
Odoo Enterprise Features
Sales
The sales module of the Odoo ERP is well equipped and packed with features to describe and contact the various salesperson of your company. Moreover, being an integrated module with direct integration with all the other sales-related operations such as E-commerce, Point Of Sale, subscription module and many more applications of the Odoo platform all the sales management operations of the company can be done with this module.
Sales Management | Advanced Features |
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Sales Order Management | E-wallet & Gift Card Management |
Sales Quotation Management | Product Catalog Management |
Customer Management | Multi UoMs (Units of Measure) |
Invoice Management | Product Packages |
Upselling Techniques | Percentage Sales Margin |
Product Management | Smart Date Input |
Product Variant Management | Automated Invoicing for Online Payments |
Pricelist Management | Margin Analysis |
Promotion & Coupon Programs | Price Management |
Managing Discounts | Online Payment Facility |
Sales Analysis | Online Sale Order Confirmation |
Discount & Loyalty Card Management | Restrict Sale of Products |
Lock Confirmed Sales | Invoicing Policy Management |
Automatic Invoice & Down Payments | Quotation Template Management |
Shipping Management | Shipping Connectors |
Sync Amazon Order Delivery | eBay Account Management |
Partner Referring |
CRM
The CRM module of Odoo Enterprise plays a central role in building strong customer relationships by helping companies acquire new clients and retain existing ones effectively. It allows businesses to capture leads from multiple sources, nurture them with structured activities, and convert them into loyal customers. With integrated tools for scheduling, enrichment, and campaign tracking, the CRM module ensures that no opportunity is missed while providing insights into customer behavior on the company website and e-commerce platform.
Key Features of the CRM Module
Lead & Opportunity Management | Advanced CRM Tools |
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Lead Generation & Tracking | Website Visitor Tracking |
Lead Enrichment | Marketing Campaign Integration |
Lead Scoring & Prioritization | Automated Lead Assignment |
Opportunity Pipeline Management | Sales Team Activity Tracking |
Customer Activity Monitoring | Scheduled Calls, Meetings & Tasks |
Contact & Prospect Management | Customer Communication Logs |
Follow-up Management | Email, SMS & Social Media Integration |
Lost Lead Analysis | Performance & Conversion Reports |
Multi-channel Lead Acquisition | Customizable Dashboards |
Lead Conversion to Sales Orders | CRM-Sales Integration |
Purchase
The Purchase module of Odoo handles all aspects of procurement, ensuring smooth supply chain operations and optimized stock levels. It enables companies to manage vendor relationships, configure purchase agreements, and automate purchase quotations based on inventory requirements. With advanced tools for order tracking, cost analysis, and supplier performance monitoring, the Purchase module ensures accurate, efficient, and cost-effective purchasing operations in real-time.
Key Features of the Purchase Module
Purchase Operations | Advanced Procurement Tools |
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Purchase Order Creation & Tracking | Automated Purchase Quotation Generation |
Vendor & Supplier Management | Purchase Agreements & Contract Handling |
Multi-Vendor Pricelist Management | Reordering Rules Based on Stock Levels |
Product Catalog Management | Drop-shipping & Multi-warehouse Support |
Purchase Request Handling | Integration with Inventory & Accounting |
Purchase Order Approval Workflow | Vendor Lead Time Tracking |
Partial & Complete Order Receipts | Quality Checks & Control on Purchased Items |
Currency & Taxes Management | Multi-company Purchase Management |
Blanket Orders & Recurring Purchases | Advanced Reporting & Cost Analysis |
Return Management & Credit Notes | Vendor Performance Evaluation |
Inventory
The Inventory module of Odoo provides centralized control of all stock operations across e-commerce, retail, and wholesale channels. With real-time tracking and automation, businesses can efficiently manage product moves, reordering rules, warehouses, and delivery operations. Fully integrated with sales, purchase, and accounting, the inventory module ensures a seamless flow of goods and accurate reporting, helping maintain optimal stock levels while minimizing operational costs.
Key Features of the Inventory Module
Stock & Warehouse Operations | Advanced Inventory Tools |
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Multi-warehouse & Multi-location Support | Reordering Rules & Minimum Stock Automation |
Real-time Stock Tracking & Valuation | Product Moves, Transfers & Batch Management |
Inventory Adjustments & Cycle Counts | Serial Numbers & Lot Tracking |
Cross-docking & Drop-shipping | Barcode & QR Code Scanning |
Multi-Unit of Measure (UoM) Support | Expiry Date & Shelf-life Tracking |
Putaway Strategies & Removal Rules | Traceability & Product Lifecycle Management |
Packing, Unpacking & Product Kitting | Integration with Sales, Purchase & Manufacturing |
Return Handling & Refund Stock Management | Inventory Forecasting & Demand Planning |
Delivery Orders & Shipping Management | Automated Procurement Integration |
Scrap Management | Detailed Reporting & Performance Analysis |
Accounting
The Accounting module in Odoo provides complete financial management for companies of any size. With tools to configure fiscal years, taxes, journals, and payment terms, it ensures smooth handling of all financial transactions. Fully integrated with sales, purchase, inventory, and payroll, the module delivers real-time financial insights, automates accounting processes, and ensures compliance with international standards. This makes managing the company’s finances more efficient, transparent, and reliable.
