Enterprise Resource Planning (ERP) Case Study

Open Source ERP and CRM

Prepared by:
Meryll C. Resoor
July 22, 2023

Submitted to:
Ms. Jessica Partosa
MITM503 Instructor
A. Installation process
Description of the ERP system: most distinguishing features, modules, target
audience/company, cost, sample success stories.

There are two different editions of Odoo: the Community and Enterprise versions. Using
the Enterprise version is possible on Odoo Online and accessing the code is restricted
to Enterprise customers and partners. The Community version is freely available to
anyone.

[Fig. 1 Odoo Community version 16]

Odoo is an open source ERP software system that makes tools for CRM, accounting,
ecommerce, manufacturing, sales and more.

All Odoo apps integrate seamlessly with one another, and you can select from hundreds
of different community-built apps to integrate Odoo with third-party systems.

Other benefits are streamlined expense management with its integration to accounting
and an easy-to-implement employee evaluation system. It also comes with recruitment
and social tools. Odoo ERP gives you accounting tools that help you save time while
you grow your business. You can sync your bank statements with your bank
automatically or import your file. The system lets you create professional looking
invoices and manage recurring bills and track customer payments, manage bills and
expenses while you automate most of your reconciliation process.

The accounting app comes with features that let you receive payments online. You can
also send reminders to your clients by setting up and automating follow-ups.

Odoo ERP has a built-in reporting tool so you can generate reports to view your earnings
balance sheet or cash flow. Your accounting module also integrates with other tools
such as expenses, inventory, pos and sales.
Using the Odoo CRM system, you can customize dashboards and generate real-time
reports to get insights. You can also create sales scripts and schedule activities based
on them. Automation tools allow you to capture information directly from opportunity
sources like web pages, email and others, track your sales performance in real time and
engage your customers better with messaging, call logs and file sharing tools.

CRM is fully integrated with more than 30 regularly updated main applications and
thousands more from third-party developers. Together Odoo ERP apps cover a wide
variety of evolving business needs. You can improve your operations further with apps
for inventory, procurement, manufacturing, helpdesk and field service.

[Fig.2 Odoo 16 Modules]

New Features in Odoo 16
A. Performance
Odoo is introducing some new features and has prioritized performance with version 16
to ensure maximum performance and prominence in its line of work. Improvement in the
performance of Odoo is the primary aim of the new version rather than just a mere
update from the previous version. Odoo 16 is the fastest, the most user-friendly, and the
most high-end of its predecessor version.

B. New Module and Other Big changes

Odoo is known for its highly integrated and easy-to-use modules, which act as the basic
building block of the entire Odoo database. This is one of the critical factors that support
the user-friendliness of Odoo. The existing modules of Odoo will have a considerable
number of additional features and tools integrated into them to ensure more workflow
and efficiency. With version 16 of Odoo, new modules and components take a new and
improved shape.

C. Knowledge Module
The knowledge module is the latest addition to Odoo. Like the rest of Odoo, the module
is highly integrated and works more like a Knowledge center to share knowledge among
the employees and the administrator. Wikipedia inspires the module. You can create and
share articles in the Knowledge module inside the organization, mostly related to work
for maintaining proper communication inside the organization itself.

[Fig.3 Odoo 16 Features]

The knowledge module will also help you centralize the organization's information for easy
access.
 D. Sales Module
As Odoo concentrates more on user convenience, the new merging of the Subscription
with the sales orders will make it much easier for subscription management.

E. Website Module
With the Odoo 16 Website module, you can now have more control and customization
options on the Blocks or the website building elements. Traditionally the front end and
the back end of the module were separate. But in the new version, the front and the
backends are merged to preserve a single interface giving more customization options
for the website.

F. Accounting Module
The accounting module in Odoo is much faster and more efficient with the support of the
new features and tools that can come in handy in real-world business scenarios. The
Credit limit feature of the accounting module will let you manage the customer Credit
limit now more efficiently. You can now wholly digitize your invoices with the accounting
module for easy management and accessibility.

Pros of Odoo ERP:

User-friendly - Odoo ERP is intuitive and easy to use and it has been adapted by 4.5 million
users worldwide with different technical levels who found the solution easy to use. They
accessed the software and integrated with other applications without maintenance concerns
because of its regular updates and smooth operation.

