A simple step by step guide to Odoo Sales Management App

Odoo Sales ERP App

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 on 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 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 the CRM pipeline. Once you open it you will see many options in the top left corner such as New Quotation, Mark Won, and Mark Lost.

odoo sales management

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 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.

odoo sales management

odoo sales management

To create your 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 template by triggering the Create button. A Quotation template form will be displayed, where you can define the number of days that the template is valid also then add items under the 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 also confirm the order automatically; Online Payment where the customer can make an online payment and confirm the 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 send. Once you finish the above steps you can save it and your Quotation template is now created.

odoo sales management

odoo sales management

odoo sales management

odoo sales management

odoo sales managementComing 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 that 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 sales management

Odoo Terms & Conditions

You can also add your standard terms and conditions in your Sale Orders. 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 the 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 in the terms and conditions and save it. Now, whenever you create the RFQ, the terms and conditions which you added will reflect in your Orderline.

odoo sales management

odoo sales management

odoo sales management

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 the Pricing section, tick Discounts and Save it to allow manual discounts on your order lines.

odoo sales management

odoo sales management

odoo sales management

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 to 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 are defined and  Delivery Method where you can invoice the shipping based on its medium such as Post, DHL, etc.

odoo sales management

Pricing Schemes in Odoo Sales

Basic Pricing:

Odoo Sales Module provides various pricing schemes which you can apply to your Sale Orders, such as Basic pricing, and 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 management

odoo sales management

odoo sales management

Odoo Sales Module also accepts negative figures as the unit price. Because there is a possibility that you want to provide a discount on total of the products in Orderline. To do that, add a new item in the Orderline and assign a negative unit price. Since it is a negative value it will deduct from the total amount. For similar cases, Odoo Sales Management Module allows you to enter the negative figure.

odoo sales managemenrt

Pricelist:

You also have the option to use Odoo Pricelist in Odoo Sales. You can easily manage the product pricing according to the company’s needs.

Multiple Pricing:

One instance of a pricelist is Multiple Pricing. That is the least complex pricing feature and comes in handy mostly for Volume Pricing. That means you can sell the products in 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.

odoo sales management

odoo sales management

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 for $150. If they purchase more than 10 quantities they will get it for $100.

Now to implement this pricelist you have to go to the 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.

odoo sales management

Now if you switch to the Sales tab, you can see the whole Pricing section where you can do multiple pricelists for the product, you can even apply it seasonally by defining the start date and end date.

odoo sales management

The above pricing scheme indicates that on purchasing 5 Keyboards customer will get it at the original sales price. If they purchase more than 5 Keyboards they will get them at $150. If they are purchasing more than 10 Keyboards they will get them at the discountable price of $100.

Now when you create a new Sale Order in Odoo Sales, select the default pricelist. 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.

odoo sales management

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 at 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.

odoo sales management

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 the Sales & Purchases Tab. If you go there you will see the 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.

odoo sales management

Now when you create a new Sale Order in Odoo Sales Module, select the customer which is in our case Kit Distributor, and change its 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.

odoo sales management

Prices Computed from Formulas:

Another way to set up your price list in the Odoo Sales Management module is by computing formulas. Unlike the previous pricelist, it can be applied based on the product, its category, & variants linked to it, etc. 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.

odoo sales management

odoo sales management

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. This will open a wizard where you can specify how you want your price list 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, and Product Variant product based on some variant.

odoo sales management

odoo sales management

odoo sales management

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 that you want to implement that also allows you to round off your price.)

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On filling all the details in & saving, you can reflect it in your sales order on creating one. You just have to change the pricelist section in the Sale Order with the pricelist you just created. Then it will automatically show 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 template with content and pdf attachments. You can also add your content if required and can view the attached pdf. The email can be sent by clicking on the SEND button.

odoo sales management

odoo sales managementIf 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 with a printable PDF version of your quotation.

odoo sales management

Modifying Quotation Layout:

If you want to change the layout of your quotation, you can do it 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 layouts where you can choose according to your preference.

odoo sales management

odoo sales management

Once the customer has accepted the quotation you can go ahead and trigger the confirm button and convert the RFQ into the Sale Order.

odoo sales management

Delivery Validation:

Odoo Sales Management & inventory module is liked together. On confirming, the order in Odoo Sales, a smart tab of Delivery will upgrade in the form view. Now if you click on that Delivery tab, it will redirect you to Inventory. In inventory, all the details will populate based on your Sale Order. In the top right corner, every stage is defined. The stage in which your outgoing order is currently will be highlighted.

odoo sales management

odoo sales management

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.

odoo sales management

Invoice Validation:

Once the order is delivered, you can return to the Sale order and create the invoice by triggering create invoice button. There are multiple options available to create invoices such as invoiceable lines, invoiceable lines(deduct down payments), Down payment (percentage), and 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.

odoo sales management

odoo sales management

odoo sales management

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.

odoo sales management

odoo sales management

odoo sales management

odoo sales management

Tracking the History:

All the interactions done for this quotation can be track in chatter. Messages sent to or received from the customer are trackable below the quotation. All the communication history is preserve and available when the quotation is convert to the sales order.

odoo sales managementManually creating the Sale Order:

You can manually create an RFQ in the Odoo Sales Management module. If you do not want to create the same from the Odoo CRM pipeline. You can trigger the Odoo Sales App wherein you will redirect to the list view of the Quotation page. Here you have the option to create a button on the top left corner. If you trigger that it will again take you to the customer quotation form. Now fill in the details and carry on with the process as discussed earlier.

odoo sales managementYou can easily add a new customer and new product in the Odoo Sales Management module. Just click on the Customer drop-down menu. click on Create and edit option which will open a new wizard. You can record customer information such as the website, address, contact number, and much more.

odoo sales management

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 the Product field.

odoo sales management

With the Odoo Sales Management module, closing opportunities has become effortless & easy. It permits you to select predefined quotations 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’s needs.

If you find an upselling opportunity with the 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 to or scrutinize your past interaction and transaction with your clients at any moment.

With the Odoo Sales report, you can have insights into your sales activity, revenue by salesperson, and revenue by product category. You can categorize your product by month or week. On completing report & finalizing format. You can add it to your dashboards in just a few clicks.

Integrate Odoo sales Management module with the major shipping services like DHL, FedEx, Ups, and much more

The Odoo Sales module increases sales efficiency with an interactive dashboard, amazing quotations, and even more.

Odoo Sales flow provides a smooth interface. You can also add references and quotes that can help in closing 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 by emailing us at sales@bistasolutions.com

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Step by step guide to Odoo CRM

  • by bista-admin
  • May 15, 2019
  • 0
  • Category:

Odoo CRM

Odoo CRM is more than a tool that helps with customer relationship management. Beyond organizing your sales activities, Odoo CRM can help organize your sales activities. This includes tracking leads, closing opportunities, and gaining accurate forecasts. You can also keep opportunities organized with the pipeline, and manage your day-to-day activities with meetings and next activities.

Organize The Pipeline

→ Get Organized by Planning Activities

When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of overlapping actions between team members.

Scheduled Activities

Access and manage your activities wherever you are in Odoo by the Activities menu.

Odoo CRM pipeline

Plan Activities

Activities can be planned and managed from the chatter by clicking on Schedule activity, or through Kanban views.

Odoo CRM

Set Your Activity Types 

A number of activity types are available by default in Odoo (call, email, meeting, etc.). However, you can set new ones by going to Settings ‣ Activity types.

Odoo CRM activities

Recommend Next Activities

Odoo helps you to plan a flow of activities by allowing you to set Recommended Next Activities.

Odoo CRM

Odoo CRM

→ Manage Lost Opportunities

While working with your opportunities, you might lose some of them. You will want to keep track of the reasons you lost them and also which ways Odoo can help you recover them in the future.

Mark A Lead As Lost

When in your pipeline, select any opportunity you want and you will see a Mark Lost button.

You can then select an existing Lost Reason or create a new one right there.

Odoo CRM

Manage & Create Lost Reasons

You will find your Lost Reasons under Configuration ‣ Lost Reasons.

You can select & rename any of them as well as create a new one from there.

Retrieve Lost Opportunities

To retrieve lost opportunities and do actions on them (send an email, make a feedback call, etc.), select the Lost filter in the search bar.

Odoo CRM Retrievel ProcessYou will then see all your lost opportunities.

If you want to refine them further, you can add a filter on the Lost Reason.

For Example, Too Expensive.

Odoo CRM

Restore Lost Opportunities

From the Kanban view with the filter(s) in place, you can select any opportunity you wish and work on it as usual. You can also restore it by clicking on Archived.

Odoo CRM

You can also restore items in batch from the Kanban view when they belong to the same stage. Select Restore Records in the column options. You can also archive the same way.

Odoo CRM

To select specific opportunities, you should switch to the list view.