Key Features of the Accounting Module
Core Accounting Features | Advanced Financial Tools |
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Chart of Accounts Management | Multi-currency Accounting & Exchange Rates |
Fiscal Year & Period Management | Automated Bank Feeds & Bank Reconciliation |
Journal Entries & Ledger Management | Tax Configuration & Localization Support |
Customer & Vendor Payment Management | Deferred Revenues & Expenses Handling |
Payment Terms & Methods Configuration | Automated Recurring Entries |
Accounts Receivable & Accounts Payable | SEPA, PayPal, Stripe & Payment Acquirer Integrations |
Invoicing & Credit Note Management | Asset Management & Depreciation Schedules |
Expense Tracking & Control | Consolidated Reporting for Multi-Companies |
Real-time Financial Statements (P&L, Balance) | Advanced Analytic Accounting & Cost Centers |
Cash Flow & Budget Forecasting | Audit Trails & Compliance with IFRS & GAAP |
Manufacturing
The Manufacturing module in Odoo helps businesses streamline and automate their production processes with precision. From defining Bills of Materials to managing work centers and planning production orders, everything can be configured efficiently. Fully integrated with inventory, sales, maintenance, and HR, it ensures that raw materials, workforce, and machinery are aligned to optimize manufacturing performance while reducing bottlenecks.
Key Features of the Manufacturing Module
Core Manufacturing Features | Advanced Production Tools |
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Bill of Materials (BoM) Management | Work Order Planning & Scheduling |
Multi-level BoM Support | Master Production Schedule (MPS) |
Routing & Operation Management | Subcontracting Support |
Work Center Configuration | Lot & Serial Number Tracking |
Production Order Management | Traceability Across Manufacturing Stages |
Real-time Work Order Tracking | Shop Floor Control Panel |
Manufacturing Cost Analysis | By-Product Management |
Scrap Management | Production Lead Time Calculation |
Quality Checkpoints in Operations | Barcode Scanning for Manufacturing Operations |
Integration with Inventory & Maintenance | Demand Forecasting & Automated Replenishment |
Maintenance
The Maintenance module in Odoo allows companies to manage both preventive and periodic maintenance operations efficiently. Each equipment can have defined maintenance intervals, requests can be generated by employees, and managers can track operations in real time. With direct integration into manufacturing and inventory, businesses can reduce downtime, extend equipment lifespan, and ensure smooth operational flow.
Key Features of the Maintenance Module
Preventive & Periodic Maintenance | Advanced Maintenance Management |
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Preventive Maintenance Scheduling | Maintenance Dashboard & Insights |
Periodic Maintenance Intervals | Maintenance KPIs & Performance Tracking |
Equipment Configuration & Tracking | Automated Maintenance Request Generation |
Machine & Tool Allocation | Integration with Manufacturing & Inventory |
Maintenance Calendar View | Work Order & Task Assignment |
Employee Maintenance Requests | Root Cause Analysis & Failure Tracking |
Custom Maintenance Teams | Spare Parts & Consumables Management |
Real-time Status Tracking | Maintenance Cost Analysis |
Notifications & Alerts for Pending Tasks | Automated Preventive Triggers Based on Usage |
Manager & Executive Oversight | Maintenance History & Full Traceability |
HR Module
The HR modules in Odoo Enterprise provide complete control over every aspect of employee lifecycle management — from job posting and recruitment to payroll, appraisals, and offboarding. With a modular approach, each HR function is powered by a dedicated application, ensuring smooth and efficient workforce management.
Key Features of the HR Modules
Employee Lifecycle & Operations | Advanced HR Management |
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Job Posting & Recruitment Management | Advanced Payroll Management & Salary Structures |
Onboarding & Induction Programs | Multi-level Approval Flows |
Custody of Company Assets/Equipment | Integration with Accounting for Payroll & Expenses |
Attendance & Timesheet Tracking | Loan, Advance, and Expense Management |
Time Off & Leave Management | Employee Appraisal & Performance Reviews |
Employee Contracts & Document Management | Skills Matrix & Competency Tracking |
Shift Scheduling & Work Hours Planning | HR Analytics & Reporting |
Overtime Tracking | Succession Planning & Career Development |
Employee Self-Service Portal | Disciplinary Actions & Compliance Tracking |
Offboarding & Exit Formalities | Seamless Integration with Recruitment & Payroll |
Project
The Odoo Projects module is designed to handle both in-house and external client projects efficiently. It allows businesses to define projects separately from routine operations, assign resources, set milestones, and track progress in real time. With a collaborative workspace, project teams can seamlessly coordinate, ensuring tasks and deadlines are managed without disruptions.
