Odoo Customer Pre-Sales Questionnaire
Profile of Company
Company Name
Number Of The Companies
Contact Person
Company Information
Detail Business Process Description
What do you expect from Odoo?
Employee Numbers
Management
Accounting
Sales & CRM
Procurement&Purchase
Warehouse
Manufacturing
Human Resources
Purchase
Internal Purchase Request
Allows company departments to create purchase requests for the assestment of procurement department.
Request Definition
Quotation
Creates purchase quotation from internal requests or indivudally by procurement department.
Specific Request:
Purchase Order
Creates PO from selected quotation for selected supplier, also available for trigging by automated actions from sales order or manufacturing processes if required.
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Incoming Shipments
Each confirmed purchase creates incoming shipments to manage reception of product for efficient supply chain.
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Invoice Control
Allows to match your purchase orders and reception of products.
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Safety Stock Alerts
Alerts managers or suppliers when product stock reach pre-defined minimum number.
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Cost Price Calculation
Allows cost price calculation with different methods (standrt, average, FIFO, LIFO).
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Warehouse
Locations & Warehouses
Allows you Create and manage multiple warehouses and pyhsical/virtual locations for stock movements.
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Inventory Control
Periodical Inventories are used to count the number of products available per location. You can use it once a year when you do the general inventory or whenever you need it, to adapt the current inventory level of a product.
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Products & Product Categories
Allows to define a products and products categories for everything you buy or sell, whether it's a physical product, a consumable or service.
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Incoming Products
Allows to receive individual products, no matter what purchase order or picking order they come from. You will find the list of all products you are waiting for.
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Incoming Shipments
The Incoming Shipments is the list of all orders you will receive from your suppliers. An incoming shipment contains a list of products to be received according to the original purchase order.
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Scheduler
Once the virtual stock of a product is below the minimum quantity, odoo will generate a procurement request to increase the stock up to the maximum quantity.
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Traceability
Allows to track products movement with product serial numbers or logistic units.
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Accounting
Customer Invoice
Easy invoicing - send invoices directly to your clients in just a click from Sales Order or individually. The invoice is automatically attached to the email as a PDF file.
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Supplier Invoice
Allows to control the invoice from your supplier according to what you purchased or received. It can also generate draft invoices automatically from purchase orders or receipts.
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Refund
It allows to create a document that credits an customer or supplier invoice completely or partially.Connected with the delivery order and incoming shipments to manage releated stocks.
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Customer/Supplier Payment
Enter the customer and the payment method and then, either create manually a payment record or OpenERP will propose to you automatically the reconciliation of this payment with the open invoices or sales receipts.
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Payment Follow-Up
Allows to see open invoices and take action. Get rid of the stress of constantly sending reminders to your debtors. Simply set-up and automate follow-ups to get paid quickly.
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Multi Currency
Manage your sales or purchase in different currencies.
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Full Accounting
Full accounting features: Journals, Legal statements, Chart of accounts, Budget management, Assets management, Analytic accounting, Legal Reports etc.
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CRM & Sales
Customer
Manage your customers profile, calls, meetings, predifined informations for qoutations, sales, invoice and payments follow up.
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Leads&Opportunities
Automatically create leads from incoming emails. Analyse leads efficiently and compare performance by campaign, department, channel or sales team.Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
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Quotation Builder
Allows to use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online. Use cross-selling and discounts to push and boost your sales.
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Sales Order
Allows to create easy Sales Order for confirmed sales from your qoutations.
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Claims & Calls
Manage your customer claims and incoming/outgoing call record on odoo. It allows to create assigned tast from customer claims and make easear to claim follow up.
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Marketing
Lead Automation
odoo's module "Lead Automation" provides you with a lead automation through marketing campaigns that are fully adaptable and customizable.The campaigns are dynamic and multi-channels, allowing you to follow your marketing strategy in a way that fits your needs.
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Campaign
You can define segments and lead your campaign activities by specific area. Then you can analyze the results to verify the performance of campaigns and their commercial impact
.
