Discuss
Stand-alone module
News feed
Get instant access to the latest discussed topics in your company and keep track of the conversations you follow.
Start discussions
Create direct discussions with other employees, and create private discussion groups.
Subscribe to channels
Create open groups called Channels to follow discussions on specific topics. Start getting involved in projects by subscribing to existing channels or create new ones.
Star favorites
Star messages with important content to easily find them back in the Starred list.
Private Groups
Create secret groups and invite the users.
Status
See what colleagues are up to by checking if they are online, offline, away or out of the office.
Manage participants
Invite participants in private groups and restrict access to channels to a selected group of employee.
Chat window
Turn a conversation into a chat session to keep chatting while switching modules.
Mailing List
Choose to send messages by email allowing a channel to behave as a mailing list.
Mentions
Mention Odoo users (@odoo_username) in conversations, and even channels (#channel_name).
Smileys
Enliven your conversations with emoji.
Integration
Modules chatter
Include messages, internal notes, add followers and channels straight from any of the apps and keep track of them in the Discuss module.
Calendar
Manage
Manage Appointments & Events in a Business
Meetings and events are essential for an organisation to deal with customers or clients. The arrangement of meeting someone in a particular place is an appointment. We can discuss vital business matters during an appointment with a prominent individual, and well-planned events or meetings lead to a firm's success. It saves time and makes better decisions about your entrepreneurship. You can save the details of important events and appointments inside a calendar. Using QBIS ERP Calendar module, it is possible to secure your meeting date and view it for future references.
Benefits of QBIS ERP Calendar Module
A well-organised meeting in an organisation accomplishes success quickly. Let's see some of the features of conducting a meeting in an organisation.
Assist in Resolve Conflicts
An employee can face a negative influence on work when a problem or issue remains in the group. However, colleagues can share their stories through a scheduled meeting in the company. Hence, all conflicts resolve efficiently with a meeting, and you can add them to the calendar.
Make Better Decisions
The upcoming goals focused by the company discuss in an event. We can make vital decisions in a meeting, and its management becomes simple when organized in a calendar. Employees realise the motive behind the work when discussing their opinions at a conference.
Save your Time and Effort
You can set a meeting reminder within the QBIS ERP Calendar module. We did not waste much more time scheduling an event using QBIS ERP. All the process occurs smoothly and saves your effort for conducting an appointment in the QBIS ERP Calendar module.
Notes
Build your to-do list
Create stages
Break down your to-do list into stages which will be converted to columns into your dashboard.
Kanban view
Drag and drop notes easily from one stage to another in the kanban view.
Create notes
Add notes to your stages. Each note correspond to a mini-project that you will move from one stage to another as your project moves forward.
Organise your notes
Text layout
Insert text styles like headers, bold, italic, lists and fonts with a simple WYSIWYG editor.
File attachments
Attach text files, image files document files to your notes.
Tags
Add tags to your notes for a clear organisation.
Filters and groups
Search notes easily with smart filters.
Colors
Group your notes by colour as a way to categorise your tasks. There are 9 colours to choose from and a colourless option.
Import
Upload any text file or document to your notes.
Export
Export notes as HTML, plain text or DocuWiki text documents.
Collaborate
Invite people
Add coworkers to your notes so they can follow the discussions and receive notifications.
Authorship colour
Every author typing some text in a note has a different background colour to show who wrote what. You can link a name to a colour.
Timeline slider
See the history of changes made to a note through a timeline, from first to last sentence.
Share
Easily share your notes with your colleagues by sending them as link or embed URL.
Access settings
Choose what others can do with your notes by granting viewing or editing access.
Chat
Enable chat for real time discussion with the people following your notes.
Show connected users
See who is connected to your notes right now
Contacts
Get all the personal details you need
Overview all meetings at a glance
See all meetings scheduled with a contact, send invitations, add useful information and synchronise everything with Google Calendar.
Access any contact in seconds
Use powerful filters to sort the data you need. Group your contacts by any relevant field, whether the country, the activity of the company or the salesperson in charge of the account.
Get a quick overview of every business interaction
From your suppliers to your end-users, access all your request for quotations, sales orders and purchase orders in a few clicks. See the complete history of each customer, including the total invoiced and overdue.
Integrations
CRM
Keep track of all your contacts behaviour and enhance customer interaction.
Projects
Enable your project right way. Step by step get work done.
Sales
Send professional quotations and proposals to your contacts in a few clicks.
Purchase
Get all the items you need for your projects by automating purchase orders from your suppliers.
CRM
Sell Faster
Modern User Interface
An intuitive user interface designed for sales. A Dashboard for a better overview of the sales activities. Useful tips and best practices to configure and deploy your CRM.
Mobile
Sell on the road with QBIS ERP's mobile user interface.
Reduce data entry
Get leads automatically created from emails, VoIP calls. Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Leads
Leads Nurturing
Create campaigns to automatically send emails tailored to the lead segment and activities of the lead.
Lead Scoring
Score your leads based on explicit and implicit criteria (on pages viewed, localisation, time). Define different actions based on lead score and team assignation rules.Decide which total score deserves to be converted into an opportunity.
Import Leads
Easily import prospects files with QBIS ERP's column matching tool.
Online Acquisition
Get more than 30 marketing apps to boost leads acquisition from your website: Search Engine Optimisation tool, form builders, etc.
GeoIP
Detect countries, states and cities of leads automatically from your visitor IP address.
Live Chat
Activate Odoo Live Chat on your website to talk to your visitors and convert them into leads. Define rules for key countries or pages.
Deduplication
Get proposition of leads to merge when converting a lead into an opportunity. Create contacts automatically based on leads.
Assignation Rules
Define your own rules to assign leads to the right sales team or sales person based on quotas and segments.
Call-to-actions
Optimise leads acquisition with QBIS ERP's five call-to-actions and the a/b testing tool.
URL Trackers
Track the source of the leads using UTM trackers in all your marketing campaigns.
Opportunities
Activities and calls management
Organise sequence of activities per opportunity. Schedule activities. Log every activity immediately in the opportunity's chatter with predefined actions. Track, log and analyse the activities of your team.
Pipeline management
Get a clear overview of the opportunity pipeline. Work faster with the drag & drop interface. Set up specific stages for each sales team. Possibility to create sub-stages to better organise the processes. Automatic archiving of lost opportunities. Manual archiving of other opportunities. Lost is no longer a stage but a separate field, enabling more powerful analysis of pipeline - e.g. Lost ratio per stage.
Customise stages
Customise your pipeline by adding description on stages.
Schedule Meetings
Schedule meetings from the opportunity of customer. Sync with mobile phones and Google calendar.
Plan Next Actions
Plan next actions and schedule your daily work based on most important opportunities and tasks.
360° Visibility
Get all information right into the opportunity: pages visited on your website, mails, meetings, next actions, preceeding orders, etc.
Log Calls
Log calls or trigger VoIP calls in just a few clicks. QBIS ERP proposes to automatically reschedule the next action after the call.
Lost reasons
Analyse lost reasons on your opportunities to improve your sales effectiveness.
Revised configuration options
Activate leads if needed.
Customers
Address Book
Get a clear address book shared amongst your sales persons.
Customer Preferences
Set customer preferences easily: language, delivery methods, financial data, etc.
Multi-Address
Have multiple addresses and contacts for a single company.
