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The document outlines the setup of Odoo for Matthew's company, focusing on multi-language support, multi-company functionality, and project management features. It details the configuration of CRM tools, sales reporting, invoicing processes, and data import capabilities to enhance operational efficiency and customer interaction. The emphasis is on automating tasks, tracking performance, and improving document management through Odoo's various features.

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mburunjoroge0
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19 views3 pages

Step 1

The document outlines the setup of Odoo for Matthew's company, focusing on multi-language support, multi-company functionality, and project management features. It details the configuration of CRM tools, sales reporting, invoicing processes, and data import capabilities to enhance operational efficiency and customer interaction. The emphasis is on automating tasks, tracking performance, and improving document management through Odoo's various features.

Uploaded by

mburunjoroge0
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Step 1: Basic Information

For Matthew’s company setup:

 Language configuration: I would configure Odoo to support multiple languages,


particularly French and Spanish, to accommodate the language preferences of his
employees.
 Multi-company setup: Since the company operates from Luxembourg and France, I
would enable multi-company functionality in Odoo. This allows Matthew to manage
operations, sales, and reporting for both locations in a unified system.

Step 2: Company Business Case

For the Project Management app:

 I would configure timesheets directly in Odoo. Employees can log their hours for each
project (customer) directly into the app, eliminating the need for Excel.
 Each cleaning assignment could be set up as a project and linked to a customer, allowing
the company to track billable hours more effectively and generate invoices based on the
recorded time automatically.

Step 3: CRM

1. Email integration: Steve is referring to Odoo’s email integration feature, which allows
linking emails directly to customer records in the CRM. I would configure Matthew’s
email server to sync with Odoo so that all customer interactions via email are tracked
within the CRM, reducing the chance of missing opportunities.
2. Email organization: To emulate the folder structure Matthew had in his old system, I
would use stages in the CRM pipeline. These can be customized to include stages like
“to be answered,” “quote to sell,” etc., giving Matthew similar functionality in Odoo’s
CRM in just a few minutes.
3. Website contact form: Odoo allows the integration of a website contact form that can
automatically create leads or opportunities in the CRM when submitted. For document
access, the Customer Portal in Odoo can be enabled, allowing customers to log in and
view invoices, quotes, and other documents online.
4. Sales team management: Odoo has an automated activity tracker that can set targets
for each salesperson, such as scheduling 10 meetings per week and making 100 calls.
You can also set reminders and activity logs to ensure tasks are completed on time.

Step 4: Sales

1. Sales reporting: Odoo’s Sales app has a reporting feature that allows detailed reports
based on region, salesperson, or product. This would meet Matthew’s need to track
sales across different regions and monitor individual sales performance.
2. Automatic replenishment: Odoo supports automatic stock replenishment. You can
configure reordering rules for products, such as soap, so that new stock is automatically
ordered when inventory levels drop below a certain threshold.
3. Profitability per sale: Odoo tracks profitability by enabling the Margin feature in the
Sales app. This shows how much profit is earned on each sale by factoring in costs and
revenue.
4. Sales commissions: Odoo has a module for managing sales commissions. This can be
configured to automatically calculate commissions based on sales performance. If the
standard functionality does not meet the company’s specific needs, a custom module or
rule can be developed using Odoo Studio.
5. Invoice payment reminders: You can automate payment reminders using Odoo’s
Automated Follow-ups feature. Additionally, an alert can be set in the Sales app to
remind salespeople to check for outstanding payments when they create new sales orders.

Step 5: Invoicing

1. Invoicing time and services: Odoo’s timesheet integration allow employees to log their
hours, which can be automatically converted into invoices for customers. Any additional
services or products can be added to the same invoice.
2. Billing additional products: If a client requests extra product, those can be easily added
to the sales order and invoiced from there. Odoo allows combining both services and
products on a single invoice.
3. Foreign tax exemption: Odoo’s fiscal position feature enables tax-exempt transactions
for international customers. You can configure the system to automatically apply zero tax
rates for customers outside of France.
4. Discount for premium customers: Odoo’s price list feature allows you to set up
customer-specific pricing. For premium customers, you can apply an automatic 5%
discount on all products and services.
5. Payment reminder automation: To save time for the employee responsible for sending
payment reminders, Odoo’s Automated Follow-ups feature can be configured to
automatically send reminders based on predefined schedules.

Step 6: Data Import

Yes, Matthew will need to import data. Odoo supports data import from Excel or CSV files,
allowing him to upload the customer list. Before importing, I would recommend using Odoo’s
deduplication tools to clean the data and remove duplicates to ensure accurate customer records
in the system.

No, Matthew did not explicitly mention that he wants the supplies available on the website. He
mentioned his desire for:

1. A website where new customers can fill out a form and submit requests.
2. Customers should be able to go online and check any documents (invoices, quotations,
etc.) they have with the company.
His focus seems to be more on improving customer interaction and managing documents through
the website, rather than selling or showcasing cleaning supplies directly on the site.

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