Summer 2020

Table of Contents
CRM 3 Marketing
Sales 4 Events 21
Purchase 5 Email Marketing 22
Rental 6 Surveys 23
Project 7 Marketing Automation 24
Inventory 8 SMS Automation 25
Invoicing 9 Social Marketing 26
Accounting 10
Consolidation 11 Field Service 27
Discuss 12 Timesheets 28
Live Chat 29
Manufacturing Studio 30
MRP 13 Recruitment 31
PLM 14 eLearning 32
Maintenance 15 Referral 33
Quality 15 Expenses 34
Time Off 35
Website 16 Fleet 36
eCommerce 17 Appraisal 37
Helpdesk 18 Chatter 38
Subscriptions 19 Views 39
Planning 20 Filters 40
Reports 41
 CRM
Get an overview of your
prospects and customers.

Follow the
progression of
your leads thanks
to the easy
kanban view.

Close your
opportunities and
get accurate
forecasts.

Plan activities based on your sales scenarios: calls, meetings, mailings,

and quotations. All the necessary information can be found directly on
the opportunity (web page viewed, mail received, etc.).

3
 Sales
Create and send online
quotations in just a few clicks.

From proposals
to electronic
signatures, save
time in your
sales process.

In addition, your
quotations will
allow you to
present your
products and
services more
professionally.

Dynamic sorting of Opportunities, Orders and Contracts reminds your team to follow
up when needed and supports them strengthening your customer relationships.

4
 Purchase
Stop wasting time due to
purchasing mistakes.

Odoo drafts Purchase

Orders as needed -
based on orders or
reordering rules - to
help automate your
purchasing
processes.

Stay on top of special

deals, promotions
and pricing changes
by importing price
lists and tracking
multiple vendors for
each of your
products.

Odoo Purchase is a comprehensive system that provides you with accurate analytics
on the performance of your suppliers through flexible reports.

5
 Rental
Expand your business
with Odoo Rental.

Whether you rent office

space, hotel rooms, cars,
furniture, clothing or heavy
machinery - Odoo can
manage reservations quickly
and easily.

Prevent overlapping bookings,

quickly expand your rental
products, offer accessory
products, and review your
rental business by Customer
and/or by Product over
multiple time periods.

Odoo Rental even allows you to add extras such as discounts, rental
extras, collateral, insurance, etc. Ultimately, the Odoo Rental app is
highly flexible for most rental sceneries.

6
Project
From start to finish, easily
run multiple projects in parallel.

Managing projects
means managing
people, tasks, due
dates, budgets, and
predicted return on
investments. For all
of it, you need a
solution that
allows you to
reduce risks, get
information at a
glance, keep an eye
on profitability, and
stay organized.

7
 Inventory
A modern warehouse management
software maximizes efficiency.

Better organize
your inventory with
a double-entry
inventory system:
preventing
operator error and
helping keep your
inventory accurate
and up to date.

Automate replenishment of inventory through Purchasing or

Manufacturing so you never run out of stock.

Trace defective products from vendors - through your facility - out to

your customers (or vice versa) for complete traceability in the event of
recalls or quality issues.

8
 Invoicing
Turn your quotations into
invoices at the click of a button.

Odoo Invoicing helps

you automatically
bill your customers
based on sales
orders, contracts, or
time and material.

Now, it’s easy to manage contracts or to create recurring invoices.

Give your customers web access to their invoices, have them pay
online, and automatically remind them to pay— so you get funds faster!

9
 Accounting
Accounting re-imagined
for efficiency.

Bank synchronization,
invoicing, bills, and
expense management,
easy reconciliation,
these time-saving tools
will make accounting
painless and
straight-forward.

With professional
electronic invoices and
automated payment
reminders, you will get
paid faster!

We even scan and enter your vendor bills so you don't have to.

10
 Consolidation
Combine financials quickly
and dynamically.

Integrate
performance
of all of your
subsidiaries with
consolidation
reports in
real time.

You can even consolidate Odoo financials with trial

balances imported from other systems!

11
 Discuss
Enhance team
communication.

Discuss allows you

to bring all of your
company’s
communication
together through
messages, notes,
and chat.

Share information, projects, files, prioritize tasks and stay connected with
colleagues and partners throughout applications.

12
 Manufacturing
A modern solution to
an old problem.

MRP
Control your
productivity with
real-time Overall
Equipment
efficiency (OEE)
reports and use
stocking and
ordering rules, or
our Master Product
Schedule to
automate
procurements.

