Introduction
Odoo is noted as an outstanding ERP solution for all types of business operations. Providing with a comprehensive solution for big, 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 CRM, Sales, Purchase, Point of Sale, Inventory, Accounting, Human Resource, Manufacturing, E-commerce website, Payroll, Project and Email marketing. Odoo offers you a user-friendly platform and operational excellence with easy integration of the Odoo modules.
Odoo 14 Book is an online guide based on Odoo Enterprise Edition. The Odoo Book describes the best practices for the implementation popular Odoo applications including Sales, Purchase, Inventory, Accounting, Manufacturing and CRM.
You can get a clear picture on the implementation by reading the online book.
CRM
Client relationship management is an inevitable part of any business operations which provide the company with gaining business opportunities and profits. Ganing new customers and maintaining an excellent healthier relationship with the existing customers will boost your company profits. The Odoo platform provides provision for both these with the advanced management aspects and tools available to conduct various Client relation operations with the potential customers and loyal ones. The Odoo CRM comes with various advanced features of company operations which would boost up the customer turn into the company. Some of these are:Advanced Dashboard
The Odoo CRM dashboard is the advanced home screen which provides provisional operations that deal with all the aspects of the client relationship management of the company. The data in the dashboard can be filtered, sorted out and grouped by the various default and customizable options available. In addition the viewing parameters of the Odoo platform allows the users to view the data in the dashboard under various parameters.Activity scheduling
The Odoo platform allows the users to schedule and conduct various activities with the leads acquired to transform them into reliable customers. Activities such as meetings, calls, emails, and other custom made ones can be planned and scheduled based on the calendar.Prioritizing
The Odoo platform provides provision to the user to priorities the various contacts and leads available based on a starring system. This would indicate all the users of the priority or the lead and how it’s more important to act upon the respective lead initially to acquire their business.Customize alerts
The various alerts on the leads and the business opportunities can be customized by the user to alert the employee of the ones available. These alerts can be customized based on the various parameters which are based on the business terminologies of operation.Lead enrichment
The Odoo module provides an additional advanced option for its users to enrich their lead. This will allow the users to batting contact information of the customers based on the email ID available. Read moreSales and Invoicing
The Odoo platform has a dedicated sales management module that will help you to perform all the sales operations such as sending out sales quotations, drafting sales orders, managing the sales team and salesperson operation along with the complete management of the sales department. This intrusive module is in direct integration with the inventory module and all the sales operations are conducted based on the inventory stock. The invoicing aspects of the Odoo is another sub-module in Odoo which is in direct integration with the sales module. This module will help you with the aspect of creating invoices based on the sales to the customer and can be seen along with the sales order or the quotation or after the sale is completed Read morePurchase Management
Purchasing is the aspect of a company or a personal asset which deals with products, services and commodities being brought from the vendors for a specific price. The operation in case of a company operations are mostly repetitive and have a fixed wholesale price whereas the vendors provide retails price to the customer in case of personal shopping let it be for grocery, day to day use commodities or household products. The Odoo purchase management module will provide an act as the complete management solution to deal with the purchase aspects of the company that would indulge in operations such as vendor management, vendor bills, stock updation, quality checks and the other all aspects of the purchase operations to be dealt with in the company. The Odoo purchase management can bring in a steady and smooth operational methodology the company dealing with the purchase quotations, orders, voucher operations, MRP management, requisitions and many more aspects of the purchase operations of the company. The main advantage of the Odoo purchase module is that the platform is integrated with the other company operational module in Odoo which allows a combined operational methodology which would indulge in all the aspects of the company operation that are involved with the purchase aspects such as sales, inventory, repairs, production and accounting. The purchase module of Odoo operates in the step by step operational terminology such as:- initially allow the users to call for tenders for the supply of products and raw material to the vendors available.
- Based on the tender biting the request for quotations(RFQ) are being sent out. Once the request for quotation is agreed and validated the RFQ is transformed into a purchase order.
- On the conformation of the purchase order the incoming shipments are validated
- Based on the shipment the vendor bills are generated and the payment is done. At certain instances the vendors may require advance payment, which would be triggered before the shipment is to be done by the vendor.
Accounting and Finance Management
Finance management of any company operations will be trickier as numerous parameters involved in the management as it revolves around the entire company operations. An efficient management tool for the accounting and the financial aspect of the company will provide the accountants in the finance managers with a release of burden from then shoulders. Odoo provides the user with an excellent, efficient and reliable finance and accounts management for the company.
Odoo accounting and finance management operates with numerous main modules as well as supporting modules which will add up to the management features. In addition, these modules are interconnected with other modules of the platform to be indulged with the entire company operations. The reliability and the real time data operations and management are the key aspects of the Odoo platform which can be well executed in the financial aspects of the company with Odoo.
