OpenERP - Modules

Categories

Sales Management

Sales modules allows you to manage and classify your sales orders on a structural and hierarchical system. It gives you the ability to create new orders and to review the existing orders in their various states. Confirmation of an order can triggers delivery of the goods, and invoicing timing is defined by a setting in each individual order.
Key points:

  • Get all information needed by the salesman to do his quote in one screen
  • Complete follow-up and control of sales orders, deliveries and invoicing
  • Traceability of all customers operations

Integration benefits:

  • Integrated with point of sales
  • Automatic accounting (financial and analytic) entries creation,
  • Integrated with contracts, projects, master production schedule,
  •  Integrated with different e-commerce platforms for online selling.
  • Design templates of re-usable offers with the report designer
Purchase

Purchase management enables you to track your supplier’s price quotations and convert them into Purchase Orders. OpenERP has several methods of monitoring invoices and tracking the receipt of ordered goods.

You can handle partial deliveries in OpenERP, so you can keep track of items that are still to be delivered on your orders, and you can issue reminders automatically.

OpenERP’s replenishment management rules enable the system to generate draft purchase orders automatically, or you can configure it to run a lean process driven entirely by current production needs.
Key points:

  • Purchase tender management,
  • Integrates best practices: MTS / MTO, JIT, MPS, Kanban,
  • Invoices, delivered products and services control.

Integration Benefits:

  • Automatic procurement propositions based on different logistics,
  • Perfectly integrated with accounting, stock, manufacturing and project management.
Services Management

Service management allows you to manage your company’s projects and tasks without any limitations. It provides tools to manage multi-level sub-projects, control tasks from project manager, alert customers by e-mail for project support, schedule and prioritize the tasks assigned, etc.
Key points:

  • Specific menus for specific users according to their roles
  • History of interventions for each task and project
  • Schedule control

Integration benefits:

  • Completely integrated to the cost accounting
  • Automatic completion of time sheets
  • Reports and dashboards incorporated

Links:

  • Module: profile_service
  • Demonstration
  • Module: profile_service
Invoicing

OpenERP support lots of different logistics for the invoicing automation: from the sales orders, from costs (time sheets, purchases, etc.), from tasks, from recurring subscriptions, etc.
Key Points:

  • A powerful price list system
  • A very useful follow-up module

Integration Benefits:

  • No double encoding at all
  • Automatic generation of invoices according to different work-flows
  • Integrated with analytic accounting for profitability
Point of Sales

Manage your point of sales directly with OpenERP. It allows you to easily manage all point of sales operations: selling, stock, encashment, invoicing, etc.
Key Points:

  • Very easy and complete touch-screen interface for end-users
  • Multiple payments systems
  • Support for direct invoicing
  • Support for reimbursements and products exchanges
  • 12 types of supported bar codes

Integration Benefits:

  • Integrated with stocks and accounting to avoid double entries
  • Integrated with sales management
  • Fully customizable
Manufacturing

The manufacturing modules of OpenERP manage all the best-practices concerning manufacturing industries: multi-level BoM and routings, JIT, different costs methods available, phantom BoMs, configurable products, workcenter operations, integrates sales forecasts, etc. It supports several methods to automate productions or purchases propositions: MTS/MTO, Master Production Schedule, Minimum Stock Rules.
The scheduler will compute the best proposed planning according to the different constraints on products, customers, orders or workcenters. The production manager will be able to use our Gantt views to organise the different resources or orders.
 
Key Points:

  • Double-entry stock operations for a powerful traceability
  • Support all best-practices and standards
  • Control costs and margins on orders, projects, products, partners
  • Easy to set-up and run. 

Integration Benefits:

  • Schedule on products, services, sub-contracting
  • Integrated with accounting for automatic transactions
  • Integrated to HR management to get the availability of resources
Product Pricelists

OpenERP price lists are extremely powerful and easy to use. They allows you to efficiently manages promotions, customers special prices, segmentations of customers contracts made with customers or suppliers, etc. You can set fixed prices or work by rules to auto-compute prices according to the cost, the date, the currency, the category of product, etc.
 
