Building Enterprise Ecosystems with Technology & Innovation
OpenERP For Enterprise
Feature Guide by Advanz Knowledge Systems
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Enterprise Applications & Integration
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A web based commercial open source enterprise system for real time enterprise
resource planning and highly customized as per business requirements.
User Friendly Design
No license cost, light, fast, easy to set, easy to use, robust and flexible.
Dynamic dashboards, consolidation of data in real time, custom report designer.
i. Sales Management
ii. Purchase Management
iii. Manufacturing Management
iv. Human Resource Management
• Employee Management
• Timesheet Management
• Recruitment Management
• Leave Management
• Expense Management
• Employee Appraisals
v. Project Management
vi. Point of Sale
vii. Fleet Management
viii. Finance Management
ix. Document Management
xi. Event Management
xii. Issue Tracker
Many other .....
Manage sales quotations and orders
This application allows you to manage your sales goals in an effective and efficient manner by
keeping track of all sales orders and history.
Preferences (only with Warehouse Management installed)
If you also installed the Warehouse Management, you can deal with the following preferences:
i. Shipping: Choice of delivery at once or partial delivery
ii. Invoicing: choose how invoices will be paid
iii. Incoterms: International Commercial terms
You can choose flexible invoicing methods:
i. On Demand: Invoices are created manually from Sales Orders when needed
ii. On Delivery Order: Invoices are generated from picking (delivery)
iii. Before Delivery: A Draft invoice is created and must be paid before delivery
i. Sales Management Made Easy. From quotes to invoices, in just a few clicks.
ii. Create quotations in a matter of seconds. Send quotes by email or get a professional PDF.
Track quotations, and convert them to sales order in one click.
iii. Fully Integrated. The information your need, where you need it.
iv. Load customer data from LinkedIn, assign tags to your prospects, manage relationships
between contacts and store all customer's preferences including pricing, billing conditions,
addresses, payment terms, etc.
v. Fully Integrated Invoicing. All the invoicing methods you need.
vi. Keep track of your contracts
vii. The chatter feature enables you to communicate faster and more efficiently with
viii. Fully Extensible Activate features on demand.
Purchase management enables you to track your supplier’s price quotations and convert
them into purchase orders if necessary. 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 in 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
i. Automated Procurement Propositions. Reduce inventory level with procurement rules.
ii. Launch purchase tenders, integrate supplier's answers in the process and compare
propositions. Choose the best offer and send purchase orders easily.
iii. Use the claim management module to track issues related to suppliers.
iv. Use the costing method that reflects your business: standard price, average price, fifo or
v. Get your accounting entries and the right inventory valuation in real-time
vi. Easily import supplier's pricelists to make smarter purchase decisions based on
promotions, prices depending on quantities
vii. Control supplier invoices with no effort. Choose the right method according to your need
viii. Get accurate statistics on the performance of your suppliers through flexible reporting:
delivery delays, negotiated discount on prices, quantities purchased, etc.
ix. Integrate purchases with the analytic accounting to analyse your contracts profitability.
Dashboard / Reports for Purchase Management
i. Request for Quotations
ii. Purchase Orders Waiting Approval
iii. Monthly Purchases by Category
iv. Receptions Analysis
v. Purchase Analysis
Manage multi-warehouses, multi- and structured stock locations
The warehouse and inventory management is based on a hierarchical location structure,
from warehouses to storage bins. The double entry inventory system allows you to
manage customers, suppliers as well as manufacturing inventories.
