Sales commission directly computed into Odoo and with computation details attached to collaborators.
Design your own product description on sales order line.
Give the possibility to manage access right directly from the tree view, with an overview of all the users and a fast and intuitive configuration for the main access rights.
Transfers products from the pricelist with Partner set to the pricelist with employees of this partner
Manage Quotation Version, by recording and archiving old versions and linked all the versions together to easily track the history of a quote from the first quotation to the sales order.
Define credit limit thanks to a formula
Easily create a sale order with POS view, show by product categories and product variants.
Providing an option to show financial reports' data under the percentage value.
Display aged Receivable on Sales Report Menu.
Display aged Payable on Purchase Report Menu and Aged Receivable on Sales Report Menu.
Transfers products from price list to Sales/ Purchase orders
Add log notes on Contact via email alias
Providing a suggested list of French company titles when creating a contact.
Creates Printed report for tasks of the Project
Report by product with quantity and details of stock moves between selected starting end ending dates.
Creating mission expense line from Bank Statement directly.
Accrual based management from draft vendor bills/customer invoices in order to properly manage your bookkeeping between the time you should receive/issue an invoice and the time you effectively receive/issue invoices.
Design for each object your own Taylor-made and configurable validation process.
Add "Wait Approval" state in Sale Order/ Define the independence level of your sale team
Add advanced product selector in manufacture order
Give configurable options to prevent sending an email template
Add capability to generate Indonesian tax invoices
Provides the Indonesian Chart of account, with ledger account and account groups, and the Indonesian Chart of Taxes
Add a total column in your financial report, which is just required in a lot of comparison situation.
Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners
Access to a full generic chart of account
Extend accounting features for Asset management (purchase date vs departure date of depreciation, original purchase value, analytic account on the asset,…).
Provide an extended list of journal for advanced bookkeeping (Provision, Tax, Retaining Earning,...)
Setting conditions for your attribute values
Make restriction based on journal to avoid mistake in journal entries
Propagate a New Attribute Value on All Product/Product Category that Has The Attribute
Read invoice information directly on Sale Order and Purchase Order
Add the hierarchy view as generic on any field which has the notion of parent (and so notion of hierarchy), like Account Group
Change ledger account on validated customer invoice lines
Define the work order which is consuming the components
Phantom Routing Operation gives the flexibility to fully define routing operations without generating work orders for each operation.
Add additional info (e.g. title, contact person, attachment, milestone) to invoice
Define of each BOM the scrap % of the finished product in order to take into account in the component quantity.
Convert all transaction into Group Company Currency
Add flexibility for the production manager to manage the quantity to produce.
Fully manage your meetings (before - during - after) in Odoo.
Give TIN and IBAN format
Create Timesheet when employees attend to a meeting
Create Customer Fapiao (Out Tax Invoices) and Supplier Fapiao (In Tax Invoices)
Add an action in the invoices list to merge invoices.
Create employee contract template
Combine multiple RFQ or Purchase Order
Provides the function to duplicate the product and product variants with the BoM
Give notification when selling price is below the minimum price or above maximum price
Add approval stage for SO that selling price is out of range
Create downpayment in Purchase Order
Put discount in Purchase Order Line. This discount will also appear on vendor bill lines
Adds the possibility to create a Product variant manually after setting attribute values for Product
Add tracking in journal entries to see the histories of change
Create journal entries based on timesheet when validating timesheet
Add Timesheet in Annex of your customer invoices with possibility to print it
Provide 2 type of template:
- Generic template: Template configured by each employee
- Dynamic template: Template modified based on previous records
Validation workflow by N+1 and HR Officer on Timesheet report
Set minimum hour, give warning when the timesheet is below minimum required hour
Managing task but decide to do it internally or to subcontract to another entity of the group.
Add "Approval" state if sale order is for unqualified partner. Sales order is confirmed only with qualified partner. Salespeople can't validate orders with every partner, an approval from sale manager is needed
In addition of the subtotal without taxes, give the subtotal with taxes on each sales order line for a better control
Add title, attachment, contact and allow to archive quotation on Sale Order
Managing products' quality based on specific criteria before delivering to customers.
