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 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 an erp system that works according to their business requirement. Odoo ERP being an opensource ERP provides you with the option of choosing what you want on your platter. Implement only the modules that are most suited for your business.
This erp has a purchase module which gives you purchase orders etc.
For managing accounting, you need to go to account_account and then from here to account_payment. It will show you how to manage financial accounting, journals, invoicing/refunds, and more.
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 easily install a new module and use that system. 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 essential characteristics of the sales modules are:
With sales modules, you can create new quotations or you can directly create a quotation directly from an opportunity, further 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 the 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. This highly configurable system has a feature of configuring various parameters in your sales orders, such as you can configure Shipping Policies (partial/complete deliveries), Invoices On (Shipped/Order Quantities), and more. 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 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 would be able to track your margins by-product by defining the analysis criteria for a 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 integration of several conditions from clients and suppliers which further helps in creating estimates faster as well as lets you generate invoices automatically. Odoo provides you with an efficient price management mechanism to help you keep margins raised and respond quickly to changes in market conditions. 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 price list.
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.
Leave a comment
You must be logged in to post a comment.