Odoo Enterprise Features

Sales

The sales module of the Odoo ERP is well equipped and packed with features to describe and contact the various salesperson of your company. Moreover, being an integrated module with direct integration with all the other sales-related operations such as E-commerce, Point Of Sale, subscription module and many more applications of the Odoo platform all the sales management operations of the company can be done with this module.

Sales Order Management
Sales Quotation Management
Client 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 Facility
Online 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 Client Relationship Management of the company plays a vital role in obtaining new Clients and maintaining the existing ones happy. With the Odoo CRM module, you will be able to generate leads, pursue them, enrich the leads if required, and follow up on them with various schedulable activities. Moreover, the leads can be acquired from various marketing campaigns, website visitor tracking, and analyzing the Client activities in the company website and the E-commerce platform.

Pipeline Management
Pipeline Stage Management
Quotation Management
Team Pipelines
Client 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

The purchase module of Odoo deals with all the purchase management aspects of your company regarding the products based on the inventory stock. In addition, you will be able to describe the various purchase agreements, configure automated purchase quotations to be generated based on the stock, and many more operational options which will be helpful in the real-time functioning 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 Odoo platform has centralized inventory management operations conducted from the inventory module of the platform. Moreover, with this module, you will be able to run all the e-commerce, retail, wholesale operations of the company efficiently and that too interconnected with each other. In addition, you will have the ability to define the product moves, reordering rules, track the product movement, and many more functional options available.

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 Transfers

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
Client 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

The manufacturing operations management of a company will have various constraints of operations to consider, which can be effectively described and dignified in the Odoo manufacturing module. Here, you can describe the manufacturing process, machinery, describe the work centers, configure the operations and manage them efficiently.

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

In a company operations context, you have two types of maintenance operations which are preventive as well as periodic maintenance which can both be well defined in the Odoo platforms maintenance module. Moreover, each piece of equipment can be set and the maintenance intervals for the periodic maintenance can be described in the platform. Furthermore, the managers and the executives can have a complete insight on the maintenance operations and the task being conducted under the label.

Maintenance Dashboard
Maintenance Request Management
Corrective Maintenance

Preventive Maintenance
Equipment Management
Maintenance Team Management

Equipment Category Management
Maintenance Request Analysis

HR Module

The Odoo enterprise edition has designated Human resource operations management modules that will help you to run the functioning of the department with ease and efficiency. Moreover, with dedicated modules due to the modular approach of the platform, it will provide you with applications to perform the HR operations from the jobs posting, Recruitment, Onboarding, Custody of equipment, Attendance management, Payroll functionalities, and till the offboarding of the employee.

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 projects module will let you describe various in-house as well as out-house projects of the company which will stand as depicted operations than the regular company functions. Additionally, you will be able to define various tasks and subtasks on the project, allocate employees on them and monitor the functioning at all levels.

Project Management
Task Management
Sub task Management

Recurring Tasks Management
Client Rating
Project Profitability Calculation

Collaborative Pads
Project Planning
Tracking Time Spent

Website & Ecommerce

In this digitalized world the need for a company website and an e-commerce platform to run the sales operations is inevitable and you can define, configure and manage both using the website module of the Odoo platform. Moreover, with the website builder you will be able to define a website, style it and configure its appearance and all the related aspects to it.

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 V ariant Management
Pricelist and Discount Management
Tax Management
Digital Product Management
Website Theme Management
Website Language Management
User Accounts Management
Client 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

The retail shop management operations of your establishment can be defined using the Point of Sales module which will act as the counter sales application too. Furthermore, you can define a restaurant or a bar to function efficiently with the module moreover, the module is in direct integration with the inventory, sales, and e-commerce operations so that the product list and the warehouse details are shared regulating false order generation on unavailable quantities of product.

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 revolutionized the way we promote and conduct our PR operations. The Odoo enterprise editions have designated tools of marketing where you can define promotional campaigns and run them efficiently. Furthermore, with dedicated modules such as SMS marketing, Email marketing, Social media marketing, and many more you can conduct all the promotion activities of your company.