Modular design - Since ERP solutions are primarily built for enterprise users. The modular
characteristic of Odoo ERP allows businesses of all sizes to implement an ERP solution with
only the apps they need at the moment.

This lets businesses avoid the big initial expenses typical ERP implementation while also
supporting growth with tightly integrated apps.

Cons of Odoo ERP

Difficulty finding complete documentation of all apps in one centrally located resource hub

This makes it challenging for new users who have to hurdle a steep learning curve to use the
system. Also, depending on a location, customer support is not as responsive as it could be.

For the costing, if you choose monthly billing, the Odoo subscription pricing starts at
$30USD/user/month for first-time purchasers and $35USD/user/month for all other users.
Odoo is both modular and extendable, meaning it can grow with you as your company
grows. The apps module is where you can identify and download additional
applications you might find useful in your business.

[Fig. 4 Odoo modules]

Odoo is composed of more than 17, 000 employees, 3,500 partners, and 7 million users.
The company’s target audience is the small and large businesses wherein they provide
a range of easy to use business applications that form a complete suite of tools to
accompany any business need.

They have developed 30 main applications which are regularly upgraded. In addition,
their community of more than 1500 active members, have contributed another 16000+
apps to cover a wide variety of business needs.

As for the costing, the company offers a standard and custom plan which includes all
applications in one single fee. For one

All our plans include unlimited support, hosting and maintenance.

Odoo Success Stories:

From Chaos to Coziness: The Concept Furniture’s Odoo Success Story

Company Name: The Concept
Country: Lebanon
Industry: Retail
Main Apps: CRM, Sales, Website, Point of Sale, Purchase, Inventory, Repairs,
Accounting, Invoicing, Payroll, Time off, Maintenance, Fleet
Number of Odoo Users: 31
Odoo Customer Success Manager: Samer Al Tall
Odoo Implementing Consultants: Azkatech

In today's competitive market, businesses face numerous challenges in managing their

operations efficiently. Concept Furniture, a leading home furniture company based in
Lebanon, found a solution to their operational struggles through their partnership with
Odoo. In this success story, we explore how The Concept Furniture transformed their
business processes, streamlined operations, and achieved remarkable growth with the
help of Odoo's integrated software solutions.

Meet Abed Alemeh, Founder of The Concept Furniture

Abed Alemeh, the visionary founder of The Concept Furniture, has always been
passionate about delivering exceptional home furniture to customers. However,
managing various aspects of the business, including manufacturing, imports, and sales,
posed significant challenges. The need to work with separate systems for accounting
and operations resulted in duplications and potential human errors.

Discovering Odoo and Implementing Integrated Solutions:

Abed Alemeh learned about Odoo through a friend who had studied it as a course in
university. Recognizing the potential of Odoo's comprehensive software suite, Abed
decided to partner with Azkatec, an Odoo implementation partner, to transform his
business. They began by implementing the sales module and gradually expanded to
include payroll and accounting functionalities.

Automating Processes and Eliminating Errors

With the previous system, The Concept Furniture faced numerous manual tasks and
potential errors. One of the critical issues was the lack of automation, leading to
incorrect order entries and duplications. Odoo proved to be a game-changer as it
automated the entire sales and purchasing process. When a sales order is entered, it
seamlessly generates a corresponding purchase order, eliminating manual errors and
saving valuable time.

The Power of Odoo's Research and Development

What sets Odoo apart is its dedicated research and development team, continually
working on enhancements and new features. The Concept Furniture benefited from this
continuous improvement approach. For example, with Odoo, they gained access to a
user-friendly website module, allowing them to create and launch their website
effortlessly. Odoo's extensive range of modules provides flexibility, allowing businesses
to adapt and explore new functionalities easily.

Simplified Growth and Scalability

By leveraging Odoo's integrated system, The Concept Furniture experienced rapid and
manageable growth. With every aspect of their business systemized and organized
effectively, they found it easier to expand into new branches. Whether adding one or ten
branches, Odoo offered the same seamless concept, ensuring smooth operations and
growth.