The salient features of Odoo accounts and financial management are:
- Quick reconciliation.
- Automated synchronization
- Batch operations
- Third party device and software integration
- Follow ups operations on payments
- Payment automation
- Automated alerts and warnings
- Business intelligence integration
- External payment gateway integration
- Analytical and quantitative reporting
- Data exporting and import functionality.
And many more which makes the Odoo platform stand high among its competitors.
The methodology of the Odoo accounting modules operation is sophisticated and it provides a full supervision over all the accounting aspects of the company. The following are the terminologies on which Odoo manages to operate.
Double entry bookkeeping
Maintain record of every financial operation on journal and maintains double entry bookkeeping for the company financial data.
Accrual and cash basis method
This allows the users to keep the record of income and the coast at the instance of the transactions exchange operations takes place in Odoo
Multi-company operation
This allows the user to manage multiple companies in the platform which have separated financial terminologies of operations, ledgers, chart of accounts and other accounting aspects.
Multi-currencies
Odoo being an internationally used management software supports more than fifty currencies of the world. In addition, the user can define a new one in the platform with the help of an expert developer and as per the standard and regulations.
Accounts receivable and payable
The Odoo platform allows the users to manage the operations of accounts receivable and payable which can be defined under the cart of accounts section of the platform. In addition, the payment for each customer, vendor and even product can be configured based on the operation
Generate budgetary reports
- Performance reports (Profit and loss, budget variants etc.)
- Position report (Balance sheet, aged reports etc.)
- Cash report (Bank summary)
- Detailed report (Trial balance, ledger reporting etc.)
- Management reports (Budget, executive summary etc.)
Reconciliation
Bank reconciliation feature of Odoo will allow the users to import bank statements of the company directly into the platform.
Inventory valuation
The inventory valuation of the feature of the Odoo can be configured to be operated automatically or can be done manually.
Easy retained earnings
The earnings of the company can be automatically ascertained by the Odoo automatically in real time for the present year. This is achieved by the constant report generation of the profit and loss operations of the company by Odoo.
Inventory
Inventory the aspects of every company where all the final result operations are committed. The final results of a company are the product movement and storage which takes place in the inventory of a company. In addition, this is an area where all the strategy management operation booths advanced, complicated and simple should function together in a group to batting the expected results. Odoo software recognizes the need of an effective, efficient and reliable inventory management system which paved the way for the development of Inventory model and its additional attributes.
The Odoo inventory module interconnected with the various aspects of company operation such as sales, purchase, point of sales, repairs, manufacturing and many more aspects in the company operation of Odoo. This allows the Odoo platform to have an efficient operation and would improve the productivity and the profitability of the company.
There are various feature of the Odoo inventory module which makes it stands out among its competitors here are some of that:
Low processing time
The Odoo platform in turn has the lowest processing time in performing the operations. The Odoo inventory with the double entry based operation and its processing times are the best among the other ERPs
Simplifies Inventory operations
The module has a simplified approach in the basic operations of an inventory such as shipping, delivery, product in coming, outgoing, in house product movement and many more aspects of the inventory operations.
Removal strategies
The Odoo inventory allows the users to choose the various removal strategies such as FIFO and LIFO which can be configured in the product removal operations on sales and manufacturing. The operation works on the aspects of traceability operations of the Odoo platform
Traceability
The Odoo inventory allows its users to allow lot and serial numbers which would in turn allow the user in the in house traceability and outhouse tracking aspects of the product sales operations.
Routing
The product movement in the Odoo inventory is based on the routes described which are followed with no questions asked and are stuck with it. These routes can be created customized and interpreted at various instances of the inventory operations.
Advanced routing
The platform allows the users to implement advanced routing options such as cross docking and drop shifting. This will allow the users to strategies the various product movement aspects in the Odoo platform.
Rule of routing
The routing operations in Odoo are performed based on the rules set in the operation. Mainly the push and pull rules which will describe the product movements at the time of purchase and sales. These rule based operations can be configured as per the user requirements.
Lead times based operation
The platform allows the users to describe the leads times at various aspects of the company operations such as. Delivery lead times, purchase lead times, manufacturing lead time and vendor lead times. This will set the duration on which the products can be delivered and purchased. This would ultimately lead to inventory forecasting based on the lead times of operation available.
Replenishment
The Odoo platform will allow the users to replenish the stocks with automated options of the reordering rules of operation. The minimal stock requirement set in product description will trigger the reordering aspects of operation.
Product types
The inventory storage can be described and classified based on the product types description in Odoo. The product can be classified as consumable, storage, service and digital products.
Kits
The products can be collided to be sold in kits. These kits and the products involved in them can be configured as per the user terminologies.
Product variants
This is another terminology of Odoo inventory operations which allows the users to classify the products available. The products can be classified into customizable variants and multi-level variants can also be classified.
