Odoo
Enterprise v16
Functionality Guide
What is Odoo
Odoo is an outstanding ERP solution for all types of business operations, which offers a
comprehensive solution for large, medium or small business, Odoo extends you complete
support. Odoo offers total solution for all functional operations with specially designed modules.
The key modules of Odoo are Accounting, Sales, Purchase, CRM, Point of Sale, Inventory, Human
Resource, Manufacturing, E-commerce website, Payroll and Project etc. Odoo offers you a userfriendly platform and operational excellence with easy integration of the Odoo modules.
Odoo features about 30 key applications and +20,000 modules. This Belgium based company has
a larger digital community and a strong global partner network.
Positives:
01. The best for Businesses
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Market Focus: Odoo is a leading ERP vendor that specializes in the small to enterprise level
business Because of its adaptable architecture and modular structure. Businesses can
leverage this system to meet specific and unique needs.
Across Industry: This system supports a diverse group of business verticals.
02. User Experience
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User Interface: Odoo has a straight forward user environment and very intuitive
programming. Our clients find it easy to train their teams and receive positive feedback
regarding the user interface.
Flexibility: Integrations, applications, and additional functionalities can be added overtime as
opposed to many other ERP systems that require a specific suite of technologies in order to
be implemented. Odoo is more modular and can be built to match specific digital
transformation strategies or evolving initiatives.
03. Pricing
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Transparency: Pricing is very direct and clear throughout the purchasing process – which is
ideal for a small to medium sized business with a stringent budget.
Affordability: When it comes to ERP systems, Odoo is very extremely reasonable – again,
which is why it is so attractive to small to medium business communities.
04. Compatibility
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Complementary to Other Systems: Because of its structure, Odoo can often accompany other
systems and enhance overall business productivity. For example, if an organization has an
existing ERP, however they need CRM support – Odoo CRM would likely integrate with their
existing system, while allowing for CRM capabilities without replacing their entire ERP suite.
API-Friendly: Odoo can efficiently integrate with other large systems,
specifically: Amazon, eBay, UPS / FedEx, etc.
05. Implementation:
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Steady: Odoo provides the opportunity for organizations to grow and evolve with the
software instead of implementing an overwhelming solution that is too much for a company
to handle. Modules, applications, and functions can be added throughout the business
transformation and can progress with digital strategies.
Ease of Execution: Because of the product’s relative ease of use and technical simplicity, it
can be easier, less costly, and less risky to implement than other ERP systems.
Functionalities:
Activity types
CRM
Managing lost opportunities
Sales team management
Schedule a chain of activities
Lead Acquirement
Generating leads from emails
Activity tracking
Operations on Leads
Generating leads from website
Products
Sales & Invoice
Coupons and promotions
Online signature
Product variants
Shipping costs
Activate online payment
Customers
Sending Quotations by email
Invoices
Setting different addresses to
delivery and invoice
Sending Pro-Forma Invoice to
Customer
Product and Taxes
Purchase Management
Purchase
Product attributes
Purchase agreements
Product Management
Vendor management
Purchase orders
Product category
Quotation purchase order
Receiving products
Warning messages
Vendor bills
Drop shipping
Unit of measure
3 way matching purchase
receptions and bills
Unit of measure categories
Accounting dashboard
Accounting & finance
Deferred revenue management
Reconciliation models
Configurations (Bank accounts,
Analytical accounting (Analytical
Vendor bills to payment in Odoo
Chart of accounts, Taxes, Fiscal
positions, Budgetary positions,
Journal types, Payment terms,
Payment follow ups etc)
account groups, Profit and loss
report of analytical account,
Analytical tags, Analytical reports
etc)
(Aged payable balance, Cash
Rounding Methods, Bank Statement
and Reconciliation, Create an
Invoice)
Payment methods
Asset management
Customer Invoice to Payments
Budget management
Analytical Account
Exchange gain or loss journal
Product configuration
Inventory
Product packing
Inventory adjustments
Product variants
Product traceability
Scrap management
Units of measure
Inventory operations
Landed cost
Scheduler
Warehouse management
Locations
Rules and Routes
Product categorization
Delivery
Reporting
Integrating third party Shipper
Deliver packages
Email confirmation on delivery
SMS confirmation at delivery
Scheduling times
Warnings / reporting
Manage manufacturing order
Manufacturing
Manage work order
Manage repair order
Schedule and plan
Quality
Maintenance
Work center control panel
BOM
Operations
Adding by products
Plan Manufacturing
Manage production
Manage manufacturing in single
step/ without routings
Manage manufacturing with
routings and work centers
Replenish
Schedule
Planning
Roles Configuration
Planning Analysis
Open Shifts Management
Notion of Roles
My Planning
Validate barcode for a product
Barcode
Receipt
Internal Transfer
Set Location Barcodes
POS Orders
Batch Transfer
Inventory Adjustment
Dropship
Delivery Orders
Employee
Human Resource Management
Recruitment
Employee payroll
Attendance
Employee leaves / Time Off
Products
POS
Attributes
New POS creation
Payment terminals
POS configuration
Orders
Payment methods
Session
Payments
Configuration options for your
POS sessions
Create sales in a POS session
Reporting
Customers
Creating restaurant POS session
Table management
Ecommerce dashboard
E-commerce
Order management
Product management
Report
Additional product description
tools
Pricelists
Promotions and coupon
programs
Payment acquires
Shipping methods
Ecommerce categories
Contact and Address Tab
Contact
Sales and Purchase Tab
Accounting Tab
Internal Note Tab
Overview of Meetings
Filter Data
Email marketing
Dynamic Placeholder Generator
Mailing Lists
SMS marketing
Contacts
Create SMS Mailings
Configure Helpdesk Team
Helpdesk
Self-Service
After Sales
Tickets
Enhanced Communication
Ticket Types
Stages
SLA policies
Target
Reporting
Ticket Analysis
SLA Status Analysis
Fully Customizable
Projects
Timesheets, Field Services,
Field Services
Activity Log, Custom Alerts
Contracts, Invoicing Policy
Real-Time Collaboration
Dashboard, Tasks Analysis,
Email Integration
Customer Portal, Profitability
Overview
Mailings
Blacklist
Contact List
SMS content
Graphs, Gantt Chart, Pivot Table
Analysis
Multi-Project, Subtasks,
Document Management
Automate Actions
Subtle Technologies (Pvt) Ltd
187A, 1/1, Rajagiriya Road,
Rajagiriya,
Sri Lanka.
Tel
: +94 113 560 470
Direct : +94 70 258 0010