Odoo Business Flow

1 กันยายน ค.ศ. 2024 โดย
Odoo Business Flow
Thanadet Rattanadilok Na Phuket



Odoo's business flow typically involves a series of interconnected processes designed to streamline operations across different departments within a company. Here’s an overview of a general business flow in Odoo:

1. Sales

  • Quotation: The process begins with the creation of a quotation in the Sales module when a potential customer expresses interest in a product or service.
  • Sales Order: Upon approval, the quotation is converted into a sales order, which includes detailed information like products, quantities, prices, and delivery dates.
  • Delivery Order: After the sales order is confirmed, a delivery order is generated in the Inventory module to prepare for shipment.

2. Inventory

  • Stock Management: The inventory module manages the movement of goods, tracking stock levels, and organizing warehouses.
  • Delivery: Once the delivery order is processed, the goods are picked, packed, and shipped to the customer.
  • Inventory Adjustments: Adjustments can be made to reconcile physical stock with the stock records in Odoo.

3. Purchase

  • Request for Quotation (RFQ): If stock levels are low, the system can generate an RFQ to vendors to replenish inventory.
  • Purchase Order: Once the vendor confirms the RFQ, it is converted into a purchase order.
  • Receipt: The goods are received, and the inventory is updated accordingly.

4. Accounting

  • Invoicing: Once the goods or services are delivered, an invoice is generated and sent to the customer.
  • Payments: Customers make payments, which are recorded in the accounting module. The system can handle multiple payment methods and reconcile accounts automatically.
  • Vendor Bills: Vendor bills are managed and matched with purchase orders and receipts, ensuring accurate expense tracking.

5. Manufacturing

  • Bill of Materials (BoM): Defines the components and operations needed to manufacture a product.
  • Manufacturing Orders: The system generates manufacturing orders based on demand from sales or inventory needs.
  • Work Orders: These break down the manufacturing order into individual tasks for production.

6. Human Resources

  • Employee Management: Manage employee records, contracts, and payroll.
  • Recruitment: Handle job postings, applications, and interviews.
  • Time and Attendance: Track employee work hours and attendance.

7. Customer Relationship Management (CRM)

  • Lead Management: Track and manage potential sales opportunities.
  • Pipeline: Visualize and manage the sales pipeline, moving leads through stages until they become customers.
  • Follow-ups: Automate follow-up tasks to nurture leads and maintain customer relationships.

8. Project Management

  • Task Management: Break down projects into tasks and assign them to team members.
  • Timesheets: Track time spent on tasks for accurate billing and resource management.
  • Project Planning: Schedule tasks, set deadlines, and monitor progress.

9. Website & E-commerce

  • Product Catalog: Manage products, categories, and pricing for online sales.
  • Shopping Cart & Checkout: Handle customer orders, payments, and shipping through the e-commerce platform.
  • Customer Portal: Provide customers with access to their orders, invoices, and delivery statuses.

10. Reporting and Analytics

  • Dashboards: Real-time dashboards provide an overview of key metrics and KPIs across all business operations.
  • Reports: Generate detailed reports on sales, inventory, finances, and more to gain insights and make informed decisions.

11. Custom Workflows

  • Odoo allows customization of workflows to fit specific business needs, including automations, custom reports, and integrations with third-party systems.

This is a simplified view, and the actual flow can vary based on the specific modules and configurations used by a business.