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Introduction To Odoo ERP
On-Demand Open Objects or simply Odoo ERP is a sophisticated, user-friendly, and extremely robust Enterprise Resource Planning software. It is an all-in-all business management software that offers many features in the form of applications that can be activated and deployed based on business needs.
Odoo ERP offers a range of solutions for all sizes and types of businesses, from start-ups to mid-sized organizations and large enterprises. Being a standard ERP solution, Odoo centrally manages and coordinates all the operational activities of a business and reduces the need for auxiliary software and applications.
Accounting & Finance
The Accounting module of Odoo ERP handles all accounting and financial related activities embarked upon by organizations. Some of the features of the Accounting Module include:
Chart of Accounts
Customer Follow-Up
General Ledger
Tax Reports
Journal Entries
Dynamic Dashboard Reports
Bank Accounts
Balance Sheet
Cash Management
Trial Balance
Cost Centers/Analytic Accounts
Profit and Loss
Budgets Management
Customer and Vendor Ageing Analysis
Fixed Assets Management
etc
The Accounting module of Odoo ERP handles all accounting and financial related activities embarked upon by organizations. Some of the features of the Accounting Module include:
| Chart of Accounts | Customer Follow-Up |
| General Ledger | Tax Reports |
| Journal Entries | Dynamic Dashboard Reports |
| Bank Accounts | Balance Sheet |
| Cash Management | Trial Balance |
| Cost Centers/Analytic Accounts | Profit and Loss |
| Budgets Management | Customer and Vendor Ageing Analysis |
| Fixed Assets Management | etc |
CRM
The CRM module allows you to manage your leads and customers as rel-life Business Partners. Follow up on new deals and existing contracts with phone calls and meetings. Analyze the quality of your leads to make informed decisions and save time.
Bring Social Media intelligence into your sales process, gain insights from social media sites like LinkedIn to find prospects easily and load their data automatically into your address book. Follow opportunities that interest you to get notified upon specific events: deals won, stage changed, new customer demands etc
Schedule your meetings and phone calls using the integrated Calendar. You can see your agenda in one view ans as a manager it's easy to see what your team is busy with
The CRM module allows you to manage your leads and customers as rel-life Business Partners. Follow up on new deals and existing contracts with phone calls and meetings. Analyze the quality of your leads to make informed decisions and save time.
Bring Social Media intelligence into your sales process, gain insights from social media sites like LinkedIn to find prospects easily and load their data automatically into your address book. Follow opportunities that interest you to get notified upon specific events: deals won, stage changed, new customer demands etc
Schedule your meetings and phone calls using the integrated Calendar. You can see your agenda in one view ans as a manager it's easy to see what your team is busy with
Sales Management
Drive your Sales Operations from quotations to invoices with all the information you need easily accessible. Keep track of long term contracts, automate invoicing and notify your Sales Teams when they have things to do.
Set Approval Procedures on Sales Orders before they can be converted to Sales Invoices and monitor deliveries if inventories are involved. Set Credit Limit to control customer credits and configure different Payments Terms Rules to reveal how want your customers to pay up over time.
Get your Sales Orders and Sales Invoices emailed to your customers automatically and let the application remind them automatically when payments are due
Drive your Sales Operations from quotations to invoices with all the information you need easily accessible. Keep track of long term contracts, automate invoicing and notify your Sales Teams when they have things to do.
Set Approval Procedures on Sales Orders before they can be converted to Sales Invoices and monitor deliveries if inventories are involved. Set Credit Limit to control customer credits and configure different Payments Terms Rules to reveal how want your customers to pay up over time.
Get your Sales Orders and Sales Invoices emailed to your customers automatically and let the application remind them automatically when payments are due
Purchase Management
Streamline your supply chain and put in place a fully automated Procurement Process Flow. Get the right purchase propositions at the right time to replenish your inventory level, improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecast manufacturing orders etc.
Integrate all communication from suppliers into the purchase orders for strong traceability on negotiations or after-sales services issues. Create Invoices automatically and import lines from purchase orders, get accurate statistics on your supplier's performance through flexible reporting: delivery delays, negotiated discounts on prices, quantities purchased etc. Integrate purchases with analytic accounting to analyze your contracts' profitability.
Project Management
The Project Management module will help you manage and follow your projects, tasks and issues in an agile, flexible and professional way and in real time. The robust and collaborative Project Management module helps your team to get work done and helps in keeping track of everything from the big pictures to the minute details.
Design different views for your projects, work on Tasks and Issues using the Kanban View, schedule tasks in the Gantt View and control deadlines in the Calendar View. Manage and Track Issues that arose during a project. Monitor and manage the cost and duration taken to accomplish tasks and project phases, whilst ensuring that quality is not jeopardized.
The Project Management module will help you manage and follow your projects, tasks and issues in an agile, flexible and professional way and in real time. The robust and collaborative Project Management module helps your team to get work done and helps in keeping track of everything from the big pictures to the minute details.