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 the new methodology of learning courses and attaining certification. With the Odoo e-learning module, you will be able to define a course, create a certification program that candidates can take up regarding the course, and run the evaluation operations on them. In addition with the help of the karma rule, the candidates can be rewarded for the various aspects of e-learning, 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 has a modular approach and therefore it has designated modules for all the business operations. Suppose if you require a unique module or application in Odoo to run a specific operation of your company you can create a new one with the help of the Studio module of the platform.

Module Customisation

Custom Module/App Creation

Calendar

The calendar module of the Odoo platform will resolve all the scheduling aspects of the employees and the managers along with the various operations of the company. In addition, you can schedule the various in-house activities based on the date and time on the calendar module and mention the responsible people therefore, they will be automatically notified of the event or the activity.

Online Appointments
Day to Day Activity Scheduling
Yearly Calendar View

Schedule Meeting
Recurrent Meeting Scheduling
Synchronise Calendar with Google

Synchronise Calendar with Outlook

Discuss

Communications and information within the company are one of the key aspects which lead to the success of the establishment. With Odoo discuss module you will be provided with a platform to conduct discussions on the various in-house projects between the employees and the managers.

Direct Messaging
Discussion History

Inbox Mail Management
Group/Channel Messaging

Lead Generation
Helpdesk Ticket Raising

PLM

The Product Lifecycle Management module will act as the medium or the platform to communicate between various departments of a facility on the inhouse operations and the projects. Moreover, the employee and management will have a barrierless mode of communication with this platform.

Product Management
BoM Revising

Workcenter Management

Engineering Order Change Management

Quality

The product and service quality management for every company is vital and can be efficiently done in Odoo with the Quality management model. In the module, you can describe the various quality parameters, assign testing points and parameters, and details to pass or fail the quality test conducted. Moreover, the managers, as well as the executives, will have a dignified management tool for quality inspection operations.

Quality Control Management
Quality Checks

Quality Control Points
Quality Alert Generation

Quality Team Management
Quality Analysis

Repair

The repair module of the Odoo platform will provide you with complete management operations for the product repair operations of the company. The Clients can bring in the products or can request repairs on the company products that they have. Moreover, the manager can monitor the operation, assign the employees for the repairs to be conducted and then generate the invoices based on the service charge as well as the product or components used.

Repair Order Management

Repair Analysis

Helpdesk

The Client support operations such as helpdesk and technical support should be well managed in the company as it can add up to the Client satisfaction aspects. With the Odoo helpdesk module, you will be able to configure the various helpdesk operations such as the request form Client, manage the employees, manage the toll-free number operation and provide ultimate Client support virtually.

Helpdesk Ticket Management
Helpdesk Team Management

Ticket Type Configuring
Stage Management

SLA Policies

Field Service

The field service module of the Odoo platform will allow you to define the field service operations of the companies. You can assign the various tasks to employees, charge the Client based on the timesheet operations, invoice them based on the service charge and the products used directly from the field itself. Moreover, 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

If your company runs a rental business it can be well defined in the rental module of the Odoo platform. Here the product can be rented out to the Client, charge them based on the number of days they have kept it or on a fixed charge. Moreover, the module will ensure that you rotate the product available at hand that can be rented out.

Rental Management
Rental Order Management
Rental Cost Management

Rental Product Management
Client Management
Rental Agreement Management

Rental Padding Time

Document

A module in Odoo will help your company to move towards the green initiative by reducing the use of paper and its allocated stationary. Here all the company documents such as invoices, purchase requests, vendor bills, sales quotations, sales orders, certifications, licenses, employee documents and many more can be stored and well managed in this module. Moreover, with the direct integration with the sign module, you can post digital signatures on the documents for approval.

Document Management
Document Sharing

Document Splitting
Action from Document

Request Sign Document

Consolidation Module

The Consolidation module in Odoo will act as one of the applications which will help you to consolidate various financial and accounting reports of the integrated companies functioning in the platform. Furthermore, it will be based on the exchange rates which are preset on each account operation.