Full History
Get the full history of activities attached to any customer: opportunities, orders, invoices, total due, etc.
Efficient Communication
Emails Templates
Create template of emails for most common communications with your customers or opportunities.
Email Gateways
Get all your email communications automatically attached to the right opportunity. Create new leads automatically based on incoming emails.
VoIP
Create a dial queue on customers or opportunities, call from the browser automatically or manually. Log calls automatically, open the customer form, automate next actions, etc. Reschedule or send email for failed calls. An auto pop-up is generated for receiving calls. Integrated with Asterisk v13.2 VOIP server.
Custom Alerts
Follow key opportunities in just a click and get alerts based on relevant activities.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Opportunities Analysis
Analyse your opportunities pipeline with advanced filters, grouping, drill down, etc.
Cohort Analysis
Keep track of the evolution of your KPI's over time and detect trends.
Leads Analysis
Get statistics about your sources of leads to evaluate the ROI of your marketing campaigns.
CRM Dashboard
Visualise your sales teams KPI's at a glance.
Integrations
Sales
Convert opportunities into quotes in just a few clicks. Get a complete overview of the customer history.
Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.
Powerful API
Make QBIS ERP - CRM do pretty much anything with the API: connect other software, automate lead creation, etc.
Google Docs
Use the Google Docs integration to link any document to your opportunities: qualification forms, advanced pricing tables...
All sales channel
Integrate all your sales channel: online sales (e-Commerce), inside sales (CRM) and in store (Point of Sale).
Marketing Apps
Boost leads acquisition and nurturing with QBIS ERP's marketing apps: Email Marketing, Events, URL trackers, landing pages, etc.
Sales
Sell More Efficiently
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Mobile
Use Odoo's mobile interface to sell on the road.
Reduce Data Entry
Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.
Sales warning
Get warnings before sending quotations to specific customers or for specific products.
Create Professional Quotations
Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Pro-forma
Send Pro-forma invoices to your customers.
Upselling
Quotations are optimised to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Variants Grid Entry V13
Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colours).
Manage Orders & Contracts
Sales Orders
Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders
Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Order-Specific Routes
Apply special routes from order lines: dropshipping, replenish on order, etc.
Contracts
Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with QBIS ERP Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.
Incoterms®
Configure QBIS ERP Sales to automatically display Incoterms directly on the invoice.
eSignature
Use QBIS ERP eSign to easily get signatures on NDAs, contracts, or any PDF document.
Streamline Communication
Schedule Activities
Follow key quotations and orders in just a click and get alerts based on relevant activities.
Email Gateways
See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
On-Boarding Emails
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Inter-Companies Rules
Automatically mirror sales and purchase orders in a multi-companies setup.
Maintain Products & Prices
Product Variants
Create and configure products with multiple attributes or variants such as size, colour, finish, etc.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Product Types
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Third-Party Shipper
Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.
Shipping Cost
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Coupons
Create a custom coupon code for a price list and allow your customers to activate their discount at purchase.
Product Configurator
Configure and sell your products by easily selecting your variants attributes with exclusion and optional products.
Units of Measure
Sell product in multiple units of measure and let QBIS ERP manages the conversion.
Price lists
Compute the correct price based on customer conditions. Add price lists to individual products depending on each customer's segment. Automatically use the applicable price list based on order conditions such as quantity and/or time.
Intuitive Reporting
Trackable KPIs
Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.
Next Activities
Get a full overview of all your sales activities, next actions, and performance data.
Order & Invoicing Analysis
Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.
Integrations
CRM
Add the QBIS ERP - CRM app and expand your functionality with a feature such as customisable sales pipelines, automated lead creation, etc.
Accounting
Generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement.
Inventory
Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order.
Omni-Channel Sales
QBIS ERP is the only software in the world that allows you to integrate all of your sales channels:
Online Sales, eCommerce, Inside Sales CRM and In-Store Point of Sale.
eCommerce
Create a fully integrated online store and sell your products more efficiently.
Point of Sale (POS)
Payments
Payment methods
Cash, checks, and credit card payment methods are available. New types of payment methods can be added as well.
Credit/Debit cards
All electronic payments are handled by external payment terminals.
Split tenders
A single order can be paid as a split payment between multiple parties as well as with separate payment methods.
Currency rounding
Prices and payments can be rounded to the smallest denomination of the currency.
Offline payments
Orders made offline are automatically synchronised when you are reconnected.
Invoicing
Generate and print invoices for your business customers.
Accounting
Payments are directly integrated into QBIS ERP Accounting to make bookkeeping simple and reliable.
Customer tips
Supports customer tipping either as an added amount or by converting change to a tip.
Checkout
Prices & discounts
Set customer prices or offer percentage-based discounts on either a single product or the entire order.
Parallel orders
Put orders aside and process multiple orders at the same time.
Customised receipts
Advertise your current promotions, hours of operation, and upcoming events on your printed receipts.
Weighting at the counter
Calculate product weight during checkout with the electronic scale integration.
Blazing fast search
Quickly find your customers and products with the built-in search features.
Multi-step checkout ( Coming Soon )
Sell at one Point of Sale and pay at another with multi-step checkout.
Sell on the move
With iPad and Android tablet support, sell anywhere within your store or restaurant.
Dynamic barcodes
Embed price, weight, and discount information directly into your barcodes.
Store Management
Order history
View all past orders as well as search by customer, product, cashier, or date.
Daily sales
Keep track of daily sales and totals for every payment type.
Cashier accounts
Manage multiple cashier accounts and secure them with badges or pin codes.
Cash flows
Monitor cash register adjustments and easily verify cash contents at the end of the day.
Stock & Inventory
Monitor your stock in real-time, manage your inventory across all locations, and review shipments with the Odoo Stock integration.
Franchises
Pre-configure your franchises stores, overview their sales, and centrally manage their stock and accounting.
Customer & Loyalty
Register customers
Identify your customers by simply registering their email and contact address, allowing you to offer discounts and keep track of individual sales.
Identify customers
Look-up your customers with the built-in search feature or identify them with a barcode printed on their loyalty card.
Business Customers
Register your customer's VAT number and apply them to invoices.
Loyalty Cards
Reward your customers with loyalty points and exchange them for gifts or discounts. Points can be earned by product, by order, or by sale amount.
Restaurant Management
Floor plans
Assign orders to tables and receive an overview of your restaurant's floors as well as make changes on the go with the graphical editor.
Manage seating
Keep track of your guests with an overview of your restaurant's capacity and table availability.
Kitchen printing
Send the order instructions to the bar and kitchen printers. Instructions can be sent to different printers automatically based on the product category.
Delayed orders
Take orders for different courses of the meal at once with the ability to send them to the kitchen printer at separate times.
Kitchen order notes
Add notes for customer's preferences, allergies, or special requests and send them to the kitchen or bar printers.
Split bills
Let customers pay separately or at different times by splitting orders.
Products
Product categories
Organise your products with hierarchical product categories. Order them by popularity and display different categories in different point of sales.
Product Search
Quickly find products by their name, barcode, or description with the built-in search function.
Units of measure
Sell your products with custom or preset units of measure and update your stock accordingly.
Multiple barcodes
Configure multiple barcodes for the same product with barcode nomenclatures.
Product variants
Sell different sizes, colours, or configurations of the same product with product variants.
