Overview Odoo Enterprise Apps ERP

CRM

Sell faster
- modern user interface
- reduce data entry
- mobile

Leads
- maintaining leads
- review leads
- import leads
- online acquisition
- GeoIP
- Livechat
- duplicate removal
- assignment rules
- call to action
- URL-Tracker

Opportunities
- activities and call management
- pipeline management
- adjust levels
- plan meetings
- plan next action
- 360° transparency
- log calls
- loss reasons
- revised configuration options

Customers
- address book
- customer preferences
- multiply addresses
- complete history

Efficient communication
- VoIP
- email templates
- user defined alarms

Reporting
- Dashboard
- chance analysis
- lead analysis

SALES

Sell efficient
- modern user interface
- mobile
- reduce data entry

Create professional offers
- offer generation
- offer templates
- upselling
- eSignature

Manage orders and contracts
- sell orders
- manage billing from sales orders
- customer portal
- contracts
- Incoterms®
- eSignature

Streamlining communication
- plan activities
- email gateways
- onboarding emails
- multi company management and rule setting

Maintain products and prices
- product variants
- discounts
- product types
- price lists
- coupons

Intuitive reporting
- next activities
- traceable KPIs
- analysis of order and invoicing

PURCHASE

Clean and fast
- modern user interface
- Blanket Order Agreement
- purchase tenders

Calls for tenders

- generate tenders for your suppliers
- send applications by mail or email
- receive offers for multiple articles
- personalize your message
- automate the process

Manage orders
- monitor alerts and orders
- manage incoming products
- automate orders

Manage invoicing
- create designs
- monitor future orders
- edit internal movements

Edit products

- set up products
- add supplier reference
- add product variants
- define procurement rules
- ideal search filters
- check inventory and availability
- determine the storage location
- create sales conditions
- add checkout and website specifications
- include accounting rules

Analyze and forecast
- Dashboards
- inventory forecasts

Rules for multiple companies
- automatic coordination between companies
- An Odoo environment for several companies

ABONNEMENTS

Automated contract management
- automatic creation of clear contracts
- automatic billing for customers
- automatic tax treatment
- automatic payments

customer satisfaction
- simple registrations
- no login required
- user friendly customer portal
- change options for customers
- clear overview
- easy payment and billing for customers
- contracts that can be completed by the customer
- no data loss, ever

Analyses and forecasts
- monthly recurring sales

- understand the growth of your business
- tracking KPIs

Analysis of sales performance
- analyze per seller

Sales made easier
- create templates
- set up a billing scenario
- manage customer access

INVOICING

Manage invoices
- generate customer invoices
- print or email quick and easy
- issue refunds
- rules for several companies
- automatically fill in the address
- payments with 3-way adjustment
- manage supplier invoices
- edit recurring bills
- included Incoterms®
- terms of payment
- customer payments

Edit payments

- invoice Overview
- import bank statements
- several currencies
- get paid online
- automate tracking
- payment methods
- batch payments

Reports
- complete accounting reports
- sales reports
- automated tax reports

SIGN

Create dynamic workflows
- create new documents from templates
- multiple signatures, shared documents
- several roles
- copy
- automatic archiving

Increase productivity
- send final documents to everyone involved
- see the progress of your document
- receive notifications and alerts
- fully integrated
Do business anywhere
- responsive and compatible with any device
- personal signature

Customize any document
- use fields for dynamic content
- name the necessary actions
- create your own signature

Security and Compliance
- data protection

Type of documents supported
- PDF documents
- all documents

WAREHOUSE

Clean and fast
- inventory management with double entries
- mobile
- corrected booking transactions
- modern user interface
- flexible

Basic operations
- supply contracts
- inventory adjustments
- several locations
- manufacturing, repairs
- supporting documents
- packaging
- committee
- were shifts

Advanced workflows
- drop shipping
- cross-Docking
- cleanup and removal strategies
- picking - packaging - shipping
- push and pull of work plans
- several warehouses