Multiple warehouses
The Odoo inventory and warehouse management allows users to manage the operations of the multiple company warehouses from centralised control.
Barcode integration
The Odoo platform with the benefits of external device interaction abilities will allow the user to encode barcodes in the inventory operations.
Point of sale
The retails mode of sale application by Odoo. This module allows the user to integrate their retail operations of the company with Odoo. This functionality can be accessed remotely using various connected devices. In addition a real time integration with the company inventory would be an added advantage in the retail operation. The module provides the user with both front end and back end usability where the modification made in either aspect is auto detected in the other.
The point of sale module can be configured for the operations of a restaurant or a shop too with the adequate tools available in the Odoo platform. The Odoo platform restaurant or bar management will allow users to run a hotel effectively. One of the other main features of the Odoo POS module is that it can be run in offline mode and the real time operations are easily managed.
Human Resource
Human resources are the aspect of any company operation which is unavoidable, inevitable and need extra care in the management operations. No company functions effectively without the effective management of their employees and staff. The Odoo platform exhibits and provides various employee management tools and functions which would ease the operation of the HR department. The Odoo HR management is a collective aspect of various individual modules of operations which function together by interconnecting with the other aspects of the company operation in Odoo.
The following modules of the Odoo platform that run and are integrated for the HR management:
- Employees
- Recruitment
- Appraisal
- Planning
- Time Off
- Referral
- Payroll
- Attendance
- Expenses management
- Lunch
- Fleet management
The key feature of Odoo HR management:
- Employee creation and management
- Referral recruitment
- Online recruitment support with social media integration
- Skills and resume management
- Documentation
- Employee leave management with time off, attendance monitoring and payroll functionalities
- Appraisal and expense management on each employee
- Employee contract creation and management
- Possession allocation and custody management
- Effective employee and equipment transfer
- Manage timesheet and field service duration records
- Separate dashboard for each employee and manager
- Approval module for the various aspects of permission request
Project Management
The project management module of the Odoo platform allows the users to create and manage projects both long term and short term based on the company operational terminologies. This efficient management tool will allow the user to allocate employees to a project and effectively manage them throughout the project duration. The project management dashboard acts as the home screen which allows the users to manage the entire project operations.
Website Builder
The retails mode of sale application by Odoo. This module allows the user to integrate their retail operations of the company with Odoo. This functionality can be accessed remotely using various connected devices. In addition a real time integration with the company inventory would be an added advantage in the retail operation. The module provides the user with both front end and back end usability where the modification made in either aspect is auto detected in the other.
The Odoo platform provides the user with a reliable website management tool where the user can create and customize websites for their companies and manage the operation as per their terminologies and standards. In addition, the designed module acts as along with the e-commerce website, job portal for the company as the HR portal and the custom operations.
The main features of the Odoo website builder are:
- Intrusive system which helps the user to design the company website with ease
- Design the website from scratch from the default building blocks available which can be customized as per the user’s needs.
- Edit the website parameters from the front end
- Create, edit and update text in the same way as in in word processing
- Keyword suggestions and meta tag tool will increase the traffic
- Analyze the leads by Google analytics
- Translations with gengo integrations
- Mobile preview options
- Direct social media sharing
- Live chat functionality
- Design own Odoo templates using HTML and bootstrap CSS
- Design the website layout based on the best ones available.
- Various themes available in app store which can be changed easily
- Manage two system user editors and designer
- Restrict both the users form the various aspects of the website operations.
E-commerce
E commerce is the future of business operations as the world is shifting to a new online shopping methodology with advancements in technologies and telecommunications facilities. The Odoo ecommerce application which can be accessible from the platform will allow the users to conduct the online sales operations parallel with the conventional ways of business operations being established.
As the Odoo platform operates integratedly with the other aspects of business and company operations the data available in each module is shared in real time. This would allow the users to maintain the real time inventory data to be displayed in the ecommerce website of the company.
Key feature of Odoo ecommerce module
- Create a customize an ecommerce website
- List all the products available at the company’s disposal
- Integrate real time inventory data with the website
- Allocate specific amount of products to the e commerce operation, i.e. reserve products
- Restrict multiple product or unit purchase
- Restrictions based on region and customer
- Run Promotional and discount program
- Integrate multiple payment methodologies and gateways
- Spot billing and configure bills based on the orders and delivery
- Set lead times based on delivery, manufacturing and purchase
- Specific product warnings and restrictions
- Product variant classifications
- Provide alternate, optional as well as accessory product for the main product
- Infinite number of portal user based on the server capabilities
- Information storage in the central database
- Live chat functionalities
- Order Reviewing
- Selling digital products
- Product comparison
- Check product availability at the customer locations
- Configuring taxes and method of ordering based on localization
- Quantitative and analytical report generation
Fleet
The odoo fleet management is the advanced operational tool for the operations of a fleet of vehicles in a company. This advanced management tool is an integrated part of any Odoo platform which can be customised to operate on any operational parameters suitable for the company operations.