Large product count
Odoo's Point of Sale system is capable of performing at a scale of over 100,000 products.
Web Application
Browser support
Odoo POS is a web-based application and can be deployed on any device and OS running Chrome, Firefox, or Safari.
Microsoft Windows, Apple OSX, Linux, Android, and iOS are all supported operating systems.
iPad first
Odoo POS is best used on a recent iPad or Android Tablet of comparable size and performance.
PC compatible
Odoo POS can also be used on standard PCs and tablets as well as industrial touch-screen terminals.
Works offline
Odoo's POS will keep working while offline. The web browser can be closed offline without loss of data.
HTML5 mods
Odoo's POS is Open-Source and can be customised with HTML5/JS extension modules.
Invoice
Manage invoices
Create customer invoices
Issue clear, complete and professional invoices in seconds.
Print or send by email
Print a hard copy of your invoices to send them by post or send them by email.
Issue refunds
Create credit notes and manage reimbursements.
Multi-company rules
Automatically mirror orders and invoices in multi-company setup.
Address autocomplete
Enter a valid VAT number and QBIS ERP will autocomplete the name and the address of the customer (Europe only).
3-Way matching payments
Compare what you have received with the vendor bill to release an invoice for payment.
Manage supplier invoices
Record supplier invoices in the system to manage payments and integrate them into accounting.
Handle recurring invoices
Set the frequency of invoicing for products in accordance with contract specifications.
Include Incoterms®
Use Incoterms® standards to make sure you have the right terms on your contracts.
Payments terms
Simple management view.
Customers payments
Batch deposit available. Customer Statements: manage the follow-up from a single simplified interface.
Handle payments
Invoices overview
Get a broad view on all invoices and filter them by status.
Payments
SEPA payments. Check printing in US format.
Import bank statements
Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system. Synchronisation with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.
Multiple currencies
Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.
Get paid online
Send your invoices by email and add a link to Authorise, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.
Batch Payments
Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via SEPA Direct Debit or credit card tokens.
Automate follow-ups
Create steps and automated actions to be taken by the system in case of a payment issue.
Reports
Full accounting reports
Get complete reports for journals, legal statements, chart of accounts, etc.
Sales reports
Get direct access to key information with dynamic and customisable dashboards.
Automated tax reports
Set up your tax rules to automatically calculate them in your invoice, and define where rounding occur to get accurate reports.
Integrations
Sales
Keep track of all the time and materials to be invoiced for each client.
Inventory
Record invoices from and to your suppliers and manage stock linked to orders placed by customers.
Timesheet
Invoice timesheets recorded within your projects.
Projects
Neat and Fast
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need in seconds.
Mobile
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
Large screen view
Optimised view for larger screens, with a scrollable chatter on the right.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyse data with multi-level grouping.
Fully Customisable
Customise the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
Usability
Customised Kanban View
Drag & drop tasks easily with the Kanban view. Group tasks by stages, responsible, deadline, etc. Change the name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. See the remaining hours of your tasks also through the Kanban view.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Multi-Project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Subtasks
Enable the sub-task feature project by project. Create multi-level subtasks to manage the relationship between tasks.
Document Management
Manage documents such as specifications, plans, etc.
Gantt Chart
Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Graphs
Get graph charts to analyse the progress of your tasks: by stage, by responsible, by tag, by project, etc.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Time Tracking
Track the expected and effective hours to re-forecast tasks.
Archive Tasks
Archive finished tasks and have a view of the just the ones you still need to work on.
Customer Care
Customer Tickets
Use issues to track support contracts, tickets, bug reports.
Email Integration
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Automate Actions
Use automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Communication
Email Integration
Every project can have its own email alias. Emails sent to this address automatically create tasks. All recipients of the email are added as followers of the task. Communicate on tasks by sending emails or logging notes.
Custom Alerts
Follow tasks in just a click and get alerts based on relevant activities.
Activity Log
The activity log attached to every task gives you a detailed history of all activities on the document.
Chat with Users
Chat online with other users to get real-time answers to your questions. Use discussion groups to chat in tasks.
Real-Time Collaboration
Use the Etherpad integration to collaborate on tasks with several users on the same content, at the same time.
Services
Timesheets
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Customer Satisfaction
Use the customer satisfaction rating survey to get feedback from customers. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyse overall rating by project to improve your process.
Forecasts
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare the planned and effective hours.
Customer Portal
Portal users can have access to tasks and communicate about them, all in the same place.
Field Services
Link tasks to Field Services and allow planning with a start/end date.
Sales
Contracts
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks.
Invoicing Policy
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
From Sales to Tasks
Do not lose track of the work that needs to get done, streamline processes between teams creating projects or tasks from sales orders.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Profitability
Have a detailed analysis of the costs and revenues of your projects.
Tasks Analysis
Get statistics on your tasks to analyse the performance of your projects.
Project overview
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
Integrations
Accounting
Automatically create invoices based on tasks or timesheets. Access direct information on customer statements. Read More
Expenses
Reinvoice expenses on projects in batches. Don't miss out a single dollar.
Powerful API
Use Odoo Project's powerful API to do almost anything: connect other software, automate logs on tasks, etc.
Google Docs
Use the Google Docs integration to link any document to your tasks or issues: specifications, plans, etc.
Attendance
Quick & Hassle Free
The QBIS ERP attendance module makes check-in and out of work easy . The Check-in/Checkout key is located on the dashboard, and you may use it to check-in or out instantly. The employee's login information is stored in the QBIS ERP database, QBIS ERP will quickly recognise them and direct them to their appropriate Check-In page.
Website
Design your website
Website Configurator
Get a stunning website in 3 easy steps with our Artificial Intelligence Designer.
Beautiful Building blocks
Drag & drop building blocks with business features. Blocks are highly customisable, from the content to the layout.
Smart Color Presets
Always get the best colour combination. Button and text colours automatically adapt to the background for better readability.
Beautiful Gradients
Use and define colour gradients for texts, backgrounds or button colours.
Enhance Blocks with Shapes
Enhance your building blocks with shapes to get stunning visual effects in a few clicks.
Animations
Animate blocks, texts, and backgrounds with impressive effects.
Dynamic Blocks
Integrate dynamic content easily to get pages tailored to your visitors; recommended blogs, next events, favourite products, etc.
Highly Customisable
You are the designer: choose among multiple layouts for each block, and customise its colours and content.
Google Fonts Integration
Keep your brand assets. Load any font directly from the Google Fonts library.
Build Your Own Library
Save building blocks and build your library of reusable block content.
Mobile Friendly
Your website is automatically adapted to mobile devices. Choose whether or not to hide content on the mobile version.
Media Manager
Copyright-free pictures
Get access to millions of copyright-free, high quality, photos, videos and illustrations.
Optimised for Speed
Images get optimised automatically: resized according to where you drop them, compressed efficiently, etc.
Inline Filters & Transforms
Edit your images directly in the page, and preview the effect of filters and transformations instantly.
Branded Illustrations
Use illustrations to get images that perfectly match your brand colours for a perfect experience.
Enhance Images with Shapes
Add static or animated shapes on images to create modern visual effects in a few clicks.
Get more traffic
Multi-Languages
Translations made easy with inline translation and detection of visitor language with GeoIP.
Multi-Websites
Run multiple websites on the same database and share products between websites.
