Meet Odoo 18

What is Odoo?

Odoo is a powerful all-in-one business management software that seamlessly integrates a suite of applications, from CRM and eCommerce to inventory and accounting, all designed to streamline operations and boost productivity. With its user-friendly interface and customizable modules, Odoo transforms the way businesses operate, making complex processes feel effortless and empowering companies to scale with ease. 

How can Odoo benefit you?

Odoo streamlines business processes, enhancing collaboration, improving data management, and boosting efficiency across various departments, ultimately leading to better decision-making and increased productivity.

Sales Modules

 CRM

Odoo CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities.

 Sales

Odoo Sales is the application to run your sales process (from quotation to sales order) and deliver and invoice what has been sold.

 Point of Sale

With Odoo Point of Sale, run your shops and restaurants easily. The app works on any device with a web browser, even if you are temporarily offline. Product moves are automatically registered in your stock, you get real-time statistics, and your data is consolidated across all shops.

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 Subscriptions

Odoo Subscriptions is used to run recurring businesses: sell new contracts, upsell customers, keep the churn under control, and generate reports on the main KPIs: MRR, ARR, retention, churn, etc.

 Rental 

The Odoo Rental application provides comprehensive solutions to configure and manage rentals. Send quotations, confirm orders, schedule rentals, register products when they are picked up and returned, and invoice customers from this single platform.

Finance Modules

 Accounting

Odoo Accounting is a full featured accounting app. Accountant productivity is at the core of its development with features such as AI-powered invoice recognition, synchronization with your bank accounts, smart matching suggestions, etc.

 Invoicing

Odoo Invoicing is a standalone invoicing app to create invoices, send them to your customers, and manage payments.

 Expenses

Odoo Expenses streamlines the management of expenses. After an employee submits their expenses in Odoo, they are reviewed by management and accounting teams. Once approved, payments can then be processed, and disbursed back to the employee for reimbursement. 

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 Documents

Odoo Documents allows you to store, view, and manage files within Odoo.

 Spreadsheets

Odoo Spreadsheets lets you organize, analyze, and visualize your data in tabular form. Among others, you can:

• Insert and link your Odoo data (pivots, graphs, lists, and menus).
• Use global filters.
• Use formulas and functions.
• Create and use templates.
• Format data.
• Sort and filter data.

Odoo Sign allows you to send, sign, and approve documents online, using electronic signatures.

An electronic signature shows a person’s agreement to the content of a document. Just like a handwritten signature, the electronic one represents a legal bounding by the terms of the signed document.

With Sign, you can upload any PDF file and add fields to it. These fields can be automatically filled in with the user’s details present in your database.

Human Resources Modules

 Employees

Odoo Employees organizes a company’s employee records, contracts, and departments.

• New employees
• Departments
• Certifications
• Offboarding
• Employee retention report

 Recruitment

Odoo Recruitment keeps all job applicants organized with a pre-configured series of steps and stages that each applicant goes through. Each stage has a specific step(s) that should be performed. These range from scheduling a phone call, conducting an interview, or sending a job offer, for example. This process is referred to as the ‘applicant flow.’

 Time Off

Odoo’s Time Off application serves as a centralized hub for all time-off-related information. This application manages requests, balances, allocations, approvals, and reports.

Users can request time off, and see an overview of their requests and time off balances. Managers can allocate time off to individuals, teams, or the whole company, and approve time off requests.

Detailed reports can be run to see how much time off (and what kinds of time off) are being used, accrual plans can be created, and public holidays can be set.

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 Appraisals

In Odoo, the Appraisals application can be used to evaluate employee performance on a recurring basis. Managers can evaluate the performance of their employees, and also allow employees to do a self-assessment of their own. Appraisals are customizable, and can be set for any kind of schedule desired.

 Referral

Odoo’s Referrals application is a centralized place where all information regarding referrals is housed - from points earned, coworkers hired, and rewards selected. Users can recommend people they know for job positions, and then earn referral points as those people progress through the recruitment pipeline. Once enough referral points are earned, they can be exchanged for prizes. The Referrals application integrates with the Employees, Recruitment, and Website applications, all of which must be installed in order for the Referrals application to function.

Odoo Fleet is a comprehensive fleet management module that allows businesses to efficiently manage their vehicles, track maintenance schedules, and monitor expenses. It provides tools for managing vehicle details, fuel consumption, and driver assignments, helping organizations optimize their fleet operations and reduce costs.