Odoo 19 Enterprise Edition
Complete guide to Odoo 19 Enterprise Edition.
Introduction
Contacts
CRM
CRM – Overview
Odoo 19 Enterprise’s CRM (Customer Relationship Management) module stands out with its comprehen...
CRM – Sales
Sales Discover how Odoo 19 CRM simplifies sales management! Learn features, tips, and expert ins...
CRM – Leads
Leads A lead in Odoo 19 CRM is the initial phase of a customer’s desire before it develops into ...
CRM – Configuration
Configuration The Configuration menu in the Odoo 19 CRM module offers a wide range of options to...
CRM – Reporting
Reporting In the Odoo 19 CRM module, you can easily analyze the CRM activities by using the Repo...
Sales
Sales – Overview
Businesses can employ the advanced sales management processes offered by Odoo 19's sales module....
Sales – Orders
Orders Under the Orders, you have options like Quotations, Orders, Sales Teams, and Customers, a...
Sales – To Invoice
To Invoice Under the To Invoice menu, you have options like orders to invoice and orders to upse...
Sales – Products
Products Under the products menu, you have options like Products, Product variants, Price list, ...
Sales – Commission
Commission One effective strategy for inspiring members of the sales team is commissions. They ...
Sales – Configuration
Configuration 1.1 Sales Team An efficient team of individuals is essential for managing all sale...
Sales – Settings
Settings The Settings menu of the Sales module contains a number of advanced options that can be...
Sales – Reporting
Reporting Reviewing sales operations on a regular basis will help you quickly understand your wo...
Point of Sale & Restaurant
POS – Overview
Odoo 19 Enterprise Edition, which builds on the strong basis of earlier versions, offers a more ...
POS – Dashboard Menu
Dashboard Menu Inside the ‘Dashboard’ window, you can see the kanban view of all the available P...
POS – Orders Menu
Orders Menu The Orders menu contains Orders, Sessions, payments, Preparation Display and Custome...
POS – Products Menu
Products Menu The products menu in Odoo 19 Point of sale contains options like Products, Product...
POS – Configuration
Configuration The Configuration menu includes various setup options for PoS operations, such as...
POS – Configuring a Shop
Configuring a New Point of Sale (PoS) Shop To set up a new Point of Sale (PoS) environment in Od...
POS – Configuring a Bar/Restaurant
Configuring a New Point of Sale (PoS) Bar/Restaurant Odoo 18’s PoS module offers a robust soluti...
POS – Opening a Shop Session
Opening a Shop Session After the shop or Restaurant is set up, it will appear on the PoS dash...
POS – Opening a Bar/Restaurant Session
Opening a Bar/Restaurant Session To launch a restaurant-based POS session, begin with basic con...
POS – Reporting
Reporting The Reporting menu in Odoo 18’s PoS module is designed to help businesses assess per...
POS – Rescue Session
Rescue Session Users can use the Odoo 19 Point of Sale Module in both Online and Offline. This ...
Sign
Kitchen Display
Subscription
Subscription – Overview
Subscriptions are among the greatest and most successful marketing techniques for assisting your...
Subscription – Management
Subscription Management 1.1 Subscription As seen below, clicking the Subscription symbol will ta...
Subscription – Products
Products The product menu contains two options, which are Products and Pricelists. Let's check e...
Subscription – Configuration
Configuration 1.1 Settings Under the settings, you have the product catalog, pricing, quotation...
Subscription – Reporting
Reporting A suitable platform that provides reliable reports is necessary to comprehend a compa...
Rental
Rental – Overview
For small and medium-sized businesses, we provide rentals under the business programs, saving yo...
Rental – Rental Orders
Rental Orders The Rental module manages every task necessary for rental operations. The rental m...
Rental – Schedule
Schedule Complete details about the scheduled orders made in the Rental module can be found in t...
Rental – Product
Product The rental module makes it simple to design new rental goods. The process of customizing...
Rental – Configuration
Configuration The rental module Settings, Quotation Template, and Rental Periods are all located...
Rental – Reporting
Reporting The Reporting option, which may be used to perform a thorough study of the rental prod...
Social Marketing
Email Marketing
Email Marketing – Overview
The Odoo 19 platform's Email Marketing Module assists you in developing effective and successful...
Email Marketing – Mailing
Mailing Let's take a closer look at the different purposes that the choices in this module fulfi...
Email Marketing – Mailing Lists
Mailing Lists You can choose to send the emails in bulk or one at a time under Email Marketing. ...
Email Marketing – Configuration
Configuration Favorite Filters, Blacklisted Email Addresses, Link Tracker, opt-out rationale, an...
Email Marketing – Reporting
Reporting You may create reports on a lot of emails by using the reporting feature under Email M...
SMS Marketing
SMS Marketing – Overview
SMS is a crucial component of the marketing platform. It involves advertising a certain event, ...
SMS Marketing – Mailing Lists
Mailing Lists A key component of the SMS Marketing module, mailing lists are made to make it eas...
SMS Marketing – Configuration
Configuration Under the configuration menu, you are provided with options like blacklisted phone...
SMS Marketing – Reporting
Reporting The SMS Marketing module's Reporting feature is an effective tool that gives users tho...
Events
Events – Overview
Event planning is one of the top marketing strategies used by companies today to advertise their...
Events – Registration Desk
Registration Desk Additionally, the Events module's main menu bar offers a Registration Desk opt...
Events – Tracks
Tracks The three primary tabs in the Events module are Tracks, Reports, and Configuration. Let's...
Events – Configuration
Configuration Options such as settings, event template, event stage, event tag categories, event...
Events – Reporting
Reporting You may generate reports about the events you host and the people who attend using the...