OpenERP has the capacity to manage lots and serial numbers ensuring compliance with
the traceability requirements imposed by the majority of industries.
i. Double Entry Stock Management
ii. Manage Physical Inventory
iii. Track of Stock Movement
• Goods Receipts
• Internal Stock Moves
• Shipping of Goods
• Logistics Configuration through Advanced Routes
• Procurement Method- Make to Stock and Make to Order
• Supply Methods
• Packaging with Various Logistics Units of Measure
iv. Scheduling Procurement
• Manual Procurement
• Sales Forecast
• Production Plan
v. Manage Lots and Traceability
• Stock Moves
vi. Scraping Product
vii. Identify Products and Location with Barcodes and RFID
viii. Financial Inventory Management
• Manual and Real-time Stock Valuation
• Managing Transportation Cost
ix. Estimate Delivery Dates
x. Standard Delivery Time
xi. Schedule Logistic Flows according to MRP1 Rule
xii. Incoming and Outgoing Products Planning
xiii. Managing Inventory Reconciliation
Dashboard / Reports for Warehouse Management
i. Incoming Products (Graph)
ii. Outgoing Products (Graph)
iii. Procurement in Exception
iv. Inventory Analysis
v. Last Product Inventories
vi. Moves Analysis
The manufacturing module allows you to cover planning, ordering, stocks and the
manufacturing or assembly of products from raw materials and components. It handles
the consumption and production of products according to a bill of materials and the
necessary operations on machinery, tools or human resources according to routings.
It supports complete integration and planning of stockable goods, consumables or
services. Services are completely integrated with the rest of the software. For instance,
you can set up a sub-contracting service in a bill of materials to automatically purchase
on order the assembly of your production.
i. Bill of Material and Components
• Using Bill of Material
• Multi Level Bill of Material
• Phantom Bill of Material
• Bill of Material for Kits/Sets
ii. Work Canters
iv. Manufacturing Order
v. Production Workflow
• The Sales Order
• Producing an Intermediate Product
• Finished Product Manufacturing
• Subproduct Production
• Production Order
vi. Managing Repairs : from Repairs to Invoicing and Stock Movement
vii. Forecasting and Supplying
viii. Working with Subcontractors
Dashboard / Reports for MRP :
i. Procurements in Exception (Graph)
ii. Stock Value Variation (Graph)
iii. Work Order Analysis
HR Management: Employee Management
This application enables you to manage important aspects of your company's staff
and other details such as their skills, contacts, working time...
You can manage:
Employees and hierarchies : You can define your employee with User and display
i. Manage Employees
ii. Manage Recruitment
iii. Enterprise Social Network
iv. Attendance Management
v. Manage Leaves
vi. Employee Expense Management
vii. Appraisal Management
viii. Payroll Management
ix. Boot Engagement
Timesheets, Attendances, Activities
Record and validate timesheets and attendances easily
This application supplies a new screen enabling you to manage both attendances (Sign
in/Sign out) and your work encoding (timesheet) by period. Timesheet entries are made
by employees each day. At the end of the defined period, employees validate their sheet
and the manager must then approve his team's entries. Periods are defined in the
company forms and you can set them to run monthly or weekly.
The complete timesheet validation process is:
Confirmation at the end of the period by the employee
Validation by the project manager
The validation can be configured in the company:
Period size (Day, Week, Month)
Maximal difference between timesheet and attendances
Jobs, Recruitment, Applications, Job Interviews
Manage job positions and the recruitment process
This application allows you to easily keep track of jobs, vacancies, applications,
It is integrated with the mail gateway to automatically fetch email sent to
<email@example.com> in the list of applications. It's also integrated with the document
management system to store and search in the CV base and find the candidate that
you are looking for. Similarly, it is integrated with the survey module to allow you to
define interviews for different jobs. You can define the different phases of interviews and
easily rate the applicant from the Kanban view
Holidays, Allocation and Leave Requests
Manage leaves and allocation requests
This application controls the holiday schedule of your company. It allows employees to
request holidays. Then, managers can review requests for holidays and approve or reject
them. This way you can control the overall holiday planning for the company or
You can configure several kinds of leaves (sickness, holidays, paid days, ...) and allocate
leaves to an employee or department quickly using allocation requests. An employee can
also make a request for more days off by making a new Allocation. It will increase the total
of available days for that leave type (if the request is accepted).
You can keep track of leaves in different ways by following reports:
• Leaves Summary
• Leaves by Department
• Leaves Analysis
A synchronization with an internal agenda (Meetings of the CRM module) is also possible
in order to automatically create a meeting when a holiday request is accepted by setting up
a type of meeting in Leave Type.