Odoo CRM

Then you can select as many or all opportunities and select the actions you want to take.

Odoo CRM

→ Multiple Sales Teams

Odoo lets you manage several sales teams, departments, or channels, each with its own unique sales processes, using Sales Teams.

Create a New Sales Team

To create a new Sales Team, go to CRM ‣ Sales ‣ Teams then click Create.

On the creation page, set an Email Alias to automatically generate a lead/opportunity for this Sales Team every time a message is sent to that unique email address. You can also choose whether to accept emails from Everyone, Authenticated Partners, or Followers Only.

Set a Domain to assign leads/opportunities to this Sales Team based on specific filters, such as country, language, or campaign. Set an Invoicing Target if this team has specific monthly revenue goals.

Odoo crm

Add Members to a Sales Team

To add team members, click Add under the Assignment tab when editing the Sales Team’s configuration page. Select a salesperson from the dropdown menu or create a new salesperson. Set a maximum number of leads that can be assigned to this salesperson in a 30-day period to ensure that they do not overwork.

odoo crm

One person can be added as a team member or Team Leader to multiple Sales Teams, allowing them to access all of the pipelines that they need.

Sales Team Dashboard

To view the Sales Team dashboard, go to CRM ‣ Sales ‣ Teams. Any teams you are a part of will appear as dashboard tiles.

Each tile gives an overview of the Sales Team’s open opportunities, quotations, sales orders, and expected revenue, as well as a bar graph of new opportunities per week and an invoicing progress bar.

Odoo crm i

Click on the three dots in the corner of a tile to open a navigational menu that lets you quickly view documents or reports, create new quotations or opportunities, pick a color for this team, or access its configuration page.

Odoo crm

Click on the Pipeline button to go directly to that team’s CRM pipeline.

Acquire Leads

→ Convert Leads into Opportunities

The system can generate leads instead of opportunities, in order to add a qualification step before converting a Lead into an Opportunity and assigning it to the right salespeople.

You can activate this mode from the CRM Settings. It applies to all your sales channels by default. But you can make it specific for specific channels from their configuration form.

Configuration

For this feature to work, go to CRM ‣ Configuration ‣ Settings and activate the Leads feature.

Odoo crm

You will now have a new submenu Leads under Leads where they will aggregate.

Odoo CRM

Convert A Lead Into An Opportunity

When you click on a Lead you will have the option to convert it to an opportunity and decide if it should still be assigned to the same channel/person and if you need to create a new customer.

Odoo CRM

If you already have an opportunity with that customer Odoo will automatically offer you to merge with that opportunity. In the same manner, Odoo will automatically offer you to link to an existing customer if that customer already exists.

Merge Opportunities

Odoo will also automatically propose to merge opportunities if they have the same email address. When merging opportunities, Odoo merges the information into the opportunity which was created first, giving priority to the information present on the first opportunity.

No information is lost: data from the other opportunity is logged in the chatter and the information fields for easy access.

Odoo CRM

Would you find a duplicate yourself, …you can also merge opportunities or leads even if the system doesn’t propose it.

Here’s how from the list view. Select the opportunities or leads, you want to merge and the action button will appear. Then, you can select merge.

Odoo CRM

→ Generate Leads / Opportunities

Two key ways to generate new leads or opportunities for your business are through email aliases and website contact forms. Odoo automatically creates leads in your CRM whenever someone sends a message to a Sales Team email alias or fills out a contact form on your website.

Configure Email Aliases

Each Sales Team can use its own unique email alias to generate leads/opportunities. Any email sent to a Sales Team’s email alias will automatically create a lead (if leads are activated in your CRM settings) or an opportunity in the pipeline for that particular team. Configure custom email aliases on the configuration page for each Sales Team by navigating to CRM ‣ Configuration ‣ Sales Teams.

Odoo crm

Use Contact Forms on Your Website

By default, your website’s Contact Us page displays Odoo’s ready-to-use Contact Form. Whenever someone submits this form, a lead or an opportunity is generated in your database.

Odoo crm

The Contact Form can be activated or deactivated at any time by going to Website ‣ Go to Website ‣ Customize ‣ Contact Form.

Odoo crm

When the Form is deactivated, the Contact Us page simply displays a button to email your company directly. Any email sent this way will generate a lead/opportunity.

Odoo crm

Choose which Sales Team or salesperson is automatically assigned to the leads/opportunities created from the Contact Form by going to Website ‣ Configuration ‣ Settings ‣ Communication.

Odoo crm

Customize Contact Forms

Contact Forms can be customized for the specific information your team needs, using the free Form Builder module. The Form Builder module is installed automatically when a Form element is added to a web page via the Website Builder. It can also be installed manually from the Apps page.

Odoo crm

Edit Contact Form Fields

In Edit mode on your website, click on any field to start editing it. The following information can be edited for each field on the Contact Form:

  • Type: Choose a custom field option or an existing field. Examples include phone, file upload, language, etc.
  • Input Type: Determine the type of entry customers should input. Available options are text, email, telephone, and URL.
  • Input Placeholder: Type in an example to guide users on how to input information where formatting is important, such as a phone number or email address.
  • Label Name: Type in the display name to show users what information is needed from them.
  • Label Position: Choose the way the label is aligned with the rest of the form. The label can be hidden, above the field, to the far left of the field, or right adjusted and closer to the field.
  • Required: Toggle this option for information that you absolutely need to be entered.
  • Hidden: Toggle this option to hide the field without deleting it.
  • Shown on Mobile: Toggle this option to show the field to users on mobile devices.

Odoo crm

By default, when a Form is submitted, it sends you an email with the customer’s inputted information. To have it automatically generate a lead/opportunity instead, edit the Form and select Create an Opportunity as the Action.

→ Send Quotations

When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo.

Odoo crm

Create A New Quotation

By clicking on any opportunity or lead, you will see a New Quotation button, it will bring you to a new menu where you can manage your quote.

Odoo crm

You will find all your quotes for that specific opportunity under the Quotations menu on that page.

Odoo crm

Mark Them Won/Lost

Now you will need to mark your opportunity as won or lost to move the process along.

If you mark them as won, they will move to your Won column in your Kanban view. If you however mark them as Lost they will be archived.

→ Lead Mining

In any business, getting quality leads is essential to keep the business growing. Lead mining allows you to generate leads from scratch directly from your database. Target your leads based on a set of criteria such as the country, the size of the company, the industry your leads are coming from to make them relevant to your business.

Configuration

For this feature to work, go to CRM ‣ Configuration ‣ Settings and activate the Lead Mining feature.

Odoo CRM

Start Generating Leads

You will now have a new button Generate Leads available in your pipeline. You are also able to create lead mining requests from the Configuration ‣ Lead Mining Requests and through Leads ‣ Leads where you have the Generate Leads button.

From there, click on the Generate Leads button, a window where you will be able to pick your criteria will pop up.

When choosing to target Companies and their contacts you can choose the contacts you are getting based on Role or Seniority. When getting contact information make sure to be aware of the latest EU regulation, get more information about General Data Protection Regulation on Odoo GDPR.

You can decide to filter the leads you are getting depending on the size (number of employees) of the companies. You can pick the countries your leads are coming from. It is possible to pick multiple countries. You can pick the industries your leads are coming from. It is possible to pick multiple industries.

You can choose the salesperson and the Salesteam the lead will be assigned to. You can also add tags to track your generated leads.

Pricing

This is an In-App Purchase feature, each generated lead will cost you one credit. If you choose to get contact information each contact will also cost you one additional credit. Here is the pricing for this feature, To buy credits you can either go to CRM ‣ Configuration ‣ Settings ‣ Buy Credits; or go to Settings ‣ Contacts ‣ Odoo IAP ‣ View my Services.

Odoo CRM

 

Odoo CRM

Assign and Track Leads

→ Track Your Prospects Visit

Tracking your website pages will give you much more information about the interests of your website visitors.

Every tracked page they visit will be recorded on your lead/opportunity if they use the contact form on your website.

Configuration

To use this feature, install the free module Lead Scoring under your Apps page (only available in Odoo Enterprise).

Odoo CRM SEO Optimization

There you will see a Track Page checkbox to track this page.

Odoo CRM SEO Better Score

See Visited Pages in Your Leads/Opportunities

Now each time a lead is created from the contact form it will keep track of the pages visited by that visitor. You have two ways to see those pages, on the top right corner of your lead/opportunity you can see a Page Views button but also further down you will see them in the chatter.

Both will update if the viewer(s) comes back to your website and visits more pages.

Odoo crm

Odoo CRM

The feature will not repeat multiple viewings of the same pages in the chatter.

Your customers will no longer be able to keep any secrets from you!

→ Assign Leads Based on Scoring

Lead Scoring lets you rank and prioritize leads based on selected criteria. A higher score indicates that a lead is more likely to bring value to your company.