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Mass Mailing
Mailing software allows you to easily send mass mailings to your leads, opportunities and customers. Track the performance of mailing campaigns to improve conversion rates. Design professional emails and reuse templates in just a few clicks.
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News Letters
Define email templates and reuse the content or specific design for your newsletter. Setup several email servers with their own IP/domains to optimise opening rates.
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Customer Survey
Since your database is directly accessible from the survey tool, you can share your polls really fast and immediately get responses. You can react to your marketing needs and provide studies anytime.
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Human Resources
Employees Directory
odoo's software offers you various ways to oversee all important information in your company's address book. Some information are restricted to HR managers, others are public for all employees to easily find their colleagues.
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Leave Management
Allows to you can keep track of the vacation days taken by each employee. Employees enter their requests (paid holidays, sick leave, etc), for manager to approve and validate. It's all done in just a few clicks. The agenda of each employee is updated accordingly.
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Employee Payrolls
It is allow to create contracts wich covers wadge, benefits and expenses very easy way and calculate periodical payroll for employee according to Turkish Labor Law and Financial system. Each payroll can be transferred to accounting entries automatically.
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Employee Expenses
Allows you to get rid of the paper work and follow employees' expenses in an online form directly in odoo.expense validation, reimbursement of employees, posting in the accounting and re-invoicing to customers.
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Reqruitment
Post job offers and keep track of each application received. Follow applicants in your recruitment process with the smart kanban view. Save time by automating some communications with email templates. Resumes are indexed automatically, allowing you to easily search for specific profiles.
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Employee Attendance
Keep track of the time spent by project, client or tasks. It's easy to see the statistics, to record timesheets and to check the attendance of each employee.
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Periodical Appraisals
Set up appraisal plans and/or surveys for your employees and watch their evolution. Define steps for interviews and odoo will notify managers or subordinates automatically to prepare appraisals. Keep track of the progress of your staff periodically.
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Enterprise Social Network
Break down information silos. Share knowledge and best practices amongst all your employees. Follow specific people or documents and join groups of interests to share expertise and files.
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Website Builder
Content Management System
Activate ready-to-use enterprise features in just a click; e-commerce, call-to-actions, job announcements, events, customer references, blogs, newsletter registration, etc. odoo's building blocks allow you to design modern websites from scratch. It's extremely simple compared to the way other website builders work.
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Mobile Compability
Get a mobile friendly website thanks to our responsive design. All your pages adapt automatically to the screen size on a mobile phone, tablet or desktop computer.
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Blog
Write beautiful blog posts, engage with visitors, translate content and moderate social media platforms.This great tool will efficiently reference your blog posts in Google and translate them into mutiple languages in just a few clicks.
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E-Commerce
Allows to get an awesome catalog of products and great product description pages.It's full-featured, integrated with your management software, fully customizable and super easy.
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Google Analytics Integration
Get clear visibility of your sales funnel.odoo's Google Analytics trackers are by default configured to track whatever is happening on your sites - shopping carts, call-to-actions, etc.
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Super Unique Applications
Fleet Management
odoo's software offers you a possbility to manage all your company vehicles' lifecyle from the first contract with the leasing company to the services associated with the vehicle assigned to an employee. You can manage everything through our user-friendly administrative system - fuel log entries, costs and many other features necessary for the management of your company's vehicles.
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Events
odoo events software allows you to organize, promote and sell events online. Whether you organize meetings, conferences, trainings or webinars, odoo gives you all the features you need to manage your events and events' websites.
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Live Chats
odoo offers you online chat with customers and website visitors in real time. No need for special chat server, everything is done directly on your website.
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Notes
Organize yourself with efficient to-do lists and notes. From personal tasks to collaborative meeting minutes, you can increase the productivity of your employees by giving them the right tools to prioritize their work, share their ideas and collaborate on documents.
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Instant Message
odoo's live messaging software allows users to chat with each other in real time. Find other users easily and chat directly on yours sites. It support several chats in parallel.
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Business Intelligens
Track the process of each activity (project, report, invoice,..) and get statistical information on all topics.You can see everything in a tabular chart, with clean breakdown structure. Business Intelligence app offers you the best tools for keeping track and clean overview of all your important data.
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