Conclusion
For The Concept Furniture, partnering with Odoo proved to be a transformative
decision. By eliminating duplications, automating processes, and leveraging the power
of integrated software solutions, they achieved rapid growth while maintaining control
over their operations. With Odoo's ongoing support and continuous development, The
Concept Furniture thrived and successfully scaled their business.

GBR’s Great Leap: A Technological Evolution with Odoo

Global Business and Research

Company Name:Global Business and Research
Country: Egypt
Industry: Trading and Distribution
Main Apps: Purchase, Accounting, Inventory, Invoicing, Studio, Sales, Time-Off, Payroll,
Attendance, Expenses
Number of Odoo Users: 9
Odoo Customer Success Manager: Mohammed Elsawi
Odoo Implementing Consultants: Issa Mousa, Ihsan Abu Al-Huda
GBR International is a leading distributor of phones, tablets, and phone components in
Egypt. Specializing in B2B channels, GBR not only sells these devices but also provides
a repair service backed by solid warranty conditions. Having carved out a niche in the
market, the company found itself facing operational challenges that needed a robust,
integrated solution. This is where Odoo stepped in.

Pain Point: Streamlining Procurement to Payment Workflow

GBR's operation model involves minimal to no stock keeping. As such, they place
orders based on customer needs, source components for repairs and distribution
internationally, and manage long lead times from their local manufacturer. Further, as all
phones/tablets are serialized for warranty purposes, tracking was crucial. Payment
plans, shipping costs, bills and payments were also aspects that needed a system in
place.

Odoo Solution: Master Data Centralization & Intelligent Tracking

To overcome these challenges, GBR employed Odoo's applications such as Purchase,
Accounting, Inventory, Invoicing, and Studio. Phones and components were configured
as unique products, and master data for products, contacts, and CoA were imported for
easy access. Serialization tracking for products and landed costs were activated,
creating a smooth and efficient workflow. Payment plans were crafted with vendors and
bills were issued accordingly. The result? A well-tracked PO system and centralized
data center, making procurement to payment a breeze.

Pain Point: B2B Sales and Repair Workflow

GBR's business model also includes B2B sales and repair services. They faced
challenges in managing preset quotations, confirmation processes, payment terms,
warranty agreements, and tracking receivables. They also provided consignment
services and needed to invoice retail shops based on their usage of components.

Odoo Solution: Automated Sales, Invoicing & Repair Services

GBR took advantage of Odoo's Sales, Invoicing, Accounting, Inventory, and Studio
applications. They created quotation templates, configured invoicing policies, and
activated MTO route for PO creation. The consignment workflow was set up, and a
system for tracking salespeople's performance was implemented. All these streamlined
their B2B sales, made payment collections easier, and provided a seamless repair
workflow.

Pain Point: HR Management

On the HR front, tracking employee time-offs, calculating payroll, managing loans and
benefits, and handling employee expense reimbursements were all areas that needed
improvement.

Odoo Solution: Efficient HR Operations

Odoo's Time-Off, Payroll, Attendance, Accounting, and Expenses apps helped GBR
efficiently manage their HR tasks. Time-off types were created, contracts were
imported, allowances were added, and salary structures were adjusted. An easy-to-use
platform was provided to employees for leave applications and expense
reimbursements. As a result, HR tasks became easier, transparent, and automated.
By implementing Odoo’s comprehensive suite of applications, GBR International
successfully transformed its operations. They managed to streamline workflows,
centralize data, automate processes, and improve tracking and performance metrics.
Through this journey, GBR and Odoo demonstrated how the right tools can significantly
boost business efficiency and productivity. GBR is now positioned to confidently tackle
the future, armed with the power of Odoo.
B. Effectiveness of Odoo ERP system
a. Use own sample test cases (for features that you can have access)

PROCESS TEST INPUT FUNCTIONS STATUS OUTPUT EXPECTED

CASE RESULT STATUS
Inventory Delivery Product 1. Check availability Available Reserved Done
Orders and Order of the requested
Details product quantity
2. Choose shipping Done Done Done
carriers
3. Validate customer Ready Validated Done
address
4. Compute shipping Get rate Confirmed Ready
price