For example, if customers from Canada tend to be more likely to purchase your products, you can assign them a higher score than customers from other countries.

Configuration

To use scoring, go to Apps, remove the Apps filter, search for Lead Scoring and then install the module.

Odoo CRM Lead scoring

Create Scoring Rules

To manage scoring rules, go to CRM ‣ Leads ‣ Scoring Rules.

Customize your rules to fit the needs of your business, and add as many criteria as you want.

Every hour, Odoo automatically assigns scores to new leads according to your configured rules.

Odoo CRM

Assign Leads

Odoo can also assign leads to specific teams based on configured rules. To configure assignment rules, go to the individual Sales Team’s configuration page via CRM ‣ Leads ‣ Team Assignment or CRM ‣ Configuration ‣ Sales Teams, and apply a specific Domain to each team. The Domain can include lead scores.

Odoo CRM

Assign leads to specific salespeople using further refined Domains at CRM ‣ Leads ‣ Leads Assignment.

Odoo CRM

Odoo automatically assigns new leads to teams/salespeople once per day.

Evaluate and Use the Unassigned Leads

Not all leads will fall into your set Domains and get assigned automatically by Odoo.

To view your unassigned leads, go to CRM ‣ Leads ‣ Leads and select the Unassigned filter.

Odoo CRM

Analyze Performance

→ Check Your Win/Loss Ratio

To see how well you are doing with your pipeline, take a look at the Win/Loss ratio.

To access this report, go to your Pipeline view under the Reporting tab.

From there you can filter which opportunities you wish to see, yours, the ones from your sales channel, your whole company, etc. You can then click on the filter and check Won/Lost.

Odoo CRM

You can also change the Measures to Total Revenue.

Odoo CRM

You also have the ability to switch to a pie chart view.

Odoo CRM

→ How to Use Google Spreadsheet in Addition to My Data?

Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required.

Configuration

From the General Settings, activate Google Drive and Google Spreadsheet. The options Authorization Code and Get Authorization Code are now available.

Odoo CRM Google Maps

Now, link your Google account with Odoo by following these steps:

  • Get Authorization Code
  • Select your Google account
  • Enter your password
  • Copy the code
  • Paste it into the Authorization Code field

Create a New Spreadsheet

From the CRM app, for example, go to Favorites and click on Add to Google Spreadsheet.

Odoo CRM

A new spreadsheet will be automatically created in your Google Drive.

Link a Spreadsheet with Odoo

From this new file, configure your database.

Go to Odoo ‣ Server Settings ‣ Database Name ‣ Username ‣ Password.

Odoo CRM

Applications

You have two different formulas available when using Google Spreadsheet in Odoo: retrieve data and retrieve grouped sums.

Retrieve Data

The theoretical formula is = oe_browse (table; columns; filters; order: limit). Used it if you want to display the information without grouping it (e.g.: each sales order in the database).

Find some of the arguments in the table below.

Odoo CRM

Retrieve Grouped Data

The theoretical formula is = oe_read_group (table; columns;group_by; filters; order by: limit). Use it when you want to display a sum of data (e.g.: total invoiced).

Find some arguments in the table below.

Odoo CRM

Other Uses

Mix Odoo data with spreadsheet data, add traditional formulas and create Dynamic Tabled and Graphs.

Optimize Your Day-to-Day Work

→ Enrich Your Contract Base with Partner Auto-Complete

Partner Autocomplete helps you to enrich your contacts database with corporate data. Select one of the companies suggested in the dropdown, and quickly get all the information you need.

Configuration

Go to Settings ‣ Contacts and activate the Partner Autocomplete feature.

Odoo CRM

Enrich Your Contacts with Corporate Data

From any module, once you start to create a new contact by typing its name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data.

For example, after typing Odoo, you will get the following information:

Enrich Your Contacts with Corporate Data

From any module, once you start to create a new contact by typing its name of it, the system will suggest a potential match. If you select it, the contact will be populated with corporate data.

For example, after typing Odoo, you will get the following information:

Odoo CRM

Odoo CRM

Pricing

Partner Autocomplete is an In-App Purchase (IAP) service, which requires prepaid credits to be used. Each request will consume one credit.

To buy credits, go to Settings ‣ Contacts ‣ Partner Autocomplete or Odoo IAP ‣ View My Services and select a package.

→ How to Motivate and Reward My SalesPeople?

Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople’s productivity. The Gamification module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics.

Configuration

Install the Gamification module, or the CRM gamification one, which adds some useful data (goals and challenges) that can be used on CRM/Sale.

Odoo CRM

Create a Challenge

Now, create your first challenge by going to Settings ‣ Gamification Tools ‣ Challenges.

Odoo CRM

A challenge is a mission that you send to your sales team. It can include one or several goals, set for a specific period of time. Configure your challenge as follows:

  1. Assign the salespeople to be challenged;
  2. Assign a responsible;
  3. Set up the periodicity along with the start and the end date;
  4. Select your goals;
  5. Set up your rewards (badges).

In the example below, 2 employees are being challenged with a Monthly Sales Target. The challenge is based on 2 goals: the total amount invoiced and the number of new leads generated. At the end of the month, the winner will be granted a badge.

Odoo CRM

Set Up Goals

The users can be evaluated using goals and numerical objectives to reach.

Goals are assigned through challenges that evaluate (see image above) and compare members of a team throughout time.

You can create a new goal on the fly from a Challenge by clicking on Add new item, under Goals. Select the business object according to your company’s needs. Examples: number of new leads, time to qualify a lead, the total amount invoiced in a specific week, month, or any other time frame based on your management preferences, etc.

Odoo CRM

Set Up Rewards

For non-numerical achievements, Badges can be granted to users. From a simple thank you to exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. To create and grant badges to your employees based on their performance, go to Settings ‣ Gamification Tools ‣ Badges.

Odoo CRM

 

The Odoo CRM module is fully integrated with other Odoo Apps like Sales, Mass Mailing, and much more. The features of the 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 are looking for Odoo implementation or customization contact us or email us at sales@bistasolutions.com

Big Data Features. The Power of Big Data

power of big data cover
  • by bista-admin
  • Mar 20, 2019
  • 0
  • Category:

Big Data Features & Benefits

Big data brings big benefits. In fact, it’s one of the biggest assets any company could have today. It’s not just about collecting customer info or knowing how to use numbers to your advantage. It’s about anticipating trends, customer needs, and changes before they occur. Essentially, it puts you at the forefront of the latest and greatest things.

However, despite just how influential big data can be, many businesses are failing to use it at all. Or, if they are using it, they’re not using it to its full advantage. There’s a misperception that big data is only for big businesses. This is far from the truth. Big data is just a term that describes any large volume of data that’s used in a business every day. The important part here is that this data can be analyzed to make smarter decisions.

All businesses both big and small can benefit from big data. This data isn’t limited to any industry either, though we commonly hear how it’s used in tech. Frankly, if you’re trying to make your business work in this competitive age, you need big data.

pexels-photo-1516704

 

A Brief History of Big Data

First, let’s take a closer look at how big data got started. The term itself is new, but big data has been around for a long while. In fact, big data has been used in the United States for over a century. It all started during the U.S. Census of 1880 which required so much time to process that it would supposedly take over 10 years to wade through all the data.

Luckily, they didn’t have to spend another decade figuring out the census data thanks to a young inventor named Herman Hollerith. He created a machine based on punch cards which makes it easier to record information. From here, big data only continued to grow. With the introduction of computers and modern technology, we find ourselves facing larger volumes of data than ever before.

pexels-photo-1179800

 

How Businesses Use Data

Now that you understand where big data comes from, let’s talk about how companies actually use this information. Also, let’s learn Big Data Features. When there’s so much data to sift through, it’s hard to know what data is the most valuable. It all comes down to your audience.

You want data that helps you meet your customers’ needs. This data needs to be accurate, relevant, and consensual. Some you will collect yourself, and others will come from your software and industry sources.

While big data is by no means a new concept, effectively using this data is something we’ve seen only in the past decades. As competition increases, businesses are using this data in new ways.

Big Data Features & Benefits

  • Customer Trends – How do your customers behave? What do they look for when choosing where to spend their money? Big data helps answer these questions by allowing businesses to take a closer look at customer insights.
  • Targeted Marketing – With so many marketing avenues to consider today, how do you know which ones are most effective for your business? With big data, you know which avenues work for you and which to avoid
  • Website Performance – No article on big data would be complete without some tech. One powerful way to use big data is in increasing your own website performance. For more information on analytics and web performance, review this Python Logging Basics article by Loggly.

 

Final Thoughts

Big data features drive change. It’s how businesses continue to innovate and push forward. Without the right numbers and analytics, we’d all just be taking shots in the dark. If you want your business to be the next big thing, you need to have an idea of what that thing will be.

