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Monday, October 18, 2021

Odoo Community Features as available at Geminate Consultancy Services

Hire Odoo Developer

The Odoo Community edition is free to use Odoo software with capabilities to efficiently manage a moderate level of commercial operations. Better adapted to businesses with less than 50 users, the Community edition Odoo is able to provide distinctive operational tools.This page describes the functions of the Odoo community that are part of each of the modules of the platform.


Sales Management System

 

The Odoo Community Edition sales module is packed with operational capabilities that will provide you with effective tools for your business' sales management operations. Moreover, with direct integration with other company sales aspects such as POS, E-commerce, Subscriptions all aligned modules of Odoo the sales module will be considered as the one centralized management operations for all the sales operations of the company.


  • Sales Order Management

  • Sales Quotation Management

  • Customer Management

  • Invoice Management

  • Percentage sales Margin

  • Smart Date Input

  • Upselling Techniques

  • Product Management

  • Product Variant Management

  • Pricelist Management

  • Product Variant Management

  • Pricelist Management

  • Promotion and Coupon Programs

  • Managing Discounts

  • Sales Analysis

  • Product Catalog Management

  • Multi UoMs

  • Product Packages

  • Margin Analysis

  • Price Management

  • Online Payment Facility

  • Online Sale Order Confirmation

  • Restrict Sale of Products

  • Lock Confirmed Sales

  • Invoicing Policy Managing

  • Automatic Invoice & Down Payments

  • Shipping Management

  • Quotation Template Management

CRM

Corporate CRM operations will play a vital role in generating new business opportunities and earning more with existing customers. The CRM module is a page with lead generation and surveillance operations that will help you continue the different leads using the activities described in the platform.In addition, with lead enhancement features, you could win customer contacts from different organized marketing campaigns.


  • Pipeline Management

  • Pipeline Stage Management

  • Quotation Management

  • Team Pipelines

  • Customer Management

  • Lead Generation

  • Lead Management

  • Lead Scoring

  • Lead Mining

  • Lead Enrichment

  • Predictive Lead Scoring

  • Outlook CRM Extension

  • Recurring Revenues management

  • Sales Team Management

  • Activity Scheduling

  • Report

Purchase

The purchase management operations of the company will require a sophisticated tool to perform the operations, the Odoo community edition has an efficient purchase module that will be a part of the operations. Furthermore, with the capabilities to generate purchase quotations, purchase agreements, automate the purchase operations, and functional tools to manage all the purchase operations of the company it will be one of the best tools of purchase management.

  • Purchase Quotation Management

  • Purchase Order Management

  • Purchase Agreements

  • Vendor Management

  • Product Management

  • Product Variant Management

  • Purchase Analysis

  • Purchase Dashboard

  • Purchase Order Approval

  • Lock Confirmed Orders

  • Restrict Product Purchase

  • Receipt Remainder

  • Bill Control

  • Vendor Pricelist Management

  • Product Categorising

  • Smart Date Input

  • Remaining Days Widget

  • Priority Widget

  • UoM Management

  • Drop shipping 

Inventory

The Odoo platform has a centralized inventory management approach to the company operations which will be capable with delicate options and management features of the module. Moreover, with the capability to undergo advanced inventory operations such as drop-shipping, cross-docking and the ability to define the product moves the module will be beneficial for the effective inventory operations of the company.
  • Transfer Orders

  • Stock Management

  • Scrap Management

  • Product Replenishment Techniques

  • Run Scheduler Tool

  • Landed Cost on MO

  • Landed Cost on Transfer

  • Product Management

  • Product Variant Management

  • Product Tracking

  • Product Expiry Management

  • Product Packaging

  • Warehouse Management

  • Location Management

  • Multi Warehouse Environment

  • Stock Analysis

  • Warehouse Analysis

  • Stock Valuation

  • Product Demand Forecasting

  • Product Movement Analysis

  • Restrict Product Purchase

  • Picking Policies

  • Consignment

  • Multi-Step Routing

  • Lead Time Allocations

  • Security Lead Time Allocation

  • Putaway Rules

  • Reordering Rules

  • Product Category Management

  • Replenishment Rule Management


Invoicing


The Invoicing module of the Odoo community edition is embedded with the accounting module of the platform, providing direct access to you to generate invoices on customer purchases and services provided to them directly from the sales module. Moreover, all the operations done on the invoicing aspects of the company are directly depicted in the accounting module of the Odoo platform.


