For basic operations like sale orders, purchase orders, financial accounting, invoicing, etc, there is the option of core modules of sales, purchase and account. There are many more other modules that you can choose from. We even have created custom modules for many companies making the business process smoother for them by providing a erp system that works according to their business requirement. Odoo ERP being a opensource erp provides you with the option of choosing what you want on your platter. Implement only the modules that is most suited for your business.
This erp has purchase module which gives you purchase orders etc.
For accounting I would start with account, account_account and account_payment and see how you go as this gives you financial accounting, journals etc., plus invoicing/refunds etc.
Note these are the technical names. Click on Settings -> Installed Modules and the technical name is under the full name in the Kanban view.
After these core modules, many businesses add special features to make it suit their process. Start with these and see how you go with the core stuff first. One of the many cool things in OpenERP is how simple it is to try stuff. Backup your database (and test restoring it), install a new module and have a play. If you don’t like it, just roll back to your backup.
At its core, Odoo is a platform and the ERP is built on that platform using modules. Some modules are huge (account, sales)and some are small used to perform a single small task.
The Sales Module in Odoo is a comprehensive software that allows you to manage all your sales activities. Effectively track your sales, optimize your sales opportunity, automate your sales processes, improve your sales efficiency and attain business profitability with the Odoo sales module. You can manage the complete sales order process from quotation to customer order, manage deliveries and invoicing, manage carriers, margin control and reporting, do price management and handle various types of sales discount campaigns and much more in Odoo. Some of the key features of the sales modules are:
Create new quotations or create a quotation directly from an opportunity and add corresponding order lines. You can set an analytic account for your order which will be used during invoicing to generate accounting entries corresponding to the invoice automatically. Odoo provides you with some very useful information while making a sales quotation like quantity of products on hand, forecasted quantity, public price etc. to give you a clear picture. Quotations are opened in PDF and can be directly sent in emails for client confirmation, they are automatically converted into Sales orders on confirmation of the quotation.
Manage Sales Orders & Invoices
Sales Orders can be created for Multiple Products with multiple order lines. Odoo provides you an interactive process view of an order. You can configure various parameters in your sales orders like Shipping Policies (partial/complete deliveries), Invoice Types (On Demand/On Delivery Order/ Before Delivery), Invoices On (Shipped/Order Quantities), Delivery Modes (partial/complete delivery) to determine the future behavior. Analytic accounts can be linked with invoicing to generate accounting entries corresponding to the invoice automatically
Managing your delivery process becomes much easier and simpler with Odoo. Effortlessly manage the different carriers with whom you work. Calculate costs and invoices for your deliveries, Define the transfer methods, Tariffs for your deliveries, Easily set up tariff grids , set conditions and define rules, Track Your Margins.
Maintaining a good control of your margins is very essential to ensure profitability. Odoo provides you with a number of methods to monitor your Sales Margins. You can calculate your margins on Sales Orders for each order line or on the order total. You would be able to track your margins by product by defining the analysis criteria for definite period and the Invoice state (Open Invoices, Paid Invoices, All Invoices etc.).You can view details like Total Margin, Expected Margin, Percentage Total Margin and percentage Expected Margin
Pricing Policies and Price Lists
Intelligent price management is difficult, because it requires you to integrate several conditions from clients and suppliers to create estimates quickly or to invoice automatically. Odoo provides you with an efficient price management mechanism to help you keep margins raised and respond quickly to changes in market conditions. Odoo’s pricelist principles are extremely powerful yet are based on simple and generic rules. You can develop both sales price lists and purchase price lists for products capable of accommodating conditions such as the date period, the quantity requested and the type of product. In Odoo, you can generate Price lists from defined policies, create several versions of a pricelist but only keep a single version active at any given time, automatically update your pricelist based on other pricelists, define rules, set up decimal accuracies of prices, establish customer contract conditions and manage multiple currencies.
Packaging & Alerts
Odoo provides you with advanced features to make your sales management process much easier and simpler. Odoo package management enables you to sell the same product in several different forms. You can select the default packaging type as a function of the quantities ordered. You can set Alerts on customers to create warnings for your purchases and Sales.