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SHAPING YOUR FUTURE WITH

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Page 1: FUTURE YOUR SHAPING

SHAPINGYOURFUTUREWITH

v14

Page 2: FUTURE YOUR SHAPING

As a trusted ERP implementation partner in Australia, we

help companies build answers to their complex problems.

We are here to make your life easier by engaging with

you and delivering innovative solutions to keep things

simple.

WHO ARE WE

WMSSoft is not only accounting and IT savvy, but also

business smart. Our team understands that every

business is different and for this reason, we tailor your

ERP to your business. By providing end-to-end solutions

to your problems, WMSSoft helps you build a roadmap to

your future.

We have a complete understanding of cloud

infrastructures and software and build tailor-made

solutions for companies who requires a more mobile and

accessible business process.

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Page 3: FUTURE YOUR SHAPING

Whats New in v14

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for enhanced reporting with real

time access to odoo's database.

NEW EMBEDDED SPREADSHEETS

automatic replenishment including

use of AI.

NEW INVENTORY

Synchronize your Outlook Calendar

with Odoo.

OUTLOOK SYNCHRONIZATION

Automate the identification and

merging of duplicate records.

DUPLICATION

Digitize expenses using our Optical

Character recognition service.

OCR

Easily use the Barcode application

without a barcode scanner.

BARCODE MANAGEMENT

INVENTORY

Show removal dates on quantities,

block the delivery (and internal

consumption) of expired products.

EXPIRATION DATES

Allow editing of the removal date,

when the product_expiry module is

installed.

EXPIRATION DATES MODULE

Synch product description changes

from Sales Order to Manufacturing

and/or Purchase Orders.

FEEDBACK

Forecasted inventory report,

accounting for incoming goods and

reordering.

FORECASTED INVENTORY

Manually create transfers from

the barcode app, access quality

checks from lot/serial numbers.

INTEGRATION WITH BARCODE

Display a link between the Sales

Order and the PO, created

automatically by the SO.

INTEGRATION WITH SALES &

MANUFACTURING

Check forecasted quantity at

specific dates, accounting for

security days and lead times.

REORDERING RULES

IMPROVEMENT Support reset to draft and cancel

on Repair Orders.

REPAIR ORDERS

Create manual reordering rules.

See which products need

replenishment, via a replenishment

report.

REPLENISHMENT REPORT

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Whats New in v14

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MANUFACTURING

Improved batch transfers

layout/usability, and makes them

available in the Barcode app.

BATCH PICKINGS

Increase the scope of flexible

consumption, allowing to update

confirmed MOs, and consume

components, which weren't part of

the initial BOM.

FLEXIBLE CONSUMPTION

Help rescheduling of transfers and

manufacturing orders, by setting

alerts on transfers/MOs.

HELP RESCHEDULING

Apply landed costs on

manufacturing orders.

MANUFACTURING ORDERS

Show link between parent and

child MOs, also between MO and

PO.

MANUFACTURING ORDERS LINKS

Ease work order's planning

visibility thanks to information

popover and working hours

visibility.

PLANNING VISIBILITY

Allow to post inventory on a MO

under the same conditions then

"mark it as done".

POST INVENTORY

Make it possible to define the

same quality check for several

products.

QUALITY CHECK

Handle subcontracted receipts

with tracked components/finished

products in the Barcode app.

SUBCONTRACTING IN BARCODE

Define text, date, or relational

filters on the data in your

spreadsheet.

FILTERS

Insert any custom pivot into a

spreadsheet for advanced

reporting.

PIVOT INSERT

Use standard or custom templates

for new spreadsheets (e.g.

revenue analysis, budget reporting,

sales commissions, etc.).

TEMPLATES

For Full Release Notes Visit: https://www.odoo.com/odoo-14-release-notes

SPREADSHEET

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MANAGE YOUR FINANCE

Invoicing Accounting

CRM PoS Sales

BOOST YOUR SALES

Inventory MRP Purchase

STREAMLINE YOUR OPERATIONS

MarketingAutomation

EmailMarketing

GROW YOUR MARKETING REACH

Project Timesheet Helpdesk

INTEGRATE YOUR SERVICES

eCommerceWebsiteBuilder

BUILD STUNNING WEBSITES

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What is ?

Odoo is a modern cloud-based and easy to use business

management suite with CRM, project management

inventory, manufacturing and incorporating website

content management, eCommerce or even customer

portals. Odoo is an all-in-one management software

that redefines scalability.