Productivity
- barcode scanner
- Customer portal
- Custom alarms
- intelligent appointment planner
- powerful search engine

Restocking
- minimum stock
- tenders
- Make-to-Order

Traceability
- activity log
- tracking serial numbers
- continuous evaluation

Products
- product types
- custom fields
- expiry date
- various units
- several barcodes

Stock valuation
- calculation methods
- input costs
- evaluationmethods
- continuous stock valuation

Reporting
- Dashboard
- inventory forecast

PROJECTS

Fast and clean
- modern user interface
- mobile
- filter and group
- completly customizable

Tasks
- custom kanban view
- calendar of appointments
- several projects
- document management
- Gantt chart
- diagramms
- analysis with pivot tables
- time and attendance recording
- archive tasks

Problems
- customer tickets
- email integration
- service level
- automate actions

Communication
- email integration
- custom alarms
- activity log
- chat with users
- real-time collaboration

Customer service
- time sheets
- customer satisfaction
- forecasts
- customer portal

Sales
- contracts
- from sales to tasks easily

Multipurpose
- internal projects
- service after sales
- support contracts
- customer projects

Reports
- Dashboard
- problem analysis
- task analysis

MANUFACTURING

Manage
- construction contracts
- work orders
- orders without billing
- repair orders
- editable production orders

Schedule and plan
- planning production
- organize work orders
- manage BOMs
- Work Center Capacity

Flexible master data
- Create multi-level BOMs
- optional workflows
- version changes
- sets

PLM
- versioning
- technical changes
- document management

Quality
- checkpoints
- quality checks
- quality alarms

Maintenance
- preventive maintenance
- corrective maintenance
- calendar
- statistics

Workstation control panel
- tablets
- record production
- worksheets
- other operations
- alarms
- steps to work orders

IOT-BOX

Einfaches Setup

Standard Verbindungen
- Wifi
- Bluetooth
- USB
- HDMI

Can be connected with:
- measuring instruments

- cameras

-printer

- foot pedal

EMPLOYEES

Manage
- create employee profiles
- manage contracts
- manage hourly evidence
- edit presence
- manage vacation days
- Dashboards

Collaborations
- social company network
- Gamification

LEAVES

Manage leave requests
- staff requests
- approve or reject requests
- add comment
- add assignment
- adapt holiday type
- manage each stage

Reporting

- personal Dashboard
- Show Gantt chart
- Calendar view
- reports

RECRUITMENT

Manage
- job offers
- employment websites
- backend
- applications
- automatic indexing

APPRAISAL

Manage
- set up appraisal plans
- sort reviews
- organize interviews

Create surveys
- design surveys
- create templates
- test surveys
- export answers

EXPENSES

Manage
- check display records
- administration per team

Data record
- ask questions and give answers
- add comments
- check status
- add attachments
- submit to the managers

INTEGRATED WEBSHOP

Payment methods
- Credit/Debit cards
- Split tenders
- Currency rounding
- Offline payments
- Invoicing
- Accounting
- Customer tips

Checkout
- Prices & discounts
- Parallel orders
- Customized receipts
- Weighting at the counter
- Blazing fast search
- Multi-step checkout ( Coming Soon )
- Sell on the move
- Dynamic barcodes

Store Management
- Order history
- Daily sales
- Cashier accounts
- Cash flows
- Stock & Inventory
- Franchises

Customer & Loyalty
- Register customers
- Identify customers
- Business Customers
- Loyalty Cards

Products
- Product categories
- Product Search
- Units of measure
- Multiple barcodes
- Product variants
- Large product count

Web Application
- Browser support
- iPad first
- PC compatible
- Works offline
- HTML5 mods

HOMEPAGE construction kit

Intuitive system
- What you see is what you get
- Modular system
- Customization tool
- Edit text with word processing program

Increase visitor numbers
- Advertising tool
- Call to action in social media

Convert visitors
- Multi-websites
- Track links

Improve the user experience
- translation tool
- mobile preview
- embedded live chat

Design features
- templates based on bootstrap
- layout with flexible grid
- professional topics

Vehicles

FLEET

Manage vehicles
- comprehensive descriptions
- leases
- track mileage
- monitor fuel consumption
- vehicle maintenance
- overview per car
- status values

Reports and analysis
- Dashboard
- Reporting

MAGENTO CONNECTOR

- Bidirectional data exchange between Magento and Odoo

- Fully automatic operation: Orders created in Magento are automatically transferred to Odoo.

