Événements
Gestion des participants
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.
Relations clients
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
Analysez votre pipeline d’opportunités avec des filtres avancés, des regroupements, des explorations détaillées, etc.
Event sales
Un créateur de devis
Créez un devis soigné en quelques secondes. Utilisez des produits, listes de prix et modèles prédéfinis pour appliquer instantanément les bons prix aux devis.
Quotation template
Design custom quotation templates in just a few clicks and reuse them to save time.
Des commandes clients
Convertissez les devis en commandes client en un clic, ou laissez vos clients le faire eux-mêmes grâce aux devis en ligne et à Odoo Signature. Gagnez du temps grâce à la possibilité de modifier les commandes client, de vendre des kits de produits et d’expédier des commandes partielles.
Portail client
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.
Des remises
Appliquez des remises sur n’importe quelle ligne de devis et choisissez si la remise doit être visible ou masquée au client.
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.
Vue calendrier
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
Assigner des tâches
Choisissez la personne responsable d’une tâche et ajoutez des abonnés qui seront notifiés de toute modification de la tâche.
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.
Gestion budgétaire
Comparez les revenus et coûts attendus et réels de votre projet.
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
Créez des demandes de prix pour vos fournisseurs
Configurez chaque produit pour envoyer des demandes de prix à chacun de vos fournisseurs.
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.
Ajouter une référence fournisseur
Ajoutez la référence utilisée par chaque fournisseur pour l’article afin de faciliter sa recherche, pour eux comme pour vous.
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
Lieux
Créez et gérez des emplacements de stockage spécifiques, comme des étagères, des allées, des chambres froides et des racks à palettes.
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.
Piste d’audit
Log all user actions: such as stock moves, counts, adjustments, approvals of adjustments, and record modifications.
Méthodes de valorisation
Supports first-in, first out (FIFO), average cost (AVCO), and standard price costing methods.
Planning de l’équipe
Planification
Display your shifts on a Gantt chart, calendar, or list view, and group them the way you want.
Shift templates
Créez des modèles de créneaux et appliquez-les à vos nouveaux créneaux afin de gagner du temps et de ne jamais manquer d’informations.
Recurrence
Repeat your shifts so that you don't need to manually encode the same actions every time.
Éviter les conflits
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
Créez tous types de rapports sur la base des mesures, filtres et périodes que vous souhaitez.
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.
Étiquettes
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
Possibilité de créer des "documents manquants" et de les organiser comme des documents pour rappeler aux personnes de les téléverser.
Validation process
Easily implement custom validation processes with tags and automated actions.
Invoices
Créer des factures clients
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
Choisissez votre design, votre style et votre logo préférés pour personnaliser vos factures.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
Production knowledge
Créer des articles
Choisissez le format de l’article, puis rédigez et partagez toutes les informations comme vous le souhaitez en ajoutant des images de couverture et de nombreux autres outils d’édition.
Catégories
You can create your own categories and divide your content the way you prefer.
Propriétés
You can personalize your knowledge base with properties. The property fields are shared between child articles.
Contenu provenant d’autres 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.
Sauvegarde automatique et historique des révisions
Never lose your past and current work.
