Odoo Enterprise Features

Odoo Enterprise Features

Odoo Enterprise Edition is a more advanced version of Odoo ERP that includes full functionality and advanced operational tools for running any type of business. The Odoo enterprise edition is more advanced and capable of managing complex businesses while maintaining a user-friendly interface. This page details the advanced Odoo enterprise features and operational capabilities available in each platform module.

Sales

The Odoo ERP's sales module is well-equipped and packed with features for describing and contacting your company's various salespeople. Furthermore, as an integrated module with direct integration with all other sales-related operations such as E-commerce, Point of Sale, subscription module, and many other Odoo platform applications, this module can handle all of the company's sales management operations.

  • Sales Order Management
  • Sales Quotation Management
  • Customer Management
  • Invoice Management
  • Upselling Techniques
  • Product Management
  • Product Variant Management
  • Pricelist Management
  • Promotion and Coupon Programs
  • Managing Discounts
  • Sales Analysis
  • Product Catalog Management
  • Multi UoMs
  • Product Packages
  • Percentage sales Margin
  • Smart Date Input
  • Automated invoicing for online payments
  • Margin Analysis
  • Price Management
  • Online Payment FacilityOnline
  • Sale Order Confirmation
  • Restrict Sale of Products
  • Lock Confirmed Sales
  • Invoicing Policy Managing
  • Automatic Invoice & Down Payments
  • Shipping Management
  • Quotation Template Management
  • Shipping Connectors
  • Sync Amazon Order Delivery
  • eBay Account Management
  • Partner Referring

CRM

The company's customer relationship management plays a critical role in attracting new customers and keeping existing ones contented. You can generate leads, pursue them, enrich them if necessary, and follow up on them with various scheduleable activities using the Odoo CRM module. Furthermore, leads can be obtained through various marketing campaigns, website visitor tracking, and customer activity analysis on the company website and e-commerce platform.

  • Pipeline Management
  • Pipeline Stage Management
  • Quotation Management
  • Team Pipelines
  • Customer Management
  • Lead Generation
  • Website Lead Generation
  • Lead Management
  • Lead Scoring
  • Lead Mining
  • Lead Enrichment
  • Odoo Spreadsheet
  • Rental Order Management
  • Recurring Revenue Management
  • Outlook CRM Extension
  • Reseller Management
  • Partners Commissions Management
  • Commission Plans
  • Predictive Lead Scoring
  • Sales Team Management
  • Activity Scheduling
  • Report

Purchase

Odoo's purchase module handles all of your company's purchasing needs, based on your inventory stock. Additional features include the ability to describe various purchase agreements; configure automated quotations based on stock; and many other operational options that will be useful in the day-to-day running of the company.

  • 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
  • 3-way matching technique
  • Vendor Pricelist Management
  • Product Categorising
  • UoM Management
  • Drop shipping
  • On-Time Delivery Analysis
  • Smart Date Input
  • Remaining Days Widget
  • Priority Widget

Inventory

The inventory module of the Odoo platform is where all inventory management operations are carried out in a centralised manner. With this module, you'll be able to run all of your company's e-commerce, retail, and wholesale operations simultaneously and efficiently. When using this software, there are a number of additional functional options that you can take advantage of.

  • Transfer Orders
  • Stock Management
  • Scrap Management
  • Product Replenishment Techniques
  • Run Scheduler Tool
  • 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
  • Barcodes
  • Consignment
  • Landed Costs On Transfer
  • Landed Costs on MO
  • Multi-Step Routing
  • Lead Time Allocations
  • Security Lead Time Allocation
  • Putaway Rules
  • Reordering Rules
  • Shipping Management
  • Shipment Connectors
  • Product Category Management
  • Replenishment Rule Management

Accounting

The financial management of the company can be done from the accounting module of the Odoo platform. Here, all the accounting aspects such as describing the fiscal years, tax management, configuring the chart of accounts, describing the payment acquires, terms, and many more can be done with ease for the efficient management of the company's financial aspects.

