Odoo for Trading Company
Manage all key processes in a single system
Manage processes and organize your sales department with Odoo ERP
E-Commerce
Online sales through internet and online services
B2B Sales
Interaction with buyers, partners, franchisees
Retail Sales
Through a network of own and partner retail outlets
Odoo capabilities for trade:
- CRM — customer and partner relationship management
- Sales department organization
- Product management
- Procurement and warehouse management
- Multi-channel customer communication via IP telephony and messengers
- Online store creation or company website
- Customer personal account
- Payment processing and delivery tracking via integration with external services
- Managing other processes
CRM
CRM enables communication with customers through various channels, including messengers (Viber and Telegram), email, and IP telephony installed in the company.
Using CRM provides the ability to:
This provides a unified information space for sales operations, with a customer database, product catalog data and their characteristics. Using CRM reduces the time to process each customer and improves the quality of order and inquiry processing.
Sales Department Organization
Odoo contains all the tools necessary for organizing an efficient sales department. The system's task is to provide the manager with all the information needed for fast sales:
Manager work becomes transparent to management, eliminating the need for personal notebooks and reducing risks when a manager leaves.
Orders in the system are accessible to both the specific manager and their supervisors. When necessary, orders can be transferred between managers, ensuring interchangeability.
Product Management
The system maintains a unified product catalog.
Products can be categorized into groups (categories), with properties and characteristics, and product images.
For a quick system start, products can be initially imported from other systems or from Excel.
Procurement and Warehouse Management
Odoo contains all the necessary tools for inventory management: stock replenishment, product transfers, sales, write-offs, and returns.
The system allows purchasing goods from external suppliers as well as replenishing store inventory from the company's logistics warehouses.
It is possible to track inventory by storage rooms, warehouse facilities, retail floors, by individual zones of the retail floor, or to maintain simplified inventory of all goods in the store as a single warehouse.
Communication Channels
Using Odoo, users can leverage various communication channels with customers through external messengers and communication systems, for example:
External Sales Channels
Odoo integrates with external sales systems and reduces the workload on managers for entering invoice and payment data.
The system can interact with:
Retail Trade
The system allows managing both a single store and a chain of stores. All stores work with a single product catalog, maintain their own warehouses and stockrooms, and control inventory in retail floors.
The Odoo platform is a universal and flexible platform for automating retail stores. The system offers convenient and functional modules for effectively automating retail operations:
Odoo deploys quickly, external equipment connects easily, and store employees are trained fast. This allows rapid launch of retail outlet networks.
Cashier Workspace
The system provides a full-featured cashier workspace for selling products and accepting customer payments.
Convenient services for opening and closing shifts and generating summary reports are available.
When receiving and paying for a pre-formed order directly in the store, the cashier can see ready orders and reference them during customer payment directly in the cashier's workspace.
System users can be:
store manager
warehouse keeper
retail floor cashier
floor consultants
procurement specialists
financial managers
business owners
Knowledge Base
To help managers quickly find the information they need, they can use the internal Knowledge Base.
Such a base can contain data on anything, for example:
This significantly reduces the time to find the right information, allowing managers to always stay informed.
Website Creation for Trade
With Odoo you don't need to spend money developing an expensive online store. The Odoo platform includes a full CMS system for creating business websites without programming:
Websites are created from ready-made templates with a convenient interface for comfortable content management.
Odoo Online Store contains all the essential tools for effective customer experience: product catalog, product attributes, filters, sorting, product comparison, shopping cart, checkout, payment, and customer account.
Orders created on the company website are forwarded to sales managers or the Call Center for further processing.
The main advantage of the Odoo platform is that website buyers and company managers work in a unified information space, significantly accelerating order processing.
Customer Personal Account
The Customer Account allows customers to view their orders, track fulfillment and payment statuses.
Customers or company partners can see their orders, invoices, payment data, active joint projects and tasks, and submitted requests in the account.
All of this is accessible on mobile devices.
Ready to Automate Your Business?
Leave a request and our experts will contact you for a free consultation and Odoo demo.
Request an Odoo Presentation
Fill out the form and we will contact you shortly