Service Management

Odoo / Service Management

Service Management

The service industry is ever booming and the constraints of operations change day today. The need for dedicated management solutions for the operations of the service industry is inevitable. The Odoo ERP puts forward effective management of the service industry with the dedicated configuration of the platform to suit the demands of the operation of a servicing industry with expert partners such as Cybrosys Technologies.

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Projects and planning

Integrated project management along with planning tools helps you to plan and execute the operations of your service provider company efficiently

Define projects for operations
Create tasks and subtask under each project
Complete task management
Plan the operations in the planning module
Project forecasting
Employee allocation

Accounting and invoicing

The accounting module of Odoo will support the finance management operation of your service industry and bring in dedicated tools and functions of operation

Define localized taxes
Create accounting rules
Accept payments from multiple sources
Define charts of accounts
Draft fiscal positions and fiscal years
Generate invoices instantly
Define payment terminologies

Well defined point of sale dashboard

With the dedicated point of sale module integrated with all other modules of Odoo, you will be able to run the complete retail sales management

Run multiple sessions at an instance
Cash counter management
Cashier login
Barcode scanners
Virtual keyboards
Loyalty programs
Integrated payment terminals
Accept cash and card payments
Integrated sales management module
Direct invoicing

Sales management

Manage the operations of sales with definite tools available in the sales management module of the Odoo platform

Real time functional tools
Draft sales quotations
Send out sales orders
Integrated servicing charges and timesheets
Invoice customers based on services

Purchase and inventory management

The dedicated purchase as well as the inventory management and will deal with the product procurement aspects along with the warehouse management of the product stocks

Send out request for quotation
Draft purchase orders
Multiple vendor management
Manage vendor bills
3 way matching on purchase
Define product locations and warehouses
Lots and serial numbers on products
Assign product expiry dates

Field services management

The dedicated field service management tool in Odoo will support you with the management of your field operations in the service providing industry

Plan on-site tasks with employees
Define tasks to be performed
Configured Google Maps
Generate Invoice based on intervention
Invoice based on timesheets
Sell products in the field

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