- Non-existent customers are automatically created in Odoo. For follow-up orders, new delivery orders are automatically created.

- and invoice addresses are automatically created in Odoo and linked to the master address.

- New customers created in Magento are automatically created in Odoo.

- Prices transferred from Magento have priority over master data prices in Odoo.

- Stock changes are automatically reported from Odoo to Magento

- The processing speeds are optimal. Larger application quantities and product updates for tens of thousands of products are easily possible.

- When updating and upgrading Magento and Odoo, the interfaces can be easily adapted, the dependencies of the ERP / Shop versions are minimal.

- Data exchange Product data (attributes, prices, stocks, categories), shop orders, order status, customer master data, package number

HELPDESK

Maximize your productivity
- create different teams
- assign tickets
- prioritize tickets
- configure automated emails
- answer blocks

Multiple channels
- create tickets by e-mail
- create tickets via web form
- create tickets via live chat
- create tickets in no time

Analyze your work
- define your own SLA rules
- Helpdesk Dashboard
- customer review

Self-Service
- eLearning

- Help Center Forum

POS

Odoo POS can operate any EPSON compatible cash register. Cash registers can be opened manually with a key or remotely from Odoo POS.

A PosBox and a PosBox-compatible thermal printer are required to operate the cash register.

RESTAURANT / CAFÉ

Restaurant Management
- Floor plans
- Manage seating
- Delayed orders
- Kitchen order notes
- Split bills

Productivity
- split bills
- print in kitchen and bar
- edit multiple customers
- picking

FINANCE / ACCOUNTING
Manage invoices
- generate customer invoices
- print or email
- issue refunds
- rules for several companies
- automatically complete the address
- payments with 3-way adjustment
- manage supplier invoices
- edit recurring bills
- include Incoterms®
- terms of payment
- customer payments

Edit payments
- invoice overview
- import bank statements
- several currencies
- get paid online
- automate tracking
- payments
- batch payments

Reports
- complete accounting reports
- sales reports
- automated tax reports

Safe time
- nice user interface
- reduce data entry
- collaboration and alerts
- pay several bills
- easy to set up
- mobile
- bank surfaces
- supported banks

Debtors
- clean costumer bills

- extended payment terms

- bill draft

- spontaneous payment settlement

Get paid simply

- credit card payments

- automatic tracking

- demand arrears

- customer portal

- extended customer excerpts

-Creditors

- check supplier invoices

- staff expenses
- forecasting expenses

Pay bills
- print checks
- deposit ticket
- automate electronic transfers
- organize payment instructions

Bank and cash
- automate bank feeds
- manage cash registers
- import separations

Simple vote
- smart tuning tool
- pending payments easily
managed
- reconciliation report

Extended access rights
- access control lists

Multis
- support for multiple currencies
- multiple companies
- multiply users
- multiply journals

Performance reports
- Business Intelligence Reports
- customizable dashboards
- annotate each report
- customizable KPIs
- permanent financial statements

Legal statements
- win and loss
- Cash Flow Statement
- ledger
- extended management of taxes
- consolidated journal report
- balance sheet
- tax reports
- country-specific account statements
- tax audit report

Analytical accounting
- hierarchies of cost accounting
- fully integrated
- several plans

Subscriptions
- automatic invoicing
- extension alerts
- customer portal
- recurring sales and additional fees

Assets and sales
- asset management
- revenue recognition
- budgets
- Sales Dashboard

