Relations clients
Inbound leads
Get leads automatically created from emails, VoIP calls, social media reactions, website visitors, event attendees, support tickets, etc.
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.
Set up activities
Your planned calls are queued, ensuring a seamless switch from one task to the next.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Plan next actions
Plan next actions and schedule your daily work based on the most important opportunities and tasks.
Full history
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Sales
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.
Des variantes de produits
Customize products with multiple attributes and variants, such as size, color, and finish.
Des remises
Appliquez des remises sur n’importe quelle ligne de devis et choisissez si la remise doit être visible ou masquée au client.
Bons de réduction et promotions
Créez des bons de réduction et des codes promotionnels personnalisés, et permettez à vos clients d’activer des remises lors de l’achat.
Loyalty program
Design a loyalty program for your customers to join and earn points that can be used on future orders.
Gift cards and eWallet
Permettez à vos clients d’acheter des cartes-cadeaux pour des montants personnalisés préconfigurés et de les utiliser pour acheter des articles dans votre boutique. Permettez à vos clients d’utiliser un eWallet pour conserver de l’argent sur votre site web et effectuer des paiements en ligne.
eCommerce
Des variantes de produits
Make your product available in several variants, such as size, colors, or other attributes, and display variant attributes or pictures on the product page.
Product reviews
Let people review and rate your products by commenting.
Product availability
Choisissez de vendre vos produits en fonction de vos niveaux de stock. Affichez les quantités en stock et définissez des alertes.
Catégories et filtres
Les clients peuvent trouver l’article qu’ils recherchent selon vos critères.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
Fournisseurs de paiement
Permettez à vos clients de payer avec Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone et d’autres, ou créez vos propres modes de paiement.
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.
Purchases
Contrôlez les factures fournisseurs
Comparez les informations figurant sur la commande fournisseur, la facture fournisseur et le reçu afin de vous assurer de payer la bonne facture (rapprochement à trois niveaux).
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.
Automatisez les commandes
Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.
Vérifiez le stock et les disponibilités
Keep track of stock, incoming orders and product availability.
Support client
Multi-channel support
Créez des tickets par e-mail, live chat et formulaires en ligne.
Étapes de pipeline personnalisées
Customize workflows for each team with unique or shared stages.
Field service tasks
Plan onsite interventions through the Field Service application.
Repair orders
Send broken items for repair.
SLAs (service level agreements)
Créez et gérez des accords de niveau de service selon le client, la priorité, l’équipe ou le type de ticket.
Évaluations clients
Receive and track feedback from customers on individual tickets.
Technical service
Vue cartographique
Plan and view your itinerary on the map, making it easier to organize your day.
Vue Gantt
Manage your team's tasks with a simple drag and drop: plan dates, change assignees, and set up dependencies. Avoid double booking or unassigned tasks, and schedule tasks in batches.
Création automatisée de tâches
Tasks can be generated automatically via an email alias or a web form, as well as from a sales order or a helpdesk ticket.
Feuilles de temps
Use the integrated timer to track your working time directly from the task menu, and view time logs directly in the task chatter.
Rapports clients
Les rapports clients sont générés à la fin de chaque tâche et incluent les détails des produits utilisés, les feuilles de temps et la feuille de travail.
Sign
Permettez à vos clients de signer le rapport directement depuis l’app mobile.
Feuilles de temps
Timer
Start tracking time automatically upon check-in. Stop the timer when completing a task to automatically fill your timesheet and immediately start timing the next assigned task.
Projects and tasks
- Choisissez le projet et la tâche sur lesquels vous souhaitez encoder votre feuille de temps depuis un menu déroulant ; aucun copier-coller n’est nécessaire.
Heures allouées
Hours allocated to tasks are visible on your grid and color-coded for ease of use.
One-click validation
Get an overview of your team members' timesheets and approve them.
Invoice services on timesheets
Offer services to clients and bill them based on the amount of time spent working for them.
Timesheet analysis
Get timesheet statistics by task, project, team member, and billing type. Use precise data to review your team's performance from different angles.
Invoices
Créer des factures clients
Issue clear, complete and professional invoices in seconds.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into your accounting.
Issue refunds
Créez des notes de crédit et gérez les remboursements.
Taxe automatisée
Set up your tax rules to automatically calculate taxes on your invoice, and define where rounding occurs to get accurate reports.
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.
Sales reports
Get direct access to key information with dynamic and customizable dashboards.
Technical 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.
