Events
Attendees management
Manage classes and resources, create a group of attendees, set min/max capacities. Add custom questions at subscriptions, per attendee or per subscription. Customize entrance badges and analyze attendee profiles.
Mobile registration
Use your smartphone to see the list of attendees, or simply use your phone's camera to scan badges and update the list of attendees.
Event organization
Manage calendar of events, multiple locations and organizers.
Follow-up
Send automated follow-up emails or satisfaction surveys and allow reviews.
Sell tickets online
Sell registrations to your events with the multi-ticketing feature. Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen.
Dashboards & reporting
Real time information and data on your event.
Customer relationships
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
Lead mining
Generate new leads directly into your Odoo database.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag-and-drop interface. Set up specific stages for each sales team. Analyze lost reasons on your opportunities to improve your sales effectiveness.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Opportunities analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Event sales
Quotation builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Sales orders
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Customer portal
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
Trackable KPIs
Monitor overall metrics such as total invoiced, MRR, churn, and CAC from a dedicated dashboard, or get an instant glance at key performance indicators and switch record lists directly within your daily sales view.
Event production
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Calendar view
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Dependencies
Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Budget management
Compare expected and actual revenues and costs for your project.
Event rentals
Rental status
See pickup dates, order status, and get automatic warnings for anything overdue, at a glance.
Rental periods
Customize various durations of time that products can be rented for.
Padded time
Temporarily make a product unavailable for a specified amount of time before a scheduled pickup.
Time-based pricing
Set pricing for individual products no matter the time. Whether it's hourly, daily, nightly, or weekly, product rental rates can be customized to fit any rental business.
Rental analysis
View and present data on confirmed orders and quotations. Use filters and measures to track the number of products picked up and dropped off, the total number of products rented, and the number of orders placed.
Inventory
Rental moves are saved in the history of your inventory. Discover ⟶
Supplier purchases
Create RfQs for your suppliers
Configure each product to send out Requests for Quotations to each of your suppliers.
Monitor RfQs and orders
Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.
Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items you receive.
Add supplier reference
Add the reference used by each supplier for the item to make it easier to find for both them and you.
Specify storage location
Define the product's exact position within your warehouse.
Include accounting rules
Specify your accounting category and define customer and supplier accounts and taxes.
Inventory
Locations
Create and manage specific storage locations, like shelves, aisles, cold storage rooms, and pallet racks.
Receipts
Manage incoming shipments with vendor-provided arrival dates and automatic unit of measure conversion for received quantities. (e.g. buy in tons and sell in kg.)
Lots/serial numbers
View a dedicated report to track products from supplier to customer. Rich product identity records enable advanced tracing into after-sales services.
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
Audit trail
Log all user actions: such as stock moves, counts, adjustments, approvals of adjustments, and record modifications.
Costing methods
Supports first-in, first out (FIFO), average cost (AVCO), and standard price costing methods.
Crew planning
Planning
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
Shift templates
Create shift templates and apply them to your new shifts, allowing you to save time and never miss any information.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Avoid conflicts
Get a warning if multiple shifts are scheduled at the same time for an employee.
Schedule portal
Your employees can view and manage their schedules on their personal portal.
Planning analysis
Create all kinds of reports based on the measures, filters, and time ranges you want.
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Folders
Hierarchical folders allow you to define workspace with their own tags and actions.
Tags
Set multiple tags to structure documents per folder.
Share documents
Share a list of documents with customers and vendors to collaborate efficiently. Set a validity date on shared documents.
Document requests
Ability to create "missing documents" and organize them like documents to remind people to upload them.
Validation process
Easily implement custom validation processes with tags and automated actions.
Invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Handle recurring invoices
Set product invoicing frequency according to contract specifications.
Payment terms
Set up and use your preferred payment terms.
Get paid online
Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo, or Adyen to get paid quickly, easily, and securely.
Customization
Choose your preferred design, style, and logo to personalize your invoices.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Production knowledge
Create articles
Choose the article format, and write and share all the information the way you want by adding cover pictures and many more editing tools.
Categories
You can create your own categories and divide your content the way you prefer.
Properties
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Content from other apps
Knowledge allows you to retrieve content views from other apps.
Sharing
You can share articles with internal or external users and select editing accesses.
Autosave and revision history
Never lose your past and current work.
