All About Odoo 

Benefit from the CRM app and its user-friendly dashboard for a better overview of sales activities. With the CRM app, it is possible to automatically generate leads from emails and VoIP calls and to send offers with little effort - even on the go! Managing leads is made easy with the CRM app. Leads can not only be created, imported and maintained but also evaluated according to various criteria. Odoo thinks along! Using GeoIP, leads can be automatically located by country, city or state. You'll also get lead aggregation suggestions when a lead converts to an opportunity and you can then create contacts based on these leads. With additional functions and marketing apps for online acquisition, you can get the best out of your sales activities.

After you've generated leads, the next most important thing is managing opportunities. There are many features to support you with this, such as managing and scheduling activities, calls and meetings, and customizing stages. Get a clear view of the many possibilities of the opportunity pipeline and work faster with a drag-and-drop interface.

Have you successfully converted sales opportunities into customers? Then the following CRM app features may help you: using the address book, setting customer preferences, such as language, delivery method, financial data, etc., and viewing a full overview of the activities history for each customer, such as opportunities, orders, invoices, total receivables, etc.

Communicating with your customers is also supported by easy email template creation, the use of email gateways, custom notifications, and VoIP connectivity. Other useful features are analysis tools for evaluating opportunities and leads and visualizing KPIs (Key Performance Indicators).

The CRM app can be fully integrated into the Sales and Warehouse apps and also benefits from a powerful API, connection to Google Docs, as well as all sales channels (CRM, PoS, e-commerce) and marketing apps (email marketing, events, etc.).

Sell more efficiently with Odoo's Sales app! Among other things, the modern user interface and the integration into the CRM app, help you to manage your sales pipeline. Create professional offers quickly and easily using predefined products, price lists and offer templates. Odoo supports you with features such as upselling (offer optimization) and electronic signatures.

Easily manage your orders and contracts with the Sales app! With the Sales app, it is possible to convert offers into sales orders with only one click. Invoices can also be managed from sales orders. With the integrated customer portal, your customers are always up to date regarding their current status of their offers or deliveries. As in other Odoo apps, you also benefit from order-specific routes in the sales app and can track every phase of a contract, such as invoicing, renewal and expansion (upselling).

By planning activities, email gateways and templates, as well as the multi-company system, nothing stands in the way of regulated communication with the sales app. But that's not all! Products and prices can also be created and maintained in the sales app. Features such as product variants, configurations and different product types, as well as units of measure and the integration of price lists, discounts and shipping costs, serve this purpose.

Odoo's sales app is also known for its intuitive analysis and reporting. Get a complete overview of all your sales activities, next actions and performance data. Trackable KPIs (Key Performance Indicators) allow you to monitor important information, such as sales per country/salesperson/sales team, upgrades/downgrades, etc.

The Sales app is fully integrated with the CRM, accounting, warehouse and e-commerce apps. In addition, Odoo is the only software in the world that allows you to integrate all your sales channels, such as online sales (e-commerce app), internal sales (CRM app) and stores (point of sales app).

Odoo offers numerous ways to save time in accounting. Among other things, the accounting app benefits from a modern and clear user interface, automated data entry, document collaboration, easy reconciliation of payments with multiple invoices, bank synchronizations, and much more. Easily create clean customer invoices or receive automatic draft invoices based on sales orders, timesheets or delivery orders. Upload scans or images of your incoming invoices and let the AI ​​(artificial intelligence) automatically create entries for you.

With the Accounting app, outstanding receivables can be managed and automatic reminders (email and letter) can be created. Automated booking suggestions are also helpful. It is easy and quick to check incoming invoices, read invoices automatically with OCR and create SEPA collective transfers. All business transactions are automatically mapped in the chart of accounts. Flexible accounting is possible thanks to support for multiple currencies with live exchange rates and automatically determined tax rates.

In addition, the Accounting app contains reporting features such as pivot tables, KPIs, dashboards and the function of a real-time annual financial statement. Controlling is not neglected either since hierarchical cost accounting, cost centers, reporting and budgets have been integrated.

The Accounting app includes a Datev: Export and the full Web Service API for the integration of third-party software. In addition, Google Spreadsheet and the easy import and export of all data have been integrated. In addition to the usual credit cards, the Odoo Accounting app also supports payment providers such as Authorize.net, Ingenico, PayPal, Adyen, and many more. Customers can also scan a QR code with their bank app to pay. Odoo also offers the function of automatic tax localization for numerous countries.