Convert Visitors into Leads
Convert visitors into leads with smart marketing tools: get visitors' data based on IP, add smart CTAs, design efficient forms, etc.
Blog Articles
Update your website content by publishing blog articles easily.
Search Engine Optimisation tools
Write search engine-friendly content with the SEO Tools. Customise titles and meta tags on your pictures.
Social Media Integration
The website builder is fully integrated with Odoo social marketing, email marketing, push notifications, etc.
Visitors Targeted Content
Make your page content automatically adapt to your visitors' country, the Ads they come from, their industries, etc.
Connect to visitors
Realtime Dashboard
Track your visitors in real time and connect with the most interesting ones in a single click: push notification, live chat, SMS, etc.
Visitor Portal
Visitors get instant access to their documents such as support tickets, invoices, projects, tasks, etc.
Smart Form Builder
Create customised forms easily, and integrate them in your business flow in just a few clicks.
Livechat
Chat with visitors instantly with the integrated live chat tool. Use our bot to answer when you are not online.
Forum
Let your visitors interact with each other in your forum section.
Helpdesk Tickets
Customers can submit support tickets. Give them a follow-up from the Helpdesk app. Get ratings on your service.
Developers Friendly
Code Editor
Customise your website with the integrated HTML, CSS, and JS editors. You can even edit pages with the Chrome inspector.
CSS Editor
Customise CSS rules in LESS for more power.
Large Community
Enhance your website with modules from our community apps store. The largest business apps store in the world.
Clean Stack
Odoo's dependencies are limited and modern: postgresql, boostrap, etc.
Cloud hosting or On Premise
We provide free website hosting, but you can download on Github and host on your own server, if you prefer.
Embed External Widget
Inject custom code and use it as a widget in any page.
Upgrades
Benefit from a free upgrade at every new Odoo version.
Free SSL Certificate
Get your free SSL certificate automatically on cloud-hosted websites.
Business features
E-commerce
Create your online store in a few clicks. Unlimited products.
Jobs Page
Attract new talents by publishing job offers. Make them apply online and collect their resume instantly.
CRM
Generate leads on your website and manage them in the CRM app.
Events
Publish your upcoming events on the website, and sell tickets online.
Sign
Customers can sign your quotations online.
eLearning
Create and publish courses online. Share them with your students for free or ask customers to pay for them.
eLearning
Teach
Organised content
Each course is a channel that manages the content that you add to your eLearning platform. Create as many courses as you have topics to teach.
Multimedia Assets
Add all kinds of content to your courses: videos, PDF presentations, infographics, web pages, quizzes, and certifications.
Embedded video content
Add your video content at no cost by uploading it to your Google Drive folder or on YouTube and embedding it in your course.
Retention and Understanding
You can add quizzes at the end of your content. These quizzes can have one or multiple answers.
External links
Add external links at the end of your content to give your students access to additional sources.
Progress
Keep track of participation in the course with easy to understand indicators of completion and progress.
Multi-language
Your website is translatable in as many languages as you want.
eCommerce
Sell your courses on your webshop. Get your students to complete their payment before they enroll.
Evaluate
Certification
Evaluate your students with a series of questions and certify them once they passed the test.
Question types
The test you create can have a variety of question types: text boxes (single and multiple lines), numerical, date (with and without time), single or multiple choice answers, and matrix.
Question pools
Define if the test includes all the questions or a randomised selection, reducing the chances of answer sharing.
Instant feedback
Your students can check their answers and compare them with the right ones once they've submitted their tests.
Passing scores
Define the minimum score required to pass the test.
Measure performance
Define a time limit for your tests.
Attempt limits
Define how many times a student can try to pass the test.
Certificates
The students who successfully complete a certification receive their certificate immediately by email.
Badges
Students who pass the test are given a badge that is displayed on their profile.
Engage with your community
Forum
Create one or more forums linked to your course and let the members of your community help each other.
Karma points and ranks
Gamify your courses and reward your community with karma points to keep them active and give them access to new ranks and rewards.
Leaderboard
Spur competition and reward top performers by displaying their profile on the home page.
Get in touch with all your attendees by sending them beautifully designed emails.
Reviews
Attendees can rate courses from one to five stars and leave comments. Post your own replies, delete off-topic answers and understand what people think of your content.
Reporting
Advanced reporting
Get advanced reports about the performances of your courses, contents, revenues, reviews, quizzes, forums, and certifications.
Measures and graphs
For each kind of report, define which metrics are relevant to you and display the graphs as bar charts, line charts, pie charts, or stacked.
Filters and groups
Add predefined or custom filters to only show the data that is relevant to you, and group the results however you want them.
Optimize & promote
Optimize SEO
Our Promote tool suggests keywords according to the most searched terms on Google. It also allows you to edit the title, description, and image that will be referenced and displayed by search engines and social media.
Share online
Allow your students to share your courses and content on social networks (Facebook, Twitter, and LinkedIn), by email, with a permanent link, or by embedding them on their websites.
Link tracker
Share links you want to track by creating a short version that includes analytics trackers and get a complete view of their performance, on a dedicated dashboard.
Email Marketing
Great emails with no pain
Drag & drop editor
Use our pre-made building blocks to structure your email. Insert headers and footers, calls-to-action, images, links, snippets and many more in just a few clicks.
Personalize
Add your text and graphics in real-time directly within the editable content of your building blocks and get a live preview of what your email will look like.
Action Button
Actions - like approvals - are immediately available in the email notifications.
Themes
Pick one of our awesome themes and change the layout of your email according to your taste without losing time starting from scratch.
Templates
Save your emails as a template and reuse them for your future campaigns.
Manage your campaigns
Import contacts
Easily import your contacts to QBIS ERP from any CSV document.
Create custom mailing lists
Segment your subscriber's database by assigning them to one or several mailing lists. You can also select your customers, leads or opportunities from QBIS ERP - CRM as the recipients of your campaigns.
Reply to
Specify an email to which the recipient can reply by clicking on the “Reply to” button from his inbox.
Schedule
Select a time and date to schedule your campaign to be sent later.
Sample testing
Send a sample of your mailing to selected email addresses to get a preview before actually launching it to your whole mailing list.
Opt-out
Automatically remove from your mailing list the contacts who opted out.
A/B testing
Send your email to a fraction of your email list.
Improve delivery rate
Fully responsive
Display optimally your email on whatever screen: desktop, laptop, tablet or mobile.
Undelivered emails
Track last 24 hours undelivered emails, and get notified why they failed.
Mail server
Set up several email servers with their own IP/domain to optimise open rates.
Get insights
Archive your campaigns
Keep track of all emails sent and stock them in QBIS ERP'S database.
KPI's
Get real-time statistics on emails' performance: number of leads and orders created, revenue generated, delivery rate, open rate, click rate, bounce rate.
Tracking links
Add a tracking code to the links within your email campaigns and get a complete view of the performances for each campaign on a dedicated dashboard.
Measure your revenues
Follow your opportunities through Odoo CRM and analyse the conversion rate, the expected revenue and the generated revenue of each of your campaigns. Use filters for more in-depth analysis.
SMS Marketing
Manage Campaigns
Import contacts
Import your contacts to Odoo from any CSV or Excel document.
Create contact lists
Segment your subscribers by adding them to one or several contact lists. You can also select the contacts in your database and target your customers and leads as your campaigns' recipients.
