The scheduled action will be created; and it will check automatically (CRM/Lead), which is not updated in the past 2 days (e.g., New Lead or Oppurtunity has been created in the past 2 days, but no activities followed for those entries.) by sales persons and specific Lead/Oppurtunities’ entries information with Excel report attachment through an email to the sales management.
This module adds a control to prevent salespeople from confirming sales orders if the discount on any product exceeds 10%, unless a manager manually approves it. It helps avoid unauthorized high discountsand ensures proper sales approval processes.
It allows you to create Multiple Branch/Unit, Working as multi branch concept same as Odoo multi company environment.Branch functionality added to Sales, Purchase, Invoice, Warehouse, Access group created for branch manager and branch user with specific branch.
The optimized end-to-end purchase process manages every step, from sending RFQs to multiple suppliers for standard and non-standard items to final invoicing. It includes supplier selection, approval workflows, and purchase order creation. Delivery and receipt are tracked using Goods Receipt Notes (GRN), and once items are confirmed, invoices are processed, and labels are generated. Key reports, such as Supplier Performance and Pending GRN, ensure efficient monitoring and tracking throughout the entire purchase process.
Employee’s asset info QR code tracking
A company’s equipment list and its specifications provided for the employees can be viewed using Employee’s Asset Sequence Generator. Supercharge your asset management with Odoo's Asset Sequence Generation.
To calculate the single quantity price of each attribute and add it to the default price in the sales screen, the sales interface will display a popup window upon selecting the product. This window allows the user to choose the variants and specify bulk quantities for each variant. The system will then calculate the total value for each variant.Subsequently, the system will determine the single product cost for each variant and add it to the unit price. An "update line items" button will be available to proceed with the order once all calculations are completed. This button will ensure that the line items are correctly updated with the aggregated prices, including both the default price and the additional costs for selected attributes or variants.
Automatic Checkout for Employee Attendance in Odoo automatically records employee log-outs at the end of shifts or after periods of inactivity. It simplifies attendance tracking by ensuring accurate records, updating in real-time, and accommodating both in-office and remote employees.
The Timeoff Module will generate 3 hours of permissions for each departments staff. The system will monitor employees check-in times on a daily basis, calculating the difference from the fixed check-in time of each department. Automatically, this variance will be deducted from the allocated time-off permissions. A consolidated report detailing employee lateness hours will be generated and sent to the HR Department. Each month, the system will allocate another 3 hours of permissions, with previous hours being forfeited. This process will continue monthly, enabling the system to monitor employee lateness activity and report it to the HR Department for staff management purposes.
A simple and unified interface to manage all your internal bank and cash transactions like deposits, withdrawals, payments, and receipts – directly from the Invoicing module in Odoo. Ideal for SMEs, startups, and non-accounting users.
This module helps the user Send Bulk emails to customers. Revolutionize your communication strategy with Bulk Email for Groups feature.
This Module helps us add the selected items [additional quantities] to the POS order
CRM Inquiry: Alternative User Option Included. This feature facilitates seamless transfer between salespersons. When a transfer occurs, users are notified with a red alert button displaying the information of the originating and destination salespersons. Upon clicking the inquiry, the button changes to green, distinguishing the lead as owned. This feature enhances visibility and management of leads within the CRM Kanban view.
Showcase Trusted Client Logos – Professional Logo Slider Snippet for Odoo Website
CRM Lead Inquiries with Customer Location Tracking integrates geolocation data into lead management, storing latitude and longitude coordinates, converting addresses, and maintaining accurate location records. This feature enables efficient visualization and prioritization of leads based on their locations.
Customer Delivery Planning enables users to assess the feasibility of delivering products based on sales orders. It facilitates the organization of shipments and allows for the arrangement of remaining deliveries through either purchase or production processes.
Separate Customer Vendor / Supplier in Sale and Purchase
Dedicated Access for CRM ensures that only authorized users can access specific CRM data and features, based on their roles or departments. This approach enhances security, maintains data integrity, supports regulatory compliance, and allows organizations to customize permissions for different teams. By controlling access, it improves accountability and efficiency, ensuring that users only interact with the relevant parts of the CRM.
This Module maintaines the Odoo - Dental Clinic Management