Design different views for your projects, work on Tasks and Issues using the Kanban View, schedule tasks in the Gantt View and control deadlines in the Calendar View. Manage and Track Issues that arose during a project. Monitor and manage the cost and duration taken to accomplish tasks and project phases, whilst ensuring that quality is not jeopardized.
Human Resources Management
Centralize all your HR information with the Human Resources Management module. Manage your employees with ease, get alerts for new leave requests as employees enter their requests for managers to approve and use Employee Appraisal to evaluate and commend employees periodically.
Organize your Payroll system without the need for an external application. Configure employee Basic pay and other earnings, set up their tax obligations and other deductions. Let the system automatically send payslips to employees by email, generate payroll reports and view the effects on the Accounting Ledgers.
Organize your vacancies and Job applications, promote your job listing and easily keep track of submitted applications. Follow every applicant and build a database of skills and profiles with indexed documents. Handle everything internally in a simple and professional way
Centralize all your HR information with the Human Resources Management module. Manage your employees with ease, get alerts for new leave requests as employees enter their requests for managers to approve and use Employee Appraisal to evaluate and commend employees periodically.
Organize your Payroll system without the need for an external application. Configure employee Basic pay and other earnings, set up their tax obligations and other deductions. Let the system automatically send payslips to employees by email, generate payroll reports and view the effects on the Accounting Ledgers.
Organize your vacancies and Job applications, promote your job listing and easily keep track of submitted applications. Follow every applicant and build a database of skills and profiles with indexed documents. Handle everything internally in a simple and professional way
Inventory Management
The Inventory Management module monitors the receipt, storage, transfer and usage of all stock items. With full traceability of stock items, it gives room for advanced Inventory reporting.
With the module's multiple warehouse and multiple location features, you can monitor and identify every item and indicate what is located where. With advanced Batch and Lot management it is easy to trace history of stocks and even discard obsolete inventories with ease. You can configure Stock Item's minimum re-order levels to always have the system monitor your stock level and prevent unregulated usage of inventories.
Your stock items can be categorized based on several parameters and standard Inventory Reports can later be generated based on these parameters.
The Inventory Management module monitors the receipt, storage, transfer and usage of all stock items. With full traceability of stock items, it gives room for advanced Inventory reporting.
With the module's multiple warehouse and multiple location features, you can monitor and identify every item and indicate what is located where. With advanced Batch and Lot management it is easy to trace history of stocks and even discard obsolete inventories with ease. You can configure Stock Item's minimum re-order levels to always have the system monitor your stock level and prevent unregulated usage of inventories.
Your stock items can be categorized based on several parameters and standard Inventory Reports can later be generated based on these parameters.
Manufacturing Management
Manage all your manufacturing operations with style. Schedule your Manufacturing Orders and review the proposed planning with the smart Kanban and Gantt views. Automatically calculate the cost of your finished goods with the advanced Bill of Materials configurations.
Use the analytics feature to detect bottlenecks in resources capacities and inventories locations, define routings and plan the working time and capacity of your resources to ensure production meets delivery schedules dates.
The Manufacturing module is fully integrated with the Sales, Purchases and Inventory modules to make manufacturing resources planning accurate. The module's integration with the Accounting module allows real time accounting valuation and deeper reporting on costs and revenue on your manufacturing operations.
Manage all your manufacturing operations with style. Schedule your Manufacturing Orders and review the proposed planning with the smart Kanban and Gantt views. Automatically calculate the cost of your finished goods with the advanced Bill of Materials configurations.
Use the analytics feature to detect bottlenecks in resources capacities and inventories locations, define routings and plan the working time and capacity of your resources to ensure production meets delivery schedules dates.
The Manufacturing module is fully integrated with the Sales, Purchases and Inventory modules to make manufacturing resources planning accurate. The module's integration with the Accounting module allows real time accounting valuation and deeper reporting on costs and revenue on your manufacturing operations.
Quality Control Management
The Quality Control module allows users to ensure that inventories, services and procedures met specific qualitative standards. This module triggers Quality alerts that calls for Quality Checks and Quality Tests.
With the Quality Assurance module, Quality Managers can set up the Quality Measures of each product, service or procedures with either Qualitative or Quantitative Measures. Once fully configured, the module manages tests and results to ensure that standard procedures are followed and adhered to at all times.
If products are not good enough for the market, the Quality Assurance module will help you in preventing them from leaving your premises.
The Quality Control module allows users to ensure that inventories, services and procedures met specific qualitative standards. This module triggers Quality alerts that calls for Quality Checks and Quality Tests.
With the Quality Assurance module, Quality Managers can set up the Quality Measures of each product, service or procedures with either Qualitative or Quantitative Measures. Once fully configured, the module manages tests and results to ensure that standard procedures are followed and adhered to at all times.
If products are not good enough for the market, the Quality Assurance module will help you in preventing them from leaving your premises.