products field in BoM. After ticking this we can see an additional tab in the BOM form after the miscellaneous.

Here we can add byproducts

If we add the byproducts it will reflect on the MRP order.

Odoo human resource management module is a comprehensive package to meet all your HR-related needs. It can manage the functions from Recruiting to, Employee Directory Management, to Attendance and Leave management, Expense, and Timesheet management.

You have to install following apps from Odoo apps to enable HR management features.

Employee Directory

This application allows you to create and manage the employee directory of your organization. You can create your organization's department hierarchy and add employees under different department matching your organization’s structure. Employee contract details are configured using this module. So this is the base of HR module.

Attendance

Employee attendance can be managed by installing this module. There are different attendance marking options available with Odoo. You can also add hardware for attendance marking. The module is integrated with Payroll, Leave Management, and Timesheet so that it provides a consistent attendance tracking mechanism.

Leave Management

Integrated with attendance, Payroll, and Timesheet, Leave Management allows the administrator to take efficient decisions on employee leave request.

Payroll

Odoo Payroll makes the complexity of payroll management simpler. You can create simple and complex salary structure based on salary rules. This salary structure can be applied to employee contract to generate monthly payment slip. From Odoo store you can also download custom payrolls for easy management.

Expense Management

Expense management module enables management of expenses occurred to employees. The employee can submit their expenses and appropriate officers can take actions on such requests.

Timesheet Management

It is another efficient module to manage timesheets of each employee. This is generally used for efficient management of projects or tasks.

Recruitment

You can automate and monitor all recruitment with this module. Recruitment stages, criteria, qualifications etc. can be configured with this module. You can install Online Jobs app to channelize recruitment via your website.

There are some more other useful apps and plugins that you can find in Odoo App store.

Some of the features [14] of the Odoo HRM module is

• Manage
  • Create employee profiles: Gather all information concerning each employee at one place.
  • Manage contracts: Keep track of your employees’ status, job titles, contract type and dates, and their schedule.
  • Manage timesheets: Create weekly and monthly timesheets and follow the time spent by your employees on projects.
  • Handle attendance: Keep track of your employees’ presence at work. HR managers can easily report employees' monthly presence with the menu entry and state.
  • Manage leaves: Manage holidays, legal leaves and sick days.
  • Dashboards: Get a dashboard per manager.
• Collaborate
  • Enterprise social network: Follow employees and documents, join discussion groups, share files, and chat in real time.
  • Gamification: Design challenges, goals and rewards with clear targets and objectives to drive engagement and reward your employees’ performance.

System Users:-

Basically there are three types of users in HR management process

Employee: - Normal employee of office. He can mark his attendance, access the tasks assigned to him, manage his timesheet and perform other tasks associated with him.

Officer:- A higher level employee who has better powers and access rights like sanction leave, sanction time sheet etc.

Manager: - Manager who control and configure every procedure in HR module. Complete control over all level.

Department Management

Create and manage your organizations departmental hierarchy easily with Odoo HR module.

Create department

Employee > department > Create

Fill all necessary fields and click save

Delete/Update department

• Employee > department
  • Click on 'more' option from your respective department
  
  • Choose 'Settings' from the option and make the changes you need

View Employees in the department

Employees > Department

Click on 'Employees' button on respective department to view employees of that department

Department wise Report

Employee -> department

Click on 'more' option from your respective department

You can click on any of the reports to view in detail

Create an Employee Profile

Employees > Create

You can Jump through “Public information”, “personal information”, HR settings” tabs to find all the necessary information for an employee.

Click Save

Update/Delete an employee

Employees > Dashboard

Select any of the employee from the list.

You can view employee info on the window, make necessary changes if needed and save

To delete an employee click on ‘Action’ > Delete

Add new contract

Employees > Contract > Create

You can select ‘Employee’ ‘Department’ and other basic information from the window and assign the contract directly to an employee.

Working Schedule:-

We can set working schedule of the Employee from here itself. Click working Schedule Drop Down menu to add working schedule of the employee.

Click Add an Item to Fill duty timing and Leaves

Click Save

Update/Delete a contract

Admin can Update a contract information, contract Status or delete a contract altogether by following method

Employees > Contract

Select the contract you wish to change

Make edits wherever needed and click Save

Leave management in Odoo is done through two phase at first phase employee request for leave and the HR manager or concerned level officer must sanction the leave. Oddo generates detailed report to analyses the leave behavior. Admin or concerned officer can view these reports before sanctioning leave to an employee.

Making Leave Request

Leaves > My Leaves > Leave Summary > Create

Fill the fields and save

(Now the status of your leave is “To Approve”, it will be changed once concerned officer approve this leave).

Approve leave

Once a user make a leave request, the concerned officer like HR admin must approve the same to sanction leave.

• Login as Administrator
• Leaves > Leaves to Approve
• All leave requests will be listed here
• Select a leave request and Approve or Reject

Leave Report

Administrator can View detailed and varying reports in his dashboard.