Process Product 1. Create customer Ready Validated Done

Receipts Name, receipt
Quantity
Sales Make Customer 1. Create quotation Done Quotation Sent Sales Order
Quotations Name, for customer Confirmed
Product 2. Confirm the Draft Sales order generated Quotation Confirmed
Name, quotation details
Quantity 3. Create invoice for Draft Customer Invoice Invoice Validated
and the customer (*Regular created
Price Unit invoice)

Purchase Request for Vendor 1. Create a request Confirmed Purchase Order RRQ Sent
Quotation Name, for quotation Order created
Vendor 2. Notify sales for Validated RFQ Ready Done
Reference, new request for
Order quotation
Deadline,
Expected
Arrival,
Product
Name and
Unit Price

b. Use demo provided by the developers (for features that you can’t have access
out of subscription limitation)
PROCESS TEST INPUT FUNCTIONS STATUS OUTPUT EXPECTED
CASE RESULT STATUS
eLearning Manage Title of 1.Create slides, Ongoing Ready Published
Content to the videos, web
Course course, pages,
time certifications and
duration quizzes.

2. Drag and drop Ongoing Ready Published

structure of the
course

3. Allow preview Done Display preview Published

and feedback course and
from the users or feedback
students.
Manufacturin Manufactu Product 1. Setup Bill of Done Ready Done
g ring Order Name, Materials (BOM)
Schedule 2. Create In Confirmed Done
d date Manufacturing progress
and Order
quantity
Point of Sale Sell Product 1. Create new Done Product Items Print receipt
Product Name, session and open with price lists
Barcode, cash control
Weight
(kg) 2. Create Done Customer profile Payment received
customer profile generated

c. Complete a report documenting your experiences, from installation to trying the

different features
You may follow the “Business Processes and Functions format”

Functional Website Customer Ecommerce Sales Human Manufacturin Marketing Inventory Accounting Purchase
Relationship Resource g Automation
Area of Management
Operations (CRM)
Business Build and Organize Organize Set Keep Manage Campaign Keep Define Automate
Functions manage sales Product compan track of products manageme track of Accoun purchasing
seamless activities Catalog y data the into nt laid ting workflow
website (stock and for employ assembly items, Periods
Empower pricing) header/ ee lines or Create back (fiscal Send
Market teams with footer hours manual follow up orders years & Request
the customer worked assembly email to tax for
website daily Build Customi and every returns Quotations
customer ze the sort by Manage abandoned Supports periodic (RFQs) to
Track Drag and experienc look of project, repairs of carts in scanner ity) your
visitors drop e (cart quotati client, items your hardware suppliers
and share opportuniti checkout, ons or under website , wi-fi, Setup based on
links es in the shipping tasks. warranty bluetoot Chart of your
pipeline and Choose or as a Reminding h or USB account stocks
Creating payment default service customers s and levels
log Schedule providers, custom for Validate record
content meetings, checkout er Manage Organize incomplete customer initial
calls or policy and paymen leaves, work purchases addresse balance Import
Create tasks customer t contrac order and s s suppliers'
building portal) method ts and Bill of Reduce price lists
blocks Call your employ Materials workload Compute and
templates prospects Sell and Send ee (BOM) and shipping journals references
directly manage quotati profiles increase price and
orders on to efficiency taxes Keep track
test Pick Print of a
Send custom Set up Compone shipping Custom product
emails er periodic nts labels er availability
within portal al invoices in
opportuniti employ Manufact Cancel supplier’s
es ee ure deliveries Miscella stock and
evaluati neous check
Create on Store Monitor Operati order
visual Finished inventory ons status
email Product sales and
campaigns purchase Vendor Analyze,
in Bills forecast
progress and
Bank efficiently
Trace Stateme plan your
item nts and orders
moveme Cash
nt and
process
batch
transfers

Forecast
quantitie
s and
automate
fulfillmen
t with
reorderin
g rules

Provide
real-time
inventory
reports
such as
forecast,
traceabili
ty and
costing
 d. Complete an evaluation report for the ERP following metrics provided by the
instructor (for uniformity).