Create vendor bill from purchase order only for received products
Add title, attachment, contact and allow to archive quotation on RFQ or Purchase Order
Providing option to set parent for a project and display under hierarchy view.
Give an explicit link from sales order line to production order and a sheet to read production status from the sales order directly for manufacturing products with Make to order routes.
Planning management of production orders.
A Follow-up of your finished product with a global view on all the manufacturing order
Extra (independant) features on products: split storeable product between the one In Stock and Not In Stock, get generic products where the description is transferred via the routes, get more copied fields via the copy product feature.
View product category structure on Sales and on Accounting
Extend the notion of working schedule to convention in order to drive the whole configuration of employee contracts, and not only their working hours.
Dashboard to get an overview of all the transactions related to an analytic account with key KPIs and navigation to details.
Give comment on tax which will be printed on customer invoice
Propose generic Chart of Analytic Account
Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping
Providing a graph of your bank balance with a flexibility period quickly
[BETA] Introduce the notion of budget item as a mirror of journal item in a forecasted dimension and not as an analytic object independant on the classic bookkeeping. It's the key to include your budget in any dynamic financial report in Odoo.
Prepare batch payment for supplier payment.
Record and follow up the payment using bank guarantee for customer invoice and vendor bill
Provide IBAN format configuration to avoid mistyping the bank account.
Add Cost of BOM on the product form view with a direct link to the Structure of BOM and Cost.
Request a product through Procurement,
Request menu or directly on Product
Extend the notion of Odoo hierarchy view and improve the layout in order to use it in other modules and apply on different objects: Chart of Account, Analytic Account, Product Category, Partner,...
Extra feature on leaves: leave type, configure leave behavior based on employee's contract & convention, fixed leave for holidays and company closing, define period to allocate leave / take leaves.
Try it now on demo.cluedoo.com
Give your partner initial name
Qualify your partners with partner profile
Make Private Partner Information Confidential
Gap computation between your bank statement lines and your closing balance
Provide automatic code for partner
Give the possibility to lock the period based on timeframe (e.g. each month) and based on access right (e.g. accountant, adviser, etc.)
Create templates for sales order line comment and sales comment
Display message for every change in user form
Add company information on partner created from user
Loan Management with Fixed Interest Rate in Odoo
Manage HS Code at Product Category Level.
Providing "Cost Analysis" button in Production Order as well as Manufacturing Order to view the cost structure and operations.
Provide the net result of a project/an analytic account on controlling kandan view.
Feature to go into my activity timesheet.
Propagating new variants for products automatically when a new attribute or attribute value of is added.
Directly create meeting as an activity from Schedule an activity.
Charging the Timesheet directly from a created activity
Create purchase order from a product variant image, like a point of sales, with quick selection of the final product. Easy to use on touch screen.
Apply a same period term for projects by creating project template.
Easy print product catalog for the whole product database or for special selections.
Editing a Chart template and updating for all COA of all companies.
Removing automatic brands in your emails.
P&L with standard EBITDA presentation.
Add cancelling function to Expense Report after posting journal entry
Providing the option to set decimal precision following objects
Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...
A detailed classic cash flow statement to overview the key info about your company, and with all the flexibility of Odoo financial report.
Providing a great tool to allow users to search their key words on Short description on Configuration Panel.
Providing the possibility to get all the related documents to an aged balance.
Integrate the budget column generically on your P&L in order to compare realized vs budget in your P&L, dynamically according to the activated filters.
Clarifying the information of the recipient in the email
Beta: Propose an engine to put several financial report in the same view in order to export in PDF or Excel in just one click.
Providing an option to set the quantity and delivery date in the back order at the time you create the Purchase/ Sale order.
Providing a possibility to show a related meeting in a project view ,and vice versa.
Displaying the Analytic Account on Sale Order line
Add hierarchy view and field Company in Account Group
Add a button "Finish MO" to automatically finish work orders and manufacturing order.