Key Features of the Project Module
Project Planning & Operations | Advanced Project Control |
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Define Projects, Tasks & Subtasks | Gantt Chart & Timeline Views |
Employee Allocation to Projects | Advanced Forecasting & Resource Planning |
Task Prioritization & Deadlines | Real-time Project Profitability Analysis |
Project Milestone Management | Budgeting & Cost Control |
Kanban, List & Calendar Views | Timesheet & Billable Hours Tracking |
Collaboration & Team Discussions | Client Portal for Project Updates |
Task Dependencies & Critical Paths | Recurring Tasks & Automation |
Document Sharing within Projects | Integration with Sales, Invoicing & Helpdesk |
Multi-project Management | Advanced Analytics & Performance Reports |
Stage-based Progress Tracking | Predictive Alerts for Deadlines & Delays |
Website & Ecommerce
In today’s digital era, having a company website and a fully integrated e-commerce platform is crucial for business growth. The Odoo Website module provides all the tools to design, configure, and manage websites with ease. With its drag-and-drop website builder, businesses can style their pages, customize the appearance, and integrate sales features without technical complexity.
Key Features of the Website & E-Commerce Module
Website Design & Content Management | E-Commerce & Sales Integration |
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Drag-and-Drop Website Builder | Fully Integrated Online Store |
Customizable Themes & Templates | Multi-currency & Multi-language Support |
SEO Optimization Tools | Automated Invoicing & Online Payments |
Blog & Content Publishing | Customer Accounts & Portals |
Dynamic Pages & Smart Snippets | Pricelists & Discount Programs |
Mobile-Responsive Layouts | Product Variants & Configurations |
Form Builder & Lead Capture | Cross-selling & Upselling Tools |
Multi-website Management | Shipping Methods & Connectors |
Real-time Visitor Tracking & Analytics | Integration with Inventory, Sales & Accounting |
Social Media Integration | Abandoned Cart Recovery |
Point of Sale
The Odoo Point of Sale module enables businesses to efficiently manage retail shop operations with a seamless counter sales application. It can also be configured for bars and restaurants, offering advanced features for billing, table management, and customer handling. Integrated in real-time with Inventory, Sales, and E-Commerce, the POS ensures accurate product availability and prevents false order generation.
Key Features of the POS Module
Retail & Restaurant Management | Integration & Sales Operations |
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Counter Sales Application | Direct Integration with Inventory & Sales |
Restaurant & Bar Mode with Table Management | Real-time Stock Synchronization |
Multi-store & Multi-session Support | Prevents False Orders on Unavailable Stock |
Configurable Product Catalog | E-commerce & Accounting Integration |
Loyalty Programs & Gift Cards | Automated Customer Invoicing |
Promotions & Discounts | Split Bills & Multiple Payment Methods |
Touchscreen & Mobile Device Compatibility | Synchronization with Online Orders |
Cash Control & Cash Rounding | Sales Analysis & Reporting |
Barcode Scanner Integration | Multi-currency & Multi-language Support |
Offline Mode for Uninterrupted Sales | Customer Management & Order History |
Marketing Modules
The Odoo Digital Marketing Suite empowers businesses to run modern promotional and PR campaigns across multiple channels. With dedicated apps for Email, SMS, and Social Media Marketing, you can manage campaigns, segment audiences, and measure ROI effectively. It offers full integration with CRM, Sales, and E-commerce, ensuring targeted campaigns reach the right customers at the right time.
Key Features of the Digital Marketing Module
Campaign Management Tools | Marketing Channels & Engagement |
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Create & Schedule Marketing Campaigns | Email Marketing with Templates & Personalization |
Audience Segmentation & Targeting | SMS Marketing Campaigns |
A/B Testing for Campaign Optimization | Social Media Campaign Management |
Automated Campaign Workflows | Push Notifications for Customer Retention |
Multi-step Campaign Builder | Event & Webinar Promotion |
Lead Nurturing & Tracking | Integration with Website & E-commerce Promotions |
ROI & Performance Analytics | Coupons, Discounts & Loyalty Programs |
Marketing Automation Rules | Retargeting & Remarketing Support |
Real-time Dashboard & Reporting | Customer Engagement Tracking & Heatmaps |
Seamless CRM & Sales Integration | Cross-channel Campaign Synchronization |
E-Learning
The Odoo E-learning module provides a modern methodology for delivering digital courses, certifications, and training programs. It enables businesses and institutions to create interactive learning experiences, evaluate participants, and reward engagement. With features like karma points and discussion forums, it enhances both participation and knowledge sharing.
