CRM

• Track the progress of leads and opportunities 
• Schedule and log interactions such as calls, meetings, and emails with customers and prospects
• Integrate email communication within the CRM platform
• Generate reports and analyze data to gain insights into sales performance and trends 
• Create and manage sales quotations directly within the CRM system

 Sales 

• Track and manage sales orders from creation to fulfillment
  
• Facilitate collaboration among sales team members by assigning tasks, sharing information, and tracking progress
  
• Sending Acknowledgement Email to Customer
• Upload Feature From an Excel File to Create RFQs to Supplier and Create Sales Quotation
• Create RFQs to Supplier from Sales Quotation and Link RFQ to Sales
• Set Up Approval Process before confirming Sales quotations 
• Send Quotation to Customer
• Creation of Quotation Revisions
• Generate forecasts and analyze sales data
  

Purchases

• Track and manage purchase orders for goods or services from suppliers
• Handle purchases and transactions in multiple currencies to accommodate international suppliers and transactions
• Set up approval processes for purchase orders  
  
• Generate reports and analyze purchasing data 
  
• Send and receive emails to send RFQ and Purchase Order to supplier

Project (Supply Chain Management)

• Provide an overview dashboard displaying the status of all ongoing jobs, including progress, and assigned team members
• Integrated with Sales, purchases, and Inventory apps for streamlined workflow and data consistencies 

Inventory

• Manage products including tracking stock levels, locations, and variations.
  
• Record and track all movements of inventory items within your warehouse, including receipts, deliveries, quality checks, internal transfers, inventory adjustments
  
• Manage inventory across multiple warehouse locations, tracking stock levels and movements independently for each location
  
• Track inventory items by batch or serial number for traceability and compliance purposes   
• Utilize barcode scanning technology to streamline inventory operations, including receiving, picking, and stocktaking processes 
  
• Calculate the value of inventory using various valuation methods, such as FIFO (First-In-First-Out) or average cost, for accurate financial reporting 
• Gain real-time visibility into inventory levels, locations, and movements across all warehouses for better decision-making and planning 
• Integrate inventory management with sales and purchase processes to ensure accurate order fulfillment 
• Generate reports and analyze inventory data

MRP

• Define detailed work instructions, including procedures, specifications, and guidelines   
• Create and maintain BOMs, specifying the components and resources required to manufacture a product
  
• Assign responsible individuals or teams to specific tasks to ensure accountability
• Integrate manufacturing processes with inventory management and sales order fulfillment to ensure accurate inventory tracking and order processing

Jobs

Jobs App is an overview of the documents and information related to a job. This is the summary of data done during the Quotation / Sales, Purchase, Receiving (Control Point, Quality Check) and Delivery (Final Quality Check and Final Control Point).

Website

• ​Create and manage a catalog of products, including product categories, descriptions, variants, images, documentations.
• Enable customers to select products to ask request for quotation. This is integrated in Odoo's Sales app to process the requests for the Sales team. 

Invoicing / Billing

• Generate customer invoice directly from the Sales Order supplier bill from the Purchase Order, reducing the manual entry of information
• Integration of Odoo Invoicing / Billing with other software (i.e. Xero, Myob, etc.) provided that the software allows API integrations