Odoo is an application whose benefits are acknowledged by more than 4 million users and 267,626 customers. One of the characteristics that differentiate Odoo from many other ERP software is its modular architecture. There are over 35 base Odoo Apps, covering a vast array of business functions, from Manufacturing, Inventory, and Accounting, to Sales, eCommerce, HR, and more.
You can select the applications most relevant to your business and purchase and implement those. Odoo Apps work functionally together, giving you access to one cohesive ERP system. This gives a lot of power to the customers in terms of implementation.
Take a look below where we decipher the Odoo Apps and their functionality in detail and select the one that best fits your requirement. If you don’t find any app that solves your problem or you need additional functionality, we can develop a custom Odoo app for your unique requirements.
Customer Relationship Management(CRM) is all about gathering leads. And it goes without saying that CRM is a significant process for any custom setups. Read More . . .
The Odoo Sales Management module is one of the star applications that Odoo provides. With Sales Management in Odoo, you can control your entire Sales department in a single screen.Read More . . .
Odoo Point Of Sale(POS ) is an all in one perfect solution when it comes to handling your Shops, Restaurant, Accounting and Sales. It has a comprehensible, user-friendly interface which can be used on iPads, tablets or laptop.Read More . . .
With Odoo Subscription managing subscriptions based services or products is much easier and you can also analyze the future demand for your product, making it a huge source of revenue for your business. Read More . . .
When it comes to simplifying your invoices processes, Odoo ERP is the answer to all your questions. With its user-friendly invoicing application, you can create invoices from sales orders, delivery orders or base them on time and material. Read More . . .
With Odoo Sign embrace speedy way to Sign, Send and Approve Documents. It’s great addons to the other Odoo Apps which assist you to modernize your business, Save time and Money. With Odoo Sign go paperless and be eco-friendly. With Odoo Sign App you can assign roles for every document and track the document signature process. Read More . . .
To see a full list of Odoo Apps
Coming Soon !!!
We will publish a guide on other Odoo Apps every fortnight. Stay tuned!
With Odoo Sign embrace speedy way to Sign, Send and Approve Documents. It’s great addons to the other Odoo Apps which assist you to modernize your business, Save time and Money. With Odoo Sign go paperless and be eco-friendly. With Odoo Sign App you can assign roles for every document and track the document signature process.
Creating a Signature Document
When you trigger on odoo Sign it will land you to the template page where you can upload a PDF template or send a signature request. Suppose you are on some other page and want to be redirected to the template page that can be achieved by triggering the Template button from the top menu item. You can upload a PDF template or contracts that require a signature or other customization by triggering UPLOAD A PDF TEMPLATE.
Once the template is uploaded, fields menu can be viewed which you can drag and drop as per the requirement. You can configure and upgrade your own customized field in the menu items, I will get back on how to do that.
In the Odoo Signature field, you can view a small + icon if you trigger it, a small customization box will pop up where you can set the field to be Mandatory field or leave it to the customer to decide and can assign a person who will be Responsible to populate the field. To configure responsible roles just go to top menu Configuration > Roles
In Configuration > Roles, you can view all the configured roles to create the new role just trigger the CREATE button.
It will open the form view, where you can fill in the Name section and you can enable SMS Authentication if required and lastly save it by triggering the SAVE button.
Now coming back to the template once everything seems right you can send your signature request to your client or organization by triggering the SEND button on the top left corner in odoo signature Menu bar.
Now on the top Odoo Signature Menu you can keep a track of the status of the Signature, Once the document is signed by the authorized person it will change its state from Signature in Progress to Fully Signed or due to any inducement the other party refuse to sign and cancel the document then the document would be transitioned to Canceled state. Odoo signature apps helps you to track all the details from approval to cancellation.
On the Customer Portal:
Once the customer opens the document from their email they will view the highlighted fields which need to be filled by them.
Once the trigger on the field for Signature it will open the small wizard where they have various Signature choices. There is a Draw option where the customer can sign the doc with a digital pen or something.
Then there is an Auto option where the customer will be provided with various signature styles and they can choose any according to their preference.
Then there is a Load option where they can load their signature life from their system. Lastly, by choosing the preferred option trigger Adopt and Sign.
Post that the customer will have to validate and send the document back by triggering Validate & Send Completed Document in the bottom.
Post validation and completion of the signature process
Once the document is signed by all the authorized people, you can view the message You have completed the document and by triggering the Download Document you can download the signed document.
Now again if you trigger top menu Signature, since the document has been signed it has been moved to the Fully Signed stage.
Creating a custom field for the document
For creating a custom field you have to first enable the developer’s mode with developer mode odoo allows you to understand the technicality of your module more greatly. To enable the developer mode you have to jump to Settings.
It will open the Settings tab where on the bottom right corner you will have an option to Activate or Deactivate the developer’s mode. Once the developer mode is activated you can view the small bug icon on the top menu.
Coming back to the Odoo Sign module, under Configuration you can view the Field Types menu has been updated. By triggering that you can see the list of fields available, to create your own custom field just trigger the CREATE button.
Fill in the basic details such as Field Name, Type and much more. Lastly, save it by triggering the Save button. This field option now will be reflected in your document.
Odoo all ways give the best add-on features to its customers to reduce the time and communication barrier. Odoo sign is one of the best methods to get the approval and signature of the documents without wasting much time on sending follow-up emails by tracking the documents.
At Bista Solutions we help our clients by implementing and customizing odoo ERP for there businesses. To get a demo contact us.
Are you still entering all your transactions manually on an excel file? It’s time to migrate to odoo, understand the importance of odoo invoicing and how it helps to automate Invoices.
When it comes to simplifying your invoicing processes, Odoo ERP is the answer to all your questions. With its user-friendly application. You can create invoices from sales orders, delivery orders or base them on time and material. Odoo invoicing module can be scaled as per your business requirement.