ODOO ERP SYSTEM Evaluation Report

1 2 3 4 RATE

Support Process At least one of At least two of All support 4

Do not use the support the support functionalitie
common support functionalities functionalities s are offered,
functionalities is offered. are offered, and are
for business and are
accessed by
access by
processes:
different different
business business
No applications
that provide processes process
security/authe (meaning not
ntication, integrated
individually)
No e-payment,

No messaging
(DM, emails,
etc);

If needed, then
are integrated
into individual
process

Process Does not Some Major All business 4

Automation support full business business process is
automation. processes are processes are fully
Most processes performed performed automated
will still be with the use of with the use of with the use of
manual the system. the system the system

Data and Customers/ Customers/ Customers/ Customers/ 4

information stakeholders stakeholders stakeholders stakeholder
have limited can have more have several
venue for communicate than one way options to
communication through the to communicate
system communicate through the
through email through the system
system
 C. Provide a recommendation whether the ERP can be used by the company you are
working at, what departments will be involved. You may include the following to
support your recommendation; current challenges of organization, the applications or
departments that need to be integrated (list the ones that are of high priority).
a. List down support processes features the ERP of your choice has aside from
security, e-payment, messaging, etc. Provide a description of these features.
b. Referring to your answers in 2, which of these features can be implemented
and would impact business processes should the ERP be implemented in the
company you are working at right now.

RECOMMENDATION:

In this case study, there is good practice in most of the process features of Odoo. Since I
am currently working in a university, I saw the potential of each module in different
workflows we have. Say for example in our unit, we may adopt and integrate the
Attendance application wherein the students can seamlessly use the app in their phones
and check-in their time log in and out of the Senior High School vicinity. Attendance has
always been a challenging matter to all the teachers.

Moreover, I find these following features Odoo helpful and useful for the university. First,
the Customer Relationship Management (CRM) can be utilized in big events entailing
merchandising products during Ateneo Alumni Homecoming or Ateneo Fiestas.

With the Odoo 16 CRM, one can reduce data entry work and automates customer
relationship activities with improvised functionalities. It can organize activities in a
pipeline mode, ensure activities and close transactions with proper enhancements. Odoo
CRM makes business activities up-to-date and serves customers or clients without any
delay. It ensures quality feedback in your business and provides more potential with
potential customers or clients and leads.

Second, the Odoo 16 Website which can benefit the offices of Senior High School.
Though this is still not widely common to the unit using websites however, the need to
create and establish one for information dissemination, enrollment campaigns,
newsletters or SHS pipeline activities, etc. This may take a while since we are
comfortable using Facebook as one of the major platforms for this purpose.
Nevertheless, in the next few years, the website will still be relevant and continuously be
upgraded to new features and hopefully our Unit slowly adopts this advancement.

Accordingly, Odoo platform is so unique that it will cater to the website development's
functional aspects, which can be crafted within minutes. Here are sure of the other
highlightable features of the Odoo Website module, making it one of the best and most
exceptional operation tools in website management.

Features of Odoo Website Module:

 A. Distinctive module completely for the website management operation and
supporting module that will add to the complete website management operations
process.
B. Complete the Odoo Website builder tool to create an attractive website without
writing a single line of code. There is an HTML/CSS/JS Editor tool available
where the typical code-based configuration can be defined for a developer in
Odoo.
C. Create, Craft, and Run multiple websites of the same or different companies, all
from the same platform.
D. Ability to configure the language to the viewer in any language based on the
region they access the form.
E. Run an eCommerce company operating from the same website
F. The Product listings and the aspects depicted on style and configuration can be
done based on the need.
G. Configuration and integration of numerous payment gateways and payment
acquirers.
H. Direct integration with the CRM Module for the aspects of customer relationship
management and the aspects of generations of opportunities and follow up on
them.
I. Configure the Chatter and Live chat tool to the website for the customer to the
enquirer.
J. Define Forms and Contact pages for the website.
K. Definite Mobile view of the designed website, which can be configured.
L. Multiple Websites Themes, as well as Templates, will be helpful in the
appearance aspects of the company website.
M. Define blog pages as well as a number of web pages on the website, and all can
be managed from the back end, the Website module, and the Front end of the
website.
N. Integrated Social Media management tool will be configured based on the
website operations needs.

Third, the Odoo 16 Human Resource can be also one helpful system integration. The
Unit can adopt the employee appraisal where this process can make us do more and
feel better about one’s job or duties.

