Odoo ERP For Metals & Minerals

Automate your entire quote to cash flow by optimizing processes to deliver on-time

• Manage Sales Quotation with multiple types
• Maintain multiple Order types (Domestic/High-sea/Export/Disposal/Deemed-Export)
• Multi-level Approval based order
• Priced/Unpriced Order based on deals
• Quotation to Order conversion
• Follow-up on Scheduling multiple Activities
• Ability to send Pro-forma invoices
• Quick Order Processing
• Cancellation workflow for Sales order
• Pre-close Order with approvals
• Sales team hierarchy setup
• Manage Sale Discounts and Promotion
• GST Sales Register
• Sales Tax report
• Sales Analysis
• Pending sale order Report
• Multiple pricing types (Standard/Fixed/Weighted Average)
• Products based on Commodity
• Scheduler for Lock Sale order
• Manage Highseas sales based Highseas PO
• Bulk Pre-close Order with approvals
• Detailed Print format for Logs
• Maintain Order Statewise (Local/Inter State)
• Manage Freight charges
• Manage Monthly Sales Planning
• Sales Commission Report

streamline your process from successful orders to order fulfillment, and timely invoicing to payment

• Manage Domestic/Export/High sea invoices
• Returns & Reimbursement notes
• Domestic/Import Supplier invoices
• Invoicing for Service companies
• Manage Credit/Debit Notes
• Manage Standby Letter of Credit (SBLC) bills
• RCM (Reverse Charge Mechanism) Invoice and Payments
• Receive Customer Receipts
• Raise a request for new Payment
• Payout Vendor Payments
• Bulk payment approvals and posting
• Make Multiple Invoice Payment in single click
• Full and Partial Invoice Payment
• Process Credit Note Multiple Payment
• Payment Allocation methods
• Partner related invoice allocation
• Posting based on Journal Entries
• Manage Multi-level Approval
• Raise a request for new Import Payment
• Gate Entry Mapping For Invoices
• Multi Currency Support
• Manage Advance/Credit Balance Payment Request Types
• Manage Advance/Document/Shipped Import Payment Request Types

comprehensive end-to-end, full-fledged financial management system

• Manage Chart of Accounts/Ledgers
• Manage multiple Taxes with scopes
• Configure Tax computation types
• Cash rounding strategies
• Define Fiscal years
• Multiple Invoicing policies
• Manage multiple Journals
• Bank Accounts
• BOE (Bill of Entry) master
• Manage Payment terms
• Bank reconciliation process
• Analyze cash flow and fund flow
• Analyse Your Sales & Costs
• Manage Financial Reports Configuration
• Bank Contra Transactions
• Manage Fiscal positions
• Payment followup management
• Aged Partner Balance
• Balance Sheet
• Bank Reconciliation
• CENVAT Report
• Customer Outstanding Report
• Daybook Register
• Excise Register Report
• General Ledger
• GST Computation Report
• Import/Export Expenses
• Journal Register
• Misc Register Report
• Partner Bank Details Report
• Profit and Loss
• TDS Report
• Trial Balance
• VAT Computation Report
• VAT Register Report
• Accounts Confirmation Statement
• GST-Purchase Register Report
• GST-Sales Register Report
• Auto Forex Entry Generation
• Credit Note Report
• Debit Note Report
• Service Bill Report
• TCS Report
• Manage Incoterms

important activities related to setting up of base system, having impact on all modules

• Multi-Company Rules
• Order Routing
• Shipping Policy
• Customized login for multi companies
• Switch companies easily
• import/export from CSV/XLS
• Ability to manage Documents
• Calendar synchronization
• Tax Calculation Rounding Methods
• Custom Header/Footer
• Multiple Paper format
• Overdue Payments settings
• Product and Account deduplication
• Approval users configuration
• Notification users configuration
• Scheduler for automatic backup
• Audit logs
• Scheduled Automated Cron jobs

management of the fundamental data building blocks that are shared across multiple business transactions

• Manage Multi-Companies
• Manage Multi-Organizations
• Manage Multi-Currencies
• Manage Users with roles
• Role management
• Manage Customers/Vendors
• Manage Groups
• Manage Employees
• Manage Departments
• Manage Country/State/Regions
• Manage Import Export Code (License)
• Manage multi-languages
• Create multiple Private/Public channels
• Manage Document Sequence

notification of deliveries to let the receiving organization know about incoming shipment