Knowing your audience has never been more valuable or easier thanks to big data. Are you ready to embrace this power for your own business? There’s no time to waste.

 

Want to learn more about big data solutions that can help your business? Click here.

Odoo Accounting. Step by step guide to Odoo Accounting

Odoo Accounting cover

Odoo Accounting App: Features & Benefits

 

Odoo Accounting App is an all-in-one accounting software that allows businesses to easily manage their finances. This web-based application offers a range of accounting features including double-entry bookkeeping, bank synchronization, invoicing, and more. With the ability to manage expenses, track time, and generate detailed reports, Odoo Accounting is designed to streamline financial management for businesses of all sizes.

The app is packed with features that help you save time and stay on top of your finances. For instance, the Bank Synchronization feature allows users to link their bank accounts to their Odoo account, automating the reconciliation process and helping businesses stay up-to-date with their financial data. Additionally, the app supports multi-currency accounting and allows for easy management of multiple companies or branches, making it ideal for businesses with a global reach. 

With its user-friendly interface and customizable features, Odoo Accounting is a comprehensive solution for businesses looking to simplify their accounting processes.

Odoo Accounting Key Features

Save Time

  • Beautiful User Interface: Enjoy a fast and modern user interface design based on the Google Material Design trend that your users will love.
  • Reduce Data Entry: Save time by eliminating the need to manually create invoices, print and send them, register bank statements, and follow up on payments. Automate more and reduce data entry.
  • Collaboration & Alerts: Collaborate on documents easily and follow what interests you with automatic alerts.
  • Pay Multiple Invoices: Reconcile a payment with several invoices using a button on the payment form for added convenience.
  • Easy Set-Up: Simplify the initial setup process with a configuration progress bar, which allows you to set your initial balances from one screen.
  • Mobile: Access all accounting features on tablets or smartphones and enjoy instant access to your financial data, no matter where you are.
  • Bank Interfaces: Automate your bank statement syncing process and save time with automated reconciliation by syncing your bank statements with your bank.

Accounts Receivable

  • Clean, Feature-Rich Customer Invoices: Odoo provides easy-to-create invoices that are visually pleasing and offer multiple features like payment terms, discounts, price lists, and taxes.
  • Advanced Payment Options: Odoo supports multiple payment options for a single invoice, including cash discounts, advance invoices, and partial reconciliations.
  • Automated Draft Invoices: Odoo creates draft invoices automatically based on sales orders, timesheets, or delivery orders.
  • Instant Payment Reconciliation: When creating an invoice, Odoo suggests outstanding payments automatically to eliminate the need for reconciliation later on.

Get Paid Easily

  • Accept Credit Card Payments: Quickly receive payments with our online credit card payment integration. Our software supports popular payment gateways like Authorize.net, Ingenico, Paypal, Adyen, and more.
  • Automated Credit Collection: Odoo simplifies the credit collection process by automatically proposing emails, follow-up letters, and tasks to streamline the process.
  • Aged Receivables Overview: The receivable report provides a clear overview of outstanding payments and helps you forecast your cash flow.
  • Customer Portal Access: Your customers can easily track their order status, invoices, and payments through their personal portal.
  • Advanced Customer Statements: Our software provides clear and detailed reports on customer statements, allowing you to easily navigate through the documents to understand each customer’s use case.
  • QR Code Payment: Your customers can pay through a QR code by scanning it with their banking app. The QR code appears on PDF invoices and on the payment screen for quotations and invoices.

Account Payables

  • Ensure Accurate Supplier Payments: Verify and reconcile the Purchase Order, Vendor Bill, and Receipt to ensure correct and timely payments.
  • Manage Employee Expenses: Track and manage employee expenses from recording to reimbursement with ease.
  • Future Bill Forecast: Accurately forecast future expenses to manage cash flow and plan budgets effectively.
  • Digitize Bills: Simplify bill management by uploading scanned PDF or image files, which can be automatically processed by Odoo’s AI to create vendor bills.

Pay Bills

  • Print Supplier Bills: Generate a list of supplier bills to pay and print them in batches with just a few clicks.
  • Manage Deposit Tickets: Keep track of deposit tickets quickly and easily to streamline the bank reconciliation process.
  • Automated Wire Transfers: Let Odoo automate payments to suppliers using SEPA and pay on the scheduled date.
  • Flexible Payment Workflows: Customize payment orders with optional validation steps to fit your unique payment processes.

Bank & Cash

  • Automate Bank Feeds: Your bank feeds are automatically synced with Odoo, with support for over 15,000 banks, mostly in the US, Canada, and New Zealand.
  • Manage Cash Registers: Keep track of every cash transaction, from opening to closing, with ease.
  • Import Statements: Easily import statements from OFX, QIF, CSV, or Coda files if your bank is not supported by Odoo.

Easy Reconciliation

  • The Smart Reconciliation Tool: With Odoo’s smart matching tool, 95% of your invoices and payments are automatically matched, and for the remaining 5%, you can match them super fast using the interface for manual reconciliations. Get reconciliation propositions automatically, register extra journal items on the fly, and search efficiently. Plus, with the learning of account numbers based on the first manual reconciliation, you can speed up the process even more.
  • Convenient Outstanding Payments: Easily reconcile partial and full payments by getting propositions directly from the invoice or bank statement.
  • Online Payment Support: Confirmed online transactions are automatically created as payments for easy reconciliation. They also show up as notifications in the document’s chatter, making it easier to follow up.
  • Reconciliation Report: The reconciliation report allows you to audit the differences between your accounts and your bank statement balance, simplifying the reconciliation process.

Advanced Access Rights

  • Access Control Lists: Default configurations for accountants and advisers are already set up, but access rights are highly flexible.

Multis

  • Automatic Currency Rate Updates: Currency rates are updated daily, keeping your records current.
  • Integrated Subsidiaries: Integrate all of your subsidiaries into a single system with real-time consolidation reports. Streamline business flows with intercompany rules.
  • Flexible User Management: Define as many users as you need with customized access rights.
  • Multiple Journals: Organize your documents into separate journals based on departments or types of activities, allowing you to divide roles across various users.

Performance Reports

  • Pivot Table for Business Intelligence Reports: With Odoo Pivot Table, you can easily navigate through information, such as consolidations, drill-up/down, group data, and filters. There are multiple standard reports available, including Profit & Loss, cash flow statements, cash reports, executive summary, aged payable/receivables, and more. You can also get standard reports and charts of accounts for 80+ countries, and export reports to Excel and PDF.
  • Customizable Dashboards: Assemble custom reports to create your own dashboard. Generate reports for any time period, compare time periods, and get a dynamic calculation of certain fields (e.g., YTD earnings). Share filters and dashboards across teams.
  • Annotate Any Report: All reports are fully dynamic, so you can easily navigate them. Create multiple annotations and add your notes for managers inline.
  • Customizable KPIs: Define your own KPIs based on formulas, such as gross margin, customer acquisition costs, and growth rate by-products.
  • Perpetual Fiscal Year Closing: You don’t need to report balance sheet accounts from one year to another, and there’s an automatic calculation of P&L based on chosen dates. You only need to write the handling of earnings for closure, and you can choose lock entry dates for non-advisers and all users.

Legal Statements

  • Profit & Loss: Easily navigate through the flow of information in the Profit & Loss report to gain insights into your company’s financial performance.
  • Real-time Cash Flow Statement: Access a comprehensive cash flow statement in real-time, with a range of filter options to help you gain insights into your company’s cash flow.
  • Effortless General Ledger Management: Filter and search the general ledger with ease, and dive deeper into specific documents with just one click.
  • Robust Tax Management: Take advantage of Odoo’s tax engine, which supports a wide range of tax computations, including price included/excluded, percentage, grid, tax on taxes, partial exemptions, and more.
  • Organized Consolidated Journal: The consolidated journal is presented in an organized, month-by-month format for easy readability, providing a clear picture of each journal.
  • Automated Balance Sheet: Have your current year earnings automatically reported on your balance sheet, enabling you to report your financial status at any time without having to open or close fiscal years.
  • Country-specific Financial Statements: Generate country-specific financial statements, including VAT statements, P&L/BS, a listing of VAT subject customers, and more.
  • Detailed Tax Audit Report: Use the tax audit report to check how the tax report is computed for audit purposes. Select a line in the tax report, and click on the “audit” button to audit the journal items (base and tax in the same report).
  • Customizable KPIs: Define your own KPIs based on formulas, such as gross margin, customer acquisition costs, and growth rate by-products.
  • Flexible Consolidation: Combine financial information from multiple companies to generate a consolidated set of statements. Use closing, historic, or average exchange rates and add multiple adjustment columns with no GL impact. Incorporate data from other financial systems, and adjust for partial control or ownership of one or more companies.