Odoo HR Management module is a comprehensive package to meet all your HR-related

needs. It can manage the functions from Recruiting to, Employee Directory
Management, to Attendance and Leave management, Expense, and Timesheet
management.

Here are some features of Odoo Human Resource Management Module:

A. Employee information, time and attendance, salary, leaves, expenses,

recruitment, and employee evaluation are all conveniently managed in Odoo’s
human resource module. Besides, Odoo HR allows you to efficiently manage
crucial parts of your employees’ employment, such as their talents, contracts,
and working hours.
B. The recruiting module from Odoo can effortlessly manage the hiring process and
organize job applications. In addition, businesses can establish their hiring
techniques, stages, and interviews by personalizing their recruitment process.
 C. Developers can use the Odoo HRM source code and tweak it to fit their needs.
As a result, Odoo HR can help promote the development process and reduce the
overall project expenses. Build as you go is a concept used by Odoo HR
management to give you the most freedom in managing your company.
D. The Recruitment module in Odoo assists a company in hiring new staff. By
clicking the Create and Edit button on each screen, you can create and edit the
Stages, Tags, Degrees, Job Positions, Source of Applicants, and Departments of
the positions. Then, to store the information, click the Save button.
E. The “Applications” menu in All Applications allows the firm to track individual job
applications that could be at one of the defined phases at any one time. You can
verify the applications at each stage by going to the specific location. To better
assess and design a new application, switch to calendar and list views.

Thus,

References:

ODOO 16 FEATURES: WHAT’S IN IT FOR YOUR BUSINESS. (2022, October 26).

Techcloudpro Blog. https://techcloudpro.com/blog/odoo-16/

Shah, M. (2022, December 14). List of New Odoo 16 Features: When is the Right Time to
Upgrade? BiztechCS. https://www.biztechcs.com/blog/odoo-16-upgrade/

‌Odoo. (2020). Open Source ERP and CRM | Odoo. Odoo S.A. https://www.odoo.com/

Odoo eLearning: Open Source LMS. (n.d.). Www.youtube.com. Retrieved July 21, 2023, from
https://youtu.be/2jI3B-M0kv8

Manufacturing Odoo 16.0 documentation. (n.d.). Www.odoo.com. Retrieved July 21, 2023, from
https://www.odoo.com/documentation/16.0/applications/inventory_and_mrp/manufacturing.html

‌ ebsite Courses | Odoo Academy. (n.d.). Odoo S.A. Retrieved July 21, 2023, from
W
https://www.odoo.com/slides/website-25

The #1 Learning Management System | Odoo. (n.d.). Odoo S.A.

https://www.odoo.com/app/elearning

Tran, E. (2022, July 15). Odoo HR - the best solution to manage your employees?
https://bsscommerce.com/blog/odoo-hr-management/#Cover_various_HR_services

‌
ADD OR NOT:
Each Odoo upgrade has brought many new and highly useful features and this time is no exception.
Odoo 16 reflects what we have grown to appreciate and also offers an idea towards the next. With
the aim of providing exceptional capabilities, Odoo’s innate nature is paired with the most recent and
best of ERP technology with the new Version 16.

Technology-wise, Odoo continuously upgrades its internal capabilities to make it possible to run
advanced Industrial operations. This provides significant benefits to the business. Every time a new
version of the software is released, user-friendly experience is the top priority.

Be a part of our discussion as we analyze Odoo 16 and highlight its latest features.

Knowledge Application

1. Odoo 16 provides its users with a brand-new knowledge application. This is among the most
frequently requested applications by users around the world.
2. Similar to an information-sharing hub the Integrated knowledge application allows
professionals across the globe to contribute valuable data which will benefit everyone.
3. Employees can include business procedures, versions and modifications, instructions for
administrative informational articles, and much more to the application.
4. Team members are also able to discuss important or unrelated information with each other
and with colleagues from other departments.

Chatter

1. Chatter makes communication much easier and helps to centralize your company’s
workflows while workflows are built.
2. It is also possible to share content with people who aren’t Odoo users simply by posting the
link.

