Post on 04-Apr-2023
How to use Odoo in a service company (recurring and one-shot services)
Catherine Vieslet, Functional Consultant
SUMMARY
Introduction1
Using Odoo to provide Office solutions2
Odoo Apps & setup required3
How it works within Odoo ?4
Conclusion5
Negotiate the terms
of the agreement
with the client and
confirm them.
→ The recurrence
Step 1 Step 2 Step 3
INITIATE THE RELATIONSHIP
MANAGE THE DAY-TO-DAY SALES
Register the
punctual services
provided to each
client throughout
the month, quarter,
semester, year.
→ The one-shots
Step 1 Step 2 Step 3
INVOICE PERIODICALLY & EASILY
Invoice all the
services provided to
the customer.
→ The recurrence
and the one-shot
services
Step 1 Step 2 Step 3
o Modules → Sales Management
Odoo Apps & setup required
Install Sales
App
Activate
“Contract
Management”
o Sales → Configuration → Settings
o Modules → CRMInstall CRM
App
INITIATE THE RELATIONSHIP
Negotiate the terms of
the agreement with the
client and confirm them.
→ The recurrence
Step 1
MANAGE THE DAY-TO-DAY SALES
Register the punctual
services provided to
each client throughout
the month, quarter,
semester, year.
→ The one-shots
Step 2
Add one-shot services all the period long !
INVOICE PERIODICALLY & EASILY
Invoice all the services
provided to the customer.
→ The recurrence and the
one-shot services
Step 3
Recurrent service
One-shot services