  • Accounting Dashboard

  • Customer Management

  • Invoice Management

  • Automatic Cut Off for Journal Entries

  • Credit Note Issuing

  • Payment Follow-ups

  • Bill Management

  • Payment Terms

  • Refund Processing

  • Localisation Specific CoA

  • Journal Management

  • General Ledger

  • Partner Ledger

  • Bank to Bank Transfers

  • Bank to Cash Transfers

  • Payment Reconciliation

  • Bank Reconciliation

  • General Ledger

  • Tax Reports

  • Analytic Reports

  • Tax Management

  • Cash Basis Tax Configuration

  • Multi-Currency Support

  • Continental Accounting

  • Fiscal Period Setting

  • Margin Analysis

  • Reconciliation Models

  • Incoterms

  • Bank Account Management

  • Tax Mapping Techniques

  • Account Mapping Techniques

  • Payment Acquirers

  • Saved Payment Data

  • Product Category Management

  • Cash Rounding

  • Analytic Accounting


Manufacturing


With the Odoo manufacturing module available in the community edition of the platform you will be able to draft an independent manufacturing process of the company, defining the work centers, operations, the machine uses, bill of materials, and all the related aspects. Additionally, the manufacturing module is in direct integration with the inventory, HR management operations, sales operations of the company, and all the supporting aspects helping in auto manufacturing and other automation and regular process of the module.


  • Product Manufacturing

  • Work Order Management

  • Scrap Management

  • Workcenter Management

  • Unbuilding Orders

  • BoM Management

  • Product Management

  • Product Variant Management

  • Tracking Product Moves

  • Subcontracting

  • Product Kit Management

  • Manufacture Order Analysis

  • Work Order Analysis

  • Overall Equipment Effectiveness

  • By Product Management

  • Security Lead Time

  • Timer



Maintenance

Let it be preventive maintenance done upon the time of the need or the periodic maintenance conducted on the company equipment at fixed intervals it can be efficiently managed with the Odoo maintenance module. Additionally, in the module you can define the period of maintenance for each piece of equipment, maintenance requests can be generated by the employees to the maintenance teams and the managers can overlook the process of operations.


  • Maintenance Dashboard

  • Maintenance Request Management

  • Corrective Maintenance

  • Preventive Maintenance

  • Equipment Management

  • Maintenance Team Management

  • Equipment Category Management

  • Maintenance Request Analysis

HR Module

The Human resource management operations of the companies are of vital importance and Odoo has designated HR management modules for all the operations such as Recruitment, Attendance, Payroll, Time off, approval module, and many more to configure and run the HR operations of your company.



  • 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 timesheet management

  • Timesheet billing

  • Expense management

  • Expense Dashboard

  • Expense Approvals

  • Expense reimburse in Payslip

  • Expense product management

  • Expense analysis

  • Employee Lunch Management

  • Lunch overdraft allocation

  • Lunch Order Management

  • Employee Account management

  • Fleet management

  • Fleet End Date Contract Alert

Project


Projects in a company should be managed with efficiency without disrupting the steady flow of any operations. In the Odoo project module, you can define various company projects, allocate employees, define tasks and subtasks in operations and perform various managing as well as control functions on the project operations.

  • Project management

  • Task management

  • Sub task management

  • Recurring Tasks management

  • Customer Rating

  • Project Profitability calculation

  • Collaborative Pads

  • Tracking time spent

Website & Ecommerce

The website module of the Odoo platform is an integrated application that helps you to manage both the company website as well as the e-commerce platform for product sales. Moreover, it has an incorporated excellent website builder to it which helps you to define and describe an attractive website with distinctive themes.



  • Website Management

  • Website Builders

  • Wide snippets and themes

  • website order management

  • E-shop management

  • Abandoned cart management

  • Coupon and promotion programs

  • E-Commerce product category management

  • Buy Now Button

  • Product management

  • Product variant management

  • Pricelist and Discount Management

  • Tax Management

  • Digital Product Management

  • Website Theme Management

  • Website Language Management

  • User Accounts Management

  • Customer Account Management

  • Online Product Comparison

  • Manage Product Availability

  • Price Management

  • Multi-Currency Support

  • Shipping Methods

  • Order Follow Ups

  • Invoicing Policy Management

  • Web Push Notifications (Social App)

  • SEO Tools

  • Online Sale Analysis

  • Blogs and Forum

  • Live Chat Management

Point Of Sale

You can run your retail shop operations for your company or shop with the help of the Odoo POS module which will act as the counter sale application as well. The module is in direct incorporation with the sales module of the platform as well as the inventory and the accounting module. Moreover, you can generate customer invoices and define the operation of a bar or a restaurant with this module.