Chatbot and Website feature

1. Odoo 16 Website module allows you to control and have options to customize the elements
of your website design.
2. Odoo 16 has merged the front-end and back-end of the Website module to provide the same
user experience that allows greater customizable options.
3. The configuration of websites in Odoo 16 can be done without refreshing the page, Paving
the way for easily accessible web page configuration options. This help’s in easy user
administration.
4. The improved Chatbot capabilities include questions as well as an option tree in which users
can obtain answers to their questions directly via the chatbot.
5. Chatbots are integrated into Odoo and allows users to access data through our application’s
server.
6. You can complete configurations without having to reload the page and this gives users
more control over their website.
Discount, Coupons & Promotions

1. In the past versions, coupons and promotions were not part of the application’s main
modules. This meant that users might be hesitant to utilize these features in applications.
2. In Odoo 16, these functionalities are created and implemented such that coupons,
promotions and discounts can be easily accessed and easily managed on the website via
the central platform. These functionalities are useful for Sales Orders, POS (Point of Sales)
and e-commerce.
3. The e-wallet/Gift card feature is now available in Odoo 16.
4. Analysis and Reporting will be simpler to do in Odoo 16.
5. Discounts, Coupons & Promotions that can be used in all applications can be beneficial for
promotions and sales in your company.

Accounting Module

1. In Odoo 16, accounting software has been upgraded and a myriad of new features and tools
added. The speed of operations has been increased and the management of invoices &
processes are completely digitalized.
2. Limits on credit for invoices and sales can be easily managed with the help of the new
“Warning/Alert” feature. In addition, OCR setting will be available to generate invoices for
clients.
3. Journal Audit Report generation is enhanced with improved readability and is linked to VAT
regulations through improved amendment information.
4. New widgets have been designed to aid in reconciliation processes to make it more user-
friendly for users.
5. Contacts, COAs and entries are easily imported to Odoo’s Integrated system.
6. Routine operations such as cancellation and refunds for customers can be handled in Odoo
ERP. This latest version will come with a better UX and appropriate calculation methods.

Inventory Module

1. The Inventory module is the most advanced module of Odoo 16. A variety of tools have been
added to increase the efficiency of this module.
2. The upgraded delivery methods and the force back-ordering options lets you utilize Inventory
to its maximum efficiency, making the management of inventory easier.
3. The latest developments in the Replenishment Management feature includes notification of
the number of days remaining to replenish your Inventory, this will remove the problem of
getting the replenishment visibility late.
4. The automated batch function can be beneficial for internal inventory transfers and the size
of the batch is limited as per the weight, transfer line and switch.
5. Barcode printing and scanning techniques are now simplified with Odoo 16.
6. Each content’s data matrix code can print all the information about the product, such as
Serial number of the product, Lot number, Manufacturing date and Product Weight, among
others.

Material Requirements Planning Module

1. Numerous new features for operation are now available in the Odoo 16 MRP Module.
2. One of the key features of MRP allows users to split and merge Manufacturing orders, this
helps in seamless manufacturing management and an efficient scheduling.
 3. The customer can track the progress of the manufacturing process by using the link provided
with the Sales Order.
4. Subcontracting Portal has been remodeled for registering production with the subcontractor
so that they can outsource the work.

CRM & Marketing Module

1. CRM module has enhanced scheduling processes. The back end has been improved to
provide more transparency and better onboarding process.
2. The upgraded Marketing Module allows users to create unique email templates based on the
requirements of their company.

Purchase Module

1. The latest release notes of Odoo Version 16 are concentrated on improvements to

purchasing features, such as: the ‘Call for Tender’ feature has been improved to facilitate
better purchase processes, with this feature we can create an alternate RFQ to compare it
with the original, this will give multiple options for one purchase.
2. Commercial invoices can be sent electronically to your delivery partners like FEDEX, DHL,
UPS and EASY POST.

HR & Sign Module

1. Approver sequences can be defined according to the needs of the company and the
sequence can be altered in accordance with the change in employee hierarchy.
2. The “Stress Days” function assists you in managing the resources needed to meet
deadlines, prioritizing projects etc. and during this time period, employees might not be
permitted to take holidays.
3. Monitoring the progress and skills of employees has been simplified with the “Reports and
Stats” feature.
4. You can also add “Signature request wizards’ into your plan.

It’s important and worth noting that Odoo 16’s new and improved features will enable you to achieve
maximum efficiency while optimizing your company’s processes.

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