By directly linking your bank accounts, you can easily track your payments, create professional invoices and manage your bills effortlessly.
In order to set up your company account and commence your invoicing process, go to your Odoo and click on settings.
On clicking on settings, it will redirect you to the basic settings page. Where on the top menu trigger Users & Companies > Companies. Here you can view all the companies which have been set up and you can configure a new company by clicking the CREATE button on the top.
It will open a form view where you can add your Company Name and update the required details under the General Information section. The details you added will be reflected in your invoice to the customer. Lastly, save the record by clicking the SAVE button on the top in Odoo invoicing section.
Odoo Document Template
After setting up your company details. Now you will require a template for your invoice document for that just click General Settings on the top which will redirect you to the Settings page. In which under Business Documents section you have Document Template, just click Change Document Template.
On clicking the Change document Template button. The predefined template image will pop up from which you can choose and open the document template the layout for your document and save it by clicking the Save button on the bottom.
Payment Method Setup
Odoo ERP has made the payment process and invoicing easy. To allow your customers to pay online all you have to do is just go to Configuration > Settings and Under Customer Payments enable Invoice Online Payment.
To configure an online payment method for your invoice. Just trigger Configuration > Payment Acquirers, it will display the list of acquirers available and you can configure any of them and activate it.
To activate it just trigger the specific payment acquirer which will display the detailed description of that acquirer. On the top, you can view the smart Publish tab, by triggering that you can publish it. Once you do that smart button will be updated to Published now by triggering that Published button. You can unpublish that payment acquirer in Odoo Invoicing.
In the screenshot above you can view the Credentials section under that you can set the password for the selected payment acquirer.
In the Messages section, you can update messages for the customer in each schema.
If some error occurred during the transaction you can add a message to be displayed in Error Message textbox.
If the transaction has been canceled the message related to that can be displayed in the Cancel Message textbox.
Message after the successful transaction can be displayed in the Done Message textbox.
Status of order before validation can be displayed in the Pending Message textbox.
You can even add the acknowledgment message for the customer in the Thanks Message textbox.
You can even include your bank details in the message so that if the customer wants to Wire Transfer the capital it will be convenient for them.
Then you have Configuration section. Where you can set up a basic configuration for the payment acquirer. Such as you can define the Payment Journal, enable options as per your preference to Save Cards. You can enable Specific Countries and define those countries if the acquirer is limited to certain countries. Add Supported Payment Icons and select the Payment Flow i.e. if the payment should be redirected to the acquirer’s website or should be processed from Odoo.
Invoicing the Customer
To start invoicing your customer you can go to Customers > Invoices, here you can view the list of invoices which was early generated. To create a new invoice click on the CREATE button on the top of the odoo screen.
Once you trigger CREATE, it will open the form view where you can update your invoice details of the product.
Once that is done you can preview it by clicking the PREVIEW button on the top. It will open the layout of the customer portal for us to review before sending it to the customer. Where customers can either download or print the invoice by triggering the Download and Print button. Below is the screen for the same
Now, going back to the database, your invoice in the draft state of odoo invoicing, you can validate it by clicking the Validate button.
Once the Odoo invoice is validated, it will be transitioned from DRAFT to OPEN state allowing customers to go ahead with payment. Now we can again preview it by clicking the PREVIEW button.
Now once you preview it after validating you can view the Pay Now button as been updated providing the customer an option to pay online.
If the customer did not opt for online payment and did the cash payment you can register that payment from the database by triggering the REGISTER PAYMENT method.
Once the payment is validated your invoice will be set to the Paid stage. Odoo Invoicing is defined as per your requirement.
Post payment you can view the info icon updated in the form view below Total amount, triggering that will provide you the details of the payment done by the customer.
Now once the payment is validated and there is some issue with the product or transaction. You want to refund the amount to the customer, you can do that with a credit note. Just trigger the ADD CREDIT NOTE button.
It will open a wizard where you can enable the Credit Method as per your preference, add the refund Reason and click ADD CREDIT NOTE.
After adding Credit Note, you can validate and once the amount is refunded to the customer you can register the payment.
In Odoo Invoicing your transactions are synchronized every hour followed by accelerating reconciliation with Odoo’s smart reconciliation tool saving your productive time.
You can instantly generate Odoo invoices and send them via email in just a few clicks. When the payment is done it will reflect instantly on your screen and you will receive it right away.
The odoo invoicing is fully integrated with all the other Odoo Apps such as Sales, Purchase, Inventory and much more.
You can print checks to pay the vendors in batches or can use payment integration protocol. With interactive dynamic reporting features, from legal statements to execution summaries everything is efficient and well synchronized.
You can navigate all your company’s data with Odoo’s Business Intelligence feature, thus making Odoo Invoicing easily manageable to all the custom setup.
Odoo ERP is one of the best open source ERP solutions, it has grown tremendously from a few several years. It is easy to manage with such a broad level customization available within it. Odoo ERP is best suited to build Scalable and Robust enterprise applications. You can customize every module/app of it as per your requirement and define the criteria with very less efforts. The idea of Odoo ERP is to automate the workflow of very business by giving them the platform with 1000+ apps with each app scalable and robust. Odoo ERP is 100% open source, Flexible and fully integrated, Cost-effective powerful yet simple and much better faster.
In Bista Solutions our Job is to understand your business. Consult you in every part of your workflow process by documenting that in such a way so that we can help you by automating your workflow as much as possible via Bista Odoo ERP Solution.
With Odoo Subscription managing subscriptions based services or products is much easier and you can also analyze the future demand for your product, making it a huge source of revenue for your business. You can create your own subscription plan and propose it to your customer. It is the best module if your target is “happy customers”.