  • Accounting Dashboard
  • Customer Management
  • Invoice Management
  • Credit Note Issuing
  • Payment Follow-ups
  • Bill Management
  • Payment Terms
  • Sales receipt
  • Purchase receipt
  • Automatic Cut Off for Journal Entries
  • Bill Digitalization (AI)
  • Refund Processing
  • Disallowed expense management
  • Localisation Specific CoA
  • Journal Management
  • General Ledger
  • Partner Ledger
  • Bank to Bank Transfers
  • Bank to Cash Transfers
  • Budget management
  • Asset Management
  • Advance Payments Managing
  • Payment Reconciliation
  • Bank Reconciliation
  • Lock dates
  • Profit and Loss Statement
  • Balance Sheet
  • Executive Summary
  • Cash Flow Statement
  • Partner Reports
  • Aged Reports
  • Audit Reports
  • General Ledger
  • Trial Balance
  • Consolidated Journals
  • Tax Reports
  • Analytic Reports
  • Tax Management
  • Tax Cloud
  • Cash Basis Tax Configuration
  • Multi-Currency Support
  • Unrealized Currency Gains/Losses
  • Anglo Saxon Accounting
  • Continental Accounting
  • Inter-Banks Transfers
  • Fiscal Period Setting
  • Margin Analysis
  • Reconciliation Models
  • Incoterms
  • Bank Account Management
  • Bank Account Synchronisation
  • Tax Mapping Techniques
  • Account Mapping Techniques
  • Payment Acquirers
  • Saved Payment Data
  • Asset Model Creation
  • Product Category Management
  • Deferred Revenue Model
  • Deferred Expense Model
  • Financial Reports
  • Cash Rounding
  • Analytic Accounting

Manufacturing

Constraints on operations can be effectively described and honoured in the manufacturing module of Odoo. The manufacturing process, equipment, and work centres can be explained in great detail in this, making it easy to set up and manage the business.

  • Product Manufacturing
  • Work Order Management
  • Scrap Management
  • Workcenter Management
  • Unbuilding Orders
  • Work Order Planning by Production
  • Work Order Planning by Work Center
  • BoM Management
  • Master Production Schedule
  • Product Management
  • Product Variant Management
  • Tracking Product Moves
  • Subcontracting
  • Product Kit Management
  • Manufacture Order Analysis
  • Work Order Analysis
  • Overall Equipment Effectiveness
  • Quality Management
  • By Product Management
  • Security Lead Time
  • Timer

Maintenance

Preventive maintenance and periodic maintenance are the two types of company maintenance that the Odoo platform maintenance module can clearly define. Additional features include a platform where equipment settings and intervals for periodic maintenance can be specified. As a result, managers, and executives know exactly what is going on in the maintenance department and what tasks are being completed.

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

HR Module

The HR operations management modules in the Odoo enterprise edition make it simple and effective to run your department. In addition, the platform's modular design means that you'll have access to applications for managing HR tasks like posting jobs, recruiting candidates, onboarding new employees, managing equipment, tracking attendance, processing payroll, and offboarding employees.

  • 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 Designing
  • Designing Survey Forms
  • Employee Attendance Management
  • Employee Leave Management
  • Employee Leave Allocation Management
  • Time off Type Management
  • Employee Referrals
  • Payroll Management
  • Paid Time Off Allocation
  • Employee Appraisals
  • Employee Feedbacks
  • Employee Timesheet Management
  • Timesheet Timer
  • Timesheet Control
  • Timesheet Grid View
  • Tracking Timesheet by Web/Mobile Apps
  • Timesheet Billing
  • Timesheet Validation
  • Expense Management
  • Expense Dashboard
  • Expense Approvals
  • Expense Reimburse in Payslip
  • Expense Product Management
  • Expense Digitalization (OCR)
  • Expense Analysis
  • Employee Lunch Management
  • Lunch Overdraft Allocation
  • Lunch Order Management
  • Alert in App
  • Alert in Chat Notification
  • Employee Account Management
  • Fleet Management
  • Fleet End Date Contract Alert

Project

The Odoo project module will allow you to describe various in-house and out-house projects of the company, which will be distinct from the company's regular operations. Define various project tasks and subtasks, assign them to employees, and keep track of their performance at every level.

  • Project Management
  • Task Management
  • Sub task Management
  • Recurring Tasks Management
  • Customer Rating
  • Project Profitability Calculation
  • Collaborative Pads
  • Project Planning
  • Tracking Time Spent

Website & Ecommerce

A company website and an e-commerce platform are essential in today's digital world, and the Odoo platform's website module lets you define, configure, and manage both. In addition, you will be able to define, style, and customize the appearance of a website using the website builder.

  • Website Management
  • Website Builders
  • Website Customs Popups
  • 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
  • E-Commerce Connectors (eBay, Amazon)
  • Web Push Notifications (Social App)
  • SEO Tools
  • Online Sale Analysis
  • Blogs and Forum
  • Live Chat Management

Point Of Sale

To set up your retail shop management operations, use the Point of Sale module, which is also your counter sales application. With the module's direct linkage to the company's sales and e-commerce operations, it prevents customers from placing orders for products that are no longer in stock.

