Leasing sales
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.
Contracts
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.
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.
Pricelists
Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.
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.
Leasing signatures
Secured identification
Recipient parties may only sign a document digitally through a personal unique secure link associated with their email address. The system records the user's geolocation and the event's date and time and archives these in the audit log of the document.
100% legal
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS) for all European countries, and US ESIGN Act for the USA. They also meet the requirements for electronic signatures in 100+ countries.
Broad document coverage
Digital signatures are appropriate for any sales or commercial agreement, NDA, lease, contract, etc. More sensitive documents, such as tax returns and documents filed with public authorities, may require more advanced forms of signatures or the intervention of a registered trust authority.
Create documents from templates
Customize the editable fields in the PDF with the drag & drop function. Automate repetitive signatures using templates to save time and be more productive.
Multiple signatures
Make a document public so that everyone can sign their own copy, without any further action on your part.
Automated reminders
Schedule automatic reminders so the person remembers to sign the document.
The bike fleet
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.
Purchases
Control vendor bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).
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.
Automate ordering
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.
Check stock and availability
Keep track of stock, incoming orders and product availability.
Operations 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.
Customer support
Multi-channel support
Create tickets through email, live chat, and online forms.
Automated assignment
Assign tickets automatically based on team workload.
Automated customer updates
Assign custom email and SMS templates to stages to update customers when their ticket moves to a new stage.
Field service tasks
Plan onsite interventions through the Field Service application.
SLAs (service level agreements)
Create and manage service level agreements based on customer, priority, team, or ticket type.
Customer ratings
Receive and track feedback from customers on individual tickets.
Online leasing
Subscriptions
Generate recurring revenues by selling subscription products on your website.
Product availability
Choose to sell your products based on your stock levels. Display quantities in stock and set alerts.
Customer portal
Visitors get instant access to their documents, such as support tickets, invoices, projects, tasks, etc.
Easy checkout process
The checkout process is straightforward. Add extra custom steps if needed.
Payment providers
Allow customers to pay with Stripe, PayPal, Authorize.Net, Adyen, Mollie, Ogone and others, or create your own payment methods.
Sales data analytics
Analyze your sales based on sold quantities and revenues or group them based on the salesman.
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.