Create a log for cron actions with possibility to print them.
Add print sticker on quality check with production information and also provide QR Code printing.
Record Monthly rate in addition of the daily rate for currencies in order to use monthly rate or daily rate in Odoo according to the object/topic.
Include Cluedoo modules directly as activable option in the settings panel.
Adding delivery fees on invoice.
Providing the possibility to send documents directly from Odoo instead of sending by mail manually.
On MTO, transfer the configurator information from sales to production order.
Providing the Internal Message button on messaging/chatter to send messages to internal followers only.
Official import and export documents for Chinese custom can be directly printed out from Odoo
Add the notion of analytic account on stock moves to be able to manage your stock by project.
Providing the notion of analytic account on stock in order to be able to make a full analytic account management, on order, invoice and stock.
Get financial report in your consolidation currency simply with an option on financial report. A MUST to have multicompany reports when entities are different bookkeeping currencies.
Extend configurator to repair orders.
Providing the possibility to adjust inventory by products or products category.
Define Target price, margin, mark-up on purchase order line in order to give a framework to purchaser
Defining analytic account for stock move.
Providing a list of libraries for account groups to get the Ledger Account and the whole structure of your Chart of Account
Add the option Discount on Supplier Price List
Analytic Account Group linked to the Cluedoo CoAA recommended to get the global hierarchy of your Chart of Analytic Account.
Give access right on the creation on the fly of any object.
Add a specific date field for move date and
Propose a hierarchized chart of account by adding the parent account in account groups for Chinese Full Chart of Account.
Show hierarchical chart on Controlling form
Provide Production order information on the purchase order, in an intercompany environment
Configure the main categories of a Chinese Payroll
Manage Product Configurator on Puchase
Split the quotation sequence and the order sequence in purchase
Propose a hierarchized chart of account by adding the parent account in account groups for Indonesia Chart of Account.
Propose a hierarchized chart of account by adding the parent account in account groups for French Chart of Account.
Adding 13 and 16 font size option on email.
Managing quality control flow in production order.
Define a process with different steps on your serial numbers in order to track them: draft - confirmed - closed.
Default task stage management and Advanced tracking of the task versioning in order to track the task process
Propose Reordering rules with fixed purchase order quantity
Export the opening journal at any date
Product Configurator based on the BOM Structure of the product template, with selection of variant related to the sub-products.
Setting products' characteristic in InterCompany.
Add extra features and computation for payroll: Salary rules, detailed Salary computation, etc.
Add details and edit the customer statement before sending.
Enable change of Account Report On the Fly.
Refreshing your stocks quantity on a planned day.
Providing the possibility to address a special comment with a condition on the product and/or the customer.
Add Note template Engine on Invoices
Add Note template engine on Purchase
Quick control of related purchase order from vendor bills.
Hide the icon "Chat" in the top bar to avoid the use of Odoo chatter
Managing your stock including the incoming and outgoing ones.
Add the note template engine on sales order
Easy to read and to access Production Order from Stock Moves
2 steps validation for Purchase Order based on
Add the full size of products. Required for volume computation for transporation, and especially exportation & custom.
Link Production Order Number to invoice lines
Give a target price and a live margin computation to your sales people
Define the sales price as local in order to easily fix the price for each entity, and in each currency
Add quality control functionality
Easy read & navigation to delivery orders from Invoice
Proposes a list of reasons for canceled quotation and for lost quotations
Propose a default configuration for payable/receivable instead of configuration for each partner.
Automatically update a product's cost following its last purchase price.
Allow purchase only to qualified partners.
Do not change sales order line description when you update other fields (product - tax - ...)
Extend product configurator to Production order
Timesheet with Global Analytic Account
Keep analytic account in the intercompany orders/invoices.
Add Analytic Tags feature in several objects (i.e. Invoice, Journal, Bank Statement) and automatically apply to order and invoice lines
If the module "Cancel Entry" is installed on your database, you can define exactly who has this access right.
Manually create project from opportunity
Supplier relationship management: Pipeline, Call to tender, Purchase Team.