Schedule
Schedule a time and date for your campaign and let Odoo send messages automatically at the right time.
Campaign testing
Send yourself a test SMS before launching it to your whole contact list.
Opt-out
The recipients of a contact list can unsubscribe from the list with a link included in the messages.
Blacklist
The recipients of a campaign that targeted an Odoo database's contacts can unsubscribe from all SMSs with a link included in the messages.
A/B testing
Send your SMS Marketing campaign to a fraction of your contact list.
Send SMSs
Send SMSs to your contacts
A new action button is added to your Contacts app. With it, you can select multiple contacts and send an SMS to all of them.
Buy credits for SMS in-app
The SMSs you send are paid with credits that you can buy directly from the app.
Get insights
Undelivered SMSs
Track last undelivered SMSs and get notified why they failed.
KPI's
Get real-time statistics on SMS performance: delivery rate, click rate, bounce rate.
Link tracker
Share the links you want to track by creating a short link that includes analytics trackers and get a complete view of the links' performances on a dedicated dashboard.
Measure your revenues
Follow your opportunities through Odoo CRM and analyse the conversion rate, the expected revenue, and the generated revenue of each of your campaigns. Use filters for more in-depth analysis.
Purchase
Clean & fast
Modern user interface
A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.
Control vendor bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill (3-way matching).
Purchase tenders
Launch purchase tenders, integrate vendor's answers in the process and compare propositions. Choose the best offer and send purchase orders easily. Use reporting ton analyse the quality of your vendors afterwards.
Blanket order agreement
Buy goods from a supplier at a negotiated price, on a recurring basis during a specific period of time.
Requests for Quotations
Create RfQs for your suppliers
Configure each to product to send out Requests for Quotations to each of your suppliers.
Send requests through the post or by email
Send RfQs by email directly from the app or print and send them by post, all in just one click.
Get offers for multiple items
Send out RfQs for multiple products at the same time.
Personalise your message
Add a custom message to your suppliers for each of the RfQs sent.
Automate the process
Save time by setting up rules to automatically send RfQs to your suppliers based on your stocks levels.
Variants Grid Entry v13
Add product variants to your purchase orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colours).
Manage orders
Monitor RfQs and orders
Keep track of the status of your quotes and orders, of the amount of the orders and the expected delivery date. No more generation of draft PO. Auto-complete when generating a draft invoice.
Manage incoming products
Keep track of your stock and determine quantity and locations for each batch of items you receive.
Automate ordering
Set up procurement rules to automatically order the necessary items based on stock levels, minimum quantities per location or per supplier, sales, or other parameters.
Manage invoicing
Create drafts
Design drafts of invoices which you can easily modify or cancel later.
Control future orders
Keep track of orders that have been created for a date in the future.
Handle internal moves
Organise the movement of items between two locations you own.
Handle Products
Create products
Define sale price, type, barcode and reference to easily differentiate similar products.
Add supplier reference
Add the reference used by each supplier for the item to make it easier to find for both them and you.
Add product variants
Add variations such as colour, memory capacity, etc. on the product to allow for a cleaner list of products.
Define procurement rules
Reference all the suppliers distributing the item, order them by priority, and record their delivery time and minimal quantity to save time on new orders.
Ideal search filters
Search products with the supplier reference on the purchase order.
Units of measure
Purchase in different units of measure and let Odoo manages the conversion.
Check stock and availability
Keep track of stock, incoming orders and product availability.
Specify storage location
Define the product’s exact position within your warehouse.
Create sale conditions
Define the length of the warranty and specify customer and manufacturer lead times.
Add POS and website specifications
Add specifications to the product for its point of sale or for the website.
Include accounting rules
Specify your accounting category and define customer and supplier accounts and taxes.
Analyse & forecast
Dashboards
Use predefined dashboards or build your own with the advanced reporting engine Share filters with the team.
Inventory forecasts
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
Multi company rules
Automatic reconciliation between companies
Save huge amounts of time and effort on all transactions made between your group’s companies - transactions are automatically reconciled in all modules, for example, automatically mirror sales orders and purchase orders in multi-company setup.
One Odoo environment for multiple companies
Manage multiple companies within a single Odoo environment.
Integrations
Sales
Automatically schedule all your inventory operations based on sales orders.
Inventory
Manage multiple companies within a single Odoo environment.
Accounting
Have all your inventory operations impact your accounting in real time or periodically.
Inventory
Clean and fast
Double Entry Inventory
The unique Odoo double entry inventory management allows full traceability from the supplier to the customer. Nothing is lost, everything is moved.
Mobile
Scan products in your warehouse using the barcode scanner. Control your dashboards and track orders wherever you are.
Corrected posted transactions
You are now able to update any transaction (picking, manufacturing order) after being posted through the new lock/unlock button.
Modern User Interface
A fast user interface designed for modern inventory management. Get more work done with less effort with or without barcode scanners.
Flexible
Easily manage a single inventory or a complex multi-warehouses environment by activating features on demand.
Basic Operations
Delivery Orders
Pack orders and deliver with or without barcode scanners. Odoo prepares delivery orders for you based on availabilities.
Inventory Adjustments
Do an inventory for a zone, a specific product, a lot or a pallet/box; Odoo prepares cycle counts for you.
Multiple Locations
Use hierarchical locations to structure your warehouse: zones, rows, shelves, etc.
Manufacturing, Repairs
Use extra apps to manage manufacturing orders, repairs orders, etc.
Receipts
Control incoming products and compare to what was ordered from the supplier.
Packing
Pack products in just a click and assign barcodes to packs for an easy tracking of the orders.
Scrap Products
Scrap products in just a few clicks and get clear reports on scrap: their costs, reasons and volumes.
Stock Transfers
Use the simple transfer interface to move products from one location to another.
Advanced Routing
Drop-shipping
Deliver to customers straight from your supplier based on products, orders or customers.
Cross-Docking
Unload incoming material and directly transfer to outbound gates with little to no storage in between.
Put away & Removal strategies
Define your own storage and removal strategies; fifo, nearest available zone, lifo, etc.
Pick - Pack - Ship
Design your own order process flow. Deliver to customers in one step (delivery order) or several steps: picking, packing, shipping.
Push & Pull Routes
Design your own product routes to automate transfer orders between warehouses or locations.
Multi-Warehouses
Manage all your warehouses with the same system and define replenishment rules between warehouses.
Productivity
Barcode Scanners
Nice unified interface. Use barcode scanners for every inventory operation: inventories, incoming shipments, packing orders, etc. Scan the goods and confirm the reception or sending of those only through the scanner (no keyboard needed). Support EAN13, EAN14.
Customer Portal
Your customer can track their order status into the customer portal: orders, invoices, delivery order status, etc.
Custom Alerts
Define alerts on products or suppliers that should appear for a salesperson when they make quotations.
Smart Scheduler
Odoo's scheduler will trigger all operations automatically for you based on product availabilities and forecasts of orders.
Powerful search
Search documents to process easily. Just scan a barcode or filter based on any criteria: customer, product, etc.
Replenishments
Minimum Stock
Have proposition of purchase orders (or request for quotations) created by Odoo based on your future stock forecast.
Request for Quotations
Want to negotiate a price with suppliers every time you buy a specific product? Odoo can trigger request for quotations automatically based on future needs.