With the modern and simple user interface, Odoo's Inventory app makes it easier than ever to flexibly manage your inventory on the go. The basic functions of the Inventory app include the creation of delivery orders, automatic adjustment of stocks, management of different storage locations and zones, document preparation, product packaging, recording of rejects, and the simple movement of goods. With the integration of other apps, such as the production and repair app, further functions can be added. But that's not all. Odoo's Inventory app also enables advanced workflows, such as drop-shipping, cross-docking, creating your own work paths and processes, as well as clean-up and removal strategies.  

The Inventory app can increase the productivity of your company immensely. For example, use the barcode scanner to record inventory operations easily. With the integrated customer portal, your customers can track their order status. In addition, the app shines with a smart scheduler and a powerful search. Inventories can also be easily forecasted and replenished if necessary. Various product types with different requirements (consumables, services, digital products, etc.) can be created, which can also be provided with an expiry date and different units of measurement. In addition to supporting a wide range of inventory valuation methods and product calculation methods (FIFO, average price (AVCO) and standard price), reporting as one of the main functions of the Inventory app should not be forgotten.

The Inventory app can be integrated with the Accounting, Purchasing, Quality and Sales apps. It supports UPS, USPS, FedEx, bPost, DHL and EasyPost shipping connectors, with the latter integrating with many other carriers. Last but not least, the app also has a powerful API.

Optimize your workflows with Odoo's Manufacturing app. With this app, you can manage a wide variety of orders, including production orders as well as work and repair orders. With a complete overview of all production plans, workplace capacities and work orders, one can guarantee an uncomplicated and orderly manufacture of products, taking into account the time and work planning. The manufacturing process is supported by the simple management of bills of materials, which can also be generated in multi-levels. 
Create optional workflows and easily configure your products with flexible master data. With Odoo, it is also possible to view and document the PLM (Product Lifecycle Management). Other useful features are checkpoints, quality checks as well as preventive and corrective maintenance, which can be scheduled in the calendar. 

The Manufacturing app can be easily integrated into the work environment. This is possible on the one hand through the integration of barcodes and the simple control panel. Last but not least, the Manufacturing app can be used for effective reporting to get an overview of the components used, as well as the respective expenditure of time, costs or equipment. The Manufacturing app is fully integrated with the Purchasing, PLM, Maintenance and Quality apps.

Manage employee issues with Odoo's HR app. With this module, it is possible to create profiles for all employees in order to get important employee information at a glance. In addition, you can easily manage the respective employee contracts. Other functions include checking timesheets and attendance of your employees and managing absences, such as vacation or sick days. You can also manage the company’s social network, in which you can, for example, share documents and join discussion groups, and gamification, which is set up as a reward system for employees. The module can be combined with the Recruitment, Expenses and Appraisals apps.

Keep track of your projects with Odoo's Projects app. The clear calendar view allows you to plan your project on time. This also includes assigning and controlling the respective employees and project tasks. The module serves as an interface for all project-related notes and files and offers options for exchanging information with the team via live chat or notepad. You can also divide the project into different phases with individual subtasks. Analyze your projects clearly using grouping and filter functions and create project reports as you desire. The Projects app fully integrates with the Sales, Sign, Billing, and Email Marketing modules.

In addition to the typical apps, Odoo also offers a module for managing subscriptions (contract management). This enables you to manage subscriptions through automated functions. With this module, it is possible, for example, to create error-free, automated invoices and clear contracts with contract templates and deal with taxes and incoming payments in a very uncomplicated way. Everything is handled automatically by the Subscriptions module based on your settings. The module also offers easy registration without login requirements, a user-friendly portal with all data and contract options for your customers and the option to set up automatic payments. In addition, customers can easily manage and end their subscriptions themselves if they wish.

The Odoo helpdesk offers you the opportunity to quickly and easily attend to customers’ questions or concerns. The module enables you to manage your customer tickets efficiently thanks to the simple user interface. The Kanban view, the overview of your team's workload and the review of tickets based on SLA rules will help you with this. SLA stands for Service Level Agreement and is a contract between a customer and the service provider that documents and defines service standards. The Odoo helpdesk allows you to get in touch with your customers in various ways: via email (standard), web form or live chat (modern). The helpdesk can also be fully integrated with the live chat, forum, CRM and website modules.