The Odoo fleet management module helps in the various aspects of accompany operations such as:
- Vehicle management
- Registration
- Vehicle allocation
- Maintaining records
- Odometer readings
- Repairs and services
- Fuel log
- Tracking
And many more aspects which would be inculcated in the fleet operation of a company. Moreover the fleet management module could be customized and drafted to be operating in the boundaries and needs of the company.
The below image depicts the home dashboard of the module which demonstrates the vehicle information on the various levels of operation in a company. The new request, to order, register, and downgrade. Moreover, the usr cna customise and design various other levels of vehicular operation in the company as per his/her needs. The list could be filtered and sorted out using various default attributes valuable and could also be customised for the user specific searches. The platform offers numerous visualization methodologies to depict the data information. The kanban view, list view and activity view is available in the dashboard.
The user can create a new vehicle in the platform using the create option.. Provide the model name, licence plate number and allocate a tag as per the requirement form the list or create a new one.
In The driver menu the user can allocate the present driver as well as the future allocation. The assignation date along with the location could also be specified.
Under the vehicle menu the user can allocate the vehicular details such as Odometer readings, chassis number and the various values mentioned.
The Odometer reading menu can be accessed from the vehicles menu of the mosule and the user can view all the odometer listings available. The menu can be viewed and filtered under various parameters which are enlisted and could also be customised for user specific needs.
The Odoo platform recognises the need for the localization and allows the users to create the various car brands as per the region of operations. Almost all the international ones are already listed in the platform by default and a new one can be created by selecting the create option available.
The user can provide the name and an image if available and save the window. Now the new manufacturer can list our cars on the platform.
Servicing is an aspect of operation which is inevitable in the case of fleet management. The module has a services window available in the vehicle’s dashboard.
All the service options can be viewed in the menu. The data can be filtered and viewed in the various default settings available as well as the customised ones as per the user requirements.
In need to create a new service operation the user can select the create option available and will be depicted with the window as shown below. Provide a service description, service type, date cost and vendor. Moreover the user can allocate the vehicle and the odometer reading allocated with the vehicle, the driver is automatically described upon the selection of the vehicle.
Most of the vehicles in a company operate under contract or lease. The Contacts menu of the Odoo fleet can be accessed from the vehicles dashboard. The below image depicts the contact men of the fleet module. The various filtering options and viewing options are available as per the default options and could be customised as per the user needs.
Under the menu the user can view tabs to provide contact information. Allocate the responsible person, type, vendor, additional cost and recurring cost of the contract. The vehicle information along with the contract details on dates of operation coils also be provided. The user can directly start, cancel or close the contract form the window.
The reporting aspect of the fleet module allows the users to generate various analytical and quantitative reports as per the news of the user. Various default options and parameters are available which would help in the generation of the required reports.
The settings menu of the module provides options for the user to enable and disable the analytical reporting aspects to the fleet operations. An alert option for the ending of contact could be provided as per the dates of reminder required.
The Odoo fleet module is the ultimate management toll to operate, monitor and control all the aspects of fleet operations in a company.
Marketing Automation
Marketing automation helps Odoo to create automated target oriented marketing campaigns. Marketing automation in Odoo 14 helps in automating the flow of work. It will also help to scale up the business. The feature also supports end-to-end customer journeys. Marketing automation can help you design engaging email campaigns and create email templates effortlessly. In short, it automates different aspects of marketing. A user can try different types of action in marketing automation modules to streamline the workflow.
Install Marketing Automation Module from Odoo Apps.
Now click the app and enter the dashboard.
You can create campaigns at the dashboard. You can also get a list of already created campaigns from the dashboard. The status of the campaigns can also be viewed from here. Other details, including the name of the campaign, total number of campaigns, active campaigns, completed campaigns and number of participants of the campaign can be viewed from the dashboard.
You can create a new campaign by clicking CREATE button
The Create Form contains the given fields:
Name: It refers to the name of the campaign
Target: Set the target model, for example Contact
Add a new activity: By clicking this option, you can create multiple activities which you want to include in the campaign.
Under this field you can find many fields:
Name: It refers to the name of the activity
Activity type: It decided the activity type email or SMS
Mail Template: The template used for the activity
Configure mail template
For configuring mail templates for activities you have to click on the link button on the email template selection field. You will get a window with an option to create new template.
On clicking Create you will get the below given window from where you can select the template.
Here, you can find different building blocks for forming the body of the email. The required building blocks can be added by dragging and dropping.
There you can find an option tab. This allows us to include more features.
Here, you can find mailing options including Attach files, reply etc.
After completing the process you can Save and Close the window to create and schedule the activity.
After this you can click either Save and Close or Save and New.