Take your manufacturing workflows to the next level with a 21st century solution.

13
 Manufacturing
Manage your product
lifecycle effortlessly!

PLM
Forget about the
headaches that
syncing engineering
bill of materials
(EBoM) and
manufacturing bill of
materials (MBoMs)
presents.

Odoo PLM aligns every department to be on the same page so you can track
changes efficiently across multiple versions.

14
 Manufacturing
Increase teams’ efficiency thanks
to great communication tools.

Maintenance
Keep your lines
running with
immediate and
non-urgent alerts
from users as well
as reminders for
scheduled
maintenance.

Define quality control plans with

a friendly user interface.

Quality
Set up quality tests,
and upload photos
and measurements,
so the quality of
your products are
always a focus.

15
 Website
Get all your business
needs, out-of-the-box.

Forget about
code, just drag &
drop prebuilt
widgets themed
to match your
brand.

Create the website you have dreamt of. Then, add features as your
« company » grows: eCommerce, customer portal, events, blog,
newsletter, jobs, etc.

16
 eCommerce
Custom product pages
in seconds.

Effortlessly create
custom designs
for product pages
by using drag &
drop building
blocks (no coding
skills needed).

Manage updates
to your product
information
effortlessly and
promote your
products in
multiple ways.

Visitors can quickly choose product characteristics like color, size,

weight and other options.

17
Helpdesk
Optimized for
productivity.

Organize your
tickets the way
you want, thanks
to the useful
Kanban view. Get
an instant
overview of your
team’s workload
and check the
status of a ticket
based on your
custom-tailored
SLA rules.
Timesheet your
work and schedule
activities to stay
on top of your
support process.

18
 Subscriptions
With Odoo Subscriptions, generate
recurring invoices and manage renewals.

For customers,
value lies in
convenience.
Customers do not
have to remember
to renew their
subscriptions, and
they are on
budget compared
to the budget
initially set.

For business, value lies in the ability to predict recurring revenue. Subscriptions reduce
the attrition rate, significantly increase customer loyalty, and guarantee your income.

With Odoo Subscriptions, you will save time and money by generating recurring invoices
and managing your renewals online and automatically.

19
 Planning
Easily task and deploy staff
with our Odoo Planning.

Organize regular
schedules or
create long term
project plans.
Create shifts to
manage your
tasks, assign
employees and
allow them to
have a say over
their shifts to help
you be on top of
the workload and
give them
flexibility.

With Odoo Planning, you stay organized at a high level.

20
 Marketing
Launch your events successfully
from planning to execution.

Events
Covers all aspects
of an Event
Planners’ job: from
creation, ticket
sales to visibility,
organization, and
promotion.

Handle events of any type or scale with full traceability.

21
Marketing
Easily manage your email
marketing efforts!

Email Marketing
Reach a large
number of
contacts in a way
that resonates
with them, and get
accurate and
real-time analytics
on every email
sent out.

22
 Marketing
Create live survey sessions
and analyze results.

Surveys
Automate
employee reviews,
satisfaction
surveys, marketing
campaigns,
feedback forms,
etc.

Odoo Surveys takes the guesswork out of knowing what your potential
customers want and need by simply asking them.

23
Marketing
Simplify your marketing
efforts through automation.

Marketing
Automation
Let data drive your
marketing efforts.
Build intelligent,
data-driven,
multifaceted
automated
campaigns to
manage efficient
end-to-end
customer
journeys.

24
 Marketing
Communicate effectively with
your contacts in just a few clicks.

SMS Marketing
Expand your
markets and boost
conversion rates
with campaigns
that are delivered
instantly to your
contacts’ pockets.

Whether you want to thank your contacts or inform them of an offer,

do it easily and efficiently with sms marketing campaigns.

25
 Marketing
Eliminate the guesswork out of your
social media marketing campaigns!

Social Marketing
Now more than
ever, creating and
posting compelling
messaging on
social media is the
way to highlight
your brand or
value proposition.

Successfully execute
your online strategies,
from posts to results,
by planning,
scheduling,
monitoring, and
analyzing your social
media accounts
accounts in one
place.

26
Field Service
Deliver excellent service to
your customers everywhere.

Schedule
appointments,
assign tasks, plan
routes, record
time onsite, sell
products, design
custom signoff
forms, invoice
services, provide
quotations, and
manage multiple
days of work from
anywhere, on any
device.

27
Timesheets
Track time and forecast
productivity.

Rebill Customers
for the time and
materials
provided, describe
the specific work
completed, and
compare
forecasted onsite
time with actual
times. All in favor
of becoming a
more proactive
company.

