Odoo has made quotes/sales orders a breeze!
June 10, 2024

Odoo has made quotes/sales orders a breeze!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Odoo

We use Odoo as our CRM and sales software. It gives us an easily accessible, centralized hub to view information pertaining to all aspects of the sales process including production and billing. That way, if a customer calls with a question about an order that I was not in charge of, I am still able to see where we are in the process and what the conversation has been between them and their sales rep. Super convenient and helpful!

Pros

  • Customer contact information
  • Quotations and sales orders
  • Invoicing and inventory management

Cons

  • Production information and organization
  • Cost of goods/margin calculation
  • Tax exemption
  • I can turn over orders quicker and easier.
  • I can provide quotes fast and in a specific template
  • I can view my sales numbers quickly and easily.
Odoo talks with our other software (shipping, website, etc.) while our old software did not. It is also a web-based product so it is easily accessible from home, mobile, etc. Before, if I needed to work from home for some reason, I had to project my office computer screen to my home computer and that would cause it to lag. With Odoo, I can access our sales database without needing to do all of that.

Do you think Odoo delivers good value for the price?

Yes

Are you happy with Odoo's feature set?

Yes

Did Odoo live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Odoo go as expected?

Yes

Would you buy Odoo again?

Yes

Odoo fits what we need to make quotes and take orders. Customer information is easily organizable and searchable which makes it convenient to pull up a list of someone's previous orders. This is very important for us to make sure the customer is getting the same size/specs on their flags and hardware.

Odoo Feature Ratings

7.0
Accounts payable
7
Accounts receivable
7
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
7
Configurable Accounting
7
Standardized Processes
7
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
7.5
Inventory tracking
9
Automatic reordering
6
Location management
Not Rated
8.3
Pricing
7
Order entry
10
Credit card processing
7
Cost of goods sold
Not Rated
Order Orchestration
9
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
7.7
Dashboards
8
Standard reports
7
Custom reports
8
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Award Lifecycle Management
Not Rated
Project Financial Management ()
Not Rated
6.8
Project Planning and Scheduling
7
Task Insight for Project Managers
7
Project Mobile Functionality
6
Definable Resource Pools
7
6.0
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Contract Repository
Not Rated
Requisitions-to-Purchase Orders Integrated
6
Supplier Management
6
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
5.0
Production Process Design
Not Rated
Production Management
5
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
6.7
Forecasting
7
Inventory Planning
6
Performance Monitoring
7
7.5
Proposal Management
9
Product Master Data Management
6

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