Then you can return to Campaigns where you can find a few more fields.
Filter: Filter offers a chance to filter the records matching a specific rule.
Trigger: Duration or interval like hour, week, month
Expiry duration: The end time and date for the campaign
Domain is another field under which you can find
Activity filter: It helps to select the record
Applied Filter: The rule that is used to match with the filtered document
After adding all the values you can Click Save.
To start the campaign, click Start Button
Click the Stop button to stop the campaign.
You can get the participants list by clicking Participants.
On clicking on any of the participants you can find the activities scheduled for that particular participant.
Now you can click the Play button to run the activity for the participant.
Report Generation
Odoo Marketing automation enables to generate report on the performance of the campaigns created by the user. The report on Line Tracker, Traces and Participants can be generated separately.
Line tracker will help to generate report based on the number of clicks and count. The Traces option helps to generate report based on Document ID and count whereas the Participant report can be generated based on record ID and count.
Expense Management
Odoo 14 has made the management of the daily expenses of your employees an effortless task. Odoo Expenses enables you to manage all expenses including travel expenses, expenses on office supplies and other expenses.
Expense Dashboard helps employees to submit all expense details along with soft copies of the receipts for approval. The Odoo 14 module makes all the operations including Create, Validate, Approve and Refuse simpler.
Expenses Module Can Be Installed From Odoo Apps.
You can find the Expenses Dashboard on clicking the Expense Module. Expense Date, Accounting Date, Paid by, Bill Reference, Customer to Reinvoice, Account, Unit Price, Currency, Quantity, Activities, Taxes, Total, Status along with Description, Employee detail can be listed in an organized way in the Dashboard.
Configuration
Click the Configuration Menu. Then you will get a dropdown where you can select Activate Incoming Emails and Reimburse in Pay Slip.
On activating these options employees can record their expenses by sending it to the email address. The email can be sent to different departments also for processing. The Reimburse option helps the employee to get their expenses reimbursed.
Generate An Expense
Generating Expenses is important to run a business. With Odoo a user can manage different types of expenses.
Create Single expense
Expenses > My Expenses > Create
For Creating an Expense an Employee has to fill the columns. While some of the columns are optional some are mandatory.
Description: This field can be used to provide the details including reference to bill/ticket.
Employee Name: The purchased product name can be given to specify the expense type.
Paid By: The person who made the payment
Expense Date: The date on which the expense was made
Unit Price: The price of the product per unit. If the expense is travel expense, the unit price will be based on the distance travelled.
Accounting Date: The date on which the expense report is accounted
Currency: The currency used for transaction
Taxes: Taxes charged on expenses
After filling all required fields click Save to Create
The user will be navigated to a new Window after clicking Save. In the new Window you will be able to attach bills and other documents.
After attaching all required documents, one can Submit by clicking the Submit To Manager tab.
After submitting the Expense Report the employee will be able to review the status of the report.
Note:-“After the submission of Expense Report by the employee, the remaining task has to be completed by the manager. The Manager is responsible for approving or refusing the report. He can also seek more documents or explanations in the form of comments.
While reviewing Status, the user can find a few status updates.
Posted: This means the Pay Slip has been Posted in the journal
Paid: This status update indicates that the payment has been made.
Approved: The expense is approved
Refused: Expense is refused
The creation and approval of Expense Report will also have to follow the same steps
My Expense to Report
This feature can be accessed from Expenses> My Expenses> My Expense to Report
Here you can view all your expenses which are yet to be reported. The expense date, description, Next activity, analytic account details and status of the report. A user can also create a report here. This feature will help an employee to submit the report without fail.
A user will be able to create new expenses to report or make changes in the already created reports from here.
All My Expenses
Using this feature, a user can view all expenses. Here, you can view all reports sent for approval and the expenses to report.
My Reports
This is a feature under the My Expenses Tab.
This can be used by an employee to view all expense reports prepared by him. The status of the report prepared by the employee can also be viewed from here.
To access this, Go to Expenses> My Expenses> My Reports
An employee can view the name, accounting date, expense report, next activity, status and other details here. To create a new report, click The Create button.
A user can create a report by clicking Create. As in other cases, you have to fill the fields and then submit it. Using My Report feature, a user can also upload an expense report. This can be done by clicking the upload button.
Here, the data will be automatically used by the app. The user can also attach bills using this feature.
Reports to Approve
Once the Expense or Expense Report is submitted to the manager, he will be responsible to review the request. The manager will go through the expenses mentioned in the report and scrutinize the bills attached. The approval is given after these formalities are completed.
Expense approval by manager
Once the Expense or Expense Report is submitted to the manager, he will be responsible to review the request.
