QBIS Enterprise

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    Have a Closer Look At All The Functionality

    Introducing our cutting-edge software system, designed to revolutionise the way you do business. Our software offers a comprehensive suite of tools to streamline your workflows, boost your productivity, and improve your bottom line.

    With our software system, you can:



    • Automate repetitive tasks: Our software can take care of the boring and time-consuming tasks that take up your valuable time, such as data entry, invoicing, and reporting.
    • Track and analyse your data: Our software allows you to keep track of all your important data in one place and analyse it with powerful reporting tools. This gives you valuable insights into your business performance and helps you make informed decisions.
    • Collaborate with your team: Our software makes it easy for your team to collaborate on projects and share information, no matter where they are located. This leads to better communication, increased productivity, and better results.
    • Improve your customer experience: Our software allows you to provide better customer service by automating your customer support processes and giving you real-time access to customer data.



    But that's not all! Our software is also highly customisable to meet the specific needs of your business. Whether you're a small startup or a large enterprise, our software can be tailored to fit your unique requirements.


    Don't miss out on the opportunity to take your business to the next level with our innovative software system. Contact us today to schedule a demo and see for yourself how our software can transform your business.

    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.


    EMail

    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.


    Events


    Design


    Drag & drop editor

    Structure your event pages with our premade building blocks. Create landing pages, agendas, speakers bios, calls-to-action, images, links and much more in just a few clicks.

    Building blocks system

    Edit your events by adding your text and graphics directly within the editable content of your building blocks.

    Themes

    Pick one of Odoo's awesome themes and change the layout according to your taste without losing time starting from scratch.

    Edit menu

    Create a menu with several pages for advanced events.


    Organize


    Talk proposal management

    Allow visitors to submit talks and speakers on your event websites. Organise the validation process of every talk.


    Tracks management

    Follow every step from issuing the call for speakers to managing submissions, content and speakers.


    Back end to front end integration

    Directly translate information about speakers into visually appealing speakers' biographies and descriptions of the talks and presentations.


    Attendees management

    Manage classes and resources, create group of attendees, set min/max capacities. Add custom questions at subscriptions, per attendee or per subscription. Customise entrance badges and analyse attendee profile.


    Mobile registration

    Use your smartphone to see the list of attendees, or simply use your phone's camera to scan badges and update the list of attendees.


    Event organisation

    Manage calendar of events, multiple locations and organisers.


    Event budget

    Administration of resources allocation and automated purchases.


    Event collaterals management

    Obtain accurate attendees list and print badges.


    Follow-up

    Send automate follow-up emails or satisfaction surveys and allow reviews.


    Scan badges

    Scan badges to confirm attendance.


    Usability

    Use the Gantt view to easily schedule tasks with a visual representation of time frames.


    Promote & sell


    Events

    Drag and drop building blocks into place, and share your speakers and agenda information with attendees and prospects.


    Email marketing

    Schedule automatic communications : save the date, enrollment confirmation, reminders, know before you go, thank you for attending, etc.


    Social Media integration

    Set a Twitter Hashtag for each of your events.


    SEO integration

    Get keyword suggestions according to Google most searched terms and improve your SEO.


    Google Analytics integration

    Track all kind of events related to visits, shopping carts, call-to-actions and more by default.


    SMS

    An extra way to communicate with your public, the SMS Text Messages also allows you to have different templates and to choose when you would like your message to be triggered.


    Link Tracker integration

    Add a tracking code to your links and assess each of your campaign's return on investment (ROI).


    Sell tickets online

    Sell registrations to your events with the multi-ticketing feature.Register several people at once. During the subscription process, the participant will be able to detail each attendee in a new screen.


    Online or offline sales

    Allow attendees to pay online with a credit card or with the invoice, based on your configuration.


    Manage sales & increase revenues

    Configure automated invoicing, cancellation policies, specific prices for members and sale conditions like early bird for your event.


    Dashboards & reporting

    Real time information and data on your event.


    Survey


    Design


    Drag & drop editor

    Use our premade building blocks to structure your survey.


    Edit inline

    Edit your surveys by adding your text and graphics in real time directly within the editable content of your building blocks. Swiftly amend any typos or mistakes!