 

  • 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
  • IoT Boxes
  • Inventory Management
  • Pricelist Management
  • Loyalty Programs
  • Cash Rounding
  • Order Analysis

Marketing Modules

Digital marketing has completely altered the way public relations is promoted and carried out. Dedicated marketing tools are available in the Odoo enterprise editions, allowing you to design and run effective promotional campaigns. Dedicated modules, such as SMS marketing, email marketing, social media marketing, and many more, allow you to carry out all of your company's promotional activities in one place.

  • Email Marketing
  • Mass Mailing List Management
  • Blacklisting
  • Dedicated Server for Mailings
  • Link Tracker
  • SMS Marketing
  • Contact List Management
  • Blacklisting Contacts
  • Social Media Marketing
  • Marketing Campaign Management
  • Social Media Posts Scheduling
  • Marketing Automation

E-Learning

E-learning is a new way to learn courses and earn certifications. A course can be defined, certification programmes can be created, and evaluation operations can be performed on candidates using the Odoo e-learning module. As an added bonus, the use of a rule allows you to reward candidates for their participation in various e-learning activities, such as forum postings and other related aspects of Odoo e-learning operations.

  • eLearning Courses
  • Certification
  • Exams and Evaluation
  • Sell On Ecommerce

Studio

The Odoo enterprise edition uses a modular approach, so there are designated modules for all business processes. The Studio module of Odoo allows you to create a new module or application if you need one for a specific operation in your company.

  • Module Customisation
  • Custom Module/App Creation

Calendar

Employees and managers will be able to keep track of their schedules thanks to the calendar module of the Odoo platform. It's also possible to schedule various in-house activities based on the date, time, and names of the people involved, so they'll be notified automatically.

  • Online Appointments
  • Day to Day Activity Scheduling
  • Yearly Calendar View
  • Schedule Meeting
  • Recurrent Meeting Scheduling
  • Synchronise Calendar with Google
  • Synchronise Calendar with Outlook

Discuss

In order for a business to be successful, it must have good internal communication and access to information. With the Odoo Discuss module, you'll be able to conduct in-house project discussions between your employees and your managers.

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

PLM

Using the Product Lifecycle Management module, various departments of an office can communicate with each other about in-house operations and the projects they are working on. Additionally, this platform will allow employees and management to communicate with each other without any barriers.

  • Product Management
  • BoM Revising
  • Workcenter Management
  • Engineering Order Change Management

Quality

The quality management model in Odoo makes it easy to implement product and service quality management for any business. Quality parameters can be described in the module and testing points can be assigned, as well as details for passing or failing the quality test conducted. In addition, managers and executives will have a dignified management tool for quality inspection operations now that the project is complete.

  • Quality Control Management
  • Quality Checks
  • Quality Control Points
  • Quality Alert Generation
  • Quality Team Management
  • Quality Analysis

Repair

The Odoo platform's repair module will allow you to manage all aspects of your company's product repair operations. Customers can bring in their own products or request repairs for ones they already own. Additionally, the manager has the ability to keep tabs on the process, designate which employees will be responsible for performing repairs, and then generate invoices based on both the service fee and the actual products or parts used.

  • Repair Order Management
  • Repair Analysis

Helpdesk

Good management of customer support operations such as helpdesks and technical support can increase customer satisfaction. The Odoo helpdesk module enables you to set up a variety of helpdesk functions, such as a customer request form, employee management, toll-free number management, and virtual customer support, for the highest level of customer satisfaction.

  • Helpdesk Ticket Management
  • Helpdesk Team Management
  • Ticket Type Configuring
  • Stage Management
  • SLA Policies

Field Service

A company's field service operations can be defined using the Odoo platform's Field Service module. You can delegate tasks to employees, bill customers based on timesheet operations, and issue invoices based on service fees and products used right on the spot. In addition, the module can be used in advanced smart gadgets for remote operations.

  • Field Service Management
  • Task Scheduling
  • Google Map Assistance
  • Worksheet Management
  • Product Management
  • Quotation Management
  • Tracking Time and Material

Rental

The Odoo platform's rental module is a great place to start if your company is in the rental business. In this case, customers can either rent out the product for a set period of time or pay a fixed fee for its use. Additionally, the module will ensure that the products on hand that can be rented out are rotated on a regular basis.

  • Rental Management
  • Rental Order Management
  • Rental Cost Management
  • Rental Product Management
  • Customer Management
  • Rental Agreement Management
  • Rental Padding Time

Document

Using a document module in Odoo will allow your company to reduce the amount of paper and stationery it uses. Documents such as invoices, purchase requests, and vendor bills can all be stored and well-managed in this section of the system. Also included are sales quotes and sales orders as well as certifications and licences for the company's employees. Adding digital signatures to the documents for review and approval is also possible thanks to the signed module's direct integration with the platform.