Leaves> Reports

Leave Allocation

Unlike leave request, leave allocation is more planned leave request employee can request to allocate leave for him (generally in case of long leaves). Leave allocation option in Odoo leave management gives an easy interface to accomplish this task.

Leaves > My leaves > Allocation Request > Create

Fill the fields and click Save to submit the leave to manager for approval

Odoo HR management includes attendance module which manages employee's attendance. Attendances are recorded according to the Check in/ Check Out actions. After installing attendance module from Odoo apps, we can see a new menu named Attendances.

Attendance Entry

Basically there are three ways to mark attendance

• Direct login and mark attendance
• Admin Make manual check in and check out entry
• Kiosk Mode

Direct login and mark attendance

Since system login credentials are generally available to officer level employees this attendance marking facility is available only for those employees who have a system login Username and Password. They can login to the system and mark their attendance from Attendance menu.

Login > Attendance

Click the image to check in and click again to check out.

Admin make manual entry

Since direct login is not allowed for all users, Oddo provides another option to mark attendance. Administrator or any dedicated person can mark attendance for each employee.

Attendances -> Manage Attendances ->Attendances -> Create

Mark the fields and Save

Kiosk Mode

New Interface provided by Odoo version 10, which feeds attendances of employee using their badges or pin. The badges can print from employee form.

Using these badges employees can Check In/out.

Attendances -> Manage Attendances -> Kiosk Mode

Another option is Check in/out using pin. For this we have to enable Configurations under Attendance menu.

Use “Select Employee” button on kiosk mode to check in/out using pin. It gives the interface to enter pin.

Reports

Admin can view detailed attendance report on

Attendances > Report

To enable the payroll functionalities we have to install a new plugin in HR, called Payroll. To integrate payroll with accounting, you have to install another plugin that is Payroll Accounting from Odoo apps. To generate a pay slip, the employee should have an active contract and a salary structure. Salary structures are created using different salary rules of different categories.

Salary Rule

Salary rules are the basic blocs for calculating an employee’s salary. It specifies how to calculate DA, HRA, Gross etc. components of a person’s salary.

Create salary rule

Pay Roll -> Salary Rule -> Create

Field Description

Condition: - set a condition to apply the Rule

• Always True means the rule is always applied
• Range means you can choose a salary range to apply the rule
• By choosing Python expression you can configure more customization

Computation: - Choose the computational scheme from the options

Contribution Register: - Use, if third party involved in salary payment

“Add more rules (if needed) from Child Rule tab and jump to Inputs and Description tabs to add other necessary details about Salary Rule”

Click Save to save the salary rule

Update/Delete a salary rule

Pay Roll > Salary Rule

Select the Pay Rule you wish to change from the list and Click 'Edit' button

Make necessary changes in the fields and save

Or you can delete the rule from Action > Delete

Salary Structure

Salary structure is the second building bloc of element in salary computation. A company may have different salary structure for different employees. In this section we can define different salary structure with the help of basic rules we already defined.

Create Salary Structure

Pay Roll -> Configuration -> Salary Structure ->Create

You can add any applicable salary rule to this structure to make new salary rule.

Once finished click Save

Update/Delete Salary Structure

• Pay Roll -> Configuration -> Salary Structure
• Select the salary Structure you wish to edit
• Click 'Edit'

• Make the changes and save
• Or you can delete the structure altogether

Contribution Registers

Contribution registers are used to manage the salary component contributed by external entities. You must create all contribution registers first, then it can be accessed while you create Salary Rule.

Payroll > Contribution Register > Create

Pay slip

Pay slip is the ultimate output of Payroll. A pay slip undergoes different Status in Oddo Payroll management. ‘Draft’, ‘Waiting’, ‘Done’, ‘Rejected’. These options are for the sake of proper management within the organization. A pay slip can be created by an entry level employee, but its approval must be come from a managerial employee.

Create Pay slip

Payroll > Employee Pay slip > Create

Once you have filled the necessary information then click Compute Sheet to calculate salary and Save

Update or Delete Payslip

Payroll > Employee Payslip

Select any Payslip you wish to Update/Delete > Edit

Make the changes and save

Or Discard to delete the Payslip

Batch Pay slip

Batch Payslip is used to process Payslip for group of employees. You can add number of employee to a single batch and generate Payslip simultaneously instead of individual processing.

Create Batch Payslip

Payroll -> Payslip Batches -> create

Click Add an Item to add employees to list

Add all the employees you need to the list and Save .

Update/Delete Batch Payslip

Payroll -> Payslip Batches

Select the Batch Slip from the list and click 'Edit'

Make changes and save

Or you can discard

Expenses bared to an employee can be managed with simple steps in Odoo Expense manager. Here an employee can generate, submit and track status of his expenses. There are two ways to generate expense. Either by single expense or “Report Expense” mode. As the name indicates former can include only single expense at a time, later can add many items and expenses in a single report.