    Unlimited survey and forms

    No questions limit, gather all informations possible.


    Save emails

    Choose to save the user's email address for later use.


    Images

    Include images as the background of your survey and to illustrate questions.


    Live Sessions

    The host manages the pace of the session, and participants can see the results and ranking live.


    Centralise & analyse


    Smooth database synchronisation

    All information provided from the surveys is automatically assigned to the matching entry in your fully integrated database.


    No data loss

    Results are saved and readily available.


    Direct access to your database

    Access your database from the survey tool and share your polls in no time for fast response gathering.


    Merged database

    Automated database import, export and matching.


    Real time analysis

    Use the Analyse feature to get real time results and charts.


    Fully integrated with other apps

    Seamless integration with Odoo CRM.


    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.


    Recruitment


    Manage


    Job offers

    Post job offers on your website and follow the application process within the Kanban view.


    Employment websites

    Link job offers from different employment websites to your module and keep an eye on all your offers.


    Recruitment process management

    Manage a pipeline of candidates for your open positions and get organised with smart activities management.


    Backend

    Manage everything from application emails to automatic answers right from the app.


    Automatic indexation

    Create a repository with all your applicants' resumes, well organised and instantly accessible.


    Calendar integration

    Schedule interviews and send meeting invites directly from Odoo and synchronise your QBIS ERP calendar with Google Calendar.


    Candidacies

    Keep track of all your applicants.


    Hire


    Send online offers

    Generate offer links for the selected candidates. Let them review the offer, upload their personal information and sign the offer.


    Salary configurator

    Let your employees build their own benefits package: gross salary, time off, meal voucher, etc.


    Integration


    Employees Integration

    Turn a candidate in the recruitment process into an employee in the system in one click.


    Fleet


    Manage vehicles


    In-depth descriptions

    Specify brand and model, registration number, chassis number, number of doors and seats, colour, etc. to easily identify each vehicle of your fleet.


    Leasing contracts

    Specify contract start and expiry dates, activation and recurring costs, and status of the contract.


    Keep track of mileage

    Report odometer readings to keep track of the vehicle's mileage and forecast service and repairs.


    Monitor fuel consumption

    Record every refill for each car to monitor fuel consumption, or link each vehicle to a specific fuel card to automatically record transactions.


    Vehicle maintenance

    Have a day-by-day follow up of all vehicles maintenance needs, to forecast services and keep track of repairs.


    Overview by car

    Get a clear view of all the costs for each vehicle.


    Statuses

    Create several statuses to get a clear view of vehicles ordered, vehicles in your park, vehicles you don't own anymore, etc.


    ​​Reporting and analysis


    Reporting

    Record all costs linked to your fleet in a clear and in-depth report, and create a custom report with all the information you need.


    Dashboard

    Get a clear overview of all your vehicles thanks to live reports and graphs.


    Integrations


    Accounting

    All movements in Fleet are automatically recorded within your accounting report, and are taken into account in forecasts.


    Employees

    Fuel logs and other costs can be recorded as employee expenses and taken into account when managing employees.


    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.


    Organise 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.


    Customisable 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.


    Customisable 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.


    Contracts

    We Will Help You Succeed

    Are you tired of dealing with frustrating software issues that take up your valuable time and hinder your productivity? Do you wish you had a team of experts available to help you quickly resolve any software-related problems that arise?


    If so, our software support services are here to help. Our team of experienced professionals is dedicated to providing you with fast and effective solutions to all of your software-related issues, so you can focus on what really matters - growing your business.


    We offer a wide range of support services, including troubleshooting, software installation and configuration, software updates and upgrades, security and performance optimisation, and more. Whether you need help with a specific software application or a comprehensive support package for your entire IT infrastructure, we've got you covered.


    Our team is available 24/7 to ensure that your software-related issues are resolved as quickly as possible, minimizing downtime and maximizing productivity. We use the latest tools and technologies to provide you with the most effective solutions, and we are always up-to-date with the latest trends and developments in the software industry.


    So why wait? Contact us today to learn more about our software support services and how we can help you get the most out of your software applications. We look forward to helping you achieve your business goals and success!