To Approve
Configuration
Expenses> Expense Reports >To Approve
The manager is able to see all the expenses and expense reports awaiting approval. He can have a view of all the requests. The manager can view the status of applications and select an application by clicking on it. Then the person can examine and scrutinize the application and take necessary action. This provisions the manager to oversee all the expenses that are awaiting approval. From the list, the manager can select a submitted expense, scrutinize it and take appropriate action.
Reports to Post
The expense management process does not stop after the approval stage. After the approval stage, an expense report has to be posted. This means, the Expenses Report has to be entered in a journal to document the report. This process also can be done in the following way.
To Post
Configuration
Expenses> Expense Reports> To Post
One can find the Expense Report to Post on the Dashboard. This can be selected by a designated person and post for journal entry.
Click the POST JOURNAL ENTRIES button. Then the expense gets POSTED. The status of the posted entry can be changed using the status bar. The status can be changed from Approved to Posted.
Reports To Pay
This feature the Expense Reports to Pay feature helps to review the payment status. The reports paid, the reports submitted, reports in draft and other details can be viewed.
Using this feature, a user can prepare an Expense Report summary. Here, the name of the employee, manager, paid by and expense details can be added. Here, the payment will be made based on the approved expense report.
Configuration
Expenses> Expense Reports> To Pay
Select the Expense Report to pay from the listed reports.
All Reports
Under this tab, a user can view or create all types of reports. The status of the reports. The name of the employee, the accounting date, expense report details and the status of the report can be viewed here. The total amount to be approved and the next activity can also be reviewed here.
Odoo also enables a user to create a report from here by clicking the Create Button.
This can be done by filling all fields and clicking the Save button. The user can also submit the report to the manager for approval.
Expense Products
A user is able to configure Expense Products in Expense Module. For this go to Expenses> Configuration> Expense Products
Then you will get a new window where you can find all already created expense products.
Then click on Create Button to create a new expense product.
Add all relevant details and save. Then you will get a new expense product.
Expense Analysis
Expense Analysis is a feature that helps a user to get a quick graphic view of the expense reports for a particular period.
Expense Analysis is a feature that helps a user to get a quick graphic view of the expense reports for a particular period.
Events
It is not the size of the size of the industry that matters. Your industry is big or small, every organization conduct official or non-official events as part of their functioning. Odoo Event management module can be the best choice for any business that organizes events. Odoo helps in the smooth conduct of programs or events without any technical glitches. Odoo can extend you support if you are conducting events for marketing purposes, for planning business strategies or for the conduct of annual conclaves.
Odoo Events module is a user friendly platform which can be managed and operated easily. Odoo 14 Event management application helps the users to efficiently plan and execute events.
First, Install Events module from Odoo Apps.
On entering the dashboard, the user can view all previously created events.
The user will be able to get an overall idea about the scheduled events. Here, the date of the event remains highlighted on the left. The user can also view the event name and the number of expected attendees on the right side.
Create a new even by clicking the CREATE button.
In the event create form, the user can provide the Event Name, Website where the user is planning to publish the event, Organizer, Location, Company, Responsible, Designate, Date (from and to) Time zone, Twitter Hash tag, also the conditions say minimum/ maximum attendees. On choosing the minimum attendees option, the user can set the number in the additional column that appears.
The users can different types of tickets under the Tickets tab
The user can add a new ticket type by clicking ADD A LINE option.
The user can also view an already created product here.
Here, the user can set the price for the ticket, maximum available seats, reserved seats and other details.
Communication helps to initiate communication with the customer through email or SMS. The user can select the mode of communication. The template can also be selected from the drop down menu. The user can also select the units; trigger option for messaging before the event and after the registration process.
Here, Odoo provides a note tab also. This helps the user to make issue any direction or note or ask queries to the participants. For example, if the event organizers provide lunch, then this form can be used to ask a participant if he is a vegetarian or not. The user can give directions like ‘Plastic bottles are not allowed’.
On completing all these steps, the user can save the event by clicking SAVE button.
Then the event can be published on the website. This can be done by clicking on GO TO WEBSITE option.
On clicking the tab the user will be navigated to the website page where the event will be published
The Web Page display can be improved by clicking the EDIT button.
The user can change the display style of the event
On clicking register for registering the event the user can get a preview of the website.
Here, the user can configure event tickets, number of participants and other details.
Then go back to event. Select the event and click Preview Badge Option on the top. This will help you to see the badge preview.
Reporting
Go to Events>Reporting to view the event analysis.
Here, the user can also view the list of unpublished events and other events.
Employee Appraisal
Appraisal of employees’ performance is a key part of all companies. Employee performance appraisal can be considered a good method to encourage the employees. It helps to optimize employee performance and assess their performance regularly.
Odoo open source software gives an automated and user friendly platform to complete appraisal process.