When you dive into the Subscription module, you will see the pipeline of all your subscription there.
On the top menu trigger Configuration > Subscription Template.
In Subscription Template, you are going to define on which basis you are going to charge your customer. You can create a new Subscription Template by triggering the Create button on the top.
When you create a new subscription template a new form view is opened and you have to just fill in the basic details.
In the screenshot above, you have many fields which can be filled according to your organization’s requirements.
Invoice period: You can specify the duration for which your invoice should be generated
Duration: It is categorized into two options i.e Forever and Fixed.
In Forever option , there won’t be any end date for your subscription, It would be like a lifetime subscription where the invoice will be generated on the set duration but it won’t close the subscription.
In Fixed option, there is an end date for your subscription. Once that date is passed, your subscription will be automatically closed.
Payment Mode: Here you can define how you want your invoice to be issued. There are many options provided such as Manual, Draft Invoice, Invoice, Invoice & Try to charge, Invoice only on successful payment.
Customer Portal: Under this you have the following options
Closable by customer give rights to your customer to close their subscription whenever they want.
Group of subscription allows you tag the specific group (which you can create) pertaining to this template.
Journal can help you setup the journal entries for accounting purposes where all the entries of the template will be invoiced in the specified journal.
Deferred Revenue Type allows you to set the asset category for your subscription.
Once all the field is set, you can save it by triggering the Save button on the top.
Now on the top menu trigger Subscription > Subscription Products
In Subscription product, you will see all the product which you will be selling to your customer. You can create your own Subscription Product by triggering the Create button.
You can fill in the basic details and under Sales tab there is a Subscription section. Under that you have Subscription Product which has to be enabled so that when you confirm the sales order with the pertaining product, it will create a subscription.
Subscription Template is where you can select the template according to your organization’s preference. In this case we have selected the template which we created in above example.
Once you fill in all the details, you can save it by triggering the Save button on the top.
On the top menu trigger Configuration > Subscription Stages where you can configure the stages for your subscription so it becomes easy for you to determine the state of your subscription.
In Configuration > Alerts, you can create alerts for your subscription like in case of churning of accounts or modification in billing.
In Configuration > Close Reasons, you can keep a track of the reason behind your subscription getting closed and why you are losing your customers.
In Configuration > Revenue Types, you can configure your deferred revenue types. It is required if you are selling your subscription for an annual services or membership and especially, if you want to follow gap compliance.
Deferred Revenue refers to the revenue that has not yet been earned for example: let’s take an example of a One year Netflix Subscription plan, When you buy a Netflix subscription for a year, the amount you pay will be considered as deferred revenue by Netflix, since they haven’t earned it yet. So over the next 12 months after you complete your yearly service then your subscription fee will be recognized as revenue by Netflix.
In Configuration > Activity Types, you can setup the activities which you would require for further communication with your customer.
Subscription through Sales Order
To create a subscription through Sales order you have to go to Sales Management app and create a new quotation by triggering the CREATE button. For more detailed information about Odoo Sales Management, refer our step by step guide on Odoo Sales Management App
In the orderline, you can add your subscription products and save your Quotation.
By triggering SEND BY EMAIL, you can send that quotation to your customer via email.
Once the customer has accepted the quotation, you can go ahead and trigger the CONFIRM button and covert the RFQ into the Sales Order.
Once you Confirm the sales order, you can see the smart tab where Subscriptions has been updated in the form view because the Sale Order contains Subscription products and it links the sales order with the subscription.
When you trigger that subscription smart tab, you will be redirected to the details of your subscription. Since it is a yearly subscription you can see the Start Date and the Date of Next Invoice that has a duration of a year. Then you have UPSELL and CLOSE option on the top.
Upselling your subscription
If your customer demands an additional feature or product with the subscription, you can upsell your Subscription by triggering the UPSELL button which will open a wizard.
In the wizard you can add the upselling products and trigger CREATE & VIEW QUOTATION which will create another sales order for the upselling product and you can send it to the client for approval.
If you select ADD IN SUBSCRIPTION, it will add the upselling product in your current subscription and directly generate an invoice for the customer.
Closing your subscription
Again going back to the subscription, you have CLOSE option on the top.
Due to any reason, if you want to close the subscription you can trigger the CLOSE button which will open a wizard. Here you can view all the closing reason which you have configured. Also you can configure a new reason on the fly by triggering the Create and Edit… option. After that you can submit the reason by triggering the SUBMIT button.
In your subscription, there is a To Renew field. Enabling this field will present you with an option to CREATE A RENEWAL QUOTATION. So when the subscription period is over, by triggering that you can create a renewal quotation for your customer.
Now you can generate an invoice for your subscription by triggering the CREATE INVOICE button.
For more detailed information of Invoice flow in the sales order, refer our guide on the Sales Management App
When you open your customer’s contact in the Contact module, you will see that your customer’s contact is linked with your subscription.
You can analyse the subscription or business process efficiency with reporting.
On the top menu trigger Reporting > Salesperson Dashboard where you can view all the sales you have done at different times.
Reporting > Revenue KPI has the revenue KPI dashboard where you can access all the revenue related to your Subscription.
With Reporting > Subscription you can view the ongoings of your subscription. You can also group and filter by different parameters, use different Measures and views.
Reporting > Retention gives you access to all the subscription that was open in that specified time period.
There are several instances when the default Odoo Subscription App or module does not fulfill the requirements of a company. In such situations, an experienced Odoo implementation partner like Bista Solutions can customize the modules as per your business requirement.
If you need any assistance or customization for your Odoo Apps you can schedule a demo with us using this Contact Form or emailing us at email@example.com
Bista Solutions, an Odoo Gold Partner is proud to announce that it has certified 15+ Odoo consultants on Odoo Enterprise version 12 across their global offices. These certifications reinforce Bista’s leadership position and will be of great help in successfully implementing Odoo for their clients across the globe.
