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

Using Odoo to provide Office solutions

...through a simple Sales & Invoicing process

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

Odoo Apps & setup required

Install two apps and tick one box !

o Modules → Sales Management

Odoo Apps & setup required

Install Sales

App

Activate

“Contract

Management”

o Sales → Configuration → Settings

o Modules → CRMInstall CRM

App

How it works within Odoo ? (Demo)

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

Conclusion

Keep it simple and fully integrated !

Benefits

Full standard configuration

Easy to use, easy to share

Cheap

Fully integrated

"

" Leonardo Da Vinci

Simplicity is the ultimate form of sophistication.

Conclusion

Odoo sales@odoo.com+32 (0) 2 290 34 90www.odoo.com

R&D and services officeChaussée de Namur 40B-1367 Grand Rosière

Sales officeAvenue Van Nieuwenhuyse 5B-1160 Brussels

Thank YouCall to Action