Walk through the business.

Area by area

1. 01 / 29Purchase & suppliers

   The right deal, before delivery.

   Compare supplier quotes, prices and delivery dates beside the actual samples. Approve the purchase, receive the goods and match the vendor bill; arrange dropshipping when it fits.

   1. Compare
   2. Approve
   3. Purchase
   4. Receive

   • Purchase
   • Approvals
   • Documents
   • Sign

2. 02 / 29Receiving

   Expected. Checked. Received.

   Match arriving goods to a purchase order, scan the delivery and record quantities. Route products through quality checks before they enter available stock.

   1. Receive
   2. Scan
   3. Check
   4. Put away

   • Inventory
   • Barcode

3. 03 / 29Warehouse & traceability

   Everything in its place.

   Locate stock by warehouse, lot and serial number. Follow expiry dates, inventory counts and consignment ownership from receipt to delivery.

   1. Locate
   2. Trace
   3. Count
   4. Deliver

   • Inventory
   • Barcode

4. 04 / 29Internal logistics

   The next move is clear.

   Replenish locations, transfer stock between warehouses and keep production supplied. Each barcode scan connects the next physical move with the right record.

   1. Replenish
   2. Scan
   3. Transfer

   • Inventory
   • Barcode

5. 05 / 29Manufacturing & Shop Floor

   From plan to product.

   Connect bills of materials, capacity and work orders to the shop floor. Build to stock or to a confirmed order, coordinate subcontractors and collect machine data through IoT.

   1. Plan
   2. Build
   3. Check
   4. Complete

   • Manufacturing
   • Shop Floor
   • IoT

6. 06 / 29Product development & PLM

   A better idea. Built in.

   Turn a prototype into a controlled product revision. Review engineering changes, approve the right bill of materials and release it to production with its documents.

   1. Design
   2. Revise
   3. Approve
   4. Release

   • PLM
   • Documents
   • Manufacturing

7. 07 / 29Quality

   Right, down to the detail.

   Turn measurements into quality checks. Record failures, trace affected lots and follow corrective actions before a defect travels further.

   1. Measure
   2. Flag
   3. Resolve

   • Quality

8. 08 / 29Equipment maintenance

   Keep the day moving.

   Plan preventive maintenance and respond to breakdowns. Give technicians the equipment history and spare parts they need to bring the machine back into service.

   1. Schedule
   2. Maintain
   3. Resume

   • Maintenance

9. 09 / 29Fleet & field service

   Ready to head out.

   Manage vehicle costs and service history alongside field visits. Plan technicians, reserve parts, record time and invoice the completed work.

   1. Plan
   2. Visit
   3. Record
   4. Invoice

   • Fleet
   • Field Service
   • Planning
   • Timesheets

10. 10 / 29Returns & product repairs

    A problem, properly resolved.

    Bring the original order into the support conversation. Arrange a return, repair the customer’s product and follow the case through replacement or refund.

    1. Request
    2. Return
    3. Repair
    4. Resolve

    • Repairs
    • Helpdesk
    • Inventory

11. 11 / 29Rental & handover

    Out on a job. Back on time.

    Reserve rental equipment, sign the agreement and check it out with a handover record. Track availability, rental charges, return dates and late returns.

    1. Reserve
    2. Sign
    3. Collect
    4. Return

    • Rental
    • Sign
    • Sales

12. 12 / 29B2B sales & CRM

    Beyond the first conversation.

    Turn a lead into a quote with customer pricelists and payment terms. Confirm the order and trigger procurement or manufacturing when the product is made to order.

    1. Lead
    2. Quote
    3. Order
    4. Deliver

    • CRM
    • Sales
    • Contacts

13. 13 / 29Subscriptions & membership

    A relationship that keeps growing.

    Connect recurring contracts, renewal dates and membership levels. Manage recurring invoices and, where needed, regular physical deliveries from the same customer relationship.

    1. Subscribe
    2. Invoice
    3. Deliver
    4. Renew

    • Subscriptions
    • Membership / Partnership

14. 14 / 29Retail & POS

    A good experience sells.

    Serve shoppers with live stock, contactless payment, loyalty rewards and gift cards. Keep in-store returns and consignment stock connected to the sale.

    1. Choose
    2. Pay
    3. Earn rewards
    4. Return

    • Point of Sale
    • Sales
    • Inventory

15. 15 / 29Restaurant, POS & Lunch

    Good service. Every table.

    Connect tables, kitchen orders and payments. Let guests order by QR code, keep ingredients in stock and help the team organize lunch.

    1. Order
    2. Prepare
    3. Serve
    4. Pay

    • Point of Sale
    • Lunch
    • Inventory

16. 16 / 29Website, eCommerce & portal

    Your business. Open online.