The Odoo certification is a hour long exam with 80 questions that tests the knowledge of Odoo consultants. The certification program helps the Odoo community and partners prove their skills. Odoo released version 12 in October 2018 at the Odoo Experience held in Belgium.
Bista Solutions is one of the most reputed and successful Odoo Gold Partner globally. They have implemented the software successfully for 250+ companies in the last decade. Bista Solutions is specialized in designing and implementing Odoo Solutions across Wholesale and Distribution, E-commerce, Healthcare, Manufacturing, Retail, Services, Schools, Ministries, Courts, Restaurants, Telecom and many more. Bista has 200+ professionals across the globe with 5 own offices in USA, Canada, UAE and India. They also have a presence through their representative offices in Singapore, KSA and Kenya.
Bista Solutions has been awarded Odoo Best Partner in 2015, 2016 & 2018; and were also
nominated in 2017. Bista has been recognized as one of the fastest-growing companies in the USA by the Inc 5000 and is also an ISO 9001: 2008 certified, HIPAA/PCI compliant company.
Odoo Point Of Sale(POS ) is an all in one perfect solution when it comes to handling your Shops, Restaurant, Accounting and Sales. It has a comprehensible, user-friendly interface which can be used on iPads, tablets or laptops. Let’s find out how to use Odoo Point of Sale (POS) system.
Overview of Inventory for POS
To commence with Odoo Point of Sale (POS) let’s first set up our Inventory. Make sure you have installed the Odoo Inventory module
Once you click on inventory you will be redirected to the Inventory dashboard where you have Receipts (When you purchase, the incoming orders coming to your warehouse will be reflected),Internal Transfers (If you have multi warehouse at multiple locations), Delivery Order (You will see all the orders which have to be delivered. POS delivery is fully automated) and we have PoS Orders (where all the Point of Sale order will be tracked) .
Product Configuration for POS:
To Configure a product drill up to the top menu items in Inventory, go to Master Data > Products which will redirect you to the products page where you can create your own product by triggering the Create button on the top.
Now you can fill in the details of the product as per your preferences and under the General Information tab you can fill in the basic details such as the sales price of the product, it’s making cost and much more.
Then if you switch to the Sales tab you have various options under Point Of Sale section which is explained below.
Available in POS: You have to enable it for your product to appear in Point Of Sale.
Category: It is used in Point Of Sale to categorize your product.
To Weigh With Scale: Here you can integrate your POS with the scale it comes in handy if you are pricing your product with a unit of measures such as gram, kilogram etc.
When you trigger the POS module you will be redirected to the POS Dashboard where you can view all the POS session going on in your Odoo system.
You have the Orders menu under that you have Orders, Sessions and Customers. Under Orders, you can access all the POS orders which were placed.
Under Sessions, you can track the active duration of your shop or restaurant.
Under Customers, you have all your customers with their information.
You have the Product menu under that you have Products, Product Variants and Loyalty Programs.
Under Products, you can access all the products which you have configured.
In Product Variants, you can access or add different variants of your products.
In Loyalty programs, you can set different loyalty rules and rewards for your loyal customers.
You can create your own loyalty program by triggering the CREATE button as you can have multiple loyalty programs running at a time. You can grant points to the customer based on Points per currency, Points per order, Points per product, and Points Rounding (here you can round up the points to the nearest range)
You can set rules for specific product or categories.The loyalty for that specific product or categories will differ and the rules you defined will be reflected.
The loyalty points can be redeemed through the Rewards section. Here you can grant your customer discounts or gifts for loyalty points.
There is also an option of Pricelist which needs to be enabled from Settings. Pricelist is something which you can attach to every single contact and can define your own pricing scheme. For more detailed information on pricelist click here.
Each POS session in the dashboard has its own configured settings. Just click on the icon in the corner and trigger Settings option which will redirect you to the settings page.
In the IoT Box section, you can enable IoT box if you have hardware devices to connect such as Printer, Scanner and much more. By enabling Barcode Scanner you can set barcodes to scan products.
In the Pricing section, you can enable Pricelist and set a shop or product specific Pricelist. By enabling the Loyalty Program, you can set the loyalty program which you have configured for your shop.
In the Payments section, you can configure your payment method.
In Bills & Receipts section, you enable Header & Footer and customize your bill by adding custom messages. With Invoicing you can print an invoice for your customer.
In the Inventory section, you have Stock Location where you can specify the location of stock used for the inventory.
If your store has a franchise, it will have its own inventory. In such cases, multi-warehouse comes into the picture. You can duplicate your enabled options and just update the new inventory for your franchise. The stocks of your franchise shop will be deducted from your updated Stock Location.
You can see the session for your 2nd shop also in the POS dashboard.
We are all set to start our POS session, you can do that by triggering New Session in POS. This will open your POS interface, where you will have different categories which you have specified for your products. You also have the Wifi button on the top. Even if you are offline your POS system won’t stop and when you are back online you will be able to sync all the information. Your internet connection won’t interrupt the POS session and also there won’t be any data loss.
By triggering the Customer button, you can set your Customer. Let’s take an example of tAzure Interior who wants to purchase Acoustic Bloc Screens.
In the above image, you can see that 20 points have been granted to him on the basis of the rule you defined in your loyalty program. If he wants to redeem the points, you can click on Rewards below to see if he is eligible for the rewards which you have defined earlier in your loyalty program.
In the above image 80 points have been deducted which you redeemed and got the Whiteboard Pen which was defined as the gifted reward.
Once all the above steps are completed, you can go for Payment by triggering the Payment button. You have to add the Tendered amount the customer paid and validate the payment by triggering the Validate button.