Make-to-Order
Purchase raw materials or manufacture products to order. Define your own routes specific to warehouses, products, orders, etc.
Traceability
Activity Log
Have the history of all operations attached to every document (picking, delivery order, quality control) for full traceability.
Serial Numbers Tracking
Tracks manufacturer lots with barcode or serial numbers. Define and choose which transactions require tracking (delivery orders, receptions, internal moves, etc.)
Perpetual Valuation
Get your inventory valuation posted in real time in your accounting software for an accurate balance sheet in real
Products
Product Types
QBIS ERP supports several product types that have different behaviour: physical products, consumables, services, digital products.
Custom fields
Add as many custom fields as you want on products to handle your business needs.
Expiration Dates
Track expiration dates on products.
Multiple unit of measures
QBIS ERP supports multiple unit of measures and converts automatically for you: buy per tons and sell in kg.
Multiple barcodes
Create custom barcodes with specific codes to implement desired behaviors, such as a specific promotion.
Inventory Valuation
Costing Methods
Odoo WMS supports FIFO, Average Cost (AVCO) and Standard Price for product costing methods.
Landed Costs
Reincorporate landed costs into your product cost to get an accurate valuation of your inventory.
Valuation Methods
Use continental or Anglo-Saxon accounting (to record cost of goods sold)
Perpetual Inventory Valuation
Set up perpetual (real time, automated) or periodic inventory valuation mode by product.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Inventory Forecast
Get forecasts of product availabilities based on confirmed sales orders, purchase orders or manufacturing orders as well as internal moves.
Integrations
Accounting
Have all your inventory operations impact your accounting in real time or periodically.
Purchases
Automate proposition of purchase orders and control products coming from your suppliers in just a few clicks.
Quality
Define quality control points and trigger quality alerts easily.
Sales
Automatically schedule all your inventory operations based on sales orders.
Shipping Connectors
We support UPS, USPS, Fedex, bPost, DHL and EasyPost. EasyPost integrates with tons of other carriers. Get an instant quote on your packs. Generate the sending labels from the shipper. Order automatically from the right shipment company. Track and trace your packages from Odoo.
Powerful API
Make QBIS ERP WMS do pretty much anything with the API: integrate with 3PL, integrate hardware (scales, scanners, RFID), etc.
Manufacturing
Manage
Manufacturing orders
Manage your products into assembly lines or manual assembly.
Work orders
Launch production of items needed in the final assembly of your products.
Barcode
Use barcode to speed up your manufacturing operations: lot or serial number scanning, start/pause/stop stopwatch, trigger a maintenance request, move to the next step, etc.
Repair orders
Manage repairs of items under warranty or as a service.
Editable MOs
You are now able to consume other products despite what was initially planned and edit MOs once they are done.
Unbilled orders
Disassemble a finished product and recuperate components.Schedule & Plan
Plan manufacturing
Get a clear view on your whole planning and easily reschedule manufacturing.
Organise work orders
Have access to all available resources and plan ahead with your production.
Manage Bill of Materials
Keep track of availability of items in stock and production time.
Workcenter Capacity
Use the MRP Scheduler to schedule your work at each workcenter, based on their OEE and capacity.
Flexible Master Data
Create multi-level Bills of Materials
Set a Bill of Materials within another in order to manufacture components of a product in another Bill of Materials.
Optional routing
Create new routings for work orders in order to sequence your production depending on the routing used.
Version changes
Allow your products to evolve and add configurable options when creating orders.
Kits
Using the Kit feature, your salesperson will be able to sell products that will be delivered as a set of components to assemble.
PLM
Versioning
Easily get differences between versions to track changes.
PLM
Track versions of products and ECO's as well as their respective documents. Merge different ECO's corresponding to the same BoM.
Engineering Changes
Track changes with a great kanban process for ECOs.
Document Management
Store plans and worksheet directly on bill of materials and routings.
Quality
Control Points
Automatically trigger quality checks for the manufacturing department.
Quality Checks
Deploy your statistical process control easily with checks.
Quality Alerts
Organise your work using the kanban view of quality alerts.
Maintenance
Preventive Maintenance
Trigger maintenance requests automatically based on KPIs.
Corrective Maintenance
Trigger corrective maintenance directly from the control center panel.
Calendar
Schedule maintenance operations with a calendar.
Statistics
Get all maintenance statistics computed for you: MTBF.
Workcenter Control Panel
Tablets
Set tablets on every work center to organise their work efficiently.
Record production
Register productions, scan products, lots or serial numbers.
Worksheets
Display worksheets directly on the work center with instructions for the operator.
Misc Operations
Scrap products, create quality alerts, perform checks, right from the work center.
Alerts
Use alerts to show changes or quality checks to the operator.
Work order steps
Define multiple steps in a work order and link them to worksheet pages: scan a product, take a picture, quality control, etc.
Reporting
Traceability
Get a full upstream traceability report on the components used during the manufacturing process.
Cost analysis
Track the cost of each manufacturing order based on the cost of the components and on the cost of your operations (labor or material).
Overall Equipment Effectiveness
Analyse your work centers loads, the productivity losses and track your overall equipment effectiveness (OEE)
Employees
Manage
Create employee profiles
Gather all information concerning each employee at one place.
Manage contracts
Keep track of your employees' status, job titles, contract type and dates, and their schedule.
Manage timesheets
Create weekly and monthly timesheets and follow the time spent by your employees on projects.
Handle attendance
Keep track of your employees' presence at work. HR managers can easily report employees' monthly presence with the menu entry and state.
Manage leaves
Manage holidays, legal leaves and sick days.
Dashboards
Get a dashboard per manager.
Collaborate
Enterprise social network
Follow employees and documents, join discussion groups, share files, and chat in real time.
Gamification
Design challenges, goals and rewards with clear targets and objectives to drive engagement and reward your employees' performance.
Integrations
Recruitment
Turn applicants into employees in just a click.
Expenses
Let your employees record expenses keep track of them.
Appraisals
Review employees' performance with ease.
Time Off
Manage leave requests
Employee requests
Allow your employees to record requests themselves, and get notified for each new request.
Approve or refuse requests
Answer your employee requests in just a click.Use green button for approved and calculated leaves. Use grey button for pending leaves that will be managed later.
Add comment
Insert a note to your approval or refusal to add information for your employees.
Add allocations
Setup the quantity of leaves allocated per capita to allow your employees to record their leaves according to their allocation.
Customise leaves type
Create new leaves type for unusual situations.
Manage each level
Allow managers to handle requests for their own team and review each request yourself.
Reporting
Personal Dashboard
A great dashboard for employees to see their own account, managers for their teams, and administrator for the whole company.
Gantt Chart view
Get the planning of your whole team, for the day, week, month and year to get a clear overview of your team's availability.
Calendar view
Plan ahead and keep an eye on your team's availability for the day, the week and the month in a clear calendar.
Reports
Get stats on the number of leaves per capita, per department and per leave type, and export them in PDF in just a click.
Expenses
Record
Expense request
Easily submit expense requests: from the desktop version, from the mobile app or by simply sending the picture of the receipt to a configurable email alias.
Ask questions and give answers
Allow employees to record expenses for their professional spendings with a clear overview of all the spendings for a defined period, for events, travels, etc.
Add attachments
Easily add attachments to expense records to provide reviewers with proof of spendings such as tickets, bills, etc.