28
 Live Chat
Transform visitors into leads
and customers into happy users.

Help visitors navigate

your website and answer
their questions instantly
with Live Chat.

With canned responses,

page visit history and
the ability to connect
them to other chat
users you can make sure
their needs are met.

Remember: your customers want to talk to you, we make it easy.

29
 Studio
Get an overview of your
prospects and customers.

Odoo Studio is a
toolbox that allows
you to redesign
screens, modify
reports and change
business logic
without coding
knowledge. Create
custom views and
modify existing
ones without
having to get into
the XML code.

Create your own screens or modify ours via drag/drop and instant
preview! Build new applications easily, with or without programming skills.

30
 Recruitment
Automate recruiting and
employee onboarding.

Easily create and

publish job
postings on your
website and
manage the
interview process
effortlessly with
custom stages.
Convert your
candidates into
employees in one
click and
seamlessly start
their onboarding
process.

The Odoo Recruitment app allows for complete integration with your
other Odoo HR applications for fast seamless collaboration.

31
 eLearning
Create compelling educational materials
for students and lifelong learners alike.

Odoo eLearning
supports 21st
century
collaborative
learning. This
user-friendly
solution allows you
to create
educational
content for staff,
students, and
anyone wanting to
learn in a virtual
environment.

It is easy to build lesson plans, upload videos, create assessments, and more!
We can make your virtual classroom a reality.

32
 Referral
What if recruiting was an engaging
game that everyone played?

What better way

is there to engage
your staff to
participate in the
recruitment
process than to
make it into a
game with
accumulated
points that can
then be redeemed
for prizes.

Internal referrals have typically been of higher quality than most other
applicants. The Referrals app turns the process of finding talent into a
fun and exciting game to drive the best people forward and apply.

33
 Expenses
Simplify your life by offering
an easier way to submit receipts.

Your employees
can submit their
expenses via
email effortlessly
with full
traceability with
this application.
Submissions and
approvals are now
seamlessly
completed in one
app that is also
fully integrated
with accounting.

We can also scan and enter receipt information so all you have to do is
review and approve! Remove the back and forth of submitting receipts with
an integrated expenses app and streamline the reimbursement process.

34
 Time Off (Leaves)
Make the process of requesting
and approving time off easier!

Approving your
employees’ vacation,
PTO, and sick leave
has never been
easier. The Time off
app offers a simple
yet comprehensive
way to manage time
off requests and
approvals with full
visibility for all
parties.

Requesting your next vacation is now only a few clicks away!

35
 Fleet
Keep track of your company
vehicles with the Fleet app!

Manage mileage
and maintenance
schedules, driver
information, vehicle
registrations, and
more with this
comprehensive fleet
management tool.

You can see at a glance the status of all of the vehicles you have in your
fleet and make decisions easily and quickly.

36
 Appraisal
Cultivate a company culture of
mutual respect and dialogue!

The appraisal app

allows you to
assess the
progress of your
employees with
customizable
forms that are
linked to each
employee. This
tool empowers
team leaders to
witness, engage,
and participate in
the growth of
their employees.

With the appraisal application your employees can participate in a 360

degree review and have a dedicated platform to provide feedback.

37
 Chatter (Discuss)
Enhance team communications
with group and privavte chat.

Each view in Odoo

comes with what we
call “Chatter”, the
chatter is an awesome
communication and
history tool internally or
externally, with chatter,
you can quickly reach
anyone in our outside
of your organization,
keep track of
discussion, schedule
activities, status change
and so much more.

The chatter is the complete history of the task, sale order, project, event, etc.

38
 Views
Choose your visualization
mode depending on the task!

In every Odoo app

you get multiple
views, depending
on what you’re
working on, you
might need a
kanban view, or a
list view or any of
the other views
Odoo offers.

With one simple click you can switch to the view you need for the current task.

39
 Filters
Use Odoo’s filters to
target specific data.

Odoo filters are

really powerful, you
can easily and
quickly find that
needle in the
haystack thanks to
them, with
predefined filters
and custom ones,
there’s no limit to
what you can
achieve with filters!

As with everything in Odoo, you also have multiple views to make

optimal use of your results and they’re available everywhere!

40
 Reports
Get all your business
needs, out-of-the-box.

Your data deserve

a place under the
spotlight. Odoo
will let you create
amazing reports,
pivot views and
graphs with your
data to easily
visualise
everything in one
quick glance.

You can customize those reports, add filters and much more.

41