Once you Validate the payment, it will generate a receipt and you can see your customized header and footer. You can even print the receipt if you have a printer configuration. Lastly, you can trigger the Next Order option and continue with your POS processing.
In the orders section, you can view the order we just processed.
The above information is applicable if you want to use the Odoo Point of Sale system for a shop. If you own a restaurant and want a POS configuration for your restaurant, you can do that by configuring a new session by triggering the settings option which will redirect you to the setting page. Here you have to enable Is a Bar/Restaurant option. You can enable many different features such as Table Management, Orderline Notes, Bill Printing, Bill Splitting, Tips and much more.
When you trigger a New Session button, it will open the restaurant interface. You can see the small edit icon on the top right corner by triggering that you can customize the interface i.e. colours, text and much more as per your preference.
You have to just select the table and place your order. You can see smart buttons such as Notes, Transfer, Guests, Bill, Split and Order.
With Notes, you can add a note such as instructions for kitchen staff.
You have the Transfer option if you want to transfer your order to some other table. In the below image your order has been transferred from table T3 to T4.
Guests option allows you to specify the number of people accompanying the guest.
You can process the bill by triggering the Bill option
By using the Split option you can split your bill and select the item for which specific individual has to pay.
If your system is integrated with the printer then by triggering the Order button you can directly send your order to the kitchen printer.
Lastly, you can process the payment and the customer can even give a tip by triggering the Tip button. Once all the steps are completed, you can validate the payment by clicking the Validate button.
This guide helps you to understand the default POS software offered by Odoo. The default Odoo POS module can be customized to suit the requirements of different industries and there can be a customised module for each specific industry like Odoo POS for Pharmacy, Odoo POS for Gym, Odoo POS for Spa. If you want to know how to customize Odoo Point of Sale (POS).
for your business, you can contact an experienced Odoo implementation partner like Bista Solutions who can customize the modules as per your business requirement. If you need any assistance or customization for your Odoo Apps you can schedule a demo with us using this Contact Form or email us at firstname.lastname@example.org
Odoo 13 is one of the most anticipated version of Odoo which is expected to be officially unveiled at the Odoo Experience 2019 scheduled in October later this year. The upcoming version is under development and is expected to introduce several new features that will enhance the functionality of the application.
Last year, Odoo released version 12, Odoo v12 which had a slew of new features Some of the biggest changes in Version 12 came to the Accounting module. Other large changes came with a newly introduced Document Management module, an IoT (internet of things) module and multi-website management.
What are the major changes expected in Odoo 13? What modules are added and what modules are moved from enterprise to community and vice versa? Let’s find out from the expected features of Odoo 13 that are made public and some speculation from the Odoo Community.
Prima facie, few modules from the Odoo 12 Enterprise edition will now be available in the Odoo 13 Community version. These include modules such as Sale Coupon and Promotion Program, Website Form Builder. However, HR payroll is moved from Community edition to Enterprise.
Let’s look at the new features expected in Odoo 13 below:
Odoo 13 new Features:
- New App: Field Service Management
- A new module called HR Skills is included for managing employee skills.
- Subcontracting in MRP
- This functionality now allows you to directly enter order details of your vendor in the system.
- More stretchability with your components’ consumption., You can Define on your BoM if you want to consume more or fewer components than planned (works for Work Orders and Manufacturing Orders).
- Display a timer on your work orders.
- Login to POS UI as Employee, instead of User
- Display product videos in eCommerce
HR, Payroll & Employee
- HR: Automatically detect employees presence based on activity
- Leaves: Set up an Out Of Office message on your leaves
- Invoicing a sales order is now smoother; better phrasing, option to deduct down payments only appears if needed.
- Warning on the invoice.
- Three new fields added i.e.Can be Expensed, Is a Landed Cost and Sell on eBay.
Delivery & Shipping
- Print return shipping labels with FedEx.
- Generate and print return labels for all carriers as well as additional improvements regarding delivery orders on the portal.
- New signature widget (binary field). Add signatures anywhere with Odoo Studio. Request signed confirmations in any process: on purchase orders, delivery receipts, etc.
- Manage online certifications with Odoo Survey. Test deadline, multiple attempts, on-screen timer, passing score, send and print certificates.
- New answer type ‘date time’ in Odoo Survey.
After sales services
- Manage refunds, returns, coupons, and repairs directly from your helpdesk tickets. Integrate your support teams with sales, accounting, project, and warehouse departments.
- Mass editing in the list view, group by enhancement like new button in the group.
- New Search Panel is introduced in the Kanban View.
- Leave is renamed to Time Off.
- Delivery Method’ is renamed to ‘Shipping Method’.
Features moved from Odoo Enterprise → Community
Website form builder
Sales Coupon and Promotion module
Feature moved from Community →Enterprise
- Chartjs will be available in Odoo v13. This will open up a wide range of possibilities for building statistics and more advanced portals out of the box.
- Odoo 13 will be running on jQuery 3.
- HTML editor support now as Checklists.
These are just the initial list of new features expected in Odoo 13. We will come up with a detailed guide on the list of new features in Odoo 13 as soon as it is officially unveiled.
The Odoo Sales Management module is one of the star applications that Odoo provides. With Sales Management in Odoo, you can control your entire Sales department in a single screen. Firstly, you can customize it according to your project requirements. It also allows you to filter Sales Orders for different criteria due to being interlinked with your emails. Invoices can be sent directly from the system which helps you follow up easily and you can maintain the traceability of your customer giving rest to the hectic paperwork.
Converting Opportunity into Quotation from CRM pipeline
You can directly send an RFQ(Request for Quotation) to the client from your pipeline itself. For that you just have to open an opportunity from CRM pipeline.Once you open it you will see many options on the top left corner such as New Quotation, Mark Won, Mark Lost.