Key Points:

  • A powerful rule system to allows all kinds of automatic computations
  • Easy or extended mode of work
  • Manages long term and short term contracts and conditions

Integration Benefits:

  • Integrated with sales, point of sales, and end of campaign discounts
  • Use them for costs or sales controls
Quality Management

OpenERP provides a module to manage the quality of your products or your services. The ‘repairs management’ module allows to organise after-sales services.
 
Key Points:

  • Complete after-sales services integrated
  • Traceability of all operations

Integration Benefits:

  • Integrated with cost accounting for cost control of the quality
  • Integrated with stocks to organise repairs and traceability
Shipping Management

The OpenERP warehouse management system provides lots of tools to organise efficiently your customer or suppliers shipping's.
 
Key Points:

  • Dynamic Gantt or calendar views for planification
  • Allows to manage by journal or department
  • Good ergonomy for fast encoding 

Integration Benefits:

  • Deliveries costs and orders are computed automatically
  • Automatic invoicing based on deliveries
  • Integrated with the quality management system
Warehouse Management

This module provides functionality to manage multi-warehouses, multi and structured stock locations. For each warehouse, input location, output location and stock location can be defined.
 
Key Points:

  • Easily create multi-warehouses with locations.
  • Thanks to the double entry management, the inventory controlling is powerful and flexible

(moves history and planning, stock valuation, robustness faced with Inventory differences, automatic reordering rules, bar code supported, rapid detection of mistakes through double entry system, traceability, ...)
 
Integration Benefits:

  • Keep track of stock moves between warehouses (from where goods are coming in and going out).
  • Integrated with stock module.
Accounting

OpenERP provides a fully integrated accounting module than cover financial accounting, analytic accounting, third party management, taxes management, budgets, assets, etc. OpenERP has more than 50 extra modules for specific accounting features: electronic bank transfers, assets management, automatic invoicing, analytic controls, financial indicators, statements management, etc.
 
Key Points:

  • Multi-company, multi-currencies, multi analytic axes
  • Real-time consolidation of multiple charts of accounts
  • Very good ergonomy for fast encoding of entries and invoices
  • An integrated analytic/cost accounting
  • Lots of customizable reports.

Integration Benefits:

  • Avoid re-encoding everything, all documents are pre-generated
  • Accountants decisions may have impact on the whole system
  • Cross reporting with others modules.


Analytic Accounting

The analytic accounting is the core of all management modules of OpenERP. It is perfectly integrated with all operations that have a (direct or indirect) cost or revenue. As an example, for services companies, the analytic accounting is used as the financial part of project management.
As all tools are integrated, it gives you a full control and automatisation of your company:

  • Planning are integrated with budgets,
  • Project management is integrated with contracts and affairs management, etc.

Key Points:

  • Work with one or multiple analytic plans
  • About 40+ modules available to integrate best management practices
  • Nearly all transactions are automated to simplify encodings, etc.

Integration Benefits:
 
Fully integrated to all modules of OpenERP, here are the main once:

  • Timesheets or tasks are analytic costs on projects,
  • Manufacturing operation reports costs on cost centers,
  • Sales, purchases and invoices are also costs on analytic accounts,
  • Holidays, expenses tracking, etc.
Assets Management

For businesses from foundries to pharmaceuticals, tracking a complex fixed asset inventory becomes really easy with OpenERP. Having a good fixed asset module will make you avoid loosing millions of dollars each year in tax overpayment, regulatory non-compliance, and inefficiency.
Manages your assets easily with OpenERP. This module is fully integrated to the financial and analytic accounting modules for a maximum of power.
 
Key Points:

  • Different methods of costing,
  • IFRS compliant,

Integration Benefits:

  • Fully integrated to the financial an analytic accounting modules
  • Track changes on asset from any document in OpenERP
Bank Interfaces

OpenERP support electronic banking and invoicing through different modules. It allows you to communicate automatically with banks to send payment orders and receive bank statements automatically.
It currently supports CODA (Belgium+Luxemburg), SEPA (New European Standard), BVR/V11/DTA (Switzerland), Check printing (US), EDI (with SAP).
 
