From identifying the need to after-sales service
This is how a company runs on Odoo, department by department — and where Oak Tech's AI layer adds value at every step. Every document creates the next one; every number lands in the same reports.
From lead to cash, without re-typing anything
Lead & opportunity
Leads arrive from the website, WhatsApp, calls or campaigns and move through a pipeline with activities and follow-ups.
Quotation
Products, pricelists, discounts and terms produce a branded quotation the customer can sign and pay online.
Sales order
Confirmation reserves stock, triggers purchases or manufacturing, and plans the delivery.
Purchase & receipt
Reordering rules and RFQs replenish what is missing; receipts update stock and create vendor bills with three-way matching.
Manufacturing
Manufacturing orders consume components by bill of materials, track work orders and post real costs.
Delivery
Pick, pack and ship with barcodes; the customer gets tracking and the delivery note.
Invoice
Invoices are generated from what was delivered — or by milestone — with taxes, e-invoicing and payment links.
Payment & reconciliation
Bank feeds and payment gateways reconcile automatically; overdue follow-ups go out on schedule.
Reporting & AI
Margin, cash, stock and pipeline dashboards — and AI that flags what needs attention before it becomes a problem.
The game changer: Odoo CRM
Track leads, get accurate forecasts and focus on what matters: closing opportunities. Every conversation, quotation and call lives on the opportunity.
Lead & opportunity management
Create, track and manage leads and opportunities. Sales teams prioritise leads, schedule follow-ups and see the full communication history on one screen.
Visual sales pipeline
Follow every deal from new lead to closed sale on a drag-and-drop pipeline, and spot bottlenecks before they cost you the quarter.
Automated activities
Automatic reminders, follow-up emails and task assignment ensure no opportunity is forgotten. Odoo plans the next activity from your sales script.
Integrated communication
Incoming emails are attached to the right opportunity automatically. Email, live chat, SMS, WhatsApp and VoIP calls are logged from inside the CRM.
Quotations in two clicks
Pick products from the catalogue, apply pricelists and discounts, and send a professional quotation the customer can sign and pay online.
Lead scoring & dashboards
Prioritise leads by likelihood to convert, and monitor conversion rates, revenue forecasts and team performance on real-time dashboards.
Purchasing with an AI-powered ERP
Odoo Procurement streamlines the whole buying cycle — from demand forecasting to automated workflows — so every step is optimised for accuracy, speed and cost. Five steps, and what AI adds to each.
Identifying the need
The cycle starts when a shortage, a new project, a customer order or a production plan creates a requirement for goods or services.
Odoo features
- Reordering rules on minimum / maximum stock
- Make-to-order and replenishment from sales and manufacturing
- Forecast reports per product and warehouse
Requisition and approval
A purchase requisition lists the items, quantities and urgency, and goes through approval so that spending stays within budget and policy.
Odoo features
- Purchase approval workflows by amount or category
- Budget checks on analytic accounts
- Full history of who requested and who approved
Supplier selection
Compare candidate suppliers on price, delivery time and quality before deciding who fulfils the order.
Odoo features
- Vendor pricelists and purchase agreements
- Supplier lead times and on-time delivery statistics
- Inbound quality control per vendor
Request for quotation (RFQ)
Send an RFQ to the selected supplier(s) and collect their prices, terms and delivery schedules.
Odoo features
- RFQs sent by email from Odoo with one click
- Compare several quotations side by side
- Convert the winning quotation to an order
Purchase order
Confirm the best offer as a purchase order with agreed prices, delivery dates and terms — the receipt and the vendor bill follow from it.
Odoo features
- Three-way matching: order, receipt, bill
- Landed costs and multi-currency
- Blanket orders and call-offs
The inventory cycle, step by step
From the moment goods arrive to the moment they are sold, consumed or stored. Odoo Inventory integrates with sales, purchasing, accounting and manufacturing so information is always accurate and real time.
Goods receipt
Incoming goods are checked against the purchase order for quantity, quality and specification, then put in stock.
Odoo features
- Multi-warehouse and multi-location
- Barcode scanning on reception
- Lots, serial numbers and expiry dates
Inventory adjustments
Stock counts, damaged goods or corrections are recorded as adjustments — by difference or through a full stock take.
Odoo features
- Manual or scheduled adjustments
- Adjustment reasons and accounting impact
- Audit log on every change
Stock movement and storage
Products are stored in the right location, transferred between warehouses or moved within the same one.
Odoo features
- Push / pull routes, FIFO, LIFO and custom rules
- Putaway strategies by size, weight and capacity
- Barcode-driven internal transfers
Order fulfilment
Customer orders generate picking, packing and shipping operations automatically.
Odoo features
- Single, batch, wave and cluster picking
- Packing slips and carrier labels
- Delivery tracking sent to the customer
Replenishment
Keep optimal stock levels without overstocking or running out.