  • Shop and Restaurant/Bar Management

  • POS Interface Management

  • Floor Management

  • Table Management

  • Order Management

  • Bill Splitting

  • Cash Control

  • Product Management

  • Product Variant Management

  • Price Control

  • Tax Management

  • Discount Management

  • Payment Terminals

  • Inventory Management

  • Pricelist Management

  • Cash Rounding

  • Order Analysis


Marketing Modules

The marketing operations of a company play a vital role in product and service sales. With Odoo marketing modules, you can define various marketing and promotional campaigns and function with the dedicated modules for Email marketing, Social marketing, and SMS marketing along with various other supporting modules for the digital marketing operations.


  • Email Marketing

  • Mass Mailing List Management

  • Blacklisting

  • Dedicated Server for Mailings

  • Link Tracker

  • SMS Marketing

  • Contact List Management

  • Blacklisting Contacts

E-Learning

Digitized learning has revolutionized how we study our lessons. With the Odoo e-learning module, you will be able to define various courses, and training programs, conduct certification programs on them, and further evaluate the candidates based on a questionnaire set by you. Moreover, you can create and define a forum of discussion on related courses and award karma points to the candidates based on the performance.



  • ELearning Courses

  • Certification

  • Exams and Evaluation

  • Sell On Ecommerce

Calendar


The Odoo calendar module will be an efficient task management tool for the operations in the company as all the tasks and in-house company operations can be well defined in the module based on the date and time. Furthermore, the members involved in the task or the event can be well informed straight from the module as they have dignified user logins to view their calendar module.


  • Online Appointments

  • Day to Day Activity Scheduling

  • Yearly calendar view

  • Schedule Meeting

  • Recurrent Meeting Scheduling

  • Synchronise Calendar with Google

  • Synchronise Calendar with Outlook

Discuss

The Odoo discuss module will act as the platform to perform the discuss operation of the various company operations which can be conducted in-house between the employees and the manners of the firm. Moreover, you can share and post information on the various aspects and discuss the ongoing projects of the company as 

it will act as the best communication platform.


  • Direct Messaging

  • Discussion History

  • Group/Channel Messaging

  • Inbox Mail Management

  • lead generation

Repair

The repair operations management of the establishments can be well performed using the Odoo repair module. Here the repair request can be managed, tasks can be assigned to the employees, manners can monitor the operation, finished products can be sent out to delivery and the customer can be invoiced on the repair charges as well as the product used.


  • Repair Order Management

  • Repair Analysis

Dashboard

The Dashboard of the Odoo platform is a configurable and customizable one as per your requirement. Moreover, 

the data can be added, modified, and removed based on your requirement, The Google sheets can be configured to define the various content and data that is required.


  • Add data to dashboard

  • Change dashboard Layout

  • Google Spreadsheet

Live Chat

The Odoo live chat for the e-commerce or the company website will act as the functional tool in supporting the customers with the purchase of the products and services from the establishment. In the module you can assign employees, manage the live chat operations and configure it to be running based on your time ranges and specifications.



  • Direct Messaging

  • Live Chat Operators

  • Leads from Live Chat

  • Visitor Management

  • Customer Rating

  • Canned Responses

  • Live Chat Welcome Message


Notes

The notes module of the Odoo platform will help you to define the notes, to-do list, and other lists in the operations of the company. Moreover, the users can be provided access to the notes created for them to contribute to the defined contents as well as discuss them in the chat function available in it.


  • Managing Notes

  • Managing Activities

Contact Module

The contact module of the Odoo platform will help you to define the contact of the companies such as the vendors, customers, and all the people and their contact information. Moreover, you can define them, classify them based on various criteria and can be further modified upon requirement. The module is in direct integration with all other modules of the Odoo platform allowing you to contact a company or person straight from the different modules of the platform.


  • Partner Management

  • Membership Management

  • Multiple Address Management

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