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
Report by product with quantity and details of stock moves between selected starting end ending dates.
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
Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners
Extend accounting features for Asset management (purchase date vs departure date of depreciation, original purchase value, analytic account on the asset,…).
Read invoice information directly on Sale Order and Purchase Order
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.
Add flexibility for the production manager to manage the quantity to produce.
Fully manage your meetings (before - during - after) in Odoo.
Create Timesheet when employees attend to a meeting
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
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
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
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.
Dashboard to get an overview of all the transactions related to an analytic account with key KPIs and navigation to details.
Adjust the analytic account of an invoice line without any other modification in your analytic bookkeeping
[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
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
Manage HS Code at Product Category Level.
Feature to go into my activity timesheet.
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.
Editing a Chart template and updating for all COA of all companies.
Removing automatic brands in your emails.
Add cancelling function to Expense Report after posting journal entry
Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...
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.
Displaying the Analytic Account on Sale Order line
Add print sticker on quality check with production information and also provide QR Code printing.
On MTO, transfer the configurator information from sales to production order.
Add the notion of analytic account on stock moves to be able to manage your stock by project.
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
Add the option Discount on Supplier Price List
Give access right on the creation on the fly of any object.
Add a specific date field for move date and
Provide Production order information on the purchase order, in an intercompany environment
Manage Product Configurator on Puchase
Split the quotation sequence and the order sequence in purchase
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
Provide Internal Message feature to clearly splitt Internal communication from External communication, and so the confidentiality on any object.
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
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.
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
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,...
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 - ...).
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
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.