Odoo ERP For Chemical Manufacturing and Trading Business
Helps to control the Manufacturing and Inventory cost, increase the efficiency of accounting along with quick and accurate payroll processing and improves the stock visibility to effectively manage business needs
Master Management
Effective use of an ERP system by setting up required Master data received from customers
- Manage Company Details
- Manage Branches
- Manage users and their access credentials
- Manage user login, forgot/change password
- Manage roles and access credentials
- Manage Languages & Date Formats
- Manage Incoming & Outgoing Email configurations
- Pre defined email messages/templates
- Scheduled Job to perform specified activities
- Manage Resources
- Manage Company’s work time for different shifts
Customer Relationship Management
Helps to manage all the Customer relationship activities, leads & pipelines to improve the customer service and increase sales & profitability of the business
- Manage Various Sales channels
- Manage Lead Stages / Levels
- Manage Predefined tags for Leads
- Manage Lost Reasons for Leads
- Manage All leads comes through different channels
- Capture Internal Notes during Leads tracking
- Manage Lead Pipeline
- Convert Lead to Opportunity
- Product Sample Request
- Product Sample Sending
- Sample Invoice
- Generate Quotation
- Send Quotation as Email
- Print Quotation
- Quotation Print Document
- Blanket Order
- Confirm Quote to Sales
- Lead Report
- Lead – Pipeline Report
- Lead – Activities Report
- Sales Channel wise Dashboard
Sales Management
Sales of goods to customers involves managing customers, orders, price list, credit limits, delivery of goods in a defined way to ensure the quality of the products delivered on or before committed time
- Manage Customers(Domestic/Export)
- Customer Contacts & Addresses
- Capture Customer Internal Notes
- Schedule meeting with Customers
- Customer Related Document attachments
- Manage Product Sales Price List
- Generate Quotation to customers
- Capture Bulk orders through Blanket Orders
- Generate Domestic Sales Order
- Generate Export Sales Order
- Print Order Acknowledgement
- Send Order Acknowledgement via Email
- Print Proforma Invoice
- Send Proforma Invoice via Email.
- Attach Order related Documents
- Cancel Order
- Manage Customer Credit Limits
- Order Confirmation
- Product Batch Request
- View Delivery Order
- Allocate Batches to DO
- Validate Delivery Order
- Print Delivery Slip
- Create Invoice based on Ordered quantities
- Create Invoice based on Delivery
- Validate Invoice
- Print Invoice (Original/duplicate/Triplicate)
- Attach Invoice related documents
- Send Invoice via Email
- Generate Credit Note
- Form 403
- Form A.R.E 1
- Form A.R.E 3
- Stock Transfer Advice – TIO2
- Stock Transfer Advice – FSH
- Daily Sales Report
Purchase Management
Procurement of goods and services from suppliers involves managing the Pos with 3 levels of approvals, receipt of goods, quality check for the required materials to ensure the quality of the products received from suppliers
- Manage Vendor
- Vendor Contact & Addresses
- Vendor Meeting Schedule
- Product Purchase Price List
- Purchase Agreement Type
- Purchase Agreements
- Purchase Agreement – Generate Tender
- Purchase Agreement – Generate Blanket Order
- Purchase Indent
- Purchase Indent Release – By Store
- Purchase Intent Release – By HOD
- Pending PR List (Approved Indents)
- Request For Quotation
- Print RFQ
- Send RFQ Via Email
- Attach RFQ related documents
- Capture Vendor Quotations
- Compare Vendor quotation through Comparison charts
- Print Comparison charts
- Convert Approved quotations to Purchase Order
- Manage Purchase order with Multiple Document types
- Generate PO From One or more Quotations
- Purchase Order
- Purchase Order with 3 Level approval
- Confirm Order
- Print PO
- Send PO via Email
- Purchase Order – Order Pre Close
- View Current stock while generating PO
- Setup Purchase Order Tolerance Limit
- Gate In Pass
- Receive Products from PO
- Validate Receipt of goods (GRN)
- Print Receipt of Goods (GRN Print)
- Capture Material Request from department
- Issue Materials to departments upon request
- Goods Return Request
- Gate Out Pass
- Automated Replenishment through MRP process
- Vendor Bills
- Purchase Analysis Report
- Stock On Hand Report
- Stock Movement Analysis Report
- Stock Inward & Outward Report
- Batch wise stock Report
- Raw Material Stock Statement Report
- Purchase Indent Line Report
- Purchase Order List Report
- Above 10 Lakhs PO Report
- Slow Moving Item Report
- Idle Stock List report
- COP Report
- Material Request Line Report
- Material Purchase Value – Monthwise
- Material Purchase Value – Daywise
Quality Management
Helps to ensure the receipt of raw material’s quality and ensure the quality of produced goods for customers as per the needs
- Applications Master
- Quality Parameters
- Quality Test Request for samples Received
- Publish Sample Test Results
- QC Batch Allotment for Sales
- Quality Inspection ( Receipt of Goods)
- Quality verification (Production of Goods)
- Batch Updation (Produced goods)
- Batch wise Movement Analysis Report
Accounting Management
Financial management system helps to ensure customer and vendor payment schedules, revenue tracking, Tax Management and credit management across the business along with related statutory accounting reports
- Chart Of accounts
- Open/Close Accounting Period
- Currencies
- Taxes
- Bank Accounts