• Manage Indentor
• Manage Port of Destination
• Manage Load Port
• Manage multiple Metal content
• Manage Shipping Liners
• Manage Country Origin
• Multiple Scrap Material type
• Container-based weighing
• Weighted Average pricing for Scrap materials
• Pricing arrival based on London Metal Exchange content %
• Manage Discount/Premium pricing
• Multiple pricing types (Standard/Provisional/Weighted Average)
• Manage Custom House Agent
• Manage Freight Forwarders

power of integrating with another business’s app or web service over the wire. Unified notification system

Integrations

• Odoo to Odoo on cloud
• HDFC Bank payment API
• GST e-invoicing

Notifications

• Low stock Alerts
• Approval Request/Response
• Internal Announcements
• Custom Alerts

Part of supply chain management helps to strategically managing and tracking the container movements and its current statuses during shipments process

• Track the Container’s expected time of Arrival (ETA) at port
• Capture the Container’s actual time of arrival at factory.
• Capture the Container’s factory out time and date
• Track if any container movement time delays
• Logistics summary report to show the history of container movement info
• Container Factory In report to show the container and its factory reached information
• Container Factory out report to show the container details along with its factory out information
• Container Delay report to show delays based on expected and actual arrivals at port and factory
• Capture the vehicle movement from the factory
• Gate Register report to show Gate pass based on Vehicle Movement

An easy solution to track your products for some process/specific work order and proper plan to control service work order/unused materials

• Track the organization out products for specific work order
• Configurable Multi-level Approval system
• Returnable can be approved by manager or Rejected by manager
• Product Expected Return Date predictability
• Service provider and Vehicle Details Captured for returnable
• Notifications based on the stages
• Track full/partial returned materials with Reports
• Track Service Invoice with Service Purchase Order for returnable materials
• Detailed reports on approved/Pending returnable/non-returnable
• Detailed Print format for returnable and non-returnable materials
• Realtime Stock Update for Non-Returnable Material Management
• Manage Source Location
• Manage RGP Return Receipt

Automated & Seamless ready-to-use  E-invoice Generation integrated with IRP System, GSTN and E-Way Bill System

• Generate IRN directly from ERP in seconds
• Fully automated, real time data ingestion through API integration
• Generate and cancel invoices from your ERP with one click
• Print Customized A4 template with QR code right from ERP
• Einvoice for Customer Invoices, Credit Notes and Debit notes
• Generate E-invoices in bulk mode & No more manual data filling
• Access Your IRN Lifetime as its accessible only for 48 hrs in GST Portal
• Print your Einvoice with QR code anytime/anywhere
• Success/Failure logs to easily identify and correct IRN generation errors
• e-Invoice MIS reports in dashboard for Auditing
• Supports Multi-company & Branch-level controls

• Manage Hedging Buy
• Manage Hedging Sell
• Manage Hedging LME
• Analyze Hedging Impact
• Broker Margin Update
• Manage Hedging Debit/Credit Entry
• Manage Hedging Opening Entry
• Broker Future Sheet Report
• Broker Position Report
• Margin Balance Report
• Hedging Daily Report
• Hedging Buy Details Report
• Hedging Sell Details Report

• Manage Purchase Provisional Claim
• Manage Purchase Final Claim
• Manage Purchase Settled Claim
• Manage Purchase Claim Receipt
• Manage Sales Provisional Claim
• Manage Sales Final Claim
• Manage Sales Settled Claim
• Manage Sales Claim Payable
• Purchase Quality Claim Report
• Purchase Claim Tracking Report
• Sales Quality Claim Report

• Manage Vendor/Customer
• Manage Payment terms
• Manage Delivery terms
• Multi Currency Support
• Track Outward and Inward materials
• Product Expected Return Date predictability
• Jobwork Charges based on Input / Output
• Define Process Charges Per Unit
• Manage Outward / Inward Freight Charge
• Approval Details Capture
• Jobwork Report
• Jobwork Summary Report
• Jobwork Challan Report
• Pending Jobwork Order Report