Odoo Community Features

Sales

The Odoo community edition's sales module is packed with operational features that will help you manage your company's sales operations more effectively. As a result, Odoo's sales module is considered the centralized management operation for all of the company's sales operations, with direct integrations to other aspects of POS like e-commerce and subscriptions.

• Sales Order Management
• Sales Quotation Management
• Customer Management
• Invoice Management
• Percentage of Sales Margin
• Smart Date Input
• Upselling Techniques
• Product Management
• Product Variant Management
• Pricelist Management
• Product Variant Management
• Pricelist Management
• Promotions and Coupon Programs
• Managing Discounts
• Sales Analysis
• Product Catalog Management
• Multi UoMs
• Product Packages
• Margin Analysis
• Price Management
• Online Payment Facility
• Online Sale Order Confirmation
• Restrict the Sale of Products
• Lock Confirmed Sales
• Invoice Policy Management
• Automatic Invoice & Down Payments
• Shipping Management
• Quotation Template Management

Customer Relationship Management

Relationship Management (CRM) is a critical component of any company's ability to attract new clients and expand its relationship with current ones alike. There are lead generation and monitoring operations in the CRM module, which will help you track and pursue various leads on the platform. In addition, lead enrichment features allow you to collect customer information from various marketing campaigns.

• Pipeline Management
• Pipeline Stage Management
• Quotation Management
• Team Pipelines
• Customer Management
• Lead Generation
• Lead Management
• Lead Scoring
• Lead Mining
• Lead Enrichment
• Predictive Lead Scoring
• Outlook CRM Extension
• Recurring Revenue Management
• Sales Team Management
• Activity Scheduling
• Report

A company's purchasing operations will necessitate the use of a sophisticated tool. An efficient purchase module is available in the Odoo community edition. It will also be one of the best purchase management tools because it has the ability to generate purchase quotations and purchase agreements, automate purchase operations, and provide functional tools to manage all of the company's purchase processes.

• Purchase Quotation Management
• Purchase Order Management
• Purchase Agreements
• Vendor Management
• Product Management
• Product Variant Management
• Purchase Analysis
• Purchase Dashboard
• Purchase Order Approval
• Lock Confirmed Orders
• Restrict Product Purchase
• Receipt Remainder
• Bill Control
• Vendor Pricelist Management
• Product Categorising
• Smart Date Input
• Remaining Days Widget
• Priority Widget
• UoM Management
• Drop shipping
• On-Time Delivery Analysis

The Odoo platform offers a centralized inventory management approach to a company's operations, which can help it handle the delicate options and management features of the module. Even more importantly, the module can perform advanced inventory operations such as drop-shipping and cross-docking as well as define product movement definition.

• Transfer Orders
• Stock Management
• Scrap Management
• Product Replenishment Techniques
• Run Scheduler Tool
• Landed Cost on MO
• Landed Cost on Transfer
• Product Management
• Product Variant Management
• Product Tracking
• Product Expiry Management
• Product Packaging
• Warehouse Management
• Location Management
• Multi Warehouse Environment
• Stock Analysis
• Warehouse Analysis
• Stock Valuation
• Product Demand Forecasting
• Product Movement Analysis
• Restrict Product Purchase
• Picking Policies
• Consignment
• Multi-Step Routing
• Lead Time Allocations
• Security Lead Time Allocation
• Putaway Rules
• Reordering Rules
• Product Category Management
• Replenishment Rule Management

The Odoo community edition's invoicing module is integrated with the platform's accounting module, allowing you to directly generate invoices for customer purchases and services directly from the sales module. Odoo's accounting module also displays all of the company's invoicing operations, making it easy to see what's going on.

• Accounting Dashboard
• Customer Management
• Invoice Management
• Automatic Cut Off for Journal Entries
• Credit Note Issuing
• Payment Follow-ups
• Bill Management
• Payment Terms
• Refund Processing
• Localisation Specific CoA
• Journal Management
• General Ledger
• Partner Ledger
• Bank to Bank Transfers
• Bank to Cash Transfers
• Payment Reconciliation
• Bank Reconciliation
• General Ledger
• Tax Reports
• Analytic Reports
• Tax Management
• Cash Basis Tax Configuration
• Multi-Currency Support
• Continental Accounting
• Fiscal Period Setting
• Margin Analysis
• Reconciliation Models
• Incoterms
• Bank Account Management
• Tax Mapping Techniques
• Account Mapping Techniques
• Payment Acquirers
• Saved Payment Data
• Product Category Management
• Cash Rounding
• Analytics Accounting

An independent manufacturing process for the company can be created by defining all of the relevant aspects in the Odoo manufacturing module, available in the community edition of the platform. This module is also integrated directly with the company's inventory, HR management, and sales operations as well as the supporting processes that aid in the production of automobiles and other automated and regular processes.

• Product Manufacturing
• Work Order Management
• Scrap Management
• Workcenter Management
• Unbuilding Orders
• BoM Management
• Product Management
• Product Variant Management
• Tracking Product Moves
• Subcontracting
• Product Kit Management
• Manufacture Order Analysis
• Work Order Analysis
• Overall Equipment Effectiveness
• By Product Management
• Security Lead Time
• Timer

When it comes to managing preventive or periodic maintenance of company equipment, the Odoo maintenance module is a great tool. In addition, the module allows you to specify the length of time between maintenance visits for each piece of machinery. Employees can submit maintenance requests to the maintenance teams, which managers can then monitor.

• Maintenance Dashboard
• Maintenance Request Management
• Corrective Maintenance
• Preventive Maintenance
• Equipment Management
• Maintenance Team Management
• Equipment Category Management
• Maintenance Request Analysis

A company's HR operations are critical, and Odoo has dedicated HR management modules for all of your company's operations, such as recruitment and attendance tracking, employee time tracking, vacation scheduling, and more.

