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OrientMCT Odoo - ERP - Product - Feature

The document describes the key features and functionality of a CRM module, including managing sales teams and leads, creating opportunities, scheduling meetings, generating quotations and sales orders, managing customers and products, and tracking inventory. It provides details on converting leads, assigning sales representatives, setting up customer profiles, handling orders and invoices in different currencies, and importing/exporting data.

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Zeeshan Fayyaz
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0% found this document useful (0 votes)
113 views14 pages

OrientMCT Odoo - ERP - Product - Feature

The document describes the key features and functionality of a CRM module, including managing sales teams and leads, creating opportunities, scheduling meetings, generating quotations and sales orders, managing customers and products, and tracking inventory. It provides details on converting leads, assigning sales representatives, setting up customer profiles, handling orders and invoices in different currencies, and importing/exporting data.

Uploaded by

Zeeshan Fayyaz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CRM Module

Sales Teams  Working with multi sales teams

Sales Person  Assigning the sales representative or account manager

Lead and  Creating leads


Opportunities
Converting a lead to opportunity

 Marketing a lead as lost or dead

 Create a new opportunities

 Lead & Opportunity subject

 Expected revenue ad percentage

 customer

 next action

 expected closing

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]


Lead & opportunity tags


email and phone


internal notes


the lead tabs


mailing


active


refereed by


references


View the details of an opportunity


changing the statues of an opportunity


following a business document


Modifying the stages of the sales


Closeting the sale


your opportunity converted to quotation


managing multiple sales team


creating customer stages through sales teams


creating a new sales team


Schedule Calls , Meeting , and Event


Scheduling an event
adding attendees to your meeting



Meeting details Specifying tags for meeting


setting up reminder for meeting
specifying additional meeting options

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Sales Module



Customer Profile Create/Edit/Delete Customer
Create new customer based on saved customer (Copying


customer)


Create Customer Categories using tags


Create Pricelist for each Customer


Attach Customer photo &Documents


Assign Customer as a Supplier


Assign credit limit for each customer
Screen status display (create date –User Name-internal reference )


Print customer statement
Unique Filter to look up your customers with feature of filter


preference
Import & Export Customers to excel format



Quotation Create Quotation for Customers


Save Quotations as Draft document


Send Quotation by Email


Print Quotation & save as pdf format


Add attachment to Quotation


Handle Quotation with different Currency


Option to add notes, Tax for each item line
Option to make a new Quotation based on previous


Quotation (Copying Quotation)


Direct Quotation to a specific location
Screen status which display all related info to the document (create


date, user name, internal reference)


Feature to send messages to users and also to RFQ current supplier
Confirmation authority to process Quotation and convert it to Sales
Order

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
 Import & Export Quotations to Excel format



Sales Order Create sales orders For each customer


Save sales order as draft and process it later


Send sales order by email


Print sale orders & save as PDF


Add attachment to sales order


Handle sale order with different currencies


Option to add notes, tax for each item line
Option to make a new sale order based on previous sales order


(Copying sales order)


Direct sales order to a specific location
Screen status which display all related info to the document (create


date, user name, internal reference)
Feature to send messages to users and also to sales order current


customer


Confirmation authority to process sales order
Create Invoices based on sales invoice with option to create it


based on whole sales order or based on sales order line


Register payment on sales invoice(created from sales order)


Create Refund for sales invoice (created from sales order)


Import & Export sales order to Excel format
Unique filter to look up your sale orders with feature of filter


preference
Product Create a chart of products with option to create Parent and child


Categories categories


Assign accounting accounts for each category
Create Product Category based on saved category (Copying


Category)


Add attachment to categories


Product Create Products & assign it to products categories


Set Costing Method for each product


Set Variant for each product


Assign unite of measure for each product


Assign supplier for each product


Assign inventory valuation, assign taxes


Update product quantity


Assign photo for each product


Add attachment


track lots, Serial
Assign Code for each product.

