Odoo Modules & Capabilities

Organize the pipeline7

Structures the sales pipeline by managing lost opportunities so they can be reviewed or reactivated, merging duplicate leads and opportunities into a single record, and configuring sales teams to divide territory and ownership across the organization.

Configuration5

Sets up the core building blocks of an online store: publishing products with images, video, and visibility rules, organizing them into categories and variants, defining pricelists and discounts, and managing B2B versus B2C customer account and checkout behavior.

Configure rental products3

Sets up products for rental by defining period-based pricing and configuring fines for late returns, so items can be offered for hire alongside standard sale products.

Promote and monetize5

Sells event tickets through multiple channels once ticketing is enabled, including standard sales orders, point of sale, and the website store, with ticket products and event details selected at the point of purchase.

Acquire leads5

Brings new leads and opportunities into the pipeline through several channels: converting inbound leads, capturing web contact-form submissions, creating leads manually or from incoming email, generating quotations directly, and mining external company data for prospects.

eCommerce design3

Shapes the customer-facing shopping experience by customizing individual product pages, arranging the catalog with layout and filtering options, and adding features such as wishlists and side-by-side product comparison.

Assign and track leads4

Routes incoming leads to the right salesperson using predictive lead scoring for automated assignment, alongside reporting on unattended leads, lead quality, marketing attribution, and reseller/lead-distribution performance.

Attendee experience4

Lets attendees engage with an event through published tracks and talks, with speaker details, live broadcasting, and quiz-based gamification, while organizers manage the schedule dashboard with grouping and filtering.

Analyze performance5

Measures pipeline health and forecasting accuracy through win/loss pipeline analysis, an expected-revenue view weighted by opportunity probability, and a forecast report that projects future sales results for managers assessing team effectiveness.

Optimize your day-to-day work4

Speeds up day-to-day CRM work with partner autocomplete for faster data entry, gamification to drive team engagement, configurable activity plans, automatic lead enrichment, and support for membership/partnership relationships.

Other capabilities23

Setup2

Covers configuring scanner hardware, printing product and location barcodes, defining which operation types and commands scanners can trigger, and generating barcodes for lot- and serial-tracked items, plus RFID hardware integration.

Product management3

Configures how products behave in the warehouse, including product type, units of measure, packages and packaging, and tracks individual units through serial numbers, lot numbers, and expiration dates.

Warehouses and storage4

Sets up warehouse structure and physical storage, including multi-warehouse and location hierarchies, operation types, inventory adjustments and cycle counts, reordering-based replenishment across warehouses, and forecasting and stock reporting.

Replenishment

Daily operations3

Covers scanner-driven inventory tasks such as adjusting stock counts, processing receipts and deliveries, and moving goods between locations, using either default or GS1 barcode nomenclature and optional RFID tag reading.

Shipping and receiving6

Governs inbound and outbound warehouse flows, covering delivery method setup, one- to three-step receipt and delivery processes, picking and removal strategies, and integration with major shipping carriers.

Get started23

Walks a new company through initial accounting setup, including defining fiscal periods and tax filing schedules, linking bank accounts for automatic statement import, configuring country-appropriate taxes, and establishing the chart of accounts with opening balances.

Chart of accounts

Taxes7

Automates tax computation and the resulting journal entries on invoices and bills, letting a company activate pre-configured tax rates, assign them to products, and file tax returns, with advanced options for customizing how taxes are computed, displayed, and mapped through fiscal positions.

Customer invoices7

Handles the customer invoicing cycle from draft creation through confirmation, sending, payment matching, and dunning for overdue balances, drawing on receivables reporting such as aged balances.

Vendor bills4

Captures vendor bills by manual entry or automated upload from email and PDF, then confirms them into journal entries and tracks payment, supporting self-billing workflows and an aged payable view of outstanding obligations.

Payments4

Records customer and vendor payments either linked to a specific invoice or bill, reducing the amount owed, or as standalone transactions that create outstanding credits or debits, with automatic reconciliation and batch payment processing to match payments against open documents.

Bank and cash accounts5

Manages bank and cash journals for tracking money movements, with automatic feed synchronization for thousands of supported banks or manual entry of statements for institutions that are not directly connected.

Bank reconciliation

Reporting6

Delivers generic and dynamic financial statements including balance sheet, profit and loss, and cash flow reports alongside specialized views for tax, receivables, payables, and audit trails, with drill-down on report lines, PDF/XLSX export, and period-over-period comparison.

Tax return (VAT report)

Other capabilities3

Change management3

Tracks, revises, and reverts changes to products and bills of materials through engineering change orders, letting teams compare BOM versions and apply approved modifications into production.