Expenses Validation, Invoicing
Manage expenses by Employees
This application allows you to manage your employees' daily expenses. It gives you
access to your employees’ fee notes and give you the right to complete and validate or
refuse the notes. 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 by managers.
The whole flow is implemented as:
• Draft expense
• Confirmation of the sheet by the employee
• Validation by his manager
• Validation by the accountant and receipt creation
This module also uses analytic accounting and is compatible with the invoice on timesheet
module so that you are able to automatically re-invoice your customers' expenses if your
work by project.
Periodical Evaluations, Appraisals, Surveys
Periodical Employees evaluation and appraisals
By using this application you can maintain the motivational process by doing periodical
evaluations of your employees' performance. The regular assessment of human resources
can benefit your people as well your organization.
An evaluation plan can be assigned to each employee. These plans define the frequency
and the way you manage your periodic personal evaluations. You will be able to define
steps and attach interview forms to each step.
Manages several types of evaluations: bottom-up, top-down, self-evaluations and the final
evaluation by the manager.
i. Ability to create employees evaluations.
ii. An evaluation can be created by an employee for subordinates, juniors as well as his
iii. The evaluation is done according to a plan in which various surveys can be created.
Each survey can be answered by a particular level in the employees hierarchy. The
final review and evaluation is done by the manager.
iv. Every evaluation filled by employees can be viewed in a PDF form.
v. Interview Requests are generated automatically by OpenERP according to employees
evaluation plans. Each user receives automatic emails and requests to perform a
periodical evaluation of their colleagues.
Track multi-level projects, tasks, work done on tasks
This application allows an operational project management system to organize your
activities into tasks and plan the work you need to get the tasks completed.
Gantt diagrams will give you a graphical representation of your project plans, as well as
resources availability and workload.
i. OpenERP's collaborative and realtime project management helps your team get work
ii. Organize projects around your own processes. Work on tasks and issues using the kanban
iii. The easy-to-use interface takes no time to learn, and every action is instantaneous
iv. Use open chatter to communicate with your team or customers and share comments and
documents on tasks and issues. Integrate discussion fast with the email integration
vi. Get alerts on followed events to stay up to date with what interests you.
vii. Projects are automatically integrated with customer contracts allowing you
to invoice based on time & materials and record timesheets easily.
viii. Support services, helpdesk, bug tracker, etc
Dashboard / Reports for Project Management :
i. My Tasks
ii. Open Tasks
iii. Tasks Analysis
iv. Cumulative Flow
Point of Sales (POS)
This module allows you to manage your shop sales very easily with a fully web based
touch screen interface. It is compatible with all PC tablets and the iPad, offering
multiple payment methods.
Product selection can be done in several ways:
• Using a barcode reader
• Browsing through categories of products or via a text search.
i. Fast encoding of the sale
ii. Choose one payment method (the quick way) or split the payment between several
iii. Computation of the amount of money to return
iv. Create and confirm the picking list automatically
v. Allows the user to create an invoice automatically
vi. Refund previous sales
Vehicle, leasing, insurances, cost
With this module, OpenERP helps you managing all your vehicles, the contracts
associated to those vehicle as well as services, fuel log entries, costs and many other
features necessary to the management of your fleet of vehicle(s)
i. Vehicle :
• Vehicle Information
• Provision to collect Driver Information for Particular vehicle
• Vehicle Insurance Details
• Provision to collect details line No. Of doors, No. Of Seats, color and Engine
• Provision set GPS for Vehicle to track
• Device History to capture previous tracking details of Device
ii. Vehicle Contract
• Provision to set vehicles purchase and leasing details
• Provision to Services for the Vehicle
iii. Vehicle Fuel Log
• Maintain Vehicle Fuel Log
• Allow to set cost of fuel . Which is going to add in total cost of vehicle
• Maintains records of Supplier from whom Fuel is purchased
iv. Vehicle Cost:
• Total Cost of the all vehicle will be calculated here based on – Vehicle purchase
or contract cost, Service cost, Fuel Cost
iv. Device Configuration
• It contains GPS device details installed on vehicle for tracking - Device ID, Device
Name, IMEI/ESN Number, Email ID
v. Route Management
• Route Between Two ERP Partners
• Route Between ERP partner and GPS device and vice versa
• Route Between ERP partner and Android Device and vice versa
• Optimized route between all the partners in the path of source and destination
• Service Configuration
- Service Template
- Service Item
• Service Management
- Work Order
v. Work Order Task
• Work Order Task
The specific and easy-to-use Invoicing system in OpenERP allows you to keep track of
your accounting, even when you are not an accountant. It provides an easy way to follow
up on your suppliers and customers.