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]


Set active status or non-active for item


Create a new item based on saved item (Copying Items)


Set unit of measure for item for sales & purchasing
Screen status for each item to display (Date, User name, internal


notes)
Unique Filter for items with option to Set filter preferences to use
it every time

Unit of measure  Create categories unit of measures for different measure (weight –
tall – number - et …)

Group


Create new Category based on saved category (Copying Category)
Add attachment to category



Unit of Measure Create reference Unit of measures


Create other Units of measures with ratio


Create new unites based on saved unit (Copying Unites)


Add attachment to unit of measure


Pricelist Create purchase pricelist


Create Purchase price for specific products or categories
Create Purchase Price based on Unique Equation Based on your


Business


Create pricelist with different currencies
Create new pricelist based on saved price list (Copying Pricelist)

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Warehouse Module



Stock Receipts Handling all warehouse receipts partially receipts and full receipts.


Create Purchasing Invoice Based on stock receipts


Add attachment to each receipt document
Screen status display (create date –User Name-internal reference)
 Unique Filter to look up stock receipts with feature of filter


preference


Import & Export to excel
Barcode Handling

Internal Transfer  Handling all internal transfer between locations and manage


scrapping for items


Add attachment to each receipt document
Screen status display (create date –User Name-internal reference)
 Unique Filter to look up stock receipts with feature of filter


preference


Import & Export to excel


Barcode Handling


Delivery Orders Handling all Delivery orders coming from Sales Module


Create Sales Invoice Based on delivery orders


Add attachment to each delivery order
Screen status display (create date –User Name-internal reference)
 Unique Filter to look up delivery orders with feature of filter


preference


Import & Export Suppliers to excel


Barcode Handling
Handling landed Adding landing Cost to items after receipt creation in warehouse
cost



Current Inventory Displaying all warehouse items quantities and value.
valuation Unique Filter to look up items stock with feature of filter preference

Inventory 

entering opening balances for items
Adjustment

Handling inventory adjustments.
Create new inventory adjustment Based on saved documents


(Copying)


Add attachment
Traceability

Create Serial Numbers for products


Stock Moves(Manage internal stock transfer between locations)
Quants(Displaying current stock items balances and sales price
value)
Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Warehouses 

Create multi warehouses and locations (physical, virtual)
&Locations Create chart of locations (Parent location and child locations).

Types of  Create a new operation type addition to the basic operations


Operation (internal transfer, receipts, delivery).

Reordering Rules  Create rules to reorder items so that odoo will create
automatically a new purchasing order when items quantities
reach the reorder rule Quantities.

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Purchasing Module



Suppliers Create/Edit/Delete Supplier


Create Supplier Categories using tags


Create Pricelist for each Supplier


Attach Supplier photo &Document


Assign supplier as a customer
Screen status display (create date –User Name-internal reference )


Print supplier statement
Unique Filter to look up your supplier with feature of filter


preference


Import & Export Suppliers to excel
Request for

Create request for Quotation for supplier
quotation (RFQ)

Save RFQ as Draft document


Send RFQ by Email


Print RFQ & save as pdf format


Add attachment to RFQ


Handle RFQ with different Currency


Option to add notes, Tax for each item line


Option to make a new RFQ based on previous RFQ (Copying RFQ)


Direct RFQ to a specific location
Screen status which display all related info to the document (create


date, user name, internal reference)


Feature to send messages to users and also to RFQ current supplier
Confirmation authority to process RFQ and convert it to Purchase


Order
Import & Export Quotations to Excel format

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Purchase Order  Create purchase orders For each supplier



Save Purchase order as draft and process it later


Send purchase order by email


Print purchase order & save as PDF


Add attachment to Purchase order


Handle purchase order with different currencies


Option to add notes for each item line
Option to make a new Purchase order based on previous Purchase


order (Copying purchase order)


Direct Purchase order to a specific location
Screen status which display all related info to the document


(create date, user, name, internal reference)
Feature to send messages to users and also to Purchase order


current supplier


Confirmation authority to process Purchase order
Create Invoices based on Purchase invoice with option to create it


based on whole purchase order or based on purchase order line
Register payment on purchase invoice(created from purchase


order)


Create Refund for Purchase invoice (created from purchase order)
Unique filter to look up your purchase orders with feature of filter


preference
Display all created invoice based on generated draft invoices,
Invoice control based on order lines