Key Features of the E-learning Module
Course & Certification Management | Engagement & Evaluation Tools |
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Create & Manage Online Courses | Online Certification Programs |
Define Training Programs & Content Structure | Configurable Questionnaires for Candidate Evaluation |
Multimedia Support (Videos, Docs, Presentations) | Automated Grading & Feedback |
Course Categorization & Tagging | Karma Point System for Learner Motivation |
SCORM & xAPI Compliance | Forum & Discussion Boards |
Schedule Courses & Deadlines | Leaderboards & Gamification Elements |
Enrollment Management | Assign Badges & Rewards for Achievements |
Multi-language Course Support | Progress Tracking & Analytics |
Paid & Free Course Configuration | Certificates with Branding & Digital Signatures |
Mobile & Tablet Friendly Access | Integration with HR Training & Employee Onboarding |
Studio
The Odoo Studio Module provides businesses with the flexibility to create and customize applications without requiring complex development. Thanks to the modular approach of Odoo, you can easily design new modules tailored to your company’s specific workflows. With a drag-and-drop interface, automated workflows, and deep integration with existing Odoo apps, Studio allows you to build solutions quickly and efficiently.
Key Features of the Studio Module
Customization & App Creation | Workflow & User Interface Enhancements |
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Create New Custom Applications | Drag-and-Drop Form Builder |
Modify Existing Odoo Apps | Custom Views: Kanban, Calendar, List & Gantt |
Add Custom Fields, Buttons & Menus | User Role–Based Customization |
Define Automated Actions & Server Triggers | Conditional Fields & Rules |
Integrate with All Existing Odoo Modules | Dynamic Report & Dashboard Customization |
Design Data Models & Business Objects | Real-time Preview & Testing |
No-Code & Low-Code Development Environment | Multi-device Responsiveness |
Import/Export Configurations Easily | Automated Workflow Configuration |
Quick Deployment Across Users | Enhanced UX with Personalized Layouts |
Secure Access Rights & Permissions Management | End-to-End Odoo Integration |
Calendar
The Odoo Calendar Module helps you streamline all scheduling aspects of your company. Employees and managers can efficiently plan, manage, and track meetings, tasks, and activities. By integrating with other Odoo modules, the calendar ensures that all activities are synchronized across departments. Moreover, events can be scheduled with assigned responsibilities, and the concerned people are automatically notified to avoid miscommunication.
Key Features of the Calendar Module
Scheduling & Event Management | Collaboration & Integration |
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Schedule Meetings, Events & Activities | Automatic Notifications & Reminders |
Assign Responsible Employees to Activities | Direct Integration with CRM, Sales & Projects |
Define Recurring Events & Activities | Google Calendar & Outlook Synchronization |
Manage Deadlines with Date & Time Configuration | Share Events with Teams & Departments |
Color-coded Calendar View for Easy Tracking | Track Meeting Attendees & Confirm Participation |
Set Priorities for Events & Activities | Access from Web & Mobile |
Add Descriptions, Documents & Attachments | Integration with Communication Tools (Discuss/Chat) |
Month, Week, Day & List View Options | Real-time Updates Across the Organization |
Schedule In-house or External Meetings | Unified Calendar for Employees & Managers |
Time Zone Support for Global Teams | Centralized Scheduling for All Departments |
Discuss
The Odoo Discuss Module acts as a centralized communication platform for your company. It enables smooth collaboration between employees, managers, and teams by allowing them to conduct discussions on in-house projects and daily operations. Messages, announcements, and project updates can be shared instantly, reducing dependency on external tools. With direct integration across the Odoo ecosystem, you can chat, share documents, and collaborate without leaving the platform.
Key Features of the Discuss Module
Communication Tools | Collaboration & Integration |
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Real-time Messaging & Group Chats | Direct Integration with All Odoo Modules |
Create Public & Private Channels | Discuss Tasks, Projects & Documents in Real-time |
Share Files, Documents & Links | Mention Users with @ for Quick Attention |
Internal Announcements & Notifications | Integrated with Projects, CRM & HR Modules |
Threaded Conversations for Organized Chats | View Messages within Documents & Records |
Pin Important Messages & Discussions | Access from Web & Mobile Devices |
Emoji, Attachments & Rich Text Support | Synchronization Across Teams & Departments |
Manage Permissions for Channels & Chats | Centralized Dashboard for All Communications |
Archive Old Conversations for Future Reference | Integrated with Calendar for Meeting Notifications |
Search & Filter Conversations Easily | Unified Communication Hub for the Entire Company |
PLM
The Odoo PLM Module serves as a powerful tool for enhancing communication and collaboration across various departments of a company. It helps streamline the in-house operations and project management processes, ensuring barrier-free communication between employees and management. With PLM, you can centralize product data, manage engineering changes, and coordinate design-to-production workflows efficiently.
