Multi-stage dunning automation — configure reminder sequences (day 1, day 7, day 30 overdue) with escalating tone. Auto-send to customers, CC internal teams.
Set warn/block thresholds on analytic accounts — get email alerts when spending approaches budget and block over-budget postings before they happen.
Link preventive maintenance schedules directly to Odoo fixed assets. Configure service intervals (mileage, time, usage), receive alerts when maintenance is due.
Group payments into bank deposit batches, generate printable deposit slips, and track deposit status from preparation through bank confirmation.
Centralized contract tracking with renewal alerts. Configure notice periods, auto-alert owners and legal teams before expiry. Track amendments, parties, value, and auto-renew clauses.
Attach versioned documents to any Odoo record — track revisions, view full history, and optionally require approval before a new version goes live.
Model households as a single contact with multiple members, auto-generate "Mr. & Mrs. Smith" combined salutations, and group family communications — without duplicating addresses.
Structured onboarding workflows for new hires — HR tasks, IT provisioning, document collection, policy acknowledgments. Auto-launch on employee creation.
Analyzes 12 months of demand history to suggest optimal reorder points and safety stock levels. Flags slow-movers, predicts stockouts, and generates draft POs for approval.
Capture structured meeting minutes directly in Odoo calendar events. Record decisions, assign action items with owners and due dates, track completion. Auto-email minutes to all attendees.
Complete donation tracking, tax receipt generation, and donor management for nonprofits, charities, and religious organizations
Define task templates with recurrence rules (daily/weekly/monthly/custom cron). Tasks auto-generate on schedule, pre-assigned, pre-tagged, and ready to work.
Configure multi-level PO approval tiers based on amount thresholds. POs auto-route to the right approver. No more bypassed controls or over-budget purchases.
Enforce inventory location rules by product category with real-time validation, compliance alerts, and warehouse stock picking routing for Odoo 18.
Create reusable SOP checklist templates and launch them on any Odoo record — track step-by-step completion with timestamps, responsible users, and workflow blocking on critical steps.
Configure commission rules by sales rep, team, product category, or customer. Auto-calculate commissions on paid invoices. Monthly commission statements with approval workflow.
Auto-suggest relevant email templates in mail composer — smart template selector for productivity.
Automatically create calendar events when records change status or stage—workflow automation for service businesses.
Real-time lot/serial expiry monitoring with configurable alert lead times. Auto-email warnings before expiry. Enforces FEFO (First Expired First Out) on pick operations.
Rate vendors on delivery punctuality, quality, pricing accuracy, and service. Scorecards auto-update from PO receipts. Dashboard KPIs surface your best and worst performers.