SOLUTION FOR IT-sERVICE PROVIDER, CONSULTANTS, AGENCYS, ENGINEERING OFFICES, SOFTWARE MANUFACTURER
Project management and billing
In Odoo, the following services can be offered, delivered and billed simultaneously in a project / order. For this we have created numerous expansion modules. Each project is automatically a cost unit, which automatically posts all internal costs such as employees, expenses, etc., all external costs such as subcontractors and all revenues.
- Billing by time and material
- Billing at a fixed price
- Billing according to project milestones (multiple budget billing / final invoice)
- Sale of time packages e.g. a support package of 100 hours
- Sale of hardware e.g. a server
- Sale of licenses, automatic, e.g. annual calculation
- Subsequent sale of licenses with proportional calculation, e.g. until the end of the year
Sales document with automatic installation of project / cost unit, tasks, delivery notes, maintenance contract and purchase orders, permanent target / actual comparison between ordered, delivered, calculated
Project planning - Gantt Chart
Task Management by Level - Kanban Display
Task Management by Employee - Kanban Display
Task Management - List Display
Graphical evaluations
Project Evaluation
Project planning advanced features
Resource Management
Mobile time tracking
Project Planning & Controlling (PPC):
The construction project modules enable budgeting, estimating, planning and execution of the construction project. The modules also allow you to track the status of planned and actual project completion.
- Create the project positions
- Determination of resources
- Cost and revenue calculation
- Budget planning and payment plan
- Task, material and subcontractor management
- Cost and quantity variance
- Tracking of material flow and completion of work on site
- Portfolio reconciliation
- Project Progress Forecast and Gantt Chart View
- Post calculation
- Target - actual comparison
- MIS System
Procurement
The procurement module helps with material purchasing and the tracking of supplier invoices. The Odoo Craftsman Software also helps to correctly handle taxes and other compliance costs.
- Generation of material price enquiries/orders
- Quotation management - Multiple suppliers Quotations and comparison of quotations with approval process
- Collective orders for several projects
- Automatic orders for main warehouse and vehicle warehouse
- Warehouse management with principle of double posting (material source - material target)
- full control for drop shipments
- Transfers between construction sites
- each construction site is a warehouse, deliveries to construction sites and take-backs
- full integration of serial and batch numbers
- Storage of routes (route through the warehouse structure) at article and merchandise category level
- Management of rental equipment
- multi-currency and multilingual orders
- Cross-checking Purchasing against Budget Planning
- Automatic processing of supplier invoices (PDF file or scan/OCR recognition)
- Automatic determination of input tax also for international documents
- Return delivery to suppliers, monitoring credit memo receipt
- Manage suppliers and track top suppliers by value, quality and failure rates
- Verification and release of vendor invoices
- supplier analysis
Subcontracting
- Subcontractor registration, classification and evaluation
- Generation of task assignments according to project WBS
- Contractor registration and status-based blocking
- offer approval
- Task-based payment plans
- Creation and output of work orders
- Track billable tasks
- Invoice release based on work progress
- Workflow system for multi-level approval of work orders and invoices
- Handling value added tax for subcontractors
- Processing of terms of payment with reservation, advance payment, direct debit, credit note, etc.
