How to use Odoo in a service company

Public Channel / Odoo Experience 2015

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3. Using Odoo to provide Office solutions ...through a simple Sales & Invoicing process

7. Odoo Apps & setup required Install two apps and tick one box !

9. How it works within Odoo ? (Demo)

13. Conclusion Keep it simple and fully integrated !

1. How to use Odoo in a service company (recurring and one - shot services) Catherine Vieslet, Functional Consultant

14. Benefits Full standard configuration Easy to use, easy to share Cheap Fully integrated

10. INITIATE THE RELATIONSHIP Negotiate the terms of the agreement with the client and confirm them. → The recurrence Step 1

2. SUMMARY Introduction 1 Using Odoo to provide Office solutions 2 Odoo Apps & setup required 3 How it works within Odoo ? 4 Conclusion 5

4. Negotiate the terms of the agreement with the client and confirm them. → The recurrence Step 1 Step 2 Step 3 INITIATE THE RELATIONSHIP

15. " " Leonardo Da Vinci Simplicity is the ultimate form of sophistication . Conclusion

6. INVOICE PERIODICALLY & EASILY Invoice all the services provided to the customer. → The recurrence and the one - shot services Step 1 Step 2 Step 3

12. INVOICE PERIODICALLY & EASILY Invoice all the services provided to the customer. → The recurrence and the one - shot services Step 3 Recurrent service One - shot services

8. o Modules → Sales Management Odoo Apps & setup required Install Sales App Activate “Contract Management” o Sales → Configuration → Settings o Modules → CRM Install CRM App

16. Odoo sales@odoo.com +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B - 1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B - 1160 Brussels Thank You Call to Action

5. MANAGE THE DAY - TO - DAY SALES Register the punctual services provided to each client throughout the month, quarter, semester, year. → The one - shots Step 1 Step 2 Step 3

11. MANAGE THE DAY - TO - DAY SALES Register the punctual services provided to each client throughout the month, quarter, semester, year. → The one - shots Step 2 Add one - shot services all the period long !

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