Analytic Accounting

  • Hierarchies of Cost Accounts: Structure your analytic accounts based on departments, projects, contracts, etc., all done automatically.
  • Seamless Integration: Generate analytic entries automatically by using supplier bills, work orders, timesheets, and other sources that fully integrate with Odoo.
  • Analytic Distribution: Use analytic tags and flexible distribution to distribute one accounting entry into several analytic accounts.
  • Multiple Plans: Manage several analytic plans, with default values and assignment ratios between cost accounts or projects.
  • Analytic Reporting: Access clear and concise reports on your analytic accounts, including hierarchy and subtotals.

Subscriptions

  • Automatic Invoicing: Use contracts to handle subscription and recurring revenues. Automate the process of recurring invoices, payments, and renewal alerts.
  • Automated Renewal Alerts: Salespersons receive alerts automatically when it’s time to renew contracts.
  • Convenient Customer Portal: Customers have access to a portal where they can make changes to their plans, upgrade or downgrade, and unsubscribe, based on your configuration.
  • Manage Multiple Subscription Plans: Keep track of different subscription plans, templates, and extra fees.

Assets & Revenues

  • Assets Management: Easily track your assets and generate amortization entries automatically. Manage all your asset events in just a few clicks.
  • Revenue Recognition: Automate deferred revenue entries for multi-year contracts and get clear dashboards on your recurring revenues. Manage your SaaS metrics in one place.
  • Budgeting: Track your budget and compare actual performance with different budgets. Manage budgets for financial accounting or analytic accounts.
  • SaaS Metrics Dashboard: Get a clear and concise dashboard of all your SaaS metrics, including MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, and CLTV.

Connect

  • Web-Service API: Integrate Odoo with third-party applications through the Odoo web service API, which supports various programming languages, including Python, PHP, Java, C#, and Ruby.
  • Google Spreadsheet Integration: Link Google Sheets to Odoo Saas and create custom dashboards in your preferred spreadsheet software. This allows you to automatically pull data from Odoo and use it for various purposes, such as budgeting and commission planning.
  • Flexible Import-Export: Use Odoo’s built-in import-export tool to import or export data in bulk. You can also make mass updates by exporting data to an Excel spreadsheet and then importing it back into Odoo.
  • Taxcloud Integration: Automatically apply the correct tax rates based on U.S. zip codes and product categories by integrating Odoo with TaxCloud. This service calculates real-time sales tax for every state, city, and special jurisdiction in the United States.

 

With Odoo Accounting, you can easily integrate with other apps like Sales, Inventory, Purchase, and E-commerce. Plus, your customers get their own personalized portal where they can easily access and manage their invoices, track their order status, and keep tabs on their payments. It’s all designed to make your accounting experience as seamless and user-friendly as possible.

Odoo Accounting App & Bista Solutions

Simply put, Odoo Accounting is a comprehensive solution for businesses looking to simplify their accounting processes. This web-based application offers a range of accounting features, including double-entry bookkeeping, bank synchronization, invoicing, and more. With the ability to manage expenses, track time, and generate detailed reports, Odoo Accounting is designed to streamline financial management for businesses of all sizes. The app is packed with features that help save time and stay on top of finances. With its user-friendly interface and customizable features, Odoo Accounting is ideal for businesses that strive to manage their finances with ease. 

If you’re interested in learning more about this application or want a free consultation/demo, don’t hesitate to reach out to the Bista Solutions team: here. We have accounting experts at Bista Solutions who can tailor solutions that best fit your business needs. As an Odoo Gold Partner with decades of experience, global presence, and 5 wins for Odoo Best Partner North America, you can rest assured that you’re in capable hands.

Odoo Tops Capterra’s 2019 List of Most Popular ERP Software

odoo most popular erp software

Odoo has taken the #1 spot on the list of “The 20 Most Popular Enterprise Resource Planning Software.”

The list, created by software review and comparison company Capterra, takes a look at 20 different ERP software and compares them on categories such as # customers (40% of total score), # users (40%), and social score (20%). The social score is based on the number of customer reviews on the Capterra website along with the number of followers the participants have on Twitter, Facebook, and LinkedIn.

Odoo came in first place as the most popular ERP software, with Microsoft Dynamics, Sage 100, and NetSuite following afterwards.

While Odoo’s social following was lower than that of its top competitors, its number of users and number of customers were well above. According to the report, Odoo has over 4,000,000 users and slightly over 260,000 customers.

Meanwhile, Microsoft Dynamics has approximately 190,000 customers, Sage 100 has approximately 100,000, and NetSuite has approximately 40,000.

  1. Odoo – 267,626 customers
  2. Dynamics – 190,500 customers
  3. Sage 100 – 100,000 customers
  4. NetSuite – 40,000 customers
  5. Infor ERP – 25,000 customers

Odoo is a powerful open-source ERP platform, used by small to medium-size businesses as well as larger ones. The software has a modular architecture, with applications including everything from Accounting, CRM, eCommerce, and Sales to Manufacturing, Inventory, Purchasing, and more. The applications work in an integrated manner, with sales orders being able to directly generate invoices, send this information to accounting, and so on.

One of Odoo’s largest advantages over its competitors is its flexibility and customizability. While it supports best practices, the open source software can also be configured and customized for a company’s unique needs.

Odoo was started by Founder & CEO Fabien Pinckaers in 2005 as “TinyERP.” Since then, it has grown into a widely used software with millions of users. Its latest version, Odoo 12, is nothing short of amazing, with cutting-edge features such as IoT integration, IP-address lead generation, and more.

One of Pinckaers’ goals back when he started Odoo was to create a product that led the ERP industry. With the software’s #1 placement on Capterra’s list of the most popular ERP software, it looks like he is accomplishing just that. Odoo has a bright future ahead!

 

Interested in implementing Odoo for your business? Bista Solutions is an Odoo Gold Partner and Best Partner North America 2018. For Odoo consultation, implementation, or customization assistance, get in touch! You can reach us through our contact form or at ++1 (858) 401-2332.

Automate Your eCommerce Tax Compliance with Avalara AvaTax

Are you maintaining compliance with the new sales tax laws for eCommerce sales? Online sellers in the US now have to deal with a complicated array of tax rules, dependent on the location of the buyer rather than that of the seller.

In its June 2018 decision in South Dakota v. Wayfair Inc., the Supreme Court ruled that states could impose sales taxes on companies without a physical footprint in that state.

In the past, eCommerce companies avoided dealing with the details of particular jurisdictions, at least to a large extent (there were still complications). This was because a state’s ability to tax a company was dependent on whether the company had a “significant physical presence” in that state. However, with the new ruling, state and local tax rules have come to the forefront, and the complications are staggering:

1) There are over 12,000 tax jurisdictions

One reason this new ruling complicates tax compliance for businesses is that there are over 12,000 jurisdictions. Not only do tax rules differ by state, but in some states, they differ by city and county. In other words, an eCommerce company will have to know the specific tax laws of thousands of different locations in order to comply.

colorado jurisdictions
Image from Avalara.com website showing different jurisdictions in Colorado

2) States and localities will change tax rules over time.

Adding to the confusion, states and localities will change tax rules over time. So not only are you dealing with 12,000 jurisdictions, but you need to keep track of changes in those 12,000 jurisdictions to ensure you’re in proper compliance.

This has already begun, with many states changing their tax codes after the recent court decision. Colorado, Connecticut, Nebraska, Louisiana, Iowa, West Virginia, and Utah have recently passed new rules. Meanwhile, in North Carolina, counties have started to institute changes as well. This will certainly increase over time, as different state and localities try to take advantage of the ruling to garner more revenue.

Fortunately, in most states, companies have to meet a certain amount of revenue from sales before they are taxed. But even this criterion can and will change as time passes.

3) Due dates and filing procedures can differ by state.

Lastly, companies trying to stay in compliance will also have to deal with differing due dates, filing procedures, etc. by state or municipality.

These three issues can make it extremely complicated and labor-intensive for most eCommerce businesses to track on their own. Large entities like Amazon may be able to handle it by hiring staff with expertise on taxes. But for smaller to mid-sized enterprises (and even many large ones), this doesn’t make much sense.

Instead, businesses are increasingly turning to solutions like Avalara to automate their tax compliance.

Avalara Sales Tax Software

Avalara AvaTax is a sales tax software that allows you to automate tax compliance for your eCommerce sales.

Avalara helps you in two different ways. First off, it keeps track of all 12,000 jurisdictions across the US. In this vein, it serves as a sort of knowledge consultant or tax expert, constantly updating information about the different tax rules across the country.

Secondly, using this information, Avalara computes sales taxes in real time so you can charge the right amount at the point of sale. It connects to your shopping cart on your eCommerce platform (via the right connector) and determines for every sale 1) whether a tax needs to be collected and 2) if so, how much. It then charges that tax for the sale, automating taxes for you.

