Customer Job Sales Estimate Tracking & Signing of Customer System
Complete KYC workflow with multi-stage onboarding, smart validation, role-based access, portal integration, and automated customer verification for individual and corporate customers KYC, Customer KYC, Customer Verification, Identity Verification, KYC Management, Customer Onboarding, Digital KYC, KYC Form, KYC Workflow, Odoo KYC, KYC Automation, Odoo Sign, Customer Data Verification, Compliance Management, Know Your Customer, Contact KYC, Customer Profile, Online Signature, KYC Process, KYC Validation Odoo
Automated 60-day customer ledger creation, verification workflow, auditor access, and sales order approval control.
Partner Credit Limit, Maximum Credit Limit, Warning on Exceed, Send Email on Confirmation, Enforce Credit Control, Sales Order Check, Invoice Configuration, Save Time and Effort, User-Friendly System, Stock, Sale, Sale Order, Purchase, Purchase Order, Inventory, Transfer, Invoice
Customer Loan Management
Enhance customers with geographic location and map integration
Customer Membership with Contract / Subscription
Website notes on sale order notes for website order instruction on order website order comment on eCommerce order comments in order Website order note in sales Order notes Customer remarks on eCommerce order note on order customer instruction customer Note
This module adds a simple clean preferred delivery date selector directly on the standard Odoo checkout payment page. Allow your customers to select which day and time they would like to receive their order, before they complete their payment. You can also automatically block specific days, weekends, public holidays, and configure minimum order processing time. All selected dates are saved permanently directly to the sale order, and automatically flows all the way through the workflow to delivery orders and invoices. Zero bloat, fully responsive, works with almost all standard and third party checkout themes.
Track customer order frequency and notify sales teams
Customer Order Portal Website Quotation Request Request Quotation Portal Website Submit Quote customer create order from portal website create order website sale order
This module view and print outstanding customer invoices partner wise.
Customer Overdue Balance
Shows Customer overdue amount and direct access from sale order
Automate customer/vendor statements with due/overdue tracking, aging analysis, scheduled reminders, and portal access.
odoo apps will display Customer Payment on customer screen to record customer payments
A/B/C/D score per customer based on historical payment behavior — updated nightly.
Receivables Follow-up and Management | Follow-up System for Pending Payments
Customer Payment Report, Customer Invoice Payment Report, Invoice Payment Report, Payment Report, Payment Receipt, Invoice Payment Receipt, Customer Payment Receipt, Customer Invoice Payment Receipt, Invoices Payment Receipt, Invoices Payment Report,
Enable customers to submit payment requests directly via email or portal.