Odoo Sales Flow
Creation of Quotation
Now when you trigger New Quotation it will take you to the customer quotation form where you can complete filling your quotation. It starts with the Customer field which is will be pre-filled since it was attached to an opportunity.
Odoo Quotation Template
Then you have the Quotation template with which you can send a complete quotation in no time. To enable the Quotation template, you will have to go to Menu Items and under the Configuration tab go to Settings which will take you to the Setting page. Then drill down to Quotations & Orders in Sales section under that tick on the Quotation template and save it.
To create your own quotation template go to the menu items and under the Configuration tab, trigger the Quotation Template. After triggering that, you will be redirected to the Quotation Template list view where you can create your own template by triggering the Create button. A Quotation template form will be displayed, where you can define a number of days that template is valid and then add items under Lines section as per your requirement. In the Optional Products, you have an option to suggest related items to the customers by triggering Add a line. In the Confirmation section you can select the various options like Online signature where you can sign the quotation online and confirm order automatically; Online Payment where customer can make an online payment and confirm order automatically; Confirmation Mail where you can select the medium as per your preference and the email template will be sent on confirmation. If you leave that section blank nothing will be sent. Once you finish the above steps you can save it and your Quotation template is now created.
Coming back to your RFQ, you can select the specific Quotation template as per your preference which will automatically fill in the products in the Orderline which you have specified in that template. If you want to categorize your Orderline by section you can do that by triggering Add a Section option. If you want to add a note after every or specific product in Orderline you can do that by triggering Add a note.
Odoo Terms & Conditions
You can also add your own standard terms and conditions in your Sale Orders. In order to do that, you have to drill up to the Sales menu items and under the Configuration tab go to Settings which will take you to the Setting page. Then drill down to Quotations & Orders section, under that tick on the Default Terms & Conditions and just below it you will see the text box where you can fill the terms and conditions and save it. Now, whenever you create the RFQ, the terms and conditions which you added will be reflected in your Orderline.
Discount Feature in Odoo Sales
You can also enable the Discount feature in your Quotations. For that, go to the Menu items and under the Configuration tab, go to Settings which will redirect you to the Settings page and drill down to Pricing section, tick Discounts and Save it to allow manual discounts on your order lines.
Also, you can add products manually in the Orderline as per your requirement by triggering Add a product option below the Orderline. Then you have Configure a product option where you can configure the product on the fly, Validity field where you can define how long is that Quotation valid, Payment terms where due dates for the payment of invoices is defined and Delivery Method where you can invoice the shipping based on its medium such as Post, DHL, etc.
Pricing Schemes in Odoo Sales
Odoo Sales Module provides various pricing scheme which you can apply on your Sale Orders, such as Basic pricing, Pricelist. If you are working on a quotation and want to provide a specific price to a particular customer, you can on the fly change the unit price from Orderline in that quotation but it won’t change the original sale price of the product that you have defined during the product creation.
Odoo Sales Module also accepts negative figures as the unit price because there maybe a possibility in the business case that you want to provide a discount on the grand total of all the products in the Orderline. In order to do that, you can simply add a new item in the Orderline and assign a negative unit price. Since it is a negative value it will be deducted from the total amount. For similar cases, Odoo Sales Management Module allows you to enter the negative figure.
You also have the option to use Odoo Pricelist in Odoo Sales by which you can easily manage the product pricing according to the company needs more easily and efficiently.
One instance of pricelist is Multiple Pricing which is the least complicated pricing feature and comes in handy mostly for Volume Pricing which means you can sell the products at different quantities and depending upon the quantity, you get a different price which you can apply seasonally or to a single customer.
To enable this feature, you have to again go to configuration settings in Sales and under the pricing section tick on Multiple Sales price per product.
For better understanding, let’s consider a business case where you have a hardware company that sells a single desktop keyboard for $ 200. The pricing is such that if the client purchases more than 5 quantities they will get it in $150 and if they purchase more than 10 quantity they will get it in $100.
Now to implement this pricelist you have to go to Products setting and select the product which in our case is a keyboard. Once you open it, you can see under General Information, the sales price which is $200.
Now if you switch to Sales tab, you can see the whole Pricing section where you can do multiple pricelist for the product, you can even apply it seasonally by defining the start date and end date.
The above pricing scheme indicates that if the customer is purchasing a minimum 5 Keyboards they will get it in the original sales price i.e $200, if they purchase more than 5 Keyboards they will get it in $150 and if they are purchasing more than 10 Keyboards they will get it at the discountable price of $100.
Now when you create a new Sale Order in the Odoo Sales management App, select the pricelist which in this case is the default Odoo pricelist named public pricelist. Now, when you add the keyboard and It’s in the Orderline it will reflect the pricelist which was defined.
You can also add the pricelist for your specific customer. Let’s consider if your customer is a retailer and you sell them the Keyboard on the retail price of $70. For configuring this type of pricelist, go back to product configuration and open the product which in this case is the keyboard. Once you open it you can see under General Information the sales price is still $200., To define a specific price for a specific customer like a retailer, you need to switch to the sales tab. Under the pricing section, select add an item, create a new pricelist for example Reseller Pricing and set the price to $70 and Save it.
Now you go to Contacts and select the contact of your Retailer. Let’s take the example of Kit Distributor which is a retailer. Now once you open that contact, you will see Sales & Purchases Tab. If you go there you will see Sale Pricelist field which contains the default public pricelist, To apply the pricelist we created for a retailer in the above example, change it to the Reseller Pricelist and save it.
Now when you create a new Sale Order in Odoo Sales Module, select the customer which is in our case is Kit Distributor, change it’s pricelist to the Reseller Pricelist. Now, when you add the product keyboard in the Orderline it will reflect the retail price($70) which was defined. So here we assigned a different unit price for the specific product to the specific customer and that unit price is only applicable to that customer. For other customers, they will have to pay the original sales price.