Key Features of the PLM Module
Product & Document Management | Collaboration & Workflow |
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Centralized Management of Product Information | Seamless Communication Between Departments |
Engineering Change Orders (ECO) Tracking | Review & Approve ECOs with Workflow Stages |
Version Control for Designs & Documents | Real-time Collaboration on Product Data |
Store & Manage CAD Files, Drawings & Documents | Assign Tasks & Responsibilities to Teams |
Attach Technical Sheets Directly to Products | Integrated with Manufacturing & Inventory |
Manage Bill of Materials (BoM) Versions | Notifications on Updates & Changes |
Access Control for Confidential Documents | Activity Tracking for All Changes |
Archive & Retrieve Older Versions Easily | Transparent Collaboration Between Employees & Managers |
Product Lifecycle Traceability | Integrated with Quality & Maintenance Modules |
Support for Multi-level BoM Management | Streamlined Project-to-Production Process |
Quality
Ensuring consistent product and service quality is vital for every business. With Odoo’s Quality Management module, organizations can easily implement structured quality control processes. The module enables businesses to define quality standards, create testing checkpoints, and set clear criteria for approvals or rejections. It also empowers managers and executives with real-time visibility, ensuring that inspection workflows are efficient, accurate, and fully aligned with compliance requirements.
Key Features of Odoo Quality Management Module
Feature | Description |
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Quality Parameters | Define and customize quality standards to maintain consistency across products and services. |
Testing Points | Set checkpoints at different production or service stages to track compliance. |
Pass/Fail Criteria | Establish clear conditions for passing or failing inspections to avoid errors. |
Automated Quality Alerts | Get instant alerts for deviations, ensuring quick corrective action. |
Inspection Reports | Generate detailed reports for audits, compliance, and management review. |
Integration with Operations | Seamlessly integrates with manufacturing, inventory, and service operations for end-to-end quality control. |
Repair
Managing product repair requests effectively is crucial for improving customer satisfaction and service efficiency. The Odoo Repair module offers a complete solution for handling repair operations, whether customers bring products directly or request repairs remotely. With this module, managers can track repair workflows, assign technicians, and generate accurate invoices based on service charges and spare parts used—all within a centralized platform.
Key Features of Odoo Repair Module
Feature | Description |
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Repair Order Management | Create and manage repair orders for products received from customers. |
Customer Repair Requests | Accept both in-store and online repair requests for enhanced convenience. |
Task Assignment | Assign repair jobs to specific employees or teams based on availability and expertise. |
Component Tracking | Track replacement parts and components used during repair operations. |
Service Invoicing | Generate invoices automatically, including service charges and spare parts costs. |
Workflow Monitoring | Managers can monitor repair progress in real-time and ensure timely delivery. |
Integration with Inventory & Sales | Sync repair operations with inventory for spare parts and sales for billing. |
Helpdesk
Efficient customer support operations—such as helpdesk and technical assistance—play a key role in boosting customer satisfaction and retention. With the Odoo Helpdesk module, businesses can seamlessly configure and manage multiple support channels. From handling customer requests to managing employees and toll-free numbers, Odoo provides an all-in-one solution for delivering top-notch virtual customer support.
Key Features of Odoo Helpdesk Module
Feature | Description |
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Customer Request Management | Easily capture and track customer queries and issues through a structured ticketing system. |
Employee Management | Assign tickets to the right support agents and monitor their performance efficiently. |
Toll-Free Number Integration | Connect and manage customer calls through toll-free numbers for accessible support. |
Multi-Channel Support | Offer assistance via email, chat, phone, and web forms, ensuring customers can reach you anytime. |
Automated Ticket Assignment | Automatically assign support tickets based on skills, priority, or workload. |
Performance Reports & Analytics | Generate insights into response times, ticket resolution, and team productivity. |
Knowledge Base Integration | Provide self-service resources for customers, reducing ticket volume and enhancing satisfaction. |
Field Service
Efficient field service management is essential for companies that provide on-site support and services. The Odoo Field Service module helps businesses streamline their field operations by enabling task assignment, real-time timesheet tracking, and direct invoicing from the field. Employees can record service charges, log used products, and generate invoices instantly, ensuring faster payments and improved customer satisfaction. Moreover, the module is compatible with advanced smart devices, allowing remote access and seamless mobile operations.
Key Features of Odoo Field Service Module
Feature | Description |
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Task Assignment | Assign field tasks to employees or teams and monitor progress in real time. |
Timesheet Tracking | Track time spent on field operations and charge customers accordingly. |
Direct Invoicing | Generate and send invoices directly from the field, including service charges and used products. |
Product Usage Tracking | Record spare parts, consumables, or additional products used during field operations. |
Mobile & Remote Access | Access the module via smartphones or tablets for flexible on-the-go management. |
Integration with Sales & Inventory | Sync field service tasks with sales orders and inventory for seamless operations. |
Customer Portal | Allow customers to view service details, invoices, and updates through a dedicated portal. |
Rental
For businesses offering rental services, efficient management is crucial to maximize profits and customer satisfaction. The Odoo Rental module provides a complete solution to manage rental products, contracts, and billing. Companies can easily rent out products to customers, set pricing based on rental duration or fixed charges, and ensure optimal rotation of available inventory. This module ensures smooth operations, accurate invoicing, and better utilization of rental assets.
