Odoo Feature List PDF

Accounting
 Account Receivable - Customer Invoices, Credit note, Invoice receipt voucher,Direct receipt voucher, Receipt
voucher, Customers, Sellable products
 AR Customer Invoices - Validate invoice, Cancel invoice, Refund invoice, Smart button for journals.
 Credit Note - Directly create a sales refund bill. Process draft refund bills from customer invoices. Maintain all
sales refund bills, filter and grouping options to track the refund bill with certain conditions.
 Invoice Receipt Voucher - Generate receipt directly for outstanding customer invoices. Process adjustments
with the advance payments and the outstanding customer invoices.
 Direct Receipt Voucher - Other receipts apart from invoices
 Receipt Voucher - Advance collections, maintaining all receipts like adjustments, direct receipt, advance receipt
with option to filter and grouping the receipts with certain conditions
 Multiple payment type handling like Bank transfers, cheque, cash with various options.
 Cheque handling - Create and maintain own cheque book, Cheque printing form, Incoming and outgoing
cheque tracking.
 Contra vouchers - Process Internalbank transfer
 Customizable sequence for journal entries
 Account Payables - Vendor Bills, Debit note, Direct payment voucher, Invoice payment voucher, Payment
voucher, Vendors, Purchasable product
 AP Vendor bills - Validate invoice, Cancel invoice, Refund invoice, Smart button for journals.
 Debit Note - Recorded all vendor refund bills. Directly create refund invoice for vendor. Process draft vendor
refund bills from vendor invoices.
 Invoice Payment Voucher - Generate payment directly for outstanding vendor invoices. Process adjustments
with the advance payments and the outstanding vendor invoices.
 Direct Payment Voucher - Other payments apart from vendor invoices
 Bank reconciliation - Process reconciliation, Track reconciled and unreconciled entries.
 Bank reconciliation - Option to process reconciliation without importing bank statement.
New User interface with separate section for Cheque and Transfers.
Option to process reconcile by entering cheque number. Auto calculating the opening, closing, and
difference amount and physical balance.
Process reconciliation on multiple stages in draft, validating and reconciled.
 Asset - Manage assets, auto and manual depreciation calculation, defining asset type with or without tax,
option to maintain asset purchasing tax within asset account.
 Manage multiple bank accounts
 Printables available for all receipts and payment vouchers
 Reports - In Excel and PDF Formats
o Outstanding reports for customers and suppliers
o Financial reports - Trial balance and General Ledger
o PDC Outstanding reports
o Customer and supplier statement report
o Bank reconciliation report
o VAT Report
o Asset Report
 Reports - In Pdf format
o Balance sheet
o Profit and Loss
o Aged Partner balance
Sales
 Customer management
 Sellable products
 Quotations - Create and process quotation to multiple stages, Confirm sale with auto calculating taxes
 Sale Order - Direct Sale order or process sale orders from quotations, convert to sales invoices.
 VAT support
 Invoicing - Direct invoice, process draft invoices from sale order, validate invoice. create delivery order.
 Option to configure invoicing policy for generating invoices and delivery orders based on ordered lines or
delivered quantities
 Handling multiple payment methods in payment register
 Partial or full invoicing with delivery orders
 Multiple validations and restrictions with user access
 Reports - Item price list, sales reports and Analysis
Purchase
 Vendor management
 Purchasable product
 Quotations - Create RFQ, process RFQ and confirming order with notification to supplier
 Purchase order - Direct PO, process PO from RFQ, convert PO to invoices.
 Invoicing - Direct invoice, processing draft invoice from purchase order, Validating and shipment creation
 VAT Support
 Configure purchase policy based on ordered quantities or received quantities
 Process shipment either partially or fully.
 Different user level access
 Validations and restrictions for processing orders and payment register etc.
 Purchase reports
 Tracking incoming products
Inventory
 Dashboard - Receipts, Delivery orders, Internal transfers

 Manage accounting for inventory - Periodic or perpetual.
 Automated inventory configuration - journal posted for every stock moves, inventory valuation upto date.
 Reordering rules - defining reordering rule for the product to maintain minimum quantity in warehouse.
 Auto procurement based on reordering configuration.
 Landed costs
 Inventory adjustments tracking
 Managing scrap
 Internal transfers - Process transfers between the warehouses, send and receive goods
 Receipts - Incoming shipment from purchase, process receiving goods
 Delivery orders - Outgoing delivery from sales, process delivering goods to customers
 Reports
Stock Valuation
Stock moves - All transfer includes Receives, deliveries and internal transfers
 Handling multiple warehouse and locations
 Option to track stocks based on different levels lots/serial number, expiry dates, packages, barcode.
Apart from this Out of the box Odoo features like, Multi -Company, Multi Location, Multi Warehouses,
Multi Currency and User Access Control.

Odoo Feature List PDF

Uploaded by

Odoo Feature List PDF

Uploaded by

Accounting

 Dashboard - Receipts, Delivery orders, Internal transfers

You might also like