The newest Odoo version makes creating and designing websites easier than ever. You can easily create a new website with Odoo in the website settings, choose a specific theme and change the name and logo of the website. It is also easy to add additional languages and change the domain address. You can also add social media links, such as Instagram, etc. and set your location using Google Maps.

Odoo has a lot of functions and options for e-commerce websites. You can easily set the shipping method, create new products and product pages with variable price lists, and much more. There are also no limits to the design of the website. Websites can be adapted to almost any individual requirement with various image, shape and text design options. In addition to that, product pages, blogs and events can also be created with the Odoo website module. Last but not least, you can easily make SEO settings with the Odoo website module, like improving page ranking and increasing the number of visitors to the website.

With Odoo, you get a variety of marketing options. The Social Marketing app allows you to connect your social media accounts to Odoo to manage new posts. You can create posts, add emojis and hashtags, and use tracking links. This makes it possible to track how many clicks are generated from your links. With the Social Marketing app, not only can posts be planned in advance, but it is even possible to create and evaluate entire social media campaigns.

Create newsletters and send emails with Odoo's Email Marketing module. With this module, you can compile individual recipient lists and design emails, such as newsletters, as you like. In addition, documents can be attached and your social media accounts can be easily linked in the emails. The Email Marketing module allows complex email marketing campaigns to be easily planned and evaluated. Get an overview of how many emails were delivered, how many were read and much more.

• New multi-dimensional analysis functions 
• Improved agile reporting with bulk processing
• New functions for applicability rules and analytical distribution models 
• Adjustments to dunning 
• Fiduciary management of accounting (accounting service) 
• Recurring postings
  

• Auto-batches on the level of operation types (possible grouping by: contact, destination country or storage location) 
• Backorder settings per operation type 
• Possibility to choose the operation types, whether backorders should be triggered or not 
• Sendcloud connector 
• Improved overview at "Replenishment" 
• GS1-128 barcodes can now also include serial and batch numbers
• New tab barcode app on all transaction types 
• Visibility Day can be set on the Reordering Rules 
• Storage locations can be selected as "Replenishment Locations" in order to automate the replenishment
  

• Merge/Split MOs 
• Availability of components in the bill of material 
• Dependencies between operations (blocked by function) 
• Overview of the individual components 
• Direct connection to the PLM module 
• Quality checks per operation 
• Error message if batch or serial numbers have expired 
• A portal for the subcontractors (so that the production can be tracked and only certain documents can be shared through access rights) 
• Revision of the "BOM Structure & Cost" in "Overview" 
• Graphical revision 
• Suggest worksheet improvements 
• Add By-Product 
• Variable consumption (multi-level production)
  

• Subscriptions are now merged with Sales Orders
• New connectors
• Better overview

• Tasks can be generated directly from tickets
  

• Free arrangement of images and text possible 
• Hover effects 
• Several new options for animations 
• Mobile view can be edited separately 
• Show prices only after the login/request function 
• Menu items accessible in frontend, no separate menus 
• Renting via website
  

• Handling of alternative offers
  

• Serves as a manual that you can fill out yourself
  

• Accidentally scanned products, which are not part of a picking process, can be deleted
  

• Performance optimization 
• Automatic saving (save-on-the-fly) 
• New dashboards 
• New pricing model 
• Upgrade: rolling Release to Odoo Online 
• Dark Mode 
• Access rights for import and export
  

• New website wizard for website design 
• Easily create a fully customizable first version of your website 
• Various shapes, filters and animations for images, videos and graphics 
• Improved e-commerce page with new layouts 
• Easily add new products 
• Implementation of Social Media Links 
• Configurable donation tool 
• Management of gift cards linked to the point of sale
  

• Maximize speed and ease of use with new features 
• Save time by allowing limited customers into the system 
• New option for later dispatch 
• Customer notes printed on receipt 
• Customer display view 
• Point of sale is now combinable with new gift card functionality and loyalty programs
  

• Creation of a report with different settings according to your specific needs 
• New possibility to add layout, watermark or background to document 
• Print labels in different formats 
• Scan QR codes with a variety of information