Automating business processes in a unified Odoo system
UBM SOFT — official Odoo partner
Your entire business in a single system
Odoo is a modular ERP+CRM system for business management. There are over 200 Odoo apps integrated with each other sharing unified directories.
Sales Management
E-Commerce
Marketing
Warehouse Management
Procurement
Project Management
Manufacturing
Equipment Repairs
Fleet Management
Finance & Accounting
HR Management
Employee Records
And many more...
Odoo ERP Capabilities
Marketing
Marketing automation minimizes manual processes, automates marketing campaigns, segments the target audience, and configures triggers based on customer behavior such as website visits, email opens, or purchases.
Email marketing — The Email Marketing module allows creating effective email campaigns with visually attractive templates, segmenting contact lists, and using advanced features such as A/B testing, scheduling, and analytics.
SMS marketing — The SMS Marketing module enables creating and sending SMS campaigns, personalizing messages, and tracking delivery and response metrics.
Social media marketing — The module allows scheduling and publishing posts on popular social media platforms, helping maintain an active brand presence online.
These tools help ensure effective customer communication and increase audience engagement.
Sales Management
The module helps automate and optimize all aspects of sales, from managing customer orders to sales analysis and reporting.
Customer order management — You can create, track, and manage all orders in one system. This allows you to efficiently fulfill orders and provide high-quality customer service.
Proposal creation and management — Managers can easily create proposals for potential clients, make changes, and track negotiation status.
Inventory and warehouse management — The module allows controlling stock levels, tracking warehouse availability, and automating reorder processes.
Automated invoicing and documents — Managers can generate invoices, manage payments, and track financial operations simply and efficiently.
Sales analytics and reporting — The Sales module contains various reports and analytical tools that help analyze sales effectiveness, identify trends, and make management decisions.
Warehouse Management
The Warehouse module provides a wide range of functions for efficiently managing all aspects of warehouse operations, from receiving goods and placing them in storage to shipping goods and conducting inventory.
Inventory management — The module allows you to efficiently control all inventory aspects, including tracking stock availability, detecting shortages and surpluses, planning orders, and automating the ordering process.
Product placement optimization — You can efficiently place goods in the warehouse considering their characteristics, dimensions, and other parameters, reducing search time and increasing productivity.
Goods movement tracking — The module allows tracking all goods movements in the warehouse, including receiving shipments, internal transfers between warehouses, and shipping orders.
Serial and batch number management — You can maintain records of goods by serial and batch numbers, allowing you to track each specific item and ensure compliance with quality control standards.
Analytics and reporting — The module provides access to various reports and analytics that help analyze the effectiveness of warehouse processes, identify trends, and make informed management decisions.
Odoo simplifies and optimizes warehouse process management, helping ensure an efficient supply chain and optimal resource utilization at your enterprise.
Procurement
A tool that helps enterprises optimize and automate procurement processes, providing control over budget, costs, and supplier interaction to achieve optimal results and increase operational efficiency.
Supplier management — The module enables creating and maintaining a supplier database, tracking contact details, delivery terms, pricing information, and payment conditions.
Order creation and tracking — You can easily create and track the process of ordering goods from suppliers, control order statuses, and automate confirmation processes.
Inventory coordination — The module allows you to effectively coordinate procurement processes with inventory management, ensuring proper accounting and tracking of goods in real time.
Cost control — You can track procurement costs for goods, services, and manage internal purchases and project costs within the module.
Analytics and reporting — The module provides extensive capabilities for analyzing procurement effectiveness, including reports by suppliers, costs, order quantities, and more.
Manufacturing
The module allows setting up and controlling manufacturing processes, increasing resource utilization efficiency, reducing production time, and improving manufacturing quality.
Production planning — The module enables creating production schedules, distributing tasks among work groups, controlling production deadlines, and planning resource utilization.
Inventory management — You can track materials, semi-finished products, and finished goods, monitor their movement through production, and ensure proper storage.
Production process control — The module allows controlling production stages, including material processing, product assembly, manufacturing quality, and resource expenditure control.