Create bank statement reference number automatically
Creates Procurement request via email alias
Add Production Order Number on Sales order line for MTO production in order to easily navigate in Odoo.
Propose a dedicated menu by Sales Business Type
Allowing a multi-channel CRM to split the notion of Sales team and the notion of Business type, create dedicated pipeline for each business type to manage business type effectively.
Print expense report with attached documents (receipt, proofs).
Add a report Invoice with attachment to b printed from the form or the list view (multiple printing).
Lock the opportunity Send Message to stop any communication to external partners
Define a default vendor on product category
Standard Sticker Printer Format for printing Lot Number
Add or modify attachments directly from document apps
Wizard to Finish Manufacturing Order.
Add Product field in Manual operation of bank reconciliation and in Bank statement lines
Providing a possibility to use any financial reports as consolidated report.
Extra Invoice Terms Choices on Sales order: milestone, subscription
Able to create overlapping leave requests
Hierarchical view by partner on your sales order
Create automatic engine to generate your monthly cost.
Easily manage your data by differentiating the qualified and unqualified partners.
Give the configurable option to block automatic emails.
Filter by Project on Sales, Purchase, and Invoice
Give a customized background for each company home page.
Define "Note template" in order to quickly add notes on sales/purchase order/invoice.
Lock the periods of records and validations for expense reports and timesheet reports, both for employee and N+1.
Print box labels and barcode labels
Read sales order information directly from invoice
Split the quotation sequence and the order sequence in sales
Add the option "Based on expected payment date" and the filter by Sales person on aged balance reports.
Define project on MRP
Creating a warning message in Manufacturing Order regarding to a product.
Print the sticker for finished products to be delivered out with serial number.
Give default partner/product analytic account on sales order lines
Give the default partner/product analytic account on purchase order lines
Give default partner/product analytic account on invoice lines
Defined Analytic Account Default value on Partner and Product
Invoice approval for qualified partner only
Provide the list of Chinese account templates and tax templates
Frame agreement + Odoo sign + NDA>
Your quality control team go to each machine on a regular basis (every hour - twice a day) to give the hour + the qty produced since the last check.
Add WIshlist on opportunity in order to design a special catalog for each of your customer.
Auto monthly journal entry Non received/non issued invoices and for accrual revenue/cost
Creates a specific reference for Production order according to Product category
Automatically give product template internal reference according to specific sequence by product categories AND product variant internal reference by concatenation of product variant and attribute values.
Add the notion of batch to group several deliveries together and be able to have a global packing list. Especially recommended for deliveries via container.
Create automatic engine to generate your monthly provisions for audit fees, bonus,...
Extra Choice/ 1: "Create contact and archive lead" to close the lead. 2: predefined lists of question.
Provides Actions on the list view in order to manage several production at the same time
Introduce several hourly costs in order to 1/ give the details of the total hourly costs in order to have the full definition of what is included into or 2/ give the possibility to compute prices on different scenarios (2 shift - 3 shift - ...).
Provide payment option with Doku Wallet
Add the notion of expected amount in group currency on opportunity. Then, you have a global overview of your expected revenus at the group level.
Configure production order sequences based on the product category in order to easily manage your production orders according to the type of products (finished product, sub-assembly for instance).
Gives the possibility to select project budget line in order and invoice
Gives additional features (various tags) to project budget layout
Automatically apply Customer taxes and Vendor Taxes for products follow the taxes info set on its product category.
Give analytic account on all the source documents of journal entries not covered by Odoo standard: asset depreciation, bank statement transaction, journal entry, product.
Provide a standard display name for accounting
Extra expense features: configuration of special expense product (km indemnity, budget control on restaurant and hotel, expense with 3rd party), simple end-user interface & inputs (only the total price), advanced process on expense reports, multi taxes on expense lines..
Manage export lists
Enhance Employee - Work & Private Contacts - User relationship and strengthen private contact confidentiality
This library includes a list of product categories and product templates splitted between Business Categories and Company Categories to give you a departure point in your master data organization.