Expense reports
Group similar expenses in an expense report and speed up the approval process by approving all the expenses in one click.
Add comments
Write notes to expense records to add information for reviewers.
Submit to Managers
Submit drafts of expenses to managers to request for an approval.
Check status
Have a clear overview of all expenses & statuses at once as well as separately.
Manage
Review expense records
Review employee's notes to complete, validate or refuse them. Add a comment when refusing to give employees an explanation.
Compare expense and receipts
Odoo displays a preview of the receipt next to the expense request in order to facilitate the expenses approval processes.
Accounting integration
Once approved, journal entries for the expense will be posted and reconciled.
Manage per team
Follow expenses for a whole team.
Reinvoice your expenses
Easily invoice your expenses to a customer.
Lunch
An ERP system makes it simple to maintain the food supply system. The Lunch module in QBIS ERP allows you to place orders ahead of time. Installing the QBIS ERP Lunch module, which is beneficial to the business, will eliminate all concerns regarding food supply. This program aids in the management of a company's deliveries, orders, and needs. The QBIS ERP Lunch module allows you to check prices, place advance orders, and track payment.
Accounting
Save time
Beautiful user interface
A fast and modern user interface your users will love. Based on Google Material Design trend.
Reduce data entry
No need to create invoices manually, print and send them, register bank statements, follow-up payments... Automate more, save time.
Collaboration & Alerts
Follow what interests you, get automatic alerts and collaborate on documents easily.
Pay Multiple Invoices
Ability to reconcile a payment with several invoices using a button on the payment form.
Easy setup
Simplified initial setup with a configuration progress bar (example: set your initial balances from one screen).
Mobile
Get an instant access to all accounting features, wherever you are, on tablets or smart phones.
Bank Interfaces
Get your bank statements automatically synced with your bank. Save time with Automated reconciliation.
Accounts Receivable
Clean customer invoices
Odoo invoices are easy to create, beautiful and full featured. (payment terms, multiple taxes, discounts, price lists)
Advanced Payment terms
Support multiple payments for one invoice, cash discounts, advance invoice and partial reconciliations.
Draft invoice propositions
Draft invoices are created automatically by Odoo based on sales order, timesheets or delivery orders.
On-the-fly payment reconciliation
When creating an invoice, Odoo suggests outstanding payments automatically so that you don't have to reconcile it later.
Get paid easily
Credit Card Payments
Get paid quickly by supporting online payment with credit cards. We support main payment gateways like Authorize.net, Ingenico, Paypal, Adyen, etc.
Automated follow-ups
Odoo proposes emails, follow-ups letters, and tasks automatically to ease your credit collection process.
Aged receivable balance
The receivable report gives you a clear overview of overdue payments and treasury forecast.
Customer Portal
Your customer can track their order status, invoices, and payments through their portal.
Advanced customer statements
Get clear reports on customer statements and navigate easily through the documents to understand every customer use case.
QR Codes
Your customers can scan a QR code with their banking app to pay. The QR code is on PDF invoices and shows up in the payment screen of quotations and invoices.
Account payables
Control supplier bills
Compare the information appearing on the Purchase Order, the Vendor Bill, and the Receipt to make sure you pay the correct bill.
Employee expenses
Track employee expenses, from the recording to the validation and reimbursement.
Forecast expenses
Get a clear forecast of your future bills to pay.
Bill digitalisation
Upload your scanned PDF or image format files to vendor bills, and let Odoo automate their creation with Artificial Intelligence.
Pay bills
Print checks
Get a proposition of supplier bills to pay and print checks in batch in just a few clicks.
Deposit ticket
Keep track of deposit tickets in just a few clicks to ease the bank reconciliation process.
Automate wire transfers
Automate payments to suppliers with SEPA based on propositions by Odoo to pay at the right date.
Organize payment orders
Support your own payment flows with optional validation steps.
Bank & Cash
Automate bank feeds
Get your bank feeds automatically from the bank. 15,000 banks supported, mostly U.S., Canada and NZ ones.
Manage cash registers
Easily track every cash transaction with opening and closing.
Import Statements
If your bank is not supported, use OFX, QIF, CSV or Coda files to import statements easily.
Easy Reconciliation
Smart Reconciliation Tool
Get reconciliation propositions automatically, register extra journal items on the fly, search efficiently. Interface for manual reconciliations, for both open and paid invoices. Learning of account numbers based on first manual reconciliation. Odoo matches 95% of invoices & payments automatically and the smart matching tool allows to do the remaining 5% super fast.
Easy outstanding payments
Get partial and full reconciliation proposition directly from the invoice or the bank statement.
Online Payments
Confirmed online transactions create a payment for easy reconciliation. They also show up as notifications in the document’s chatter for easier follow-up.
Reconciliation Report
Audit differences between your accounts and your bank statement balance to ease reconciliation.
Advanced Access rights
Access Control Lists
Access rights are super flexible. Default configurations are already setup for accountants and advisers.
Multis
Multi-currency support
Get your currencies rate updated automatically every day.
Multi companies
Get all your subsidiaries integrated in the same system with consolidation reports in real time. Automate business flows with inter-company rules.
Multiple users
Define as many users as you want with different access rights.
Multi Journals
Organise your document into several journals (by departments, by type of activity) to split roles across several users.
Performance Reports
Business Intelligence reports
Use Odoo pivot table to navigate through the information: consolidations, drill-up/down, group data, filters, etc. Multiple standard reports are available - Profit & Loss, cash flow statements, cash reports, executive summary and aged payable/receivables, etc. Get standard reports and chart of accounts available for 80+ countries. Export to Excel and pdf.
Customizable dashboards
Create your own dashboard by assembling custom reports. Generate reports for any time period, comparing time period. Get dynamic calculation of certain fields e.g. YTD earning. Share filters and dashboard across teams.
Annotate any report
All reports are full dynamic allowing you to navigate easily. Create multiple annotations. Annotate reports to add your notes for the managers inline.
Customizable KPI's
Define your own KPIs based on formulas: gross margin, customer acquisition costs, growth rate by products.
Perpetual fiscal year closing
No need to report balance sheet accounts from one year to another. Automatic calculation of P&L based on chosen dates, only need to write the handling of earnings for closure. Choose lock entry dates for non advisers and all users.
Legal Statements
Profit & Loss
Navigate easily through the flow of information from the Profit & Loss report.
Cash flow statement
Get a cash flow statement in real time with lots of options in the filters.
General ledger
Search and filter in the general ledger easily and zoom into documents in just a click.
Advanced Taxes Management
Odoo's tax engine support a wide range of tax computations: price included / excluded, percentage, grid, tax on taxes, partial exemptions, etc.
Consolidated Journal Report
The consolidated journal displays what happened in each journal organised month by month for readability.
Balance Sheet
Get your current year earnings automatically reported to your balance sheet to report at any time without having to close/open fiscal years.
Tax reports
Get your tax reports in accrual or cash based, formatted according to the right country.
Country-specific statements
Intrastat reports, VAT statement, P&L/BS of the country, listing of VAT subjected customer, etc.
Tax Audit Report
The tax audit report allows you to check how the tax report is computed for audit purposes. In the tax report, select a line and click on the "audit" button to audit the journal items (base and tax in the same report).