With these two benefits, you no longer have to pay attention to pieces of legislation or tax rules at all times. You also take out all of the guesswork and associated risk with trying to compute these taxes on your own, potentially getting it wrong and receiving late penalties. Finally, by integrating Avalara AvaTax with your system, you automate the tax collection and remittance process and thereby reduce labor.

Odoo Avalara Connectors from Bista

As an approved partner with Avalara, Bista Solutions provides direct integrations with ERP systems such as Odoo. We’ve integrated Avalara for many companies in the past, and we can help you do the same.

Even if you’re using external eCommerce platforms such as Magento and Shopify attached to your ERP, Bista can configure the connector properly for your use.

If you’d like to integrate Avalara, give us a call! You can reach us at (404) 631-6219 or by using our contact form.

The Complete List of Odoo Modules

odoo modules list cover 2

Odoo Modules

One of the characteristics that differentiate Odoo from many other ERP software is its modular architecture. There are over 100 base Odoo modules or odoo apps, covering a vast array of business functions, from Manufacturing, Inventory, and Accounting, to Sales, eCommerce, HR, and even more.

As a customer, this gives you a lot of power in your implementation. You can select the applications most relevant to your business and purchase also implement those. The modules all work functionally together, giving you access to one cohesive ERP system.

Not only do odoo apps make Odoo easy to use, but it also makes it cost-effective since you’re choosing only the modules that are needed for your company. Furthermore, you can set up access rules so employees only have access to the sections relevant to them (e.g. marketing has access to marketing modules, salespeople to sales, accountants to accounting, etc.). This improves the security of your system.

Below, you can find the complete Odoo modules list for Odoo Enterprise Version 15. Feel free to click on the links provided to learn more about any individual module. Meanwhile, if you’d like to jump straight to Odoo pricing per module, click here.

Odoo modules list

Odoo Modules List

*NEW* Odoo 15 Modules

1. Odoo Accounting

  • Accounting and Invoicing-
      • Account receivables
      • Account payables
      • Bank and cash
      • Taxation
      • Reporting
      • Fiscal localizations
  • Expenses
      • Reimburse Expenses
      • Post Expenses Validation
      • Invoice creation
      • Documents
      • Vendor credit Note
      • Tags
      • Contact
      • Owner
  • Documents
      • Vendor credit Note
      • Tags
      • Contact
      • Owner
  •  Sign
      • Electronic Signature.
      • Field type mode
  •  Spreadsheet (BI)

2. Odoo Inventory and Manufacturing

  • Inventory
      • Warehouse Management
      • Shipping
      • Advanced Routes
      • Barcodes
  •  Manufacturing
      • Bills of Materials
      • Kits
      • Semi-finished products Management
      • Quality Control
      • Work Centers
      • Subcontract
      • Master Production Schedule
  • PLM (project Lifecycle Management)
  • Purchase
  • Maintenance

3. Odoo Sales

  • CRM
      • Pipeline Management
      • Leads Acquisition
      • Assign and track leads
      • Analyze performance
      • Everyday Work optimization
  • Sales
      • Send Quotations
      • Invoicing Method
      • Products & Prices
      • Amazon Connector
      • eBay Connector
  • Point of sales (POS)
      • Shop Features
      • Restaurant Features
      • Payment Terminals
      • Pricing Features
      • Fiscal Data Modules
  • Subscription

4. Odoo Marketing

      • Social Marketing
      • Email Marketing
      • SMS Marketing
      • Events
      • Marketing Automation
      • Surveys

5. Odoo Human Resource

      • Employees
      • Recruitment
      • Time Off
      • Appraisals
      • Referrals
      • Fleet

6. Odoo Productivity

      • Discuss
      • Approvals
      • IoT
      • VoIP

7. Odoo Shipping

      • DHL Integration
      • UPS Integration
      • USPS Integration
      • FedEx Integration
      • B post Integration
      • Easy post Integration

8. Odoo Services

      • Project
      • Timesheet
      • Field Service
      • Helpdesk
      • Planning
      • Appointments

9. Odoo Website

  • E-Commerce
      • Manage products
      • Collect taxes
      • Get paid
      • Launch website
      • Maximize revenue
  • Website
      • Publish
      • Optimize
  • Blogs
  • Forums
  • Live Chat
  • E-learning

Odoo modules

Ready to get started? Give us a call! Bista Solutions is an ERP implementation company that has worked with Odoo for over a decade. We’ve implemented solutions for hundreds of businesses across the globe and also can help you as well.

If you’re not sure which modules are right for you, don’t worry! At Bista, our technical expertise is combined with business knowledge for the perfect combination. We consult with you and learn your requirements, and then design also tailor a solution that meets your needs.

Being an Odoo Gold Partner, we also have the ability to customize your Odoo modules. We can create or customize features for your unique requirements. We can also integrate other software with Odoo, as well as help with data migrations, upgrades, training, also support.

For more information, you can reach us using our contact form or at +1 (858) 401-2332.

Get A Free Quote

Odoo CRM. Manage Your Customer Pipeline with Odoo CRM

Odoo CRM Features

Customer relationship management (CRM) is a critical aspect of any business. It helps organizations to manage interactions with customers and prospects, track sales leads, and improve customer satisfaction. Odoo CRM is a comprehensive and powerful customer relationship management tool designed for businesses of all sizes. The open-source software offers a range of features to streamline the CRM process and help organizations manage interactions with customers and prospects more effectively.

Let’s explore the key features of Odoo CRM that make it a powerful tool for managing customer relationships.

Odoo CRM – Helps You Sell Faster

An intuitive user interface, mobile accessibility, and reduced data entry are just a few of the ways Odoo CRM helps you sell faster.

Intuitive Sales Interface: A user-friendly interface specifically designed for sales with a dashboard for enhanced sales activity oversight. Practical guidelines and top methods for configuring and implementing your CRM.

Mobility: Sell on the go with Odoo’s mobile-friendly interface.

Large Display Optimization: An optimized view for larger screens featuring a form on the left and a scrolling chatter on the right.

Data Entry Reduction: Automatically generate leads from emails and VoIP calls. Effortlessly send quotes with just a few clicks and manage your pipeline through drag and drop.

Odoo CRM – Complete Lead Solution

Nurturing Leads: Automate your email outreach by creating campaigns that align with the lead’s activities and segment.

Lead Scoring: Evaluate your leads based on both explicit and implicit factors such as pages viewed, location, and time. Determine the necessary actions to take based on lead score and team assignment rules, and identify which leads are ready to be converted into opportunities.

Import Prospects: Import leads effortlessly using Odoo’s file-matching tool.

Online Lead Generation: Harness the power of more than 30 marketing apps to drive lead acquisition from your website, including a search engine optimization tool and form builder.

Geolocation: Automatically detect the country, state, and city of leads using their IP address.

Live Chat: Engage with visitors in real time by activating Odoo’s Live Chat feature on your website. Set rules for specific countries or pages.

Duplicate Prevention: Get a suggestion for merging leads during the conversion process and create contacts automatically from leads.

Assignment Guidelines: Define custom rules for assigning leads to the appropriate sales team or salesperson based on quotas and segments.

Calls to Action: Enhance lead acquisition by utilizing Odoo’s five calls to action and A/B testing tool.

URL Tracking: Track the origin of leads in your marketing campaigns using UTM trackers.

Odoo CRM – Convert Opportunities

Activity and Call Management: Arrange a series of activities for each opportunity and schedule them. Instantly log every activity in the opportunity’s chatter with predefined actions, and track, and analyze your team’s activities.

Pipeline Overview: Get a comprehensive view of the opportunity pipeline and work more efficiently with a drag-and-drop interface. Set up specific stages for each sales team and create sub-stages for better process organization. Automatically archive lost opportunities and manually archive other opportunities. The lost field, rather than being a stage, provides more powerful analysis of the pipeline, such as lost ratio per stage.

Custom Stage Descriptions: Customize your pipeline by adding descriptions to each stage.

Meeting Scheduling: Schedule meetings from customer opportunities, with synchronization to mobile phones and Google Calendar.

Next Action Planning: Plan your next actions and schedule your daily tasks based on the most critical opportunities and tasks.

Complete Information: Get all relevant information right within the opportunity, including website pages visited, emails, meetings, next actions, and prior orders.

Call Logging: Easily log calls or trigger VoIP calls and Odoo can suggest automatically rescheduling the next action after the call.

Lost Analysis: Analyze lost opportunities to improve sales performance by examining lost reasons.

Revised Configuration: Option to activate leads if required.

Odoo CRM – Customer Management

Centralized Contact Management: Access a comprehensive, shared address book for all sales team members.