Key Features of Odoo Rental Module
Feature | Description |
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Rental Order Management | Create and manage rental orders seamlessly for different customers and products. |
Flexible Pricing | Charge customers based on rental duration (days/hours) or fixed pricing models. |
Product Rotation | Optimize product usage by rotating available inventory to prevent overuse. |
Scheduling & Availability | Check product availability in real time and schedule rentals efficiently. |
Automated Invoicing | Generate invoices automatically based on rental duration and pricing rules. |
Integration with Inventory | Sync rental operations with inventory to track product movement and stock levels. |
Customer Portal Access | Allow customers to view rental details, contracts, and invoices online. |
Document
Adopting a green initiative is easier with the Odoo Documents module, which helps companies reduce paper usage and streamline document management. This module allows businesses to securely store, organize, and manage all types of company documents—including invoices, purchase requests, vendor bills, sales quotations, sales orders, certifications, licenses, employee records, and more. With its seamless integration with the Odoo Sign module, businesses can also validate and approve documents using digital signatures, making workflows faster and more eco-friendly.
Key Features of Odoo Documents Module
Feature | Description |
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Centralized Document Storage | Store and manage invoices, quotations, vendor bills, employee records, and more in one place. |
Digital Signatures | Approve and validate documents instantly with integrated e-signature support. |
Green Initiative | Reduce dependency on paper and stationery, contributing to eco-friendly operations. |
Access Control | Define user roles and permissions to ensure secure document sharing and accessibility. |
Automated Workflow | Set rules to automate approvals, document routing, and notifications. |
Integration with Other Modules | Works seamlessly with Odoo Sign, Sales, Purchase, HR, and Accounting for end-to-end operations. |
Remote Access | Access and manage documents anytime, anywhere via mobile or web. |
Consolidation Module
For companies managing multiple entities, consolidating financial data is often complex and time-consuming. The Odoo Consolidation module streamlines this process by combining financial and accounting reports from different integrated companies within the platform. Consolidation is carried out based on predefined exchange rates, ensuring accuracy in multi-currency operations. This allows businesses to maintain transparency, comply with reporting standards, and make informed financial decisions with ease.
Key Features of Odoo Consolidation Module
Feature | Description |
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Multi-Company Consolidation | Consolidate financial statements from multiple companies into a single report. |
Currency Conversion | Apply preset exchange rates to standardize financial data across different currencies. |
Automated Consolidation Entries | Generate consolidation entries automatically, reducing manual errors. |
Flexible Reporting | Create consolidated balance sheets, profit & loss statements, and cash flow reports. |
Elimination of Intercompany Transactions | Avoid duplication by eliminating intercompany balances and transactions. |
Compliance Ready | Ensure consolidated reports meet international accounting standards. |
Integration with Accounting Module | Seamlessly works with Odoo Accounting for real-time and accurate financial data. |
Data Cleaning Modules
The Odoo Data Cleaning module, introduced in the latest version of the platform, helps businesses maintain clean, reliable, and well-organized data. Duplicate entries can often lead to inefficiencies, reporting errors, and poor decision-making. With this module, companies can detect redundancy, remove duplicate records, and streamline their database for improved accuracy. The system also provides smart suggestions for data merging, ensuring a structured and optimized data environment.
Key Features of Odoo Data Cleaning Module
Feature | Description |
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Duplicate Detection | Identify and highlight duplicate records across the database. |
Redundancy Check | Automatically check for redundant entries in real time. |
Smart Merge Suggestions | Get AI-driven recommendations for merging similar data entries. |
Data Standardization | Ensure consistency in data formats, names, and values. |
Automated Cleaning Rules | Define rules to clean data automatically without manual intervention. |
Improved Data Accuracy | Reduce errors and maintain a reliable data repository. |
Integration with All Modules | Works across CRM, Sales, HR, Accounting, and other Odoo apps. |
Contact Module
The Odoo Contacts module serves as a centralized address book for businesses, enabling seamless management of all contacts involved in company operations. Whether it’s customers, vendors, employees, or any individuals previously engaged with the business, their details can be stored, classified, and accessed with ease. Since the Contacts module integrates directly with all other Odoo applications, users can access and utilize contact information across sales, purchase, accounting, HR, and more, ensuring smooth collaboration and efficient workflows.