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Accounting


Account Customer invoice
Receivable

Customer refund


Customer payments


Customer payment terms


Customer credit limit


Customer payment follow up


Customer due amount


Customer Report


Customer ledger


Customer aged report


Account Payable Supplier invoice


Supplier refund


Supplier payments


Supplier payment terms


Supplier credit limit


Supplier payment follow up


Supplier due amount


Supplier Report


Supplier ledger


Supplier aged report


Cash Multi cash boxes
management

Multi currencies


Track your cash transactions


Reconcile your cash transactions with invoices


Multi bank accounts


Reconcile bank statement with your bank transaction
Opening and ending balance for each bank and cash box

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]


General ledger Journal entries


Journal items


Chart of account


Currency rate


Accounting periods


Financial years


General ledger report


Trial balance report


Income statement report
Balance sheet module

Cost centers 

Cost center chart


Cost center expenses and revenues


Multi cost center


Distribution rule to allocate over heads
Assets

Assets book
management

Assets category


Depreciation board


Multi depreciation method


Depreciation years


Depreciation entries


Budget Budget positions
management

Planned amount


Actual amount


Variance
Budget for cost centers

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Account Hierarchies of cost accounts
Analytical Structure automatically your analytic accounts based on projects,
contracts, departments, etc.
Fully integrated
Get analytic entries automatically produced based on timesheets,
supplier bills, work orders, etc.
Multiple-plans
Manage multiple analytic plans with default values and
assignations ratios between cost accounts or projects.

HR and Payroll

General Create employee profiles


Feature Gather all information concerning each employee at one place.
Manage contracts
Keep tra k of your e ployees’ status, jo titles, o tra t type a d
dates, and their schedule.
Manage timesheets
Create weekly and monthly timesheets and follow the time spent by
your employees on projects

Handle attendance
Keep tra k of your e ployees’ prese e at ork. HR managers can
easily report employees' monthly presence with the menu entry and

 employees
state.

 employee data
Personnel

 contract
 job positions
 applications
 applications scheduler
 attendance
 attendance per project
 leaves & request
 Leaves approve
 Employee expenses
 Requested leave by employee from his user at this date.
 This leave will still pending to have approve from his manager.
Leaves &

 It will be reducing his leaves balance.


request



Employee Track your employee expenses and reduce it from his salary.
expenses After submit it to his manager.

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Pay slip  Calculate employee salary according to his salary structure.

Manufacture
Feature Manufacturing orders
Manage your products into assembly lines or manual assembly.

Work orders
Launch production of items needed in the final assembly of your products.

Repair orders
Manage repairs of items under warranty or as a service

Schedule & Plan manufacturing


plan Get a clear view on your whole planning and easily reschedule manufacturing.

Organize work orders


Have access to all available resources and plan ahead with your production.

Manage Bill of Materials


Keep track of availability of items in stock and production time.

Work center Capacity


MRP II scheduler using capacities and schedules of work centers.

PLM Versioning
Easily get differences between versions to track changes.
Document Management
Store plans and worksheet directly on bill of materials and routings.
Engineering Changes
Track changes with a great kanban process for ECOs.
Quality Control Points
Automatically trigger quality checks for the manufacturing department.
Quality Checks
Deploy your statistical process control easily with checks.
Quality Alerts
Organize your work using the kanban view of quality alerts.
Maintenance Preventive Maintenance
Trigger maintenance requests automatically based on KPIs.
Corrective Maintenance
Trigger corrective maintenance directly from the control center panel.
Calendar
Schedule maintenance operations with a calendar.
Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]
Statistics
Get all maintenance statistics computed for you: MTBF,...
Work center Tablets
Control Panel Set tablets on every work center to organize their work efficiently.
Record production
Register productions, scan products, lots or serial numbers.
Worksheets
Display worksheets directly on the workcenter with instructions for operator.
Misc Operations
Scrap products, create quality alerts, perform checks, right from the work
center.
Alerts
Use alerts to show changes or quality checks to the operator.

Address : Hafez Ramadan St., Abrag Al-Shortah Tower No 3, Nasr City Tel : +20222373300 Fax: +20222719713
Website : - Www.Centione.Com email Address : [email protected]

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