First, install the Appraisal Module from Odoo Apps
Now create an appraisal plan. For this go to Appraisal> Configuration> Appraisal Plan
You will be taken to the appraisal plan. Here you can click Create to create a new plan
Select the time period and click Save
Now you have set a plan for the appraisal process. For creating the appraisal you have to first create employees.
For this Go to Appraisal> Configuration> Employees
Here you can find the details of already created employees.
If you want to create new employee click create
Here you will get a form. Fill the details including name of the employee, position, tags, work mobile and work phone, work email, company, department, manager and coach details
Resume Tab
Here you can create Resume.
This can include Experience and education
This can be done by clicking Create a new Entry
Here, you will get a form to add name, type, display type, date start and date end.
In Type the user can select Experience, Education, internal certification, training period or other details.
Then click save and close
The same way you can also create skills
On completing these processes the resume will come below the tab.
Work Information Tab
Here, the user can file work information details as given below
Private information
This form consists of personal details
HR Settings
This form has details, including related user, job position, next appraisal date, attendance and other details.
After filling all these tabs click Save. Then you will get the below given window.
Then you can use the Launch a Plan button. On clicking this you will get a new window. The plan can be launched on board or off board.
Save the plan and then click Request Appraisal.
Then a new window will be opened.
Here, you can select recipients for the appraisal request, subject and deadline. The user can also type messages and add attachments.
After completing the process click Send Request.
Create Appraisal
Now go back to the appraisal dashboard and create Appraisal.
Click Create button for this. Then you will be taken to a new window.
In this form, the user can add the employee name, name of the manager, deadline for submitting appraisal, company name and job position.
Below the form you can find a column for Employee Feedback where the employee can type a message to the manager.
On completing the process, clicks Confirm. Then you will get a Manager Feedback window as given below
Then SAVE to mark the changes.
On clicking SAVE, the user will be taken to a new window as given below:
On clicking this each employee will receive an email requesting to complete a Performance Appraisal Form along with a link.
On clicking the link, employees will be redirected to the form page. Employees can answer the entire question and the manager can review it.
Then Click Confirm. On clicking Confirm button the status will be changed from To Confirm to Confirmed.
The user can use edit button to make the changes.
The appraisal will be changed on clicking SAVE.
You can see the created appraisal with its status in the appraisal dashboard.
If you want to see the history in the chatter, click on the appraisal.
Barcode
Barcode is a unique feature that helps a user to easily identify a product along with the product name, serial or lot number and the cost of the product. Barcode scanning is a feature that helps to save time considerably. Attributing of barcode can easily help to manage products at the inventory, during purchase, manufacturing and at point of sale. Odoo Barcode can be used for operations, inventory adjustment and for batch transfers.
To make use of Odoo Barcode first Install Barcode App.
After installing click on the Barcode App to enter the module
The user will also need inventory app to enable barcode facility
How to validate barcode for a product
Odoo user can easily validate barcode for a product. For this the user should have access to Inventory module. First install the inventory module and then go to Inventory> Configuration> Settings> Operation
Here the user can enable barcode option.
Here, click on Configure Product barcode option
Then you will get a new window
Here, select products requiring barcode. The user can add barcode to the products by clicking on the column.
Then click Save.
Then go back to Settings>barcode scanner and Save the changes
Set Location Barcodes
To set locations in barcode, a user has to go to Inventory> Configuration> Warehouse Management> Locations
Here, the user can find different types of already created locations and also create new locations
For people using multiple locations, it becomes easier to identify each location with a barcode.
A user can also print the location name and barcode. This can be done using the print button.
Then the user gets a barcode for the location in a printable format. This can be easily pasted on the product box or paper.
Now, let us see what we can find in Barcode App.
On clicking the Barcode App, the user will be taken to a new window
The user can make use of the barcode feature for Operations, Inventory and batch transfer from this page.
Operations
Clicking on operations tab, the user will be taken to barcode operations page
Here, the user can get the details of receipts, internal transfer, delivery orders POS orders and dropship. A user can create new receipts or delivery orders by clicking on the corresponding tab.
Receipt
Clicking on the Receipt tab we got the above given image. Here, the user can create new receipt with barcode.
Now, click on Create button in the barcode tab to get the below given creation form.
Here, the user can add product using barcode scanning. Product name, warehouse position, gets updated on doing this. The required quantity will already be visible in the receipt. Then click confirm to add a product to the receipt using the barcode.
Here, there is a validate button, which can be used to validate the barcode. If the product number added by the user is less than the required number, the user will get a window as given below.
Continue to add product by clicking the button to add sufficient products to meet the demand.
Then the validate button automatically turns green. If the validation is done before this button turns you get message as given below.
The same way, the user can add products under other categories also.
POS Orders
Click on POS orders.
Now click Create
The user can add products here for POS deal by barcode scanning
Add product and click confirm.
Then you get a green Validate Button. This can be completed after completing POS process.
