Odoo is an open-source enterprise planning (ERP) system that provides a comprehensive solution for nearly all business processes. It includes a range of modules and applications to manage operations such as accounting, sales, purchase, inventory, human resources, marketing, and more. ![[odoo-cross-functional-ERP.png]] Odoo provides a user-friendly interface and allows you to tailor it to your specific needs. You can start with the modules that are most relevant to them and add others later. Overall, Odoo is designed to help streamline operations, improve efficiency, and make better decisions. With its open-source architecture, flexible customization options, and integrated solutions, Odoo is a popular choice for businesses looking for a comprehensive management system. It has a user-friendly interface. For example, when creating an opportunity, you can enter a name quickly and come back to complete the detail on the customer’s record. It handles the whole workflow from order to accounts, allowing you to output a balance sheet and income statement, including a data exchange for your accountant. ## Modules in Odoo Odoo includes a wide range of modules and applications. Here are some of the most common ones: 1. *Accounting*: for financial operations, such as the general ledger, accounts payable and receivable, and banking. 2. *Sales*: customer relationship management (CRM), quotes, orders, and invoicing. 3. *Purchase*: purchase orders, vendor bills, and inventory. 4. *Inventory*: inventory levels, such as stock control, inventory valuation, and product tracking. 5. *Human Resources*: employee payroll, and benefits. 6. *Marketing*: email marketing, leads, and segmentation. 7. *Project Management*: project planning, tasks, and project reporting. 8. *Manufacturing*: manufacturing operations, such as production planning, work orders, and bill of materials. 9. *E-commerce*: e-commerce such as online stores, payment processing, and shipping. These are just some of the modules that are commonly found in Odoo. The exact ones available vary depending on the specific version of Odoo being used. Additionally, businesses can add custom modules or develop their own to meet specific requirements. ## Workflow ![[odoo-système-de-gestion-erp.png]] Odoo allows you to manage customers, orders, purchasing and billing. ![[odoo-customer-record.png]] You can manage your product base with variances, prices and cost. ![[odoo-products.png]] Odoo product record: ![[odoo-product-record.png]] Odoo manages purchasing with Requests for Quotation (RFQ) ![[odoo-rfq-articles-fournisseur.png]] Odoo can manage a touch checkout on mobile and your website with a customer account. ![[odoo-caisse.png]] in short, it deals with all the administrative functions of a company. ## Formal Operational Systems We contrast informal tools with the formal transactional tools, of which Odoo is one. There are many ERP systems, such as Sage and others. We distinguish between the formal transactional system and the informal ones. ## Odoo ERP Is Transversal [Odoo](https://www.odoo.com/) can help you can qualify leads, convert leads to orders and orders into invoices and provides accounting and business management data. ![[odoo-evernote.png]] Odoo has a graphical kanban presentation for activities, tasks, and priorities. ![[odoo_logo.png|250]] Opportunities received in Gmail can be sent straight to the Odoo sales team inbox. Odoo is a good fit because: - There is a single flow from opportunities to invoices - It functions well on desktop and on mobile. - It has an online customer and supplier account portal. ## A kanban grid in Odoo The classic kanban is shown here in Odoo. You can easily slide the blocks (actions) from column to column, organized by (GTD) horizon. ![[odoo-kanban-view.png]] ## Odoo for operations Odoo timesheets are for customer work (production) and for projects. Odoo is interesting for planning. - Capture is easy on a task, which can include subtasks. - In Odoo Gantt view, you can drag a period first, then choose a task. - Can’t sync activities to the calendar. - But tasks are scheduled on project tasks. ![[odoo activities scheduled on tasks.png]] You can get an overview of tasks planned for a project on the Gantt. ![[odoo-gannt.png]] When you get an order, ensure that it has sufficient priority (top priority) overall. To deliver on time, measure production rate, and to use as an input into estimates. This allows you to estimate how much time an order will take and is part of the agreement with the customer on delivery timescales. Use Odoo to establish estimates and orders and output turnover, costs and margins, end of year accounts and breakdowns of costs by category. Odoo tracks invoices and monies owed and therefore helps to follow up late payments. Odoo is used for operations, from leads to orders and invoices to accounting. ![[odoo_logo.png|250]] Odoo is the formal system to manage opportunities and orders and much more. ![[odoo-task-planner.png]] There are many ways to build a management system: either an integrated system like Odoo or separate software modules that clip together and exchange data.