Odoo functional
- 1. Odoo Functional The best tool for your business.
- 2. Modules Accounting Management Stock Management Sales Management Purchase Management
- 3. Accounting Management Configuration Bar Setup you accounting in 4 steps and get an accounting environment ready to run your company. Payments & Bank Transfers Payment is only validated in Odoo once you have proof of payment, it stays as a draft before that. You can also now set up a direct debit on batch payments. Various improvements in usability New dashboards, graphs, style reports, visual improvements, highlighting. Bank Matching Ability to create rules based on contact, description, amount, etc. Rules can be processed automatically, manually, or proposed to the user for validation. Payments Accounting payments (bank statements) and acquirer payment (credit card) has been merged to ease the reconciliation. Currency Rates Prevents the creation of negative or 0 currency rates.
- 4. Accounting Management (Cont..) Tax Report Audit Click on tax reports lines to audit them. Payment Terms More flexibility and precision in the payment terms setup. E.g: invoice due in 15 days, the 7th of the month. Reverse Entries Automatically reverse an entry at a specific date. Financial Reports Filters and group by has been added to the financial reports to allow comparisons. Analytic Accounting Improvement on analytic accounting hierarchy on analytic accounts, analytic distribution allowed thanks to the use of analytic tags, new analytic accounting report, etc. Fiscal Year Support of custom fiscal year in case of the beginning of a company life. Budget Choose between analytic or general account budget or both. Bank Synchronization
- 5. Stock Management Dashboard view and KPIs New dashboard view giving an overview of your inventory management. Gives average cycle times and delays and information about value coming in and out of the stock. Push and Pull Rules Push and pull rules are merged into a single concept, easier to configure. Track PO If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO (even in case of multi-steps receipt). Product Cost Add more information on journal items created through a change of the cost of the product. Clearer description of journal items. PDF Reports Improvement on the batch picking pdf to regroup the products to pick per locations. Improvements to the delivery slip, traceability, the picking operations, and the production order PDF reports to fit business. Visual representation of routes Representation of the routes that apply to the product, to ease the configuration and debugging of push and pull rules.
- 6. Stock Management (Cont..) Carriers Connector Full integration with BPost and Easypost to support 90 extra carriers. Unit of weight Define if you work with kilograms or pounds. Useful when working with carriers integrations. Transfer Date Display the date at which the transfer has been processed on done transfers. The default scheduled date on pickings is set to today’s date. Replenish A new button appears on the stockable product to allow to easily replenish your stock for this product. Putaway strategy by product The putaway strategies can now be applied product per product and not only per product category. Exceptions When there are exceptions to manage, a next activity is logged on the impacted document. Valuation Accounting entries are posted automatically when an exchange rate has changed between the invoice and the receipt/delivery dates.
- 7. Sales Management Configuration Bar Configure your sales app in a few clicks to start sending real quotations in no time. Sections & Notes Add sections and notes on the fly to give a professional and neat structure to your quotations and invoices. Online Sales New screen for customers to sign or pay their quotations. You can also combine signature & payment to strengthen the customer commitment. Templates Use building blocks to build a quotation builder. Set a default validity duration and have standardized template offers.
- 8. Sales Management (Cont..) Sales Reports The sales reports have been unified with all the sales teams including Point of Sale. Delivery Date Requesting a specific delivery date from the sales order is easier. Products In case of stockout in the selected warehouse, Odoo will tell you in which warehouse you can pick available products. Product Configurator Choose product attribute values from the sales order, select options. Generate custom variants from the sales order in case of numerous combinations. Addresses Ability to edit invoicing and shipping addresses of a confirmed order.
- 9. Purchases Management Request for quotation When you create an RfQ for a vendor for which no prices matches, the default price is set to 0. Traceability If the PO has been triggered by a reordering rule, show that reordering rule as source document on the PO. Blanket Orders BOs are taken into account when an RFQ is created. Other usability improvements on blanket orders: stages, vendor field required, adapted for multicurrency, ... Service Generate purchase orders automatically for product of type service (MTO). Edit received quantity of a service on a PO.
- 10. Human Resource Management Employee Records Overview To View the employee all details like public Information, Personal Information, and Other ★ Expenses: Project Overview Get the expenses and vendor bills related to your project on your project overview. You can also view how much was re- invoiced to the customer. Attachments New "Attach Document" button allows you to select a picture or file to attach to the expense. Payment To avoid delay for the employee, the accountant has now a direct link to the expenses report to approve, located in the vendor bills card in the accounting dashboard Encoding Direct access to the expenses document to ease the filling of the expense in Odoo
- 11. Human Resource Management (Cont..) ★ Leaves: Day based encoding Ease the record of leaves by selecting days, half-day or hours. Accrual Get automatically leaves allocation according to a working period. Usability Leave type form has been totally reviewed for a better management of leaves. Menus Menus have been reviewed to fit the business and ease the human resources process. Validity Define a period of validity of allocation on the leave type. For instance, legal leaves 2018 is valid from January 1st to December 31st. Visibility Make some leaves visible or not to employee to prevent error in the encoding of their leaves. For instance, only the HR manager creates sick leaves based on a medical certificate.
- 12. Human Resource Management (Cont..) Easy Employee Evaluation: A company by doing regular evaluations of your employees' performance.It ensures timely access to human resources thereby bringing benefits among both employees and business. Recruitment: With Odoo one can easily supervise and manage your applicant pipeline without any a headache. ★ Appraisals: Set up periodical employee evaluation: Strengthen your company's key asset: employees Design your own survey: Use templates or create them all the way. Dashboards: Get dashboard per manager. ★ Payroll: You can install country specific payroll system, compute data like allowances, deductions, net, taxes, contribution registers etc. by defining salary rules, set salary structure for employee categories, calculate salary after considering all the allowances, deductions, incentives, integrate with employee contracts and holidays, process salary based on leaves taken and number of working days, generate employee pay slips and pay slip pdf reports and process pay slip in batches.
- 13. Thank you!