- Multi Company

- Multi Currency

- Bank Synchronisation

- Dynamic Financial Reports

- Dimensional Accounting

- Multi Websites

- eCommerce

- Blog

- Live Chat

- Multi Warehouse & Multi Location

- Replenishment Rules

- Drop Shipping & Cross Docking

- Manufacturing & MRP

- Shop Floor Control

- Quality Assurance

- PLM

- Track Leads & Opportunities

- Point of Sale

- Sales Management

- Multiple Pricelists

- Contract Management

- Schedule Projects

- Contract Billing

- Forecast Resources

- Timesheets

- Lodge Service Tasks/Issues

- Campaign Builder

- Campaign Statistics

- Track Buyers' Journey

- Automate Emails

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A unique value propositionEverything you need with a top-notch user experience.

Our family of apps work seamlessly together - giving you the ability to automate and track everythingyou do - centralized, online, and accessible from anywhere with any device.

The open-source development model of Odoo has allowed us to leverage thousands of developers andbusiness experts to build the world's largest ecosystem of fully integrated business apps.

With a modern and elegant technical design, Odoo's framework is unique. It allows us and ourcommunity developers to provide top-notch usability that scales across all apps.

Usability improvements made to Odoo will be automatically applied to all of our integrated apps.

Finally, with regular annual releases, Odoo evolves much faster than any other solution.

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odoo.shStudio

CUSTOMISE & DEVELOP

Odoo is an open source ERP and offers a

customisation layer within the product, the

solution can hence be shaped to your

business requirement easily while maintaining

the integrity of your data and can easily be

interfaced to external systems. With over

10,000+ apps in the Odoo store, Odoo allows

you to fully automate and streamline your

business process. 

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ACCOUNTING

With a strong financial platform, Odoo allows you to maintain a simple but powerful chart of accounts. Run

your business with a multi-currency, multi company, multi-lingual and multi-legislation solution and use

analytical dimensions to report on your profitability by project, cost centre, product range, territory and

more. Odoo includes budgetting and forecasting, asset management, bank feeds, BAS worksheet and many

more features to help you grow your business.

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Get your bank statements synced

with your bank automatically, or

import your bank files.

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Control supplier invoices and get a

clear forecast of your future bills

to pay.

Save time and automate 95% of

your reconciliation process with

our smart reconciliation tool.

Create sharp and professional

invoices, manage recurring billings,

and easily track payments.

Create your profit and loss reports, balance sheet

or cash flow statements easily and quickly filter,

zoom, annotate and compare any data. Odoo

supports business intelligence's cubes to report

across any dimension.

ANALYSE YOUR DYNAMIC STATEMENTS

BANK SYNCHRONISATION

INVOICING

MANAGE BILLS & EXPENSES

EASY RECONCILIATION

Skip manual transactions and double entry with a financial system that seamlessly integrates with the rest

of the modules whether it is for expense claims reported by employees, inventory movements within the

warehouse or factory and sales or purchase invoicing. Run your business on one fully integrated platform

with one central repository for all your data.

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SALES

Odoo is an intuitive and user friendly ERP designed to save you time in your data entry. Enter quotes, sales

orders and manage your deliveries and invoices easily through Odoo Sales. You can now streamline your

sales process to improve the efficiency over your entire workflow by converting quotes from your CRM or

web orders from e-commerce into sales orders in real time.

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Get custom alerts for relevant

activities and automatically

keep complete records of your

negociations.

COMMUNICATE EFFICIENTLY

Increase sales volume by

automatically proposing extra

options and accessories, apply

closing triggers, discounts and

more...

UPSELL & MAXIMISE PROFITS

Invoice customers based on time and

materials, easily record contracts , maintain

renewal and upselling opportunities and

manage your subscriptions with recurring

contracts.

CONTRACT MANAGEMENT

The customer portal gives your customers

access to their quotations, sales orders and

delivery orders

LET YOUR CUSTOMERS HELP THEMSELVES

Allow customers to easily

review and sign your online

quotations from anywhere.

E-SIGNATURES

GREAT PRICES LEAD TO GREAT RETURNS

Design, implement and adjust your

pricing strategy to maximise

revenue.

Use pricelist rules to compute the

right price based on customer

conditions.

Convince customers to buy more

with discounts and coupons.

