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.
Textile 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.
Contrats
Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including memberships or service contracts, contract renewal alerts, and contract options, as well as track recurring revenue via the MRR dashboard.
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.
Manage invoicing from sales orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
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.
Textile projects
Vue Gantt
Manage tasks on a timeline and track deadlines, progress, and task dependencies. Forecasts projects and resources easily, taking employee holidays into account. Compare the planned and effective hours. Allocate resources and use drag and drop to update the tasks.
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.
Facturation
Appliquez différentes politiques pour facturer vos clients : prix fixe, jalons, ou temps et matériel. Facturez automatiquement le temps passé sur les tâches.
Gestion budgétaire
Comparez les revenus et coûts attendus et réels de votre projet.
Fabrication
Manufacturing orders
Organize your products into assembly lines, or assemble them manually.
Work orders
Launch production of items needed in the final assembly of your products.
Plan manufacturing
Get a clear view of your entire schedule and easily reschedule manufacturing with simple drag-and-drop actions in Kanban and Gantt views.
Manage bill of materials
Keep track of availability of items in stock and production time.
Créer des nomenclatures à plusieurs niveaux
Set a Bill of Materials within another in order to manufacture components of a product in another Bill of Materials.
Analyse des coûts
Track the cost of each manufacturing order based on the cost of the components and on the cost of your operations (labor or material).
Quality
Quality control points
Automatisez la création de contrôles qualité afin de garantir que les inspections ont lieu à intervalles réguliers.
Des alertes qualité
Créez des alertes lorsque des défauts produit sont détectés et suggérez des actions correctives et préventives.
Quality teams
Créez un nombre illimité d’équipes qualité dédiées à des produits ou opérations spécifiques.
Quality dashboard
View every quality team and their assigned checks and alerts in one location.
Types de contrôle
Choisissez parmi différents types de contrôle pour garantir que chaque produit est correctement inspecté.
Quality worksheets
Créez et personnalisez des feuilles de travail interactives pouvant être remplies par les employés qui effectuent les contrôles qualité.
Materials and finished goods
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.)
Reordering rules
Trigger purchases, inter-warehouse transfers, and manufacturing orders based on customizable rules for minimum and maximum stock.
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.
Vendor pricelist
Upload vendor price lists with product descriptions, prices, and delivery times.
Landed costs
Generate real-time cost reports based on vendor bills, taxes, tariffs, fuel surcharges, and other handling fees. Automatically generate an accounting record for end-of-quarter reporting and price adjustments.
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.
Production 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.
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.
Your website
Website configurator
Get a stunning website in 3 easy steps with our Artificial Intelligence Designer.
De beaux blocs de construction
Drag & drop building blocks with business features. Blocks are highly customizable, from the content to the layout.
Beaux thèmes
Tous les thèmes sont disponibles en standard, prêts à l’emploi, gratuitement. Inutile d’acheter des thèmes externes.
Adapté aux portables
Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.
Search engine optimization tools
Write search engine-friendly content with SEO Tools. Customize titles and meta tags on your pictures.
Smart form builder
Créez facilement des formulaires personnalisés et intégrez-les à vos flux d’activité en quelques clics.
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.
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.