Cost calculation — You can track production costs, calculate expenses for materials, labor, and other resources for effective financial management.
Productivity analysis — The module provides capabilities for analyzing production efficiency, including reports on resource utilization, labor productivity, product quality, and other indicators.
Integration with other modules — The Manufacturing module easily integrates with other functional blocks of the Odoo platform, allowing you to build a comprehensive enterprise management system and increase business process efficiency.
Project and Task Management
This tool allows organizing workflows, ensuring successful project completion, increasing team productivity, reducing delay risks, and improving internal process management.
Project creation — You can create new projects specifying name, description, deadlines, and responsible persons. Each project can contain a set of tasks that need to be completed to achieve the set goal.
Task distribution — The module allows distributing tasks among team members, assigning responsible persons and setting deadlines. This promotes work coordination and increases team productivity.
Progress tracking — You can track task execution progress in real time, receive notifications about changes, resolve conflicts, and make adjustments to the project plan to achieve the set goal.
Reports and analytics — The module provides the ability to generate reports on project execution, analyze workflows, evaluate team productivity, and make improvements to project management methods.
Retail
Odoo provides tools for automating retail stores and sales points.
All client stores can work in the program using a unified product catalog. This allows efficiently managing a group of companies, generating consolidated operational and financial reporting across the group.
The platform provides a full-featured cashier workstation, offering necessary services: shift opening and closing, reporting for the trading day, cash handling. Payment can be accepted both in cash and by card.
Additionally, the store can accept payment for online orders if the store effectively serves as a delivery point for customer goods.
Management Accounting
Odoo allows controlling company assets and processes in real time, recording business-important operations at the moment they occur.
Each user workspace is adapted for convenient work and quick generation of operational reports. There are several standard reporting forms for operational activities: document registers, charts, pivot tables, Gantt charts.
The system has double-entry tools (management chart of accounts), which enables generating a management balance sheet in the familiar format for an accountant. Additionally, there are capabilities to accumulate costs by analytical accounts, work with cash flow budgets, income and expense reports, and company balance sheet.
Human Resources
The HR Management module helps companies optimize personnel management, increase work productivity, and ensure effective utilization of human resources to achieve strategic business goals.
Employee records — The module allows creating and storing information about each employee, including personal data, contracts, qualifications, employment history, etc.
Work schedules — Ability to configure work schedules for each employee, including work hours, leaves, and absences.
HR department and documentation — Convenient access to all employee documents, including contracts, regulations, service orders, etc.
Performance evaluation and bonuses — Setting goals for employees, conducting evaluations, and providing bonuses or awards for achieving set goals.
Reporting and analytics — Generating reports on personnel activities, productivity analysis, labor cost analysis, etc.
Recruitment tracking — Tracking hired employees, their status, and other important information for effective personnel management.
Regulated Accounting
The Odoo ERP system contains full-featured accounting tools that allow translating operational activities into double-entry format on the national chart of accounts and generating basic accounting reports.
With additional partner modules, the system significantly expands basic accounting capabilities, adding the ability to work with national accounting standards and regulations, and generate tax reporting.
The system works with VAT accounting, unified tax, income tax, payroll taxes, etc. The system has everything necessary for full-fledged accountant work.
Executive Dashboard
The "Dashboard" module on the Odoo platform is a powerful tool for visualizing and monitoring key productivity and business activity indicators of your company.
This module allows users to create specialized panels with data, charts, diagrams, and other interface elements for quick access to important information.
Flexible data display — Ability to display various types of data, including charts, diagrams, tables, threshold values, and other important characteristics. This allows you to quickly analyze and visualize important business indicators.
Responsiveness and reactivity — Ability to update data in real time for operational monitoring and making quick management decisions. Additionally, users can configure notifications and automatic actions based on certain conditions.
Freedom from routine work — The dashboard allows automating the collection and processing of information, providing quick access to key data without the need for manual entry or searching.
The "Dashboard" in Odoo helps collect, analyze, and visualize important data for making informed management decisions and improving business processes.
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