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CRM

Odoo is CRM is the #1 Open Source CRM for its ease of use and flexibility to adapt to your workflow. Use

the kanban cards view to drag and drop your opportunities from a stage to another and record the

communication and schedule events between you and your prospects easily anytime, anywhere and on any

device by using the chatter feature in Odoo.

Easily review your performances and next

activities and know exactly how you perform

compared to your monthly targets. You can Define

your workflow and organise your work based on

your scheduled next actions.

REAL-TIME OVERVIEW

Schedule activities based on your sales scripts:

calls, meetings, mailing, and quotations. Get all

information you need, directly on the opportunity:

wesite pages viewed, mail received, etc...

GET MORE DONE IN LESS TIME

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POINT OF SALE

Odoo POS stays reliable even if

your connection is not. While an

internet connection is required

to start your POS, it will stay

operational even after complete

disconnection.

Reward your loyal customers with

points, gifts and discounts with

loyalty programs and identify your

customers faster with loyalty cards

and customer barcode IDs.

KEEP CUSTOMERS COMING BACKONLINE OR OFFLINE

Odoo POS is fully integrated

with its inventory management

so you can see in real time the

availability of products without

losing time.

REAL-TIME CONTROL

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INVENTORY

Odoo Inventory allows you to take control of your stock with serial or lot tracking, multi-warehouse, multi-

location, automatic replenishment rules and more. Track your stock more accurately and more easily while

improving the warehouse efficiency by streamlining your entire inventory process. Use the product

configurator to handle product variants easily in Odoo (style, colour, size and so on).

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Track every stock movement from

purchase to warehouse bin to sales order

down to the lots or serials from anywhere

in your supply chain.

EXPERIENCE TOTAL TRACEABILITY

Stay in the know with real-time reports

and make smarter decisions with real-time

dynamic reports. Keep key information at

your fingertips with custom dashboards.

CLEAR AND COMPLETE REPORTING

Get the most efficient stocking method

and improve all your internal operations.

Odoo offers reorder points and automated

RFQs to make your supply chain more

efficient that ever.

MAXIMISE YOUR WAREHOUSE EFFICIENCY

Skip manual data entry and use an

integrated inventory system where your

stock movements affects your financials in

real time.

NO MORE DOUBLE ENTRY

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WEBSITE

eCommerce

eBay

Event Tickets

SELL

ONLINE

Lead Acquisition

Lead Tracking

Live Chat

Mass Mailing

MARKETING

STACK

Blogs

Presentation

Forums

Q&A

CONTENT

MANAGEMENT

Recruiting

Helpdesk

BUSINESS

FEATURES

Design your website that fits your brand and your style easily thanks to the drag-and-drop functionality.

Odoo allows you to maintain multiple websites and manage your customer portals in order to facilitate both

your B2B and B2C transactions. Use the e-commerce features to upsell online with a streamlined solution

where the products, product variants (style, colour, size...), prices and stock levels are refreshed in real-

time. Orders generated from your e-commerce site automatically turns into a sales order in Odoo making it

easier than ever to run a fully integrated online store.

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Boost your sales with cart recovery, cross

selling and upselling opportunities on your

product pages, in the cart or at the

checkout by recommending product

accessories or suggested products.

INCREASE YOUR AVERAGE CART REVENUE

Just drag and drop features to create a

stunning website with eCommerce,

customer portal, events, blogs, call-to-

actions, newsletters and more.

YOUR BRAND, YOUR WEBSITE

Add product attributes such as colour, size

or style to keep product lines easy to

navigate and edit product pages with ease

to have real-time information displayed the

way you want it to be seen.

FULLY INTEGRATED E-COMMERCE

Monitor abandoned carts and automatically

send reminder emails in order to increase

sales.

AUTOMATE WORKFLOWS

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MANUFACTURING

Enhance your production with Odoo Manufacturing and benefit from the master production schedule to

automatically create your procurement and work orders. Whether you are a made-to-order or a process

manufacturer, Odoo takes care of your complex operations managing your bill of materials, operation

routes, product variants, by-products, labour tracking, quality control, IoT and more...

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Use dynamic reports on everything from

costing to traceability, performance

analysis, OEE and more to help you make

smarter decisions about your business. 

REPORTING & KPI

Use make-to-order rules, minimum stock

rules or the master production schedule to

automate procurement. Let the scheduler

compute everything for you and use routes,

constraints and lead time to optimise

inventory levels and avoid shortages.