Prices Computed from Formulas:
Another way to set up your pricelist in Odoo Sales Management module is by computing from formulas which have the most flexibility. Unlike the previous pricelist, it can be applied based on the product, its category, the variant linked to it and many more. To enable this feature you have to go to configuration settings in sales and under the pricing section tick on Multiple Sales price per product and select Prices Computed from Formulas.
Now under the product category, select pricelist which will redirect you to the pages which shows all the pricelist that are configured. When you can create a new pricelist, you will be redirected to the pricelist form view wherein under the Pricelist Items section you can add a pricelist by triggering add a line. Which will open a wizard where you can specify how you want your pricelist to reflect, you can apply on Global i.e. all the Products, Product Category i.e.the product with a specific category, Product i.e some specific product, Product Variant product based on some variant.
Now under price computation, you can compute a price by Fixed Price, Percentage(how much percent discount you want to give to the user) and Formula (where you can define a formula which you want to implement that also allows you to round off your price.)
Once all the details are filled in and saved you can reflect it in your Sale Order when you create one. You just have to change the pricelist section in Sale Order with the pricelist you just created and it will automatically be reflected on the Orderline product price.
Sending Quotation by Email
Once you’re done filling the quotations with the proper details and pricelists you can send it to your customer by triggering send by email button. An automatic email will be prepared based on your predefined template with content and pdf attachment on the email., You can also add your own content if required and can view the attached pdf. The email can be sent by clicking on the SEND button.
If you want to preview the quotation before sending it to the customer you can do it by triggering the print action on the top of the quotation, which will provide you a printable PDF version of your quotation.
Modifying Quotation Layout:
If you want to change the layout of your quotation it can be done again from the Menu items. Under the Configuration tab, go to Settings →General Settings where you will find the Business Document section; where you have the option Change Document Template which will open many predefined layout where you can choose according to your preference.
Once the customer has accepted the quotation you can go ahead and trigger the confirm button and covert the RFQ into the Sale Order.
Odoo Sales Management module is fully integrated with Inventory. so when you confirm the order in Odoo Sales, a smart tab of Delivery will be upgraded in the form view. Now if you click on that Delivery tab, it will redirect you to Inventory. Where all the details are already populated based on your Sale Order. At the top right corner, all the stages are defined and the stage which your outgoing order is currently in will be highlighted.
To Confirm your outgoing order all you have to do is click on the green Validate button on the top left of the screen. Once you validate and apply it, your outgoing order will be upgraded to the Done stage.
Once the order is delivered, you can return to Sale order and create the invoice by triggering create invoice button. There are multiple options available to create invoice such as invoiceable lines, invoiceable lines(deduct down payments), Down payment (percentage), Down payment (fixed amount). Select the invoice option you prefer and trigger the create and view invoices button which will take you to the invoice page. The invoice page has different stages such as DRAFT, OPEN and PAID.
By default, the Invoice would be in the draft stage. To move it to the Open stage you will have to Validate the invoice by clicking on the Validate button. To move it to the Paid stage, you will have to first trigger the register payment button which will open the register payment wizard where all the details will be pre-populated and all you need to do is define the payment method Ultimately click on the validate button which will move the invoice from the Open stage to the Paid stage which means your order has been delivered and the payment is received.
Tracking the History:
All the interaction done for this quotation can be tracked in chatter. Messages sent to or received from the customer can be tracked below the quotation. All the communication history will be preserved and available when quotation gets converted to the sales order.
Manually creating the Sale Order:
You can manually create an RFQ in Odoo Sales Management module if you do not want to create the same from the Odoo CRM pipeline. This can be done by triggering the Odoo Sales Management App wherein you will be redirected to the list view of Quotation page. Here you have the option to create button on the top left corner. If you trigger that it will again take you to the customer quotation form where you can fill in the details and carry on with the process as discussed earlier.
You can easily add a new customer and new product in Odoo Sales Management module. Just click on the Customer drop-down menu and click on Create and edit option which will open a new wizard where you can record the customer information such as the website, address, contact number and many more.
You can manually add the products in the Orderline by triggering add a new product under Order Line., To configure the product on the fly click on Configure a product in the dropdown list of Product field.
With Odoo Sales Management module, closing opportunities has become effortless and it also permits you to select predefined quotation for product line offers. You will find the information about the product in the quotation itself which helps you adapt the offer to fit the client needs.
If you find an upselling opportunity with Odoo Sales module you can reorganize the offer by adding more products. When the offer is ready, the customer can sign the deal online. You can have access or scrutinize your past interaction and transaction with your clients at any moment.
With Odoo Sales report you can have insights into your sales activity, revenue by salesperson, revenue by product category. You can categorize your product by month or weeks, once you are done with your reports and finalized the format you can add it to your dashboards in just a few clicks.
Odoo sales Management module is integrated with the major shipping services like DHL, FedEx, Ups and much more
With Odoo Sales module you can increase your sale’s efficiency with an interactive dashboard, amazing quotation and many more smart features
Odoo Sales flow gives you a very smooth interface where you can also add references and quotes which may help you close opportunities easily.
There are several instances when the default Odoo Sales Management app or module does not fulfill the requirements of a company. In such situations, an experienced Odoo implementation partner like Bista Solutions can customize the modules as per your business requirement.
If you need any assistance or customization for your Odoo Apps you can schedule a demo with us using this Contact Form or emailing us at email@example.com
Customer Relationship Management(CRM) is all about gathering leads. And it goes without saying that CRM is a significant process for any custom setups. Odoo CRM provides the most efficient and reliable CRM services that will assist you in organizing activities, help track your leads, and get all the information you need for smart decision making.