Consolidation
Combine financial information from multiple companies to generate a consolidated set of statements. Leverage closing, historic, or average exchange rates and add multiple adjustment columns (no GL impact). Use data from other financial systems and adjust for partial control or ownership of one or more companies.
Analytic Accounting
Hierarchies of cost accounts
Structure automatically your analytic accounts based on projects, contracts, departments, etc.
Fully integrated
Get analytic entries automatically produced based on timesheets, supplier bills, work orders, etc.
Analytic distribution
Distribute one accounting entry into multiple analytic accounts by using analytics tags and flexible distribution.
Multiple-plans
Manage multiple analytic plans with default values and assignations ratios between cost accounts or projects.
Analytic report
Get clear reports on your analytic accounts with hierarchy and subtotals.
Subscriptions
Automatic Invoicing
Manage subscription and recurring revenues easily with contracts. Automate recurring invoices, payments and renewal alerts.
Renewal alerts
Your salesperson get automated alerts when contracts have to be renewed.
Customer portal
Your customers can change their plans, order upgrades or downgrades / unsubscribe through the customer portal. (Based on your configuration)
Recurring revenues & extra
Manage multiple subscription plans, templates and extra fees.
Assets & Revenues
Assets Management
Track assets, depreciation boards and generate amortisation entries automatically. Manage all events on your assets in just a few clicks.
Revenue Recognition
Manage multi-year contracts, automate deferred revenues entries and get clear dashboards on your recurring revenues.
Budgets
Track your budget and compare actual performance with different budget. Manage budget on your financial accounting or analytic accounts.
Revenue dashboard
Get all your SaaS metrics in a clear dashboard: MRR, Churn, CAC, CAC ratio, Growth forecasts, ARR, CLT, CLTV.
Connect
Web-service API
Connect third party applications with the Odoo web service API. We support all languages: python, PHP, java, c#, ruby, ...
Google spreadsheet integration
Connect Google spreadsheet to Odoo Saas to create your own dashboard in your favorite spreadsheet pulling data automatically from Odoo. Very useful for budgets, commission plans, etc.
Flexible Import-Export
Use the built-in import-export tool to mass import or export. You can export then import the same data to mass update through excel sheets.
Tax-cloud integration
Apply the correct tax rates based on U.S. zip codes and product categories. TaxCloud calculates sales tax in real-time for every state, city, and special jurisdiction in the United States.
Integrations
Sales
Get your customer invoices created automatically from your sales order, tasks or delivery orders.
Inventory
Work in periodic or perpetual inventory valuations. Get your accounting entries created automatically in standard price, average price of FIFO.
Purchase
Control supplier bills is just a few clicks. No need to record everything, they are proposed by Odoo based on purchase orders or incoming shipments.
E-commerce
Get all your ecommerce transactions reported automatically in your accounts: sales, payments, refunds, shipping, etc.
Customer Portal
Your customers get an access to their portal where they can download invoices, check order status, track payments, etc.
Document Management
Documents
Preview
Online preview of most file formats: PDF, images, videos.
Chat
Discuss on documents, ping people, or create next activities to track activities to do on a document.
Links
Upload regular files, or create documents as links (e.g. Google Doc files)
Owners & Contacts
Assign documents to users, customers/vendors or Odoo documents (invoices, task, product, ...)
Organise
Folders
Hierarchical folders allows to define workspace having their own set of tags and actions.
Tags
Set multiple tags to structure documents per folder.
Resources
Documents linked to resources (invoices, tasks) are integrated in the document management system.
Easy filters
Define your own filters, and save the most used ones into favourite filters you can share with other users.
Split PDFs
Split multi-pages PDFs into several documents; very useful when you scan documents in batches.
Work in Batch
Tag, preview, or launch actions on a set of documents at once, to work in batches.
Archive
Ability to archive or delete documents. As a protection, you have to archive a documents, before deleting it.
Access Rights
Access rights are easily customisable per folder.
Collaborate
Share Folders
Share folders to offer an access to external users (with or without logins) and allow them to upload new documents.
Share Documents
Share a list of documents with customers / vendors to collaborate easily. Set a validity date on shared documents.
Email Gateway
Allow people to create documents by sending an email. Define rules to set tags and folders automatically according to the email.
Workflows
Customised Actions
Define automated actions per folders, contacts and/or tasks: create documents, process bills, sign, organise files, etc.
Lock / Unlock
Ability to lock a file to warn other users that a specific document is being modified.
Document Requests
Ability to create "missing documents" and organise them like documents, to remind people to upload these documents.
Validation Process
Easily implement custom validation process with tags and automated actions.
Integrations
Project Management
Create tasks from documents in just a few clicks. (e.g. specification of a task to be converted).
Electronic Signature
Integrate Odoo Documents with Odoo Sign to sign documents, or request signatures in just a few clicks.
Vendor Bills
Create vendor bills from PDF or Images documents in just a click. The Artificial Intelligence engine will process bills automatically.
PLM
Integrate documents with the PLM to track versions of plans or worksheet on the product form, or engineering change orders.
HR & Payroll
Helpdesk
Maximise your productivity
Create different teams
You can create different teams to assign tickets to, and for each team you can create a unique email alias, which customers can contact directly.
Assigning tickets
Tickets can be assigned automatically balanced amongst team members, randomly, or manually.
Prioritise your tickets
You can choose different levels of priority for your tickets.
Timesheet on tickets
Track the time spent on tickets time sheeting on them. Use a timer to record the exact time, with the possibility of having several users recording their hours at the same time on the same task/ticket. Timesheets can be displayed on the customer's portal.
Multi-channel
Create tickets via email
Customers can easily create tickets via email. Incoming emails automatically create a ticket and depending on the email aliases they can be assigned to the corresponding teams.
Create tickets via website form
Customers can create a ticket via an online form. The website form can be customised according to your preferences.
Create tickets via Live Chat
You can interact with your customers via the Live Chat and instantly create a ticket directly via the chat window.
Create tickets on the fly
If you notice that a customer has mentioned an issue on an external channel such as a forum, Twitter, or Facebook, you can manually create tickets in the system and get started right away.
Create tickets via Leads
Convert a lead into a ticket with a simple click. Ensure no more unseen or unanswered customer needs.
Analyse your work
Set your own SLA rules
Set standards for your teams by creating your own SLA policies. Service Level Agreements can be created based on tickets issue types, tags and/or priority. Choose between a stage to be reached, or for a SLA to applied at a specific stage.
Helpdesk Dashboard
Get a full overview of all your tickets with the Helpdesk dashboard and keep track of your performance and success rate.
Customer rating
Customers can provide feedback on their customer experience in just a click by using the customer rating system. This allows you to track their level of satisfaction as well as the rating of the team member in charge of the ticket for easy KPI tracking.
Self Service
eLearning
You can make your learning materials such as slides, videos, or documentation available on your website via Odoo Slides, sharing them with customers by publishing your content on your Helpdesk page. No need to re-import everything a second time on the Helpdesk page, all your educational content stays in sync.
Help Center Forum
Questions or issues that you receive frequently you can post in the online forum which can then serve as a FAQ section where customers can easily find answers to their most common problems.
Ticket Closing
Allow customers to close their tickets from their portal. This reduces the chance of having a closed ticket which was not considered done by the customer, avoids misunderstandings and adds time for Helpdesk Teams to pay attention to new or more complex tickets.