Key Points:

  • Payment preparation system (advances, prioritizes, treasury management),
  • Automatic reconciliation of entries

Integration Benefits:

  • Fully integrated with accounting so that you never have to encode anything
  • It prepares the propositions of payments according to purchases, sales, invoices, etc.
  • Visibility of payments from any module: CRM, sales management, etc.
Budgets

The OpenERP budgets module allows you to manage financial and analytic budgets. You can manage the same budgets from three different points of views, according to the user role:

  • Accountant: work on master and consolidated budget
  • Project manager: work on analytic budgets on his projects
  • Department manager: get a consolidated view on budget positions

 
Key-Points:

  •  Workflows on budgets (ex: a budget must be validated before launching a project),
  • Three different points of view on the same budgets
  • Analytic and financial budgets integration
  • Multiple axes

Integration benefits:

  • Integrated to purchases, sales, timesheets and expenses notes
  • Analytic budgets are integrated to the project management module
Payments Management

As to help you to manage your treasury and your payments to suppliers, OpenERP provides tools to help you on the preparation of payments. They support workflows so that you can assign different responsibilities in the process.
 
Key Points:

  • Different roles for encoding payments, approving payments and sending to bank
  • Manage your treasury across your different bank accounts
  • Multi-Currency management facilities
  • Support electronic bank formats and check printing

Integration Benefits:

  • Fully integrated with the accounting system to avoid double encoding,
  • Import and automatic reconciliation when encoding bank statements.
Attendances

This module allows you to manage your employee’s attendances, their leaves and absences requests, plan the company’s calendar and shows the time attended to projects. It gives you access to your employees schedule and give you the right to complete and validate their timesheets. The main objective of this module is to follow working hours of current projects and costs implications.
 
Key points:

  • Validation system included
  • Personalized menu for each user
  • Follow up of profitability for each project

Integration benefits:

  • Integrated to analytic accounting
  • Integrated with accounting for automatic invoicing
  • Possibility to get invoices per customer
  • Dashboards and reports included
Expenses

This module allows you to manage your company’s daily expenses. It gives you access to your employees notes fees and give you the right to complete and validate the notes of a period or to refuse them. After validation it creates an invoice for the employee.
Employee can encode their own expenses and the validation flow puts it automatically in the accounting after validation of managers.
 
Key points:

  • Customisable workflow
  • Validation system included

Integration benefits:

  • Allows you to re-invoice expenses to your clients
  • Integrated with financial and analytic accounting for costs control
Holidays Management

This module’s main task is to control the holiday’s schedule of your company. It allow employees to requests holidays. Then, managers can review requests for holiday, and control the overall holiday’s planning for the company or department.
 
Key points:

  • Validation system included
  • Customisable workflow for validation
  • Support all kinds of leaves (sickness, holidays, paid days, ...)
  • Calendar view

Integration benefits:

  • Integrated to the company calendar
  • Integrated with the payroll system for automatic computation
Skills Management

OpenERP provides about 20 modules related to human resources management. Some modules will allow you to manage the skills of your employees, you can relate these to the periodical evaluation or the contract.
 
Key Points:

  • Unique skill referential
  • Ability to perform computations on skills

Integration Benefits:

  • Integrated with periodical evaluations
  • You can use the portal so that employees can consult their datas
Customer Relationship Management

The generic OpenERP Customer Relationship Management system enables a group of people to intelligently and efficiently manage leads, opportunities, tasks, issues, requests, bugs, campaign, claims, etc. It manages key tasks such as communication, identification, prioritization, assignment, resolution and notification.
OpenERP ensures that all cases are successfully tracked by users, customers and suppliers. It can automatically send reminders, escalate the request, trigger specific methods and lots of others actions based on your enterprise own rules.
 
Key Points:

  • Automatic incoming and outgoing email processing using the mail gateway
  • A generic and fully customizable system,
  • A configuration wizard to help you set-up it as per your requirements. 