Consolidation Periods Management
Consolidation Rates

Consolidation Account Management
Financial Consolidation

Correct and Adjust Income/Expenses
Consolidation Reports

Data Cleaning Modules

One of the newest modules of the Odoo platform which was integrated to be operations only from the latest version of the software, will help you to remove the duplicate data and bring in an arrangement to the data and the contents available. Moreover, there will be a redundancy check on the data that we have entered and will provide you with suggestions to remove the duplicate data.

Identifying Duplicate Data
Remove Deduplication

Deduplication Rules

Field Cleaning Rules

Contact Module

The contact module of the Odoo platform will help you to define all the contacts that are required for you in the functioning of your company. The contacts described here are in direct integration with all the modules functioning in the platform allowing you to access them from any of the modules. Moreover, the details of the Client, vendor, as well as all the people that you have once engaged within the functioning of the company, can be stored, classified, and managed.

Partner Management

Membership Management

Multiple Address Management

Subscriptions

With the subscription module in Odoo, you will be able to manage the sales on the subscription products and the operations in them. Moreover, you can also define subscription-based services in this module, describe and manage the Client. The module is directly integrated with the sales as well as the e-commerce modules for the sales aspects of the subscription-based products.

Subscription Product Management
Subscription Template Management
Subscription Stages

Subscription Renewal
Alerts On Subscription

Salesperson Dashboard
Subscription Revenue Analysis

Events

Managing both corporate, as well as in-house events of the companies, has a lot of constraints and factors to consider for a smooth operation. With the Odoo events module, you will be able to define all the company events both in-house as well as out-house and manage them efficiently. Moreover, the tickets of the events can be sold on e-commerce platforms or at the point of sale counters.

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

Livechat

If you want to provide your Clients with a shopping experience and support them while purchasing the products you can avail of the Odoo live chat module. Here, you can assign employees, manage the support operations to be efficient and reliable for the Clients. The Live Chat module can be also configured as one of the lead generation tools based on the Clients that have contacted your company through it.

Managing Live Chat Channels
Live Chat Operator
Leads from Live Chat

Visitor Management
Client Rating
Canned Responses

Designing Live Chat Buttons and Windows
Live Chat Welcome Message

Dashboard

The Dashboard of the Odoo platform is one of the configurable aspects of the software where you can add data, change the layout of it and configure a google spreadsheet for the description of the data and the allocated contents. Furthermore, the custom aspects of the dashboard of Odoo will help you to configure the appearance based on your requirement.

Add Data to Dashboard

Change Dashboard Layout

Google Spreadsheet

Sign

The Sign module of the Odoo platform will allow you to define digital signatures, use them in the documents and manage the various signatures available. Moreover, this module will add up to the paperless effort of your company and turn your operations based on the greener initiative.

Upload Documents to Sign
Save Sign Document Templates

Custom Field to Sign Document

Sign Request

IoT

The Internet of Things is considered the technology of today and the future. With the use of it, you will be able to simplify the operation of your establishments and your homes. The Odoo IoT module will allow you to connect to the various IoT-based devices in operations at your facility using the IoT box which is available on-demand for the platform.

Configuring IoT Box

Device Information

Notes

Notes, as well as the to-do list for your company operation, can be defined in the Odoo notes module, which can be shared with the various other employees as well as the managers of the institution. Furthermore, there is chat functionality that can be enabled to discuss the notes created, and the employees having access to it will be able to contribute to the notes.

Managing Notes

Managing Activities

Members

The membership operations of your company for the Clients can be defined using the member's module of the Odoo platform. Here you can create and configure the membership products, add Clients to the various products and invoice them accordingly. Furthermore, you can add the attachments and allocated products and define them.

Managing Members

Membership Product Management

Partnership Assignment

Barcode

The use of barcodes for the in-house and the sales operations of the products will help you in saving time and reducing the human error generated upon processing the products. The Odoo platform has a barcode model where you can define and assign the various product barcodes in operation. Moreover, the module is in direct integration with sales, inventory, purchase, and all other product-based operations and modules in Odoo.

Operations Using Barcode

Inventory Adjustments Using Barcode

Batch Transfers

Calicut

NarraTree Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

London

NarraTree Limited
Alpha House,
100 Borough High Street, London,
SE1 1LB, United Kingdom

Kochi

NarraTree Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Bangalore

NarraTree Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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