Odoo features
- Reordering rules with min / max
- Dropshipping and cross-docking
- Replenishment report with suggested quantities
Valuation and reporting
Real-time stock valuation integrated with accounting, plus reports on levels, turnover and performance.
Odoo features
- FIFO, average and standard costing
- Perpetual or periodic valuation
- Inventory forecast and ABC analysis
Audits and stock take
Regular counts keep the records honest by matching physical inventory to the system.
Odoo features
- Cycle counting by location or category
- Count sheets on barcode devices
- Audit reports with discrepancies
From raw materials to finished goods
BOMs, work orders, planning, quality, costing and maintenance in one integrated module — for a single production line or several factories.
Bill of materials
Multi-level BOMs with sub-assemblies, product variants and BOM versions.
- AI suggests BOM revisions that reduce waste and cost
Production & work orders
Break production into work orders assigned to work centres, with routings and real-time status.
- Predictive scheduling flags bottlenecks before deadlines slip
Work centres & routing
Capacities, operation times, downtime and efficiency per work centre.
- Routing optimisation shortens lead times
MRP & inventory integration
Material requirements planned from sales, forecasts and production; JIT supported.
- Demand forecasting prevents excess stock and shortages
Shop floor (MES)
Track work-order progress, worker and machine time, and quality checks in real time.
- Early detection of quality issues from production history
Quality control
Control points at reception, in-process and final inspection; non-conformances and corrective actions.
- Defect prediction reduces rework and scrap
Manufacturing cost tracking
Material, labour and overhead per stage; costing reports for margins.
- Recommendations to reduce waste and maximise resource use
Maintenance
Preventive and corrective maintenance tied to work centres.
- Predictive maintenance forecasts when equipment needs attention
Café & restaurant recipes
Consumables (coffee, milk, sugar, cups) with BOMs per menu item — deducted from stock automatically when a latte is sold, with cost per item.
- Real-time consumption and COGS per dish
The ultimate accounting management
Invoicing, payments, bank reconciliation, taxes and financial reporting in one platform, synchronised in real time with sales, purchasing and inventory. A typical cycle: sales order → invoice with taxes → payment → bank reconciliation → supplier bills matched to orders → real-time P&L, balance sheet and tax reports.
Invoicing & billing
Customer invoices from sales or deliveries, recurring invoices, supplier bills matched to orders and receipts, automated payment follow-ups.
- AI suggests invoice matching and payment allocation
Tax management
VAT, sales tax and local taxes per country and region; automatic calculation on sales and purchases; tax reports ready for submission.
Bank reconciliation
Bank synchronisation and payment gateways; transactions matched to invoices and payments automatically, manual matching when needed.
- AI matches payments to invoices and bills
Financial reporting
Real-time profit & loss, balance sheet, cash-flow statement and custom KPI reports.
- Forecasts highlight cash-flow risks before they hit
Assets & depreciation
Fixed assets with linear or declining depreciation computed automatically.
Multi-currency & multi-company
Real-time exchange rates, several companies and charts of accounts in one instance.
Budgets & forecasting
Budgets per department or cost centre with actual-vs-budget variance.
- AI projects future performance from history and trends
Payments
Payment providers on invoices; incoming payments matched and posted automatically.
Access & audit trail
Role-based access to financial data and a complete audit trail of every change.
Everything about your people
Odoo's HR apps cover the full employee lifecycle — and each one feeds payroll and accounting without re-entry.
Employees
Central employee records, contracts, job titles, org chart, onboarding / offboarding and document management.
Attendance
Clock-in / out, biometric and GPS integration, attendance reports feeding payroll.
Time off
Leave requests, policies and eligibility rules, automatic calendar updates and transparent balances.
Payroll
Salary rules, allowances and deductions, payslips and tax reports, integrated with accounting.
Recruitment
Job posts, applications and CVs, interview stages and team feedback.
Expenses
Employees submit expenses with receipts, managers approve, accounting reimburses.
Skills & training
Skills and certifications, training plans and progress tracking.
Design, run and measure campaigns
A complete marketing suite that shares the same contacts and pipeline as your CRM.
Email marketing
Drag-and-drop editor, personalisation, automated campaigns, A/B testing and open / click analytics.
Social marketing
Schedule posts across platforms, track engagement and follower growth from one dashboard.
Website & eCommerce
Promotions, SEO, landing pages, customer segmentation, upsell and cross-sell.
SMS marketing
Mass and automated SMS with personalisation and delivery analytics.
Surveys & feedback
Surveys with conditional logic, embedded anywhere, real-time reporting — also via chatbot after each interaction.
Events
Registrations, ticketing, promotion and attendance analytics.
Referral & loyalty
Referral rewards, loyalty points, cards and e-wallets to grow repeat business.
Marketing automation
Multi-channel workflows triggered by customer behaviour, lead nurturing and segmentation.
AI chatbot
24/7 customer service chatbot integrated with CRM and Helpdesk, escalating complex cases to people.
Map your own cycle with us
Bring your process — we will show you how each step looks in Odoo, and where AI saves you time and money.