Inventory
Multi-warehouse
Manage all storage, stock, and replenishments for all your warehouses. Easily handle transfers to, from, and between warehouses in one system.
Cross-dock
Unload incoming material and directly transfer to outbound gates with little to no storage in between.
Código de Barras
Streamline any warehouse operation using a barcode scanner: receipts, pickings, inventory adjustments. Update and perform real-time warehouse actions, anytime and anywhere. Supports GS1, EAN13, and EAN14 out of the box.
Replenishment alerts
Notify procurement managers about low stock and vendor lead times to assist with reordering schedules.
Forecast
Forecasted report of on-hand, incoming, and outgoing stock while operations are happening in real-time. Calculate out-of-stock dates for products based on customer orders, shipment dates, and manufacturing orders so you can swiftly react to vendor order deadlines and lead times.
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.
Sales
Criador de cotações
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Pedidos de venda
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.
Order-specific routes
Apply special shipping and restocking routes from order lines, such as “dropship” and “replenish on order.”
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.
Incoterms®
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Third-party shipper
Compute shipping costs automatically, print shipping labels, and track your shipments. Odoo integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and local postal services.
Purchases
Purchase tenders
Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. Use reporting to analyze the quality of your vendors afterwards.
Blanket order agreement
Buy goods from a supplier at a negotiated price, on a recurring basis during a specific period of time.
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.
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.
Inventory forecasts
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
Customer relationships
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.
Activities and calls management
Organize, schedule, and log activities and calls for each opportunity, right in the opportunity's chat. Monitor your team's activity to keep workflows running smoothly.
Schedule meetings
Schedule meetings from the opportunity or customer. Sync with mobile phones and Google Calendar.
Customer preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Opportunities analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
B2B eCommerce
B2B store
Configure B2B and B2C websites independently, and display different pricelists.
Lista de preços
Create and display different pricelists according to your customer's profile.
Product availability
Choose to sell your products based on your stock levels. Display quantities in stock and set alerts.
Portal do cliente
Visitors get instant access to their documents, such as support tickets, invoices, projects, tasks, etc.
Provedores de pagamento
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.
Beverage operations
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.
Quality checks
Deploy your statistical process control easily with checks.
Traceability
Get a full upstream traceability report on the components used during the manufacturing process.
Invoices
Create customer invoices
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.
3-way matching payments
Compare the information on purchase orders, vendor bills, and receipts to determine whether or not your bill should be paid.
Include Incoterms®
Use Incoterms standards to ensure you have the right contract terms.
Multiple currencies
Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automated update of currency rates based on chosen frequency: daily, weekly, or monthly.
Invoice analysis report
Get a comprehensive overview of your invoices and sales status.