Connect
- Web Service API
- integration of Google Spreadsheet
- flexible import-export

MULTI- / INTERCOMPANY

- management of several companies in an OpenERP database
- different chart of accounts
- optionally common databases, e.g. for addresses, articles, stocks

- Processing of intercompany processes
- consolidated evaluations
- cross-company warehouse management

INTERNATIONAL OPERATION
- user interface in over 50 languages
- document texts in over 50 languages
- language per employee adjustable
- language change at the touch of a button

- more currencies in sales, purchasing and bookkeeping

- financial accounting with over 50 foreign pre-configured chart of accounts

- Time zone can be adjusted with every employee

REPORTS
- statistics
- heatmap
- filter
- process tracking

DOCUMENTS

Documents
- preview
- chat
- links
- owner and contacts

Organize
- folders
- tags
- resources
- simple filter
- separate PDF's
- working in batch mode
- archive
- access rights

Working together
- share folders
- share documents
- email gateway

Workprocedures
- custom actions
- close/open
- document request
- validation process

Integrations
- projectmanagement
- eSignature
- supplier invoices
- PLM

LIVECHAT

Chat with visitors
- personalize the window behavior
- create customized welcome messages
- answer from everywhere
- Use smileys
- create answer blocks
- group chat

Custom channels
- Customize per country
- determine a responsible agent

Service Level
- rating of entertainment
- chat history

ODOO FORUM

Post everything
- give questions and answers
- share links
- discussions begin
- change and correct
- enrich the discussion
- embed videos and pictures in your messages
- email gateway
- notifications

Organize
- categories
- intelligent layout of answers
- promote content

Moderate
- rate answers as good / bad
- convert to a comment
- avoid spam
- change and delete
- only with registration

Reuse
- official documentation and FAQs

Search
- search for each topic
- filter by tags
- sort content
- to raise questions

Adjust
- text layout
- embed images
- links and tables

Motivate
- grant badges
- karma points
- grant access to more tools
- personalization of the profiles

Optimize and advertise
- Improve SEO
- user friendly URLs
- share in social networks
- social pop-up

MARKETING

Effortlessly send great emails
- Drag-and-drop editor
- What You See Is What You Get
- action button
- themes
- templates

Manage campaigns
- import contacts
- generate individual mailing lists
- answer to
- plan
- testing samples
- sign out
- A / B testing

improve delivery rate
- fully reactive
- undelivered emails
- mail server

Get insights
- archive your campaigns
- KPIs
- undelivered emails
- follow links
- measure your sales

EVENTS
Design
- Drag-and-Drop-Editor
- modular system
- themes
- change menus

Organize
- talk about offer management
- track management
- integration backend-to-frontend
- management of participants
- event organization
- event budget
- Event Information Management - Tracking

Advertise and sell events
- E-Mail-Marketing
- integration of social media
- SEO Integration
- integration of Google Analytics
- integration of Link Tracker
- sell tickets online
- online or offline sales
- manage the sale and increase sales
- Dashboards and reports

TELEPHONIE

- ALLOcloud

- Custom Voicemail

- Virtual fax

- Telephone conference

- Videocalls

- One number

- Softphone

- Internationale numbers

DATEV EXPORT AND IMPORT

Accounting export DATEV-ASCII
-Export of complete accounting data from Odoo in the well-known DATEV format to DATEV or any other accounting software that can work with the DATEV format
- Establishment for a company and short introduction are included

Accounting export DATEV-XML
-Export of the original and incoming invoices with detailed invoice and document information including document files for the DATEV document import
- Prerequisite for the module is the accounting export DATEV-ASCII

Accounting import DATEV-ASCII
- To import bookings from DATEV to Odoo
- Prerequisite is owning the module accounting export DATEV-ASCII
- import complete booking data from DATEV to Odoo

- For bank bookings, existing invoices in Odoo are automatically marked as paid
- Establishment for a company and short introduction are included

Overview Functions