Integration Benefits:

  • Integrated with the enterprise calendars,
  • Integrated with sales, purchases and after-sales services,
  • Get your enterprise processes running through workflows.
Direct Marketing

The direct marketing modules manages and automatizes the development, execution and monitoring of campaigns across multiple channels. It provides tools to manage offers, campaigns, steps, workflows, etc. The report composition engine allows you to create bulk documents.
 
Key Points:

  • Multi-channel: email, sms, paper, phone.
  • Bar code support for paper propositions,
  • Configurable Workflows,
  • Offers management,
  • Complete statistics and dashboards,
  • Fast orders encoding.

Integration Benefits:

  • Integrated with analytic accounting for cost control
  • Integrated with helpdesk and after-sales services
  • Automatic procurements (purchases, production) on campaigns
  • Integrated with sales and CRM modules
Mail Gateway

E-mail gateways can automatize and update cases in the CRM via e-mails. Users can create, assign or update cases to the CRM simply by sending or receiving e-mails without going into OpenERP interface. This module is a very useful tool to manage all from generic e-mails from the company (info, sales, support,...) and is dedicated to allow users to assign cases.
 
Key points:

  • Compatible with most of mail clients and servers.
  • Mails are automatically classified by the system
  • Multi Users

Integration benefits:

  • Totally integrated to the CRM modules
Phone Calls

OpenERP provides tools to organise phone campaigns. You can configure different workflows for the operator. It’s fully integrated with the CRM so that you can use relationship management facilities: segmentations of customers, automated rules, escalation of cases, transform phone calls to opportunities, questionnaires, etc.
 
Key Points:

  • Rules on: held, not held, multiple temptatives, questionnaires,
  • Segmentation tools to help you select and filter on prospects,
  • Multiple phone operators allocation,
  • Statistics on results, efficiency of campaigns and productivity.

Integration Benefits:

  • Integrated with email marketing campaigns and segmentation tools
  • Integrated with direct marketing modules
Portals

The portal modules allows you to provide accesses on your system to customers or suppliers. Show only a part of your OpenERP application without developing all modules of your system. It is a useful module to allow customers, partners, suppliers, ... to use your system for particular tasks.
 
Key points:

  • Rights management included to the portal
  • All functionalities of OpenERP can be included into your portal
  • Allow your collaborators to manage your system directly and safely

Integration benefits:

  • Every OpenERP feature can be included into your portal
  • Integrated with analytic account management system
Financial Project Management

OpenERP integrates financial project management allowing you to stay in control of your different activities. It keep track of costs, budgets, automatic invoicing based on tasks achieved, profitability reports, etc.
 
Key Points:

  • Based on the analytic accounting
  • Fully integrated with human resources for cost control

Integration Benefits:

  • Planning automatically impacts budgets and treasury
  • Tasks and timesheets are fully integrated
  • Sales orders and tasks control are integrated
Operational Management

OpenERP integrates a powerful multi-level project management system. It allows to manages tasks allocation, short and long term planning, delegations, etc. It’s fully integrated with sales or purchases.
 
Key Points:

  • Dynamic Gantt view to organise projects and tasks
  • Retro-Planning computations
  • Integrates best practices: GTD, Scrum

Integration Benefits:

  • Integrated with analytic accounting for financial part
  • Integrated with sales and invoicing to automates tasks
  • Integrated with HR modules for the organisation of the resources
Timesheets

The timesheet system allows you to record time spent by employees on projects or activities. Its integration with the analytic accounting allows you to manage budgets, planning, costs and re invoicing of human resources.
Different working methods are provided according to the need:

  • Sign in/out by projects
  • Simple timesheet encoding
  • Full timesheet integrated with attendances and validation process by manager

Key Points:

  • Fast encoding of activities on tasks or globally
  • Easy and fast project selection, supporting alerts
  • Fully customizable work-flow
  • Multi unit of measure: hours, days, weeks.

Integration Benefits:

  • Integrated with analytic accounting for cost control of employee’s time on projects
  • Accounting integration to re-invoice based on time spent automatically
  • Integrated with tasks from project management, calendar for meetings
  • Integrated with attendances tracking system to spread worked time on projects