Key Features of Odoo Contacts Module
Feature | Description |
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Centralized Contact Management | Store and manage customer, vendor, employee, and partner information in one place. |
Full Integration | Directly integrated with Sales, Purchase, Accounting, CRM, HR, and other Odoo modules. |
Contact Classification | Organize contacts into categories such as customers, suppliers, or internal stakeholders. |
Detailed Profiles | Maintain comprehensive records including addresses, emails, phone numbers, tax IDs, and more. |
History & Engagement Tracking | View past interactions, transactions, and relationships linked to each contact. |
Easy Accessibility | Access contact details instantly from any Odoo module without duplication. |
Secure Data Management | Control access and permissions to protect sensitive information. |
Subscriptions
The Odoo Subscription module is designed to help businesses efficiently manage recurring sales and subscription-based services. With this module, companies can easily define subscription products, manage customer contracts, and automate billing cycles. It ensures smooth operations by integrating directly with Sales and E-commerce modules, allowing businesses to handle subscription products, renewals, and payments seamlessly. This not only saves time but also enhances customer satisfaction by offering a hassle-free subscription experience.
Key Features of Odoo Subscription Module
Feature | Description |
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Subscription Product Management | Create and manage subscription-based products and services with ease. |
Automated Recurring Billing | Generate invoices automatically based on subscription periods. |
Customer Contract Management | Track, renew, or cancel customer subscriptions directly from the module. |
Integration with Sales & E-commerce | Sell subscription products seamlessly online or through sales teams. |
Renewal & Upgrade Options | Allow customers to renew, upgrade, or downgrade their subscription plans. |
Analytics & Reporting | Monitor KPIs such as churn rate, recurring revenue, and contract performance. |
Customer Portal | Provide customers with a self-service portal to manage their subscriptions. |
Events
Organizing both in-house and external corporate events requires efficient planning and execution. The Odoo Events module simplifies this process by enabling businesses to create, schedule, and manage events of any scale. From conferences and training sessions to exhibitions and company gatherings, everything can be defined and monitored directly within the platform. Additionally, event tickets can be sold through e-commerce platforms or managed at point of sale (POS) counters, ensuring flexibility and improved audience engagement.
Key Features of Odoo Events Module
Feature | Description |
---|---|
Event Creation & Scheduling | Define and organize both internal and external events with ease. |
Ticket Management | Create multiple ticket types, manage pricing, and track availability. |
Online & POS Ticket Sales | Sell tickets via e-commerce platforms or directly at POS counters. |
Attendee Management | Register participants, track attendance, and maintain attendee lists. |
Event Promotion | Promote events through email marketing and social media integration. |
Analytics & Reporting | Monitor event performance with detailed reports on registrations and revenue. |
Integration with Other Modules | Works seamlessly with Sales, CRM, and Accounting for end-to-end event management |
Livechat
Delivering real-time support during the shopping journey is key to boosting customer satisfaction and sales. The Odoo Live Chat module enables businesses to interact instantly with customers, answer queries, and guide them through the purchasing process. Companies can assign employees to manage live conversations, ensuring efficient and reliable support. Beyond customer service, the Live Chat module also serves as a lead generation tool, capturing valuable contact information from visitors who engage with the business.
Key Features of Odoo Live Chat Module
Feature | Description |
---|---|
Real-Time Customer Support | Provide instant assistance to customers while they browse or shop online. |
Employee Assignment | Assign support agents to chats and distribute workload effectively. |
Lead Generation | Convert chat interactions into leads for future sales opportunities. |
Multi-Channel Integration | Connect Live Chat with website, e-commerce, and CRM modules. |
Canned Responses | Use pre-set answers to reply quickly to frequently asked questions. |
Customer Insights | Track visitor behavior and gather data to personalize interactions. |
Performance Analytics | Monitor chat volumes, response times, and agent performance. |
Dashboard
The Odoo Dashboard module allows businesses to design and configure interactive dashboards for better data visualization and decision-making. With this module, users can add key business data, modify layouts, and even integrate Google Spreadsheets for detailed reporting and analysis. The customizable design ensures that each dashboard can be tailored to individual business needs, giving managers and executives real-time insights in the most effective format.
Key Features of Odoo Dashboard Module
Feature | Description |
---|---|
Configurable Dashboards | Create dashboards that display KPIs, metrics, and data most relevant to your business. |
Custom Layouts | Personalize the look and arrangement of widgets to suit individual preferences. |
Google Spreadsheet Integration | Link dashboards with Google Spreadsheets for advanced reporting and analysis. |
Real-Time Data Visualization | Monitor performance indicators and trends instantly through interactive widgets. |
Multi-Module Access | Pull data from Sales, CRM, Accounting, Inventory, and other Odoo apps. |
User-Specific Views | Allow different teams or managers to create dashboards suited to their roles. |
Flexible Appearance | Adjust design elements and presentation for a more intuitive user experience. |
Sign
The Odoo Sign module enables businesses to streamline approvals by using secure digital signatures. With this module, companies can define, manage, and apply electronic signatures across multiple documents, including contracts, invoices, certifications, and HR records. By reducing the dependency on paper, Odoo Sign supports eco-friendly operations while saving time and costs. It integrates seamlessly with other Odoo applications, making document validation faster, safer, and more efficient.