In Odoo CRM you can prioritize your activities with a fully automated task. Just focus on your leads, drag and drop the opportunities at every stage of the pipeline. You can edit your leads at any stage using the small settings icon on your opportunities. You can also schedule a meeting and create a custom alert for that meeting. Odoo CRM allows you to evaluate your current meeting and organize your next activity correspondingly.
When you select the editing stage, It will open the wizard where you can perform the required modification. In the wizard, you will see the requirement area where you can add a small description of the stage. This will later appear as a tooltip whenever you hover over that stage. This feature works as a guide for the new salesperson or employee on your team.
You can differentiate the past, present and future activities with Odoo CRM. There is a bar at the top of every stage of your pipeline which allows you to filter opportunities based on your scheduled activities. Now, if that bar is red, then there was an activity scheduled in the past which you missed out on. If that bar is yellow, it indicates that you have an activity scheduled for the current date. If the bar is green, then you have an activity scheduled for the future. If that bar is blank, then there are no activities scheduled for that stage.
With the Create button on the top left corner of your screen, you can create opportunities manually. Like other Odoo Apps, CRM provides various Interface for you, such as Kanban view, List view, Calendar view, Pivot tables, Graphs, Cohort and Dashboard view
With the Sales menu, you can view all your pipelines by selecting the My pipeline option. You can also view all your quotes with the My Quotations option. And if you have multiple sales channels, you can access it in your Team Pipelines, as well as keep track of your customers with the Customers menu. In the Configuration tab, you will come across Sales Team options where you can set up your sales team.
Since Odoo CRM is fully integrated with the Odoo Website and Contact Form, you can gather all your leads from the contact form section. Once a lead completes the contact form, the salesperson can access the submission from the Lead section in CRM. Now the salesperson can evaluate the submission to determine if the lead is qualified to be an opportunity. All that the salesperson needs to do is select the Convert To Opportunity button. Once it is selected. Odoo CRM will open another wizard, where you can assign an opportunity to a specific salesperson or a sales team. You can apply a conversion action such as creating a new opportunity by selecting convert to opportunity. or you can merge the opportunity with the existing opportunity by selecting Merge with existing opportunities. This feature comes in handy when avoiding duplicate opportunities. In the instance where another salesperson from the team has already reached out to the opportunity. You can take the lead as your new customer by selecting Create a new customer. If you have already worked with that lead in past you can select Link to an existing customer. If you don’t want that lead to become a customer then simply select Do not link to a customer.
Don’t worry. if you don’t have your website hosted by Odoo website builder, you can still get this smart feature. All you have to do is embed your website with Odoo CRM via iframe.
Once you convert your lead into an opportunity, your form view gets updated. Now you have options like New Quotation, Mark Won, Mark Lost. You can even see all the stages and smart tabs of Meetings and Quotations. Here you can update the revenue and prioritize the opportunity at your convenience. You cannot access the converted opportunity in the lead section since it is an opportunity, so it will be transferred to the My Pipeline section.
You can also gather leads through the live chat. If a user wants to be a lead they can share their info in the live chat by using a shortcut command /lead “your message”. A lead will be created from the conversation for the sales team. The salesperson can have access to the conversation in the internal notes and can convert the lead into an opportunity as discussed above. After getting converted to an opportunity the lead will get transferred from the lead section to the My Pipeline section.
When it comes to leads it won’t be limited to one or two, especially if you are running Mail or Marketing campaigns. Instead of manually creating the leads you can import them together in the lead section by simply select Load File button on the top. This will give you an option to load a spreadsheet or CSV file. Once the file is loaded, you will be able to see your leads. With the test import button, Odoo will evaluate all the leads to determine which are valid. By clicking on the import button, all the leads will be imported automatically. Now you can assess the leads and convert them into opportunities
Odoo CRM is integrated with a Lead Scoring module. where you can rank the lead based on the protocols that are qualified to be an opportunity. Under the Lead menu, you will have scoring rules where you can modify and add protocol as per your requirement to rank your lead. After that, all your leads will be automatically scanned every hour and will be assigned a score according to the ranking in your scoring rules.
Just a single click on an opportunity, and you can access all the particulars of that opportunity. Within your opportunities, you can send an email to the clients and all the actions performed on the opportunities can be tracked in the chatterbox.
If an opportunity is lost, Odoo CRM can help by analyzing the reason behind lost opportunities. You can amplify your sales efficiency while keeping track of your monthly targets. This will help you analyze individual and team performance so that you can appropriately schedule your next activity.
You can take a break from the hectic process of recording data manually on the system when communicating with the client with Odoo CRM. Odoo CRM emails are automatically integrated with VOIP integration. so you can make calls directly from the opportunity tracker and can synchronize your agenda with Odoo Calendar. Odoo CRM also supports Google integration which enables you to sync all your contacts and keeps it secure, saving a large amount of your time.
With Odoo Reporting function you can easily create your own real-time report while scrolling down to any data points that you’d like to compare. To better analyzing your pipeline, you can even create a pivot table. Odoo CRM also permits you to create your custom dashboard according to your business and organizational requirements. With Odoo’s email marketing feature you can send emails to multiple leads.
You can create your own campaign targeting your leads in Odoo CRM. So you can keep track of the leads, as well as anyone who may have seen the campaign and might be interested in it.
The Odoo CRM is fully integrated with other Oddo Apps like Sales, Mass Mailing and much more. Features of Odoo CRM APP are very vast.
There are several instances when the default Odoo CRM app or module does not fulfill the requirements of a company. In such situations, an experienced Odoo implementation partner like Bista Solutions can customize the modules as per your business requirement.
If you need any assistance or customization for your Odoo Apps you can schedule a demo with us using this Contact Form or emailing us at firstname.lastname@example.org