• Employee Management
• Employee Contract management
• Employee Challenge management
• Department management
• Employee presence Control
• Employee presence analysis
• Employee Update Rights
• Employee Recruitment
• Job Posting
• Interview Application Management
• Interview Form Design
• Designing survey forms
• Employee Attendance Management
• Employee Leave Management
• Employee leave allocation management
• Time off type management
• Employee timesheet management
• Timesheet billing
• Expense management
• Expense Dashboard
• Expense Approvals
• Expense reimbursement in Payslip
• Expense Product Management
• Expense analysis
• Employee Lunch Management
• Lunch overdraft allocation
• Lunch Order Management
• Employee Account management
• Fleet management
• Fleet End Date Contract Alert

Managing projects in a company should be done quickly and efficiently so that no operations are disrupted. In the Odoo project module, you can define various company projects, allocate employees, define tasks and subtasks in operations, and perform various management and control functions on the project operations.

• Project management
• Task management
• Subtask management
• Recurring Tasks management
• Customer Rating
• Project Profitability calculation
• Collaborative Pads
• Tracking time spent

It is possible to manage both your company's website and your e-commerce platform through the Odoo platform's website module. Additionally, it includes a fantastic website builder that makes it easy to create a visually appealing website with a variety of themes.

• Website Management
• Website Builders
• Wide snippets and themes
• Website order management
• E-shop management
• Abandoned cart management
• Coupon and promotion programs
• E-Commerce product category management
• Buy Now Button
• Product management
• Product variant management
• Pricelist and Discount Management
• Tax Management
• Digital Product Management
• Website Theme Management
• Website Language Management
• User Accounts Management
• Customer Account Management
• Online Product Comparison
• Manage Product Availability
• Price Management
• Multi-Currency Support
• Shipping Methods
• Order Follow-Ups
• Invoicing Policy Management
• Web Push Notifications (Social App)
• SEO Tools
• Online Sale Analysis
• Blogs and Forum
• Live Chat Management

The Odoo POS module can help you run your retail shop operations for your business or shop, and it can also be used as a counter sales application. The module is integrated directly into the platform's sales, inventory, and accounting modules, as well as other modules. In addition, you can use this module to create customer invoices and specify how a business should operate.

• Shop and Restaurant/Bar Management
• POS Interface Management
• Floor Management
• Table Management
• Order Management
• Bill Splitting
• Cash Control
• Product Management
• Product Variant Management
• Price Control
• Tax Management
• Discount Management
• Payment Terminals
• Inventory Management
• Pricelist Management
• Cash Rounding
• Order Analysis

When it comes to selling products and services, a company's marketing operations play an important role. The Odoo marketing modules allow you to create a wide range of marketing and promotional campaigns and functions, including email marketing, social media marketing, and SMS marketing, as well as other digital marketing-related modules.

• Email Marketing
• Mass Mailing List Management
• Blacklisting
• Dedicated Server for Mail
• Link Tracker
• SMS Marketing
• Contact List Management
• Blacklisting Contacts

The way we learn has been completely transformed by the advent of digital learning. Many courses and training programs can be defined, as well as certification programs and further evaluations based on questionnaires with the Odoo E-learning module. With the help of a forum, you can also award points to candidates who participate in the discussion of courses.

• E-Learning Courses
• Certification
• Exams and Evaluations
• Sell On E-Commerce

It is possible to precisely categorize all of the tasks and internal company operations using the Odoo calendar module, which makes it a powerful tool. Due to their simple user logins, members participating in a task or event can access the module directly and stay updated.

• Online Appointments
• Day-to-Day Activity Scheduling
• Yearly calendar view
• Schedule Meeting
• Recurrent Meeting Scheduling
• Synchronize Calendar with Google
• Synchronize Calendar with Outlook

The Odoo discussion module will serve as a forum for internal discussions among employees and company executives about the various aspects of the company's operations. In addition, you can post and share information about the company's various aspects and discuss ongoing projects.

• Direct Messaging
• Discussion History
• Group/Channel Messaging
• Inbox Mail Management
• Lead Generation

The Odoo repair module makes it easy to keep track of all of your business' maintenance and repair needs. Assigning tasks and monitoring operations can be done here, as well as sending finished products out for delivery and invoicing the customer for the repair charges of the product used.

• Repair Order Management
• Repair Analysis

The Odoo platform dashboard can be customized to meet your specific needs. As a result, you can add, modify, or remove data as needed. A variety of content and data can be defined in Google sheets.

• Add data to the dashboard
• Change Dashboard Layout
• Google Spreadsheet

The Odoo live chat for e-commerce and company websites will serve as a useful tool for assisting customers with their purchases of goods and services from the business. You can assign employees to the module, manage live chat operations, and configure it to run according to your time range and specifications.

• Direct Messaging
• Live Chat Operators
• Leads from Live Chat
• Visitor Management
• Customer Rating
• Canned Responses
• Live Chat Welcome Message

The  Odoo platform's notes module will assist you in defining notes, to-do lists, and other lists in the company's operations. Users will also have access to the notes that have been created for them so that they can contribute to the defined content and discuss it in the chat function.

• Managing Notes
• Managing Activities

The Odoo platform's contact module will assist you in defining company contacts, such as vendors, customers, and all other people, as well as their contact information. You can also define them, classify them according to various criteria, and modify them according to your needs. The module is directly integrated with all other Odoo platform modules, allowing you to contact a company or person from any of the platform's modules.

• Partner Management
• Membership Management
• Multiple Address Management