  • Document Management
  • Document Sharing
  • Document Splitting
  • Action from Document
  • Request Sign Document

Consolidation Module

Consolidation in Odoo is one of the applications that will help you consolidate various financial and accounting reports from the integrated companies on the platform. In addition, each account operation will be based on the exchange rates that are available at the time.

  • Consolidation Periods Management
  • Consolidation Rates
  • Consolidation Account Management
  • Financial Consolidation
  • Correct and Adjust Income/Expenses
  • Consolidation Reports

Data Cleaning Modules

If you're running an older version of the software, you can use one of the newer modules of the Odoo platform to get rid of redundant data and organise your data and content. Your entries will be checked for duplicates, and you will get suggestions on how to get rid of those that are found.

  • Identifying Duplicate Data
  • Remove Deduplication
  • Deduplication Rules
  • Field Cleaning Rules

Contact Module

The Odoo platform's contact module will assist you in defining all of the contacts you'll need to keep your business running smoothly. This list of contacts can be accessed from any module on the platform because they are integrated directly into the platform. In addition, you can store, classify, and manage all of the information about customers, vendors, and anyone else who has ever been involved in the operation of your business.

  • Partner Management
  • Membership Management
  • Multiple Address Management

Subscriptions

Sales of subscription products and the operations that go along with them can be managed with Odoo's subscription module. In addition, subscription-based services can be defined and managed in this module, including the description and management of the customer. With the subscription-based product module, the sales and e-commerce modules are directly integrated.

  • Subscription Product Management
  • Subscription Template Management
  • Subscription Stages
  • Subscription Renewal
  • Alerts On Subscription
  • Salesperson Dashboard
  • Subscription Revenue Analysis

Events

Organizing both corporate and in-house events for a company presents a number of challenges and considerations that must be taken into account. All company events, in-house and out-of-house, can now be defined and managed in a streamlined manner with the Odoo events module. In addition, tickets for the events can also be purchased online or in person.

  • Managing Events
  • Managing Event Templates
  • Event Ticket Management
  • Online Ticketing
  • Auto Confirmation
  • Community Chatrooms
  • Live Broadcast
  • Online Exhibitors
  • Event Gamification
  • Registration Desk
  • Event Analysis
  • Attendee Analysis

Live Chat

You can use the Odoo live chat module to help your customers have a positive shopping experience and receive assistance when they are making purchases. In this section, you can assign and manage your support staff in order to provide the best possible service to your customers. Depending on the customers who have contacted your company through the Live Chat module, it can also be configured as one of your lead generation tools.

  • Managing Live Chat Channels
  • Live Chat Operator
  • Leads from Live Chat
  • Visitor Management
  • Customer Rating
  • Canned Responses
  • Designing Live Chat Buttons and Windows
  • Live Chat Welcome Message

Dashboard

The Odoo platform's dashboard is one of the software's customisable features, allowing you to add data, modify its layout, and set up a Google Spreadsheet to describe the data and its assigned contents. It's also possible to customise the look of the dashboard in Odoo to meet specific requirements using the custom features.

  • Add Data to Dashboard
  • Change Dashboard Layout
  • Google Spreadsheet

Sign

The Odoo platform's Sign module lets you create digital signatures, use them in documents, and keep track of all the different signatures you've created. It will also contribute to your company's efforts to go paperless and make your operations more environmentally friendly.

  • Upload Documents to Sign
  • Save Sign Document Templates
  • Custom Field to Sign Document
  • Sign Request

IoT

For many, IoT technology is both the present and the future. You'll be able to run your businesses and homes more efficiently with the help of it. The Odoo IoT module connects to the IoT box, which is available on-demand for the platform, allowing you to connect to the various IoT-based devices operating in your facility.

  • Configuring IoT Box
  • Device Information

Notes

In the Odoo notes module, you can create notes and a to-do list for your company's operations, which can be shared with other employees and managers. Additionally, the notes can be discussed in real-time via chat, and any employee who has access to them can add to them.

  • Managing Notes
  • Managing Activities

Members

The Odoo platform's member module can be used to define your company's customer membership operations. Customers can be added to various products, and invoices can be generated for them here. In addition, you can define and add attachments and products to your account.

  • Managing Members
  • Membership Product Management
  • Partnership Assignment

Barcode

Aside from saving you time, barcodes can also reduce human error when processing products in-house and at the point of sale. Using the Odoo platform, you can create and assign barcodes for all of your products. In addition, the module is directly integrated with Odoo's sales, inventory, and purchase modules.

  • Operations Using Barcode
  • Inventory Adjustments Using Barcode
  • Batch Transfers

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