The +1 button on the right hand side can be used to increase the units of products by one
Dropship
Click on Dropship option first
The user gets a new window
Press Create Button
As the Dropship business does not involve warehouse and instead get the support of partners who directly deliver product to the customers the details of Partner location gets added here.
Click Confirm and then validate
Internal Transfer
Internal transfer is the process of shifting the stock from one place to another. Barcode is used here to ensure traceability of the product.
Click on Internal transfer and then click create button
This will enable the user to add details including from location and to location.
Confirm and Validate
Delivery Orders
Barcode is also used to carry out the delivery of already given orders
To make use of this feature click on Delivery orders.
Now you can click Create button to create a delivery order with barcode scanner.
The product can be added by clicking on Add Product
Click to confirm the order and then validate.
The user can also make use of more options by clicking on the bar icon on the right top.
On clicking Print Picking Operations, the user gets a window that helps you to choose a layout for the document.
The user can then print Delivery slip, Barcodes ZPL, Barcodes PDF using this option.
The user can also use the icon on the top to confirm a receipt or dropship.
Clicking on the icon after selecting an already created receipt you get
Then click on the more icon and click validate. Then the user will get a pop up window.
Now click apply to validate and make the transfer.
Inventory Adjustment
Inventory adjustment is a feature that can help a retail business person. It helps to make changes in the number of units available in stock. It also helps a user to categorise stock as sellable or non-saleable. The reason for categorising the product as no saleable can also be added.
A user can make use of Odoo to make inventory adjustment.
Click on inventory adjustment tab first.
The inventory adjustment window is as given below.
On Clicking create button the user get inventory adjustment creation window
Here, the user can click add a product button and use the barcode feature to get the details of product stock quantity and quantity to be moved.
Click Confirm and then validate
Batch Transfer
This feature helps to transfer a batch or the movement of a certain quantity of the given product. The movement can be done from one work centre to another.
To make use of Odoo batch transfer feature, click on batch transfers.
Here the user can view already created batches. The user can also create new batch by clicking create button.
On clicking create the user will get the above given window. Here, the user can select any of the two operations for batch transfer. The operations given above are Delivery Orders and Receipts. Select the option and the click confirm. Here, we have selected delivery order option. On clicking this, the user will get all delivery orders created by the user.
The user can select the required orders.
Confirm the process and you will get a new window.
Here, the validate button is not in green colour as the number of products chosen is less than the required quantity. Now the user can be clicking on the +1 button on the right hand side of every product to meet the requirement. Then the validate button turns green
Then the user can complete the process by clicking validate button.
live chat
Odoo Live Chat helps the user to have direct communication with the website visitors. A dialogue box will be opened when any user contacts through the website. This simple dialog box on the screen will help the customer to communicate easily with sales representatives. This will improve the prospect of the business. The live chat will also speed up the sale process. IT will also enable the business to ensure direct communication with the customers.
For availing this facility, install a live chat app.
On entering the application, you can see already created live chat channels. Here, you can also choose to create a new live chat. This can be done by clicking Create.
On clicking the CREATE button, the user will be navigated to a fresh window. You can find the window given below.
The user can add the name to create a new chat. Then click the add button to add operators.
Prepare automatic messages
The user can prepare automatic messages using Live Chat. For this go to the Options section in the channel form. There you can set several messages. The user can make use of these messages in a way that the message will automatically appear on the chat when a user visits the website. This attracts the visitors and prompts them to communicate through a live chat.
The user can also customize the messages at Options.
Text of the button: This is the default Text displayed on the Livechat Support Button.
Welcome Message: The user can set an automated welcome message that your visitors can view when they enter the website.
Chat Input Placeholder: This is the text that prompts the user to start a chat.
Channel Rules
In the channel form, a user can define the rules for a Live Chat. For example, the user can enable a chat in selected countries only. This selection can be made based on the knowledge of the language used in that particular country. If you are not able to communicate in the local language of a particular country, then the chat box can be kept hidden for that particular country.
Chatting with customers
In order to start a conversation with a customer, the user will have to create a channel and publish it on the website. This can be done in a few steps. GO TO WEBSITE OPTION which can be found on the right top corner of your channel form.
On clicking this, the user will be redirected to the website page as given below.
The user can also toggle the Published settings by clicking on the UNPUBLISHED button on the top right corner.
The Live chat will start the moment the operator joins a channel.
The conversations created by the visitors will appear in the Discuss module as Direct messages.
Canned responses
Canned reactions are the reactions that the operator creates to answer to expected queries. IT can also be defined as predetermined reactions. Composing short messages instead of long sentences will save the time of the operator.
A user can add canned responses. This can be done in a few steps. Go to LIVE CHAT > Configuration > Canned Responses.
A user can create as many canned reactions as they need.
To use the canned response, simply type “:” . This will be followed by the shortcut assigned by the operator.