Once the employee submits the expense details, concerned manager or officer can view it and take actions. An expense bill undergoes different states like “Submitted”, “Approved”, “Posted”, and “Paid”. These options are for sake of proper management of the expense bill within the organization just like in the case of Payslip. For example expense approval may be given by operation department and payment is done by the finance department.

Generate an Expense

Single expense creation

Expenses > My Expenses > Expenses to Submit > Create

Fill the fields and click 'Submit to Manager'

“You can add more number of items to a same expense bill

“Once the expense is submitted you can see the status of the expense changes”

Finally save the Expense bill.

Expense Report Creation (Multiple expense entry in a single bill)

Expenses > Expense Reports > Create

Click 'Add Item' to add single expenses to you bill.

You can either choose an already created expense to your list or you can create new expense by clicking 'Create' button

Save the report and 'Submit To Manager' for approval

Approve / Pay / Reject Expense

Expense approval is the duty of concerned department Head/Officer.

Expenses > To Approve > Expense Report To Approve

From the list select a submitted expense, scrutinize it and take appropriate action.

Time sheets are closely associated with project management. In HR module Oddo gives the feature to prepare Timesheet for each employee. The important feature of Odoo time sheet is that, it can integrate with attendance of employee, thus gives an accurate working schedule.

Create Timesheet

Timesheet -> My timesheet -> Create

Use dropdown list to select project and click 'Add a Line' to add more projects

Go to Details tab to add more details about the timesheet

Save the time sheet and it will be automatically submitted to Manager for approval.

Approve \ Reject Time sheet

Decision on a submitted timesheet is taken by a managerial level officer. Login as Admin or a managerial level officer to view Timesheet management options

Timesheet -> To Approve -> Time sheets to approve

Select any Timesheet from the list to view Timesheet status. Here you can see attendance of the respective employee is integrated with time sheet for better decision making.

Time sheet Report

Concerned officer can view reports on Timesheet from following menu. Detailed analytical view is available in following menu

Timesheet > Reports

The Recruitment process is one of the major challenges for HR Department and Odoo provides Recruitment modules to make ease the process. From Odoo apps we can install plugins related with HR Recruitment. Here we can see three add-ons related with Recruitment process.

Here, online jobs plugin installs website module and will create a new page on your website named Jobs. HR Recruitment Interview forms will installs survey module for interview forms.

Create job Openings

To create a job opening you must login as Admin or designated officer

Recruitment -> Configuration -> Job Position -> Create or Recruitment -> Job Position -> Create

Fill the Job details and publish to Website

Now you can see the Job is listed on your Website under Jobs Tab

Define Recruitment procedure

Each company have its own recruitment process. You can define your own recruitment stages for recruitment.

Recruitment > Configuration > Stages > Create

“Use Job Specific Dropdown option to restrict the stage to specific job positions”

Create Recruitment Form

To choose whichever Survey/questionnaire form to be filled by candidate while applying for job, Activate same option from Settings menu.

Once you enable the option you can see an option in Job creation window to Crate add Questionnaires

Use Add an Item to add fields to your form

After completion save

Apply for job

Odoo provides a complete solution for recruitment process. Once you publish the created opportunities in website, jobseekers can view the same. User can view detailed advertisement and Apply by just clicking on the advertisement.

By clicking on . User submit his application.

Process Job Application

Recruitment administrator can view all the application and related personal information listed in his dashboard.

Recruitment > Job Position

Click View the applicants and their recruitment status.

Just drag and drop to change the status of employees

The shopping and consumption characteristics of consumers are changing rapidly. Unlike in the past, the customers don’t have much time to spend in shops to find their desired product. Consequently, E-commerce sales are rising. Modernization and digitalization in every possible point will make shopping more interesting and hassle-free. ‘Point of Sale’ is an opportune place where you can utilize this digitalization technique to give an excellent customer experience. POS is the place at which a retail transaction is carried out. Generally, billing and final adjustments are made at this point. Odoo POS module combined with hardware components like the barcode scanner, POS box, etc. perform the sales procedure.

Most of the present ERP systems provides Point of Sale option with varying configurations. Apart from speedy billing option, an excellent POS can facilitate functionalities like, discount and Loyalty programs support, multiple payment type support, serve multiple customers at a time and customer specific management, Accounting etc. To enable features like this, a POS system must be integrated with CRM, Inventory, Accounting and other necessary modules in the ERP. The detailed analysis report is another must-have feature in every POS system. Sales analysis on each POS is the key factor to take sales improvement decision.

Odoo POS is an excellent ERP were you can find all these features by default. Moreover many add-ons and apps from Odoo app store further enhance the capabilities of Odoo POS like in every other module. The Simple and user-friendly interface of Odoo Point of sales module lets the user configure and complete his all sales needs with hassle-free steps.

Some of the feature [15] which makes Odoo a well performing POS app are;