Basic setup6

Covers foundational production setup: configuring products for manufacturing, building bills of materials, and running one-, two-, or three-step manufacturing processes, plus tracking manufacturing order and work-in-progress costs.

Project management1

Routes engineering change orders through configurable approval stages, assigning approvers and tracking pending sign-offs on a dashboard so stakeholders review changes before they reach the production bill of materials.

Advanced configuration5

Handles sophisticated production scenarios including bills of materials for product variants, kit assemblies, multilevel BOM structures, work center configuration, and dependencies between work orders.

Workflows6

Covers advanced production scenarios such as a master production schedule, work-center time off, scrapping during manufacturing, backorders, splitting or merging manufacturing orders, unbuilding finished goods, by-products, continuous improvement, and lot/serial-tracked manufacturing.

Shop Floor3

Gives operators a floor-level view for running manufacturing orders and logging work, combining a shop floor overview with time tracking of labor spent on each operation.

Subcontracting3

Manages production done by third-party manufacturers through basic subcontracting, resupplying components to the subcontractor, or dropshipping components directly to them, with valuation that folds in component costs, manufacturing fees, and shipping.

Reporting3

Reports on production performance and efficiency, covering delays, resource and equipment utilization, effectiveness metrics, and broader production analytics.

Other capabilities2

Project management5

Sets up and runs projects on a Kanban board, covering project creation with name, manager, dates, and allocated hours, visibility settings for internal versus external users, scheduled activities, and portal sharing for collaboration with clients.

Task management5

Organizes project work through task stages and statuses, task creation, recurring tasks, sub-tasks, and dependencies between tasks.

Advanced4

Extends the ticket pipeline with after-sales workflows, controls for closing tickets, and time tracking that can be billed back to the customer for support work performed.

Products3

Configures products for procurement by importing vendor pricelists to manage supplier pricing and setting up standing or temporary reordering rules to automate replenishment and keep stock levels optimal.

Manage deals4

Handles vendor negotiation and agreements through requests for quotation, blanket orders for long-term commitments, calls for tender, purchase templates, control policies, and tracking of vendor bills through the procurement cycle.

Advanced3

Layers strategic buying tools on top of basic purchasing, including demand-based quantity suggestions, purchase and vendor-cost analysis reports, procurement expense tracking, EDI links between purchase and sales orders, and a purchase/vendor analysis dashboard.

Subcontracting3

Manages production done by third-party manufacturers through basic subcontracting, resupplying components to the subcontractor, or dropshipping components directly to them, with valuation that folds in component costs, manufacturing fees, and shipping.

Setup2

Covers configuring scanner hardware, printing product and location barcodes, defining which operation types and commands scanners can trigger, and generating barcodes for lot- and serial-tracked items, plus RFID hardware integration.

Product management3

Configures how products behave in the warehouse, including product type, units of measure, packages and packaging, and tracks individual units through serial numbers, lot numbers, and expiration dates.

Warehouses and storage4

Sets up warehouse structure and physical storage, including multi-warehouse and location hierarchies, operation types, inventory adjustments and cycle counts, reordering-based replenishment across warehouses, and forecasting and stock reporting.

Replenishment

Daily operations3

Covers scanner-driven inventory tasks such as adjusting stock counts, processing receipts and deliveries, and moving goods between locations, using either default or GS1 barcode nomenclature and optional RFID tag reading.

Shipping and receiving6

Governs inbound and outbound warehouse flows, covering delivery method setup, one- to three-step receipt and delivery processes, picking and removal strategies, and integration with major shipping carriers.

Quality control basics3

Structures quality management around control points that define where inspections occur, alerts for flagging issues found on the shop floor or in the warehouse, checks that carry out the inspection, and failure locations for routing defective items.

Quality check types5

Offers different ways to inspect quality, including step-by-step instructions, simple pass or fail evaluation, numeric measurement against tolerances, and photo documentation of the item being checked.

Overview4

Receives customer support requests across multiple channels into a ticket pipeline, applies service level agreements to keep response times on target, and organizes support teams to handle incoming requests.

Advanced4

Extends the ticket pipeline with after-sales workflows, controls for closing tickets, and time tracking that can be billed back to the customer for support work performed.

Other capabilities4

Advanced3

Layers strategic buying tools on top of basic purchasing, including demand-based quantity suggestions, purchase and vendor-cost analysis reports, procurement expense tracking, EDI links between purchase and sales orders, and a purchase/vendor analysis dashboard.

Reporting6

Delivers generic and dynamic financial statements including balance sheet, profit and loss, and cash flow reports alongside specialized views for tax, receivables, payables, and audit trails, with drill-down on report lines, PDF/XLSX export, and period-over-period comparison.

Tax return (VAT report)