Key Features of Odoo Sign Module
Feature | Description |
---|---|
Digital Signature Management | Create and manage multiple electronic signatures for business use. |
Document Approval | Apply digital signatures to contracts, invoices, purchase orders, and more. |
Paperless Operations | Reduce paper usage and support a green initiative within the organization. |
Secure & Legally Compliant | Ensure electronic signatures comply with industry and legal standards. |
Multi-User Access | Allow different employees or departments to use their own digital signatures. |
Integration with Odoo Documents | Seamlessly integrates with the Documents module for full workflow automation. |
Remote Access | Approve and sign documents from any device, anytime, anywhere. |
IoT
The Odoo IoT (Internet of Things) module brings the power of smart connectivity to businesses by enabling seamless integration with IoT-enabled devices. Using the Odoo IoT Box, companies can connect hardware such as printers, measuring tools, scanners, sensors, and other smart devices directly to the Odoo platform. This integration allows businesses to simplify operations, improve accuracy, and enhance automation across their facilities. As IoT continues to shape the future of industries, Odoo provides an efficient and flexible solution for adopting this technology.
Key Features of Odoo IoT Module
Feature | Description |
---|---|
IoT Device Connectivity | Connect IoT-enabled devices like printers, scanners, cameras, and sensors to Odoo. |
IoT Box Integration | Use the Odoo IoT Box for seamless device connection and management. |
Real-Time Data Capture | Collect and process data instantly from connected devices for accurate operations. |
Automation of Processes | Automate routine tasks by integrating smart devices into workflows. |
Cross-Module Integration | Connect IoT devices with Odoo Manufacturing, Inventory, POS, and more. |
Improved Accuracy | Minimize human error by relying on automated IoT data input. |
Future-Ready Technology | Stay ahead by adopting IoT solutions that scale with business needs. |
Notes
The Odoo Notes module helps businesses manage tasks, reminders, and to-do lists in a collaborative way. Employees and managers can create, organize, and share notes across departments to streamline workflows and ensure nothing is overlooked. The module also includes built-in chat functionality, allowing team members to discuss notes directly and contribute in real time. This makes it a powerful tool for boosting productivity, improving teamwork, and maintaining better visibility on company operations.
Key Features of Odoo Notes Module
Feature | Description |
---|---|
Task & To-Do Management | Create, organize, and track personal or team to-do lists. |
Shared Notes | Share notes with employees and managers for collaborative work. |
Discussion & Chat | Enable chat within notes for real-time discussions and feedback. |
Access Control | Define who can view, edit, or contribute to each note. |
Tagging & Organization | Categorize notes with tags for easy searching and organization. |
Cross-Department Collaboration | Allow multiple teams to collaborate on shared notes seamlessly. |
Integration with Odoo Apps | Works alongside Project, HR, and other Odoo modules for unified task management. |
Members
The Odoo Members module is designed to help businesses and organizations manage customer memberships with ease. Using this module, companies can create and configure membership products, assign customers to specific membership plans, and handle invoicing automatically. Additionally, businesses can attach related documents, allocate products, and define membership details for better transparency and organization. This makes it an all-in-one solution for managing subscription-style memberships and customer loyalty programs.
Key Features of Odoo Members Module
Feature | Description |
---|---|
Membership Product Configuration | Create and manage different membership products and plans. |
Customer Membership Management | Assign customers to specific membership levels or products. |
Automated Invoicing | Generate invoices for membership fees quickly and accurately. |
Document Attachments | Add certificates, agreements, or related files to memberships. |
Product Allocation | Define and allocate products or services linked with memberships. |
Renewal & Expiration Management | Track membership duration, renewals, and expiry dates. |
Integration with Other Modules | Works seamlessly with Sales, Accounting, and CRM for end-to-end membership management. |
Barcode
The Odoo Barcode module is designed to streamline product handling across in-house operations and sales processes. By assigning and managing barcodes for products, businesses can save time, reduce human errors, and simplify product tracking. The module integrates directly with Sales, Inventory, Purchase, and other product-related Odoo apps, ensuring smooth workflows from procurement to delivery. Whether for warehouse management, retail checkout, or logistics, Odoo’s Barcode module provides a fast, reliable, and error-free solution.
Key Features of Odoo Barcode Module
Feature | Description |
---|---|
Product Barcode Assignment | Define and assign unique barcodes for all products. |
Error Reduction | Minimize human errors in product processing and tracking. |
Time-Saving Operations | Speed up sales, inventory, and warehouse management tasks. |
Sales Integration | Use barcodes for faster checkout and order processing. |
Inventory Management | Track stock levels and product movements instantly with barcode scanning. |
Purchase Operations | Simplify product receipt and vendor management using barcodes. |
Multi-Module Integration | Works seamlessly with Sales, Inventory, Purchase, POS, and Logistics. |