OPTIMISE YOUR INVENTORY

Track manufacturing time, display

worksheets, integrate quality checks,

record serial/lot numbers, manage

engineering changes (PLM) and register

production all in one package.

MANUFACTURING REINVENTED

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PROJECT

Odoo offers a flexible project management tool that makes it easier than ever before to manage your

projects and tasks. Allocate and forecast your resources based on their availability and meet your deadlines.

Odoo Project allows you to compare your forecasts with your real timesheets in order to increase your

profitability. 

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Schedule your team across projects taking

holidays and annual leaves into

consideration. Plan ahead for upcoming

projects with forecasts based on

comparable projects and estimates

deadlines more accurately.

FORECAST YOUR NEEDS AND RESOURCES

Automate the invoicing process and manage

both fixed price (milestones) and time and

material based contracts.

IMPROVE PROJECT BILLING

Automate the invoicing process and manage

both fixed price (milestones) and time and

material based contracts.

IMPROVE PROJECT BILLING

Link timesheets and expense claims to your

projects and re-invoice the charges to your

customer accordingly in order to manage

your profitability by project more accurately.

TRACK TIME AND MATERIALS

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EXPENSE

Add attachments on the go with any

mobile device and save time and

increase efficiency by keeping a

clean and complete record of all

expenses.

STOP LOSING RECEIPTS

Have a clear overview of a team's expenditure,

keep an eye on costs and ensure they keep on

target and within budget.

MANAGE EXPENSES PER TEAM

Manage your employees' expenses whether it is

travel expenses, office supplies or any other

employee expenditure and approve their

receipts and expense submissions directly

through the app.

SAVE TIME ON EXPENSE REPORTS

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TIMESHEET

Get an overview of your billable time and

visualise your team's progress on each

project or tasks, managing the expected

hours against the actual ones.

KEEP PROJECTS PROFITABLE

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YOUR INDUSTRY

Fashion

Import &Distribution

Use Odoo Inventory to improve the efficiency of your warehouse and track your stock accurately within

multiple warehouses and multiple bin locations. Be more compliant by managing serial and lot numbers (with

expiry dates). Improve your procurement with replenishment parameters and improve the movement of your

stock from the goods receipt to the dispatch.

WholesaleDistribution

RetailDistribution

Manage your product variants (style, colour, sizes) easily within Odoo and use the point of sale system to easily

record sales transaction online or offline. Manage your website and e-commerce with live inventory, live prices

to facilitate your B2B and B2C sales.

Restauration Bar

Use Odoo POS to manage tables from your restaurant, pub or bar. Improve the efficiency by taking orders on a

mobile device and streamline your process with card payments, split bills and floor/table management.

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ConsultingServices

IT / SoftwareServices

Advertising Real Estate Construction

Job Shops

Food &Beverage

PharmaceuticalMedical

Equipment

MetalFabrication

Cosmetics

IndustrialEquipment

Manage your projects and tasks and invoice your customers based on fixed price (milestones) or based on time

and materials using Odoo Timesheets and Odoo Expenses. Run profitability reports by project through the

analytical dimension to be in total control of your contracts.

Track your made-to-order production more accurately through Odoo Manufacturing by managing the stages of

your work orders as they are being carried out on the shop floor. Record the labour times in real-time and

report more accurately on the cost of your production.

Plan your made-to-stock production easily through the master production schedule and automatically calculate

your production based on your demand. Replenish your raw materials automatically so that you don't run out

and monitor the cost of your production accurately.

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We listen to your issues and goals

and design the right solutions in

order to help your business with

its growth.

SOLUTION DESIGNWe setup your new solution so

that you get the best return and

work more accurately and more

efficiently.

MIGRATIONWe train your staff through the

entire workflow to make the

transition to your new system as

smooth as possible.

TRAINING

Our friendly helpdesk will ensure

that your business is running at

all times and provide assistance

when required.

SUPPORTWe design report to your

requirements so that you have

the right insight to take the right

business decisions.

REPORT DESIGNAs all business is unique, our in-

house development team can

assist you by customising your

system to your requirements.

CUSTOMISATION

OUR SERVICES

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© 2020 WMSSoft Pty Ltd

Contact us today for a free demoand discover your growth

potential

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Email: [email protected]

wmssoft

Phone: 03 9561 1449