Customizable Customer Settings: Easily customize customer preferences such as language, delivery methods, financial information, and more.

Multiple Addresses: Store multiple addresses and contacts for a single company.

Detailed Customer History: Retrieve a complete history of all activities related to a customer, including opportunities, orders, invoices, outstanding balances, and more.

Odoo CRM – Height of Communication

Email Templates: Create a library of email templates for frequent communications with clients or prospects.

Email Integration: Automatically link all email correspondence to the relevant opportunity, and create new leads from incoming emails.

VoIP Calls: Set up call queues for clients or prospects, and initiate calls directly from your browser, either automatically or manually. Automatically log calls, open client records, schedule follow-up actions, etc. If calls are unsuccessful, reschedule or send an email. Incoming calls trigger an automatic pop-up. Compatible with Asterisk v13.2 VOIP server.

Customized Notifications: Easily keep track of important opportunities and receive notifications based on key activities.

Odoo CRM – Reporting Done Right

Dashboards: Choose from ready-made dashboards or construct your own with the advanced reporting tool. Share filters with your team.

Opportunity Analysis: Study your sales pipeline using advanced filters, grouping, and drill-down capabilities.

Cohort Analysis: Monitor the progress of your KPIs over time and identify trends.

Lead Analysis: Obtain statistics on the sources of your leads to determine the return on investment of your marketing efforts.

Sales Team Dashboard: Quickly view your sales team’s KPIs in one place.

Odoo CRM – Integrations & Benefits

CRM features integrate with other Odoo apps such as Marketing, Accounting, and Inventory, to provide a comprehensive solution for businesses. If we were to truly simplify the benefits of Odoo CRM, they would be split into the following five key points:

Lead management is the first step in the sales process. Odoo CRM allows you to capture leads from various sources, such as web forms, email, and phone calls. It also provides a centralized database where you can store and manage leads effectively. With Odoo CRM, you can track the progress of each lead, assign it to a salesperson, and schedule follow-up activities.

Contact management is essential for maintaining an up-to-date database of your customers and prospects. Odoo CRM allows you to store detailed information about each contact, including personal and company information, communication history, and deals won. The software also integrates with your email, so you can view all email exchanges with a contact from one centralized location.

Odoo CRM provides a comprehensive sales management system that allows you to track opportunities, manage quotes, and close deals. The software enables you to define a sales pipeline and set target deals for your team. It also provides real-time sales analytics and reporting, allowing you to monitor the progress of your sales activities and adjust your strategy as needed.

Marketing automation is a critical component of any successful CRM strategy. Odoo CRM provides powerful marketing automation tools that allow you to plan, execute, and track your marketing campaigns. You can create and send emails, track open and click rates, and monitor the effectiveness of your campaigns.

Odoo CRM includes a customer service and support module that helps you manage customer inquiries and issues. You can track customer requests, prioritize them based on urgency, and assign them to the appropriate team member. The software also integrates with your email and live chat systems, allowing you to respond to customer inquiries in real time.

Odoo CRM – In a Nutshell

Odoo’s CRM app offers a comprehensive suite of tools for sales management, including lead and opportunity tracking, pipeline management, activity scheduling, call logging, and more. With advanced reporting capabilities, customizable dashboards, and email integration, the CRM app streamlines and simplifies the sales process.

Additionally, the app allows for multi-address support and a centralized address book, providing a complete picture of customer interactions and history. With features such as email templates, custom alerts, and VoIP integration, Odoo’s CRM app provides a comprehensive and integrated solution for effective sales management.

Simply put, Odoo CRM provides everything you need to manage customer relationships effectively. Combine this app with an Odoo Gold Partner, and you’ll open yourself up to features and integrations that will streamline your business and your customer relationship management. Contact Bista Solutions to give Odoo CRM a try, and take your CRM to the next level.

Odoo ERP Development. Looking to for Odoo customization?

Odoo Development Services

Transforming Concepts into Reality with Our Odoo Development Service:

Odoo ERP offers businesses a centralised platform to handle diverse tasks ranging from inventory management and sales to HR and finance. While Odoo provides a robust foundation, businesses often require Odoo Development Services to fully harness its capabilities and tailor it to their specific needs. These services are essential to optimize processes, adapt to evolving market demands, and achieve sustainable growth. Bista Solution’s Odoo Development Service empowers you to unlock the complete potential of your business with Odoo ERP’s diverse capabilities and adaptability to create tailored solutions that perfectly align with your unique requirements.

Key Advantages of Choosing Odoo Development Services:

  • Streamlined Business Processes

Odoo ERP Development allows your businesses to automate and streamline their core processes, eliminating manual tasks and reducing the chances of errors. 

  • Customization for Specific Business Needs

Every business has unique requirements, and you can tailor Odoo ERP according to those specific needs. Whether it’s customizing modules, workflows, or reports you can create a cohesive system that perfectly aligns with your processes. 

  • Enhanced Visibility and Data Management

Odoo ERP Development for integration with other systems ensures the seamless capture, storage, and accessibility of data from a unified platform. This centralized data management empowers businesses with real-time visibility and provides up-to-date information.

  • Scalability and Growth

 As businesses evolve and expand, their ERP system needs to keep pace. Odoo Development allows for easy scalability, ensuring the ERP system grows alongside the organization. New modules, functionalities, or integrations can be seamlessly incorporated into the existing Odoo setup, providing a scalable foundation to support business growth.

  • Competitive Advantage

 Odoo ERP development equips businesses with a competitive advantage by optimizing processes, improving efficiency, and reducing costs. With streamlined operations, businesses can deliver better customer experiences, meet market demands faster, and gain an edge over their competitors.

  • Ongoing Support and Updates

 Odoo is a robust and continuously evolving platform. Odoo development services ensure businesses have access to ongoing support, regular updates, and maintenance to keep their ERP system running smoothly. This ensures the system remains secure, up-to-date, and aligned with changing business needs.

Explore Bista’s Powerful Odoo Development Solutions:

  • Manufacturing and Production Optimization: With our expertise in Odoo Development, we offer a comprehensive Production Planning & Scheduling (PP&S) solution that can be customized to meet your specific production needs. Our Odoo PP&S empowers you to effectively manage and track work orders, BOMs, and production processes, leading to enhanced efficiency and productivity across your manufacturing operations.
  • CRM Integration: Gain a comprehensive view of customer interactions, sales pipelines, and marketing campaigns by integrating Odoo ERP with CRM systems such as Salesforce or HubSpot, enabling efficient lead management, opportunity tracking, and customer service.
  • Shipping Management: Our Odoo Development services are focused on simplifying shipping procedures by incorporating capabilities that span every stage of the shipping life cycle. From order tracking and logistics management to carrier integration, shipping label production, and automated alerts, we’ve got you covered.
  • Cart Online and Payment Integration: Enhance the E-commerce experience with user-friendly carts online systems features like product catalog management, shopping cart functionality, order processing, and secure payment gateway integration.
  • E-commerce Development: With our Odoo Development Services, you will get visually appealing online stores, manage product catalogs, handle inventory and warehouse management, and implement effective marketing campaigns using Odoo’s comprehensive e-commerce module.
  • IoT (Internet of Things) Integration: Leverage Odoo’s IoT capabilities to develop solutions that integrate with IoT devices and sensors, enabling real-time monitoring and control of various operational aspects.
  • Cloud Sync and Storage:
  • Facilitate seamless integration with cloud services enabling secure data storage and access from anywhere.
  • Financial Management Solutions: Integrate Odoo ERP with accounting software like QuickBooks or Xero to efficiently manage financial transactions and maintain up-to-date financial data across the organization.
  • Inventory Management Integration: Optimize your inventory management processes with our expert Odoo Development Services. Through seamless integration of Odoo with third-party inventory management systems, we offer a streamlined and efficient Inventory Management Workflow.
  • HR and Payroll Integration: Simplify employee management, attendance tracking, leave management, payroll processing, and benefits administration by tailored Odoo HRMS Solutions and Integrations.
  • E-commerce Marketplace Integration: Automate order processing, inventory synchronization, shipment tracking, and centralized order management by integrating Odoo ERP with popular e-commerce platforms such as Amazon, eBay, Shopify, etc.
  • Business Intelligence and Reporting: Gain actionable insights and make informed decisions with our Odoo ERP Development services for business intelligence and reporting. Unlock the power of data visualization, interactive dashboards, and comprehensive reports to drive your business forward.
  • Integration with Marketing Automation: Automate marketing campaigns, manage customer communications, and track campaign performance by integrating Odoo ERP with marketing automation platforms like Mailchimp with our Expert Odoo Development Services.