- Journals
- Payment Terms
- Cash Rounding
- Customer Invoice
- Customer Credit Notes
- Customer Payments
- Vendor Bills
- Vendor Credit Notes
- Vendor Payments
- Manage Journal Entries
- View journal entry postings through Journal Item
- Budgets
- Asset types
- Assets
- Manual Reconciliation
- Bank Transaction
- Cash Transaction
- Bank Reconciliation
- Supplier Invoice Reconciliation
- Customer Invoice Reconciliation
- Service Invoice
- Service Invoice (Qty Based)
- Service Invoice (Amt Based)
- Freight Invoice
- Supplier Invoice With PO
- Supplier Invoice without PO
- Cform
- ED Invoice Posting
- General Ledger Report
- Trial Balance Report
- Balance Sheet Report
- Profit & Loss Report
- Aged Partner Balance Report
- Tax Report
- Cash Book Report
- Bank Book Report
- Customer Ledger Statement
- Vendor Ledger Statement
- Project Expenditure Report
- Customer Ageing Report
- Vendor Ageing Report
- TDS Form Report
- Service Tax Register Report
- Sales CST Report
- Sales VAT Report
- Daywise Consumption Report
- Salary Bank Transfer Report
- Purchase CST Report
- Purchase VAT Report
- Customer Master Report
- Cost Center wise Expense Report
- Single source Vendor Report
- New Vendor List Report
- Monthwise Consumption report
Inventory Management
Management of Inventory with accurate stock values. This helps to supervise the flow of goods from suppliers and manufacturers to warehouses and from these facilities to sales
- Manage Warehouses
- Manage One or more Locations for Each warehouse
- Manage Product Categories
- Manage Product Attributes
- Product Attribute Values
- Manage Product Unit Of Measure
- Manage Product Templates
- Manage Product Variants
- Manage Product Price Lists
- Reordering Rules for Replenishment
- Lot / Serial Numbers for Inventory Tracking
- Product Packages
- Stock Transfers between warehouses
- Inventory Adjustments
- Inventory Report
- Inventory Valuation Report
- Stock On Hand Report
- Stock Details Report
- Stock Summary Report
Manufacturing Management
Planning, Organizing and controlling manufacture of goods with consumption of raw materials and services along with defined activities involved
- Bill Of Materials (Norms)
- Production Declaration / Manufacturing orders
- Batch Split
- Activities
- Batchwise Movement Analysis Report
HR Management
Helps to manage complete HR information such as employees, deartments, designations, Holiday calendars and manage HR related activities such as Hiring, promotions, transfers, deputations, suspensions, rerirements etc., and track entire history of employees effectively
- Manage Departments
- Manage Sections for each department
- Manage Designations
- Manage Holidays
- Manage Special Holidays
- Manage Employees
- Employee Leave Credits
- Employee Work/Private Information
- Active/Deactivate Employee
- Capture employee Log notes
- Employee Identities
- Employee Qualification
- Employee Experience Summary
- Employee Family Details
- Employee Statutory Details
- Capture Employee Action History
- Employee Leave Status
- Attach documents
- Meals Deduction
- List employee Report
- Canteen Deduction Book Type
- Canteen Deduction
- Canteen Deduction Report
- Employee Hiring
- Employee Promotion Action
- Employee Rehiring Action
- Employee Compensation Review
- Employee Transfer/Deputation
- Disciplinary Action
- Employee Section Change
- Employee – Retirement Service Extension
- Food Subsidy
Leave Management
Effectively manage Employees Leave information and multi level approval to and capture total leaves for a month for payroll processing
- Manage Leave Types
- Manage Leave Master
- Leave Allocation Request
- Leave Allocation Approval/Rejection
- Leave Request
- Leave Request Approval/Rejection
- Leave Details Report
- Leave Report
- Leave Department wise Report
- Employee Leave Rules
Attendance Management
Effectively manage Employees daily attendances through punching machines and push the attendance data to the system for payroll processing
- Shift Master
- Monthly Work Schedule
- Work Shift
- Shift Change Request/Approval
- Shift Adjustment
- Capture Punch In/Punch out details
- Upload Punch In/ Punch Out
- Time Leave Evaluation
- Shift Time Audit
- Manage Attendance
- Time evaluation Report
- Comp.Off Register
- Employee Attendance Report
Payroll Management
Helps to improve payroll generation process quickly and effectively for all type of employees from workers to staff to executives
- Payroll Earning Parameters
- Payroll Deduction Parameters
- Payroll contribution Parameters
- Employee Payroll Structure
- Salary Rules
- Professional Tax
- Ptax Slab
- PF Slab
- Payroll Area
- Payroll Sub Area
- Generate Payroll (Payroll Execution)
- Approve / Reject Payroll
- Employee Payslips
- Payslip Batches
- Print Payslips
- Payment Advice
- EPF Statement Report
- ESI Statement Report
- LWF Deduction Report
- Monthwise LOP Report
- W Report
Maintenance Management
Helps to manage maintenance services effectively and ensure the business operations runs smoothly
- Manage Equipment
- Manage Equipment Category
- Maintenance Request
- Maintenance Calendar
- Maintenance Order
- Service Gate Pass Requisition
- Service Gate Pass
- Material Return Request
- Material Return Acceptance/Rejection
- Maintenance Request Report
Safety Management
Helps to manage business safety related compliances and their related activities
- Compliance Register
- Compliance Register – Safety Manager Approval
- Compliance Register – HOD Approval
- Direct work