You could use this simplified accounting in case you work with an (external) account to
keep your books, and you still want to keep track of payments.
The Invoicing system includes receipts and vouchers (an easy way to keep track of sales
and purchases). It also offers you an easy method of registering payments, without having
to encode complete abstracts of account.
This module manages:
• Voucher Entry
• Voucher Receipt [Sales & Purchase]
• Voucher Payment [Customer & Supplier]
i. Track of Invoice & Payment
• Customer Receipts /Supplier Vouchers
• Track Payments
ii. Accounting Workflow & Automatic Invoice Creation
• Draft Invoice
• Open or Pro Forma Invoices
• Reconciliation and Payments
• Record based accounting system
• Entering Customer Invoice
• Tax Management
• Cancelling and Invoice
• Creating a Supplier Invoice
• Credit Notes/Refunds
iv. Accounting Entries
• Managing Bank Statements
• Manual Entry
• Import Invoices
• Cash Management
• Manual Entry in a Journal
• Reconciliation Process
- Automatic Reconciliation
- Manual Reconciliation
v. Payment Management
• Management Payment Orders
• Prepare and Transfer Orders
vi. Financial Analysis
- Financial Analysis of Partners
- Multi –setup Reminders
- Partner Information
• Statuary Taxes and Chart of Accounts
- General Ledger and Trial Balance
- The Accounting Journals
- Tax Declaration
vii. Company Financial Analysis
• Management Indicator
• Management Budgeting
• Accounting Dashboard
This is a complete document management system.
•Document Indexation:- .pptx and .docx files are not supported in Windows
•Dashboard for Document that includes:
New Files (list)
Files by Resource Type (graph)
Files by Partner (graph)
Files Size by Month (graph)
Organization and management of Events.
The event module allows you to efficiently organise events and all related tasks:
planning, registration tracking, attendances, etc.
i. Manage your Events and Registrations
ii. Use emails to automatically confirm and send acknowledgements for any event
Track Issues/Bugs Management for Projects
This application allows you to manage the issues you might face in a project like bugs
in a system, client complaints or material breakdowns.
It allows the manager to quickly check the issues, assign them and decide on their
status quickly as they evolve.
Support, Bug Tracker, Helpdesk
Notes :Sticky notes, Collaborative, Memos
Use notes to write meeting minutes, organize ideas, organize personal todo lists, etc. Each
user manages his own personal Notes. Notes are available to their authors only, but they can
share notes to others users so that several people can work on the same note in real time.
It's very efficient to share meeting minutes.
Business oriented Social Networking
The Social Networking module provides a unified social network abstraction layer allowing
applications to display a complete communication history on documents with a fully-
integrated email and message management system.
It enables the users to read and send messages as well as emails. It also provides a feeds
page combined to a subscription mechanism that allows to follow documents and to be
constantly updated about recent news.
i. Clean and renewed communication history for any OpenERP document that can act
as a discussion topic
ii. Subscription mechanism to be updated about new messages on interesting
iii. Unified feeds page to see recent messages and activity on followed documents
iv. User communication through the feeds page
v. Threaded discussion design on documents
vi. Relies on the global outgoing mail server - an integrated email management system -
allowing to send emails with a configurable scheduler-based processing engine
vii. Includes an extensible generic email composition assistant, that can turn into a mass-
mailing assistant and is capable of interpreting simple placeholder expressions that
will be replaced with dynamic data when each email is actually sent.