Catering Industries with Comprehensive Odoo Development Services:

  • Manufacturing Industry
  • Retail Industry
  • Wholesale and Distribution Industry
  • E-commerce Industry
  • Healthcare Industry
  • Financial Services Industry
  • Professional Services Industry
  • Real Estate Industry 
  • Pharmaceutical Industry 

 

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Key pillars of our Unmatched Odoo Development Service:

  • Experienced Odoo Team – Trust our seasoned professionals for tailored Odoo solutions that meet your unique business requirements.
  • Uncompromising Quality – Experience top-rated, high-quality Odoo ERP solutions that exceed your expectations.
  • Competitive Pricing – Get affordable solutions without compromising on quality to maximize your return on investment.
  • Your Vision, Our Priority – We are dedicated to understanding and aligning with your business vision to achieve your goals.
  • 24/7 Support at Your Service – Count on our ongoing support and maintenance services to ensure seamless Odoo Development operation around the clock.
  • Customized for You – Leverage our deep Odoo expertise to receive customized solutions that perfectly fit your business needs.  

Odoo ERP Development

Check out our Latest Odoo Development Case Study 

Achieve Your Business’s Greater Goals with Odoo’s Unparalleled Flexibility. Experience the Difference with Our Odoo Development Services. Schedule a call with Our Expert Consultants Today!  

 

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Explore Our Comprehensive Range of ERP Service Offerings

ERP services

We understand the importance of transparency and value for money. When businesses are in search of an ERP implementation partner, they often begin by exploring the ERP service offerings of various companies. This initial exploration allows them to gather information about the company before engaging in further discussions. At Bista Solutions, we understand this process, and we are here to simplify matters for you. If you are interested in our ERP services offerings, allow us to provide you with an in-depth overview of our extensive range of services.

Consulting & ERP Requirement Planning services

We provide complete Consulting and ERP Requirement Planning services to help businesses confidently manage their ERP implementation procedures. Our experienced consultants collaborate with you to fully comprehend your specific business requirements, difficulties, and objectives.

  • ERP Goals & System Process Assessments
  • ERP Selection Advice
  • ERP Strategy Development & Guidance 
  • Scope Assessments & Vendor assessments
  • Software demonstrations, and proof-of-concept (POC) 
  • Offer Guidance on licensing options and negotiate contracts
  • Industry-specific Expert  Consultant Support
  • Compliance standards and Regulations Management.

Business Process Optimization Services 

Our Business Process Optimization services aim to increase the productivity of a company by carefully optimizing its fundamental operations. We pinpoint areas for improvement and implement strategic changes that provide significant benefits using a targeted and thorough approach. Before starting an ERP implementation, we create a complete project roadmap to ensure your company’s 100% growth.

  • Process Automation & Mapping 
  • Process Redesign & Optimization 
  • Data Integration & Workflow Automation 
  • Standardization & Best Practices 
  • Performance Measurement & KPI

Project Management & Excellent Governance

By leveraging our expertise in project management, we help businesses achieve their project goals, optimize resource utilization, mitigate risks, ensure quality deliverables, and foster a culture of transparency and collaboration.

  •   Project Planning 
  •  Comprehensive project management services.
  •  Detailed project plan with clear milestones and Deliverables.
  • Regular project status updates.
  • Project Governance Framework and Best Practices.
  • Change Management

Customization & Configuration Services 

Our dedicated team of experts specializes in tailoring solutions to your specific company requirements. We go above and beyond to guarantee that your ERP system is perfectly personalized, whether it’s by adjusting workflows, customizing fields, or designing unique add-ons.

  •  Extensions beyond standard functionality 
  • Configured Module step up 
  • Manage proper system settings &  User Role
  • Custom Report & Dashboard
  • Customized Approval Process & Workflow 
  • Upgrade & Updates 
  • API Integration for Extended Functionalities

ERP Migration & Upgrade Services

Optimize your system performance with our ERP Migration services. We have extensive experience in handling complex migration and upgrade projects, ensuring a seamless transition to a newer version of ERP software or a different ERP system.

  • Data Assessment& Analysis
  • Data Mapping & Transformation 
  • Data Cleansing & Validation 
  • Data Extraction & Load 
  • Data Reconciliation 
  • Data Safety       
  • ERP Upgrades / Version Migration 
  • ERP Migration   

System Testing & Quality Assurance 

We offer skilled System Testing and Quality Assurance services to ensure that your ERP system runs smoothly and reliably. Our seasoned QA Team has years of experience doing exhaustive testing methods to identify any potential issues and ensure maximum performance.

  • Functional Testing
  • Performance & Workflow  Testing
  • Reliability Testing
  • User Acceptance Testing (UAT)
  • Regression Testing Services 
  • Issue Resolution Ticketing services

Training & Support Services  

Our round-the-clock dedicated support team ensures a seamless and efficient implementation process. We understand the importance of a successful ERP transition and provide not only free ongoing support but also a comprehensive support bundle pack. Additionally, we offer user training to empower your team with the knowledge and skills needed to maximize the benefits of your ERP system.

  • 24/7 Server Monitoring (Odoo + Database)
  • Security Patches Update
  • Database Monitoring
  • Resource Modification based on Usage
  • Vulnerability Scanning
  • Uptime Monitoring
  • Odoo Application Support
  • User Training
  • Bugs Fixing
  • Resolving Errors

Integration Services 

With cutting-edge integration technology and industry best practices, we guarantee strong and secure integration services that advance your company. Allow the smooth flow of data and operations by seamlessly integrating your ERP system with other business applications and third-party systems. 

  • Legacy System Integration services 
  • Third-Party Integration services 
  • Data warehouse Integration 
  • API Integration 
  • Mobile Integration 
  • Financial System Integration 
  • IoT Integration 
  • E-commerce Integration 
  • Payment Gateway Integration 
  • Buisness Intelleengence Integratiob 
  • CRM Integration services 

ERP Services for a Diverse Range of Industries 

  • Manufacturing Industry 
  • Retail and E-commerce Industry 
  • Healthcare &Pharmaceuticals Industry 
  • Financial Services Industry 
  • Construction and Engineering Industry 
  • Hospitality and Tourism Industry
  • Non-profit Organizations
  • Professional Services
  • Automotive Industry 
  • Agriculture 
  • Distribution Industry 
  • Real Estate Industry 

 

Our Diverse Portfolio of ERP Implementation Projects 

  • Full-Scale Implementation 

Our Key expertise lies in handling projects that require comprehensive ERP system Implementation Services for their businesses. We have successfully delivered over 350+ projects, leaving our clients satisfied and empowered.

  •  Departmental & Functional Implementation 

Our capabilities extend to departmental and functional implementation projects, where we offer a wide range of Odoo ERP module implementations tailored to different aspects of your business. We cover multiple functional areas to meet your specific requirements. Our expertise spans areas, including:

  • Production Planning and Scheduling Software 
  • CRM Solution
  • Financial Software Solutions 
  • Inventory and Warehouse Management
  • Human Resources Management
  • Field Management Software 
  • Project Management Software 
  • E-commerce Integrated Solutions 
  • Upgrades & Migration Projects

We are well-versed in managing projects involving upgrades to newer versions of ERP software or migrating from legacy ERP systems. Our approach includes meticulous planning and execution to ensure a seamless transition without any disruptions or data loss, providing you with a smooth and successful upgrade or migration process.

  • System Integration Projects 

With extensive experience in integration projects, we specialize in seamlessly integrating ERP systems with diverse business applications and third-party systems. Our expertise spans various scenarios, including integration with shipping carriers and Shopify e-commerce platforms, to ensure smooth data exchange and process synchronization, ultimately enhancing customer satisfaction. 

  • Multi-site & Global 

For organizations operating across multiple locations or globally, we can handle ERP implementations across different sites or countries. Our expertise ensures consistent implementation standards, data synchronization, and compliance with local regulations, providing a cohesive ERP solution for your global operations. We also offer off-site developers in special cases and project needs.

  • Application Development 

We excel at Application Development projects, creating mobile-optimized interfaces adapted to your specific needs. Our complete strategy, advanced frameworks, and emphasis on scalability and efficiency enable us to design great user interfaces that provide your users with a seamless and intuitive experience.

  • Cloud-Based Project 

We realize the value of cloud ERP solutions as a forward-thinking implementation partner. We can help you utilize the benefits of cloud technology for your organization, whether you need to move your existing on-premises ERP systems to the cloud or build a cloud-based ERP system from scratch.

  • 3 Decades of ERP implementation Experience
  • Multiple Awards for “Best Odoo Gold Partner” (2022, 2021, 2018, 2016 & 2014)
  • 200+ Successful Custom App developments
  • 250+ Expert Developers at your service
  • 350+ Successful Project Implementations Completed
  • One of the Most Trusted Odoo Gold Partners
  • Global Presence in 10+ Countries
  • 24/7 Support Available


Let us help you navigate the world of ERP implementation and deliver the results you’ve been waiting for. Contact us Today!