You can get your bank statements synced with your bank automatically, or import files, create sharp and professional invoices, manage recurring billings and easily track payments, control supplier invoices and get clear forecast of your future bills to pay. With smart reconciliation tool you‘ll save time and automate 95% of reconciliation.
Odoo’s double-entry inventory has no stock input, output or transformation. Instead, all operations are stock moves between locations. Inventory is fully integrated with the Purchase module, so you can trigger automatic RfQs to your suppliers when your stocks levels are too low. You can handle complex routing such as drop-shipping, cross-docking, and multi-warehouse in just a few clicks. You can set up drop-shipping rules for each product to automatically have them shipped to customers. Order items by weight, size and quantity, and allocate a specific location to easily have each new shipment sent out to other locations. Create rules to automatically transfer items from one warehouse to another and keep stock levels optimum.
Manually edit all operations at any stage in the process. With Odoo, you won’t be frustrated by a rigid system. You can design specific templates for each operation and use the set of tools to find solutions for any issue. This open source software allows you to organize manufacturing orders and work orders in any way you like.
Automate activities based on your sales scripts: calls, meetings, mails and quotations. Get all information you need, right on the opportunity: page viewed, mails received, etc. Know exactly how you perform compared to your monthly targets. Organize your work based on your scheduled next actions. Share ideas and files in real-time and catch-up things you missed when you were away.
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature. Send clear and complete quotations to your prospects. Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Odoo’s recurring contracts. Customer portal gives your customers access to their quotes, sales orders, and delivery orders.
Improve your purchase and inventory performance with procurement rules depending on stock levels, logistic rules, sales orders, forecast manufacturing orders, etc. Easily import suppliers’ price lists and references to make smarter purchase decisions based on promotions, quantities and special contract conditions. Keep track of a product availability in your supplier’s stock and check your order status from within the app. You can even base your sales price on your supplier’s prices.