    A storefront for B2C and B2B, with customer-specific prices and useful product content. Customers can order, pay online and follow orders and invoices in their portal.

    1. Browse
    2. Order
    3. Pay
    4. Track

    • Website
    • eCommerce
    • Blog
    • Live Chat

17. 17 / 29Dispatch & collection

    From a click to their doorstep.

    Pick and pack orders, print carrier labels and follow tracking through delivery. Keep Click & Collect ready for pickup and recurring subscription deliveries on schedule.

    1. Pick
    2. Pack
    3. Ship / Collect

    • Inventory
    • Barcode
    • Sales
    • eCommerce

18. 18 / 29Helpdesk & communication

    From question to resolution.

    Keep calls, WhatsApp and live chat in the customer context. Assign the ticket, agree the next step and connect the conversation to a return, repair or refund.

    1. Ask
    2. Assign
    3. Resolve

    • Helpdesk
    • Phone / VoIP
    • WhatsApp
    • Live Chat
    • Contacts

19. 19 / 29Recruitment & people

    Good people. A good start.

    Bring referrals and applications into an organized hiring process. Review the CV, run interviews and carry the employee’s information into onboarding and skills development.

    1. Apply
    2. Interview
    3. Onboard

    • Recruitment
    • Employees
    • Referrals

20. 20 / 29Attendance, time off & payroll

    A working day that adds up.

    Connect shift planning, clock-in, overtime and approved time off. Keep the working day and payroll aligned with the people doing the work.

    1. Plan shifts
    2. Clock in
    3. Approve
    4. Payroll

    • Attendances
    • Time Off
    • Payroll
    • Planning
    • Employees

21. 21 / 29Learning & development

    Know-how that travels.

    Turn a workshop into shared skills, courses and useful answers. Support appraisals and development with a knowledge base, forum and employee learning history.

    1. Learn
    2. Share
    3. Apply
    4. Review

    • Appraisals
    • eLearning
    • Knowledge
    • Forum
    • Employees

22. 22 / 29Front desk & appointments

    A welcome that works.

    Book the meeting, welcome the visitor and notify the right person. Appointments and calendars keep everyone ready for the conversation.

    1. Book
    2. Welcome
    3. Meet

    • Frontdesk
    • Appointments
    • Calendar

23. 23 / 29Finance & documents

    The numbers make sense.

    Follow invoices through payment and bank reconciliation. Manage employee expenses, reimbursement and client reinvoicing, budgets, assets, stock valuation and reporting across currencies.

    1. Invoice
    2. Pay
    3. Reconcile
    4. Report

    • Accounting
    • Invoicing
    • Expenses
    • Documents
    • Spreadsheet
    • Sign
    • ESG

24. 24 / 29Projects & team work

    Turn the plan into progress.

    Connect tasks, shared knowledge and timesheets to milestones and client billing. Compare project revenue with costs, including expenses charged back to the customer.

    1. Plan
    2. Track
    3. Invoice
    4. Review

    • Project
    • Timesheets
    • Discuss
    • To-do
    • Knowledge

25. 25 / 29Marketing & campaigns

    The next customer starts here.

    Create product content, publish it and connect email, social and SMS campaigns to CRM. Nurture leads and follow conversions from the first message to the sale.

    1. Create
    2. Publish
    3. Nurture
    4. Convert

    • Marketing Automation
    • Email Marketing
    • SMS Marketing
    • Social Marketing
    • Marketing Card

26. 26 / 29Events & community

    Bring the right people together.

    Invite the audience, register participants and welcome them to a workshop. Connect membership, community conversations, surveys and feedback after the event.

    1. Invite
    2. Register
    3. Meet
    4. Learn

    • Events
    • Surveys
    • Forum
    • Membership / Partnership

27. 27 / 29Management & multiple companies

    Many teams. One clear view.

    Coordinate companies, branches and teams from a shared overview. Connect intercompany sales and purchases, approve decisions and follow the results across the group.

    1. Coordinate
    2. Approve
    3. Review

    • Planning
    • Dashboards
    • Approvals
    • Spreadsheet

28. 28 / 29AI, Studio & data

    Less repetition. More progress.

    Use Odoo’s AI features, clean duplicate data and adapt workflows with Studio. Keep automation, access rights and approvals connected to the work people actually do.

    1. Assist
    2. Clean
    3. Automate
    4. Approve

    • AI
    • Studio
    • Data Cleaning
    • Approvals

29. 29 / 29The owner & the Odexer expert

    It works. Enjoy your coffee.

    The business stays busy. You have the overview and a moment to yourself. An Odexer expert understands the operation and keeps Odoo working with it.