Marketing Automation
Marketing Cards
Surveys
Invoicing & Accounting
Invoicing & Accounting – Overview
The Accounting module in Odoo 19 Enterprise has been carefully upgraded to make financial manage...
Invoicing & Accounting – Customers
Customers The Customer menu contains the options like Invoices, Credit Notes, Payments, Batch Pa...
Invoicing & Accounting – Vendors
Vendors Next is the Vendors menu. Under the Vendors menu the available options are Bills, Refun...
Invoicing & Accounting – Accounting
Accounting Next is the Accounting menu, which contains Transactions, Assets & Liabilities and C...
Invoicing & Accounting – Review
Review 1.1 Journal Items In Odoo 19 Accounting, the Journal Items section provides a detailed, c...
Invoicing & Accounting – Configuration
Odoo 19 Enterprise Book: Invoicing & Accounting Source: https://www.cybrosys.com/odoo/odoo-books...
Invoicing & Accounting – Budget
Budget In Odoo 19 Accounting, budget management serves as a powerful tool for planning, allocati...
Invoicing & Accounting – Assets
Assets In Odoo 19 Accounting, the Asset Management feature has been further enhanced to deliver ...
Invoicing & Accounting – Reconciliation
Reconciliation Bank reconciliation in Odoo 19 is the process of validating and matching bank tra...
Invoicing & Accounting – Tax Returns
Tax Returns In Odoo 19, companies with a registered VAT number are required to submit a tax retu...
Invoicing & Accounting – Settings
Settings Fiscal Localization Fiscal localizations in Odoo 19 are country-specific modules design...
Invoicing & Accounting – Reporting
Reporting Every business relies on reports to evaluate operational performance and analyze workf...
Expenses
Expenses – Overview
Employees can conveniently record, submit, and track their expenses with Odoo 19’s Expense Modul...
Expenses – My Expenses
My Expenses Under My Expenses, there are options like My Expenses and Expenses to Process. 1.1 ...
Expenses – Cards
Cards The Cards menu, which is a new feature in the Odoo 19 Expense module, is used to manage co...
Expenses – Reporting
Reporting In the Odoo 19 Expense module, the Reporting option is used to analyze and track all c...
Spreadsheet (BI)
Documents
ESG
ESG – Overview
The ESG (Environmental, Social, and Governance) module, introduced in Odoo 19, helps businesses ...
ESG – Dashboard
Dashboard: When you open the ESG module in Odoo 19 Enterprise, the system displays the Dashboard...
ESG – Collect
Collect: In the Odoo 19 ESG module, the Collect menu is designed to gather environmental and sus...
ESG – Measures
Measures: In the Odoo 19 ESG module, the Measures menu is used to define, track, and monitor key...
ESG – Act
Act: The Act menu in the Odoo 19 ESG module represents the final step of the ESG process, where ...
ESG – Configuration
Configuration: Under the Configuration menu in the Odoo 19 ESG module, you can view the sections...
Project
Project – Overview
A project will be challenging to manage and complete if it is not structured methodically. Every...
Project – Project Management
Project Management If you choose the project module, Odoo19 will take you to the main dashboard ...
Project – Tasks
Tasks You can view the task's progress and remaining hours on this page by selecting the My Task...
Project – Configuration
Configuration: The Configuration option in the Project module allows users to control Settings, ...
Project – Reporting
Reporting: You may view all of the projects and tasks that are listed in the database using the ...
Meeting Rooms
Timesheet
Timesheet – Overview
Timesheet: The Odoo 19 ERP Timesheet system aims to optimize business operations and effectively...
Timesheet – To Validate
To Validate Company management can examine employees' timesheets using the 'To Validate' choice ...
Timesheet – Configuration
Configuration: The 'Configuration' menu of the Timesheet module gives access to the 'Settings' s...
Timesheet – Reporting
Reporting: The Odoo 19 Timesheets module's "Reporting" menu makes it possible to create dynamic ...
Field Service
Field Service – Overview
Regardless of the situation, managing your business effectively requires putting your customers ...
Field Service – My Task
My Task The "My Tasks" panel will show up when the Field Service module is launched, as seen in...
Field Service – All Tasks
All Task A list of all assigned field service tasks can be seen in the Odoo 19 Field Service mod...
Field Service – Planning
Planning The Odoo 19 Field Service Module offers a specific platform for methodically organizing...
Field Service – Configuration
Configuration Odoo 19's Field Service module offers several configuration options to better task...
Field Service – Reporting
Reporting As seen in the screenshot below, the 'Tasks Analysis' reporting option in the Reportin...
Helpdesk
Helpdesk – Overview
When working with customers, having a proper customer care system is very important for the stea...
Helpdesk – Tickets
Tickets In Odoo 19, customers can reach out with questions or report issues through multiple ch...
Helpdesk – Configuration
Configuration Under the Configuration menu of the Odoo 19 Helpdesk module, you will find several...
Helpdesk – Reporting
Reporting To analyze the overall performance of your customer support operations, Odoo 18 provid...
Planning
Appointments
Appointments – Overview
The Calendar module of Odoo19 ERP makes it simple to schedule online appointments based on the p...
Appointments – Schedule
Schedule The online appointment scheduling based on staff and resource booking will be displaye...
Appointments – Configuration
Configuration Questions, Reminders, Resources, and Resource leaves are all located under the co...
Appointments – Reporting
Reporting You can examine and comprehend the appointments established with the appointment modu...
Inventory
Inventory – Overview
Inventory management is a critical business function that requires a high level of accuracy and ...
Inventory – Products
Products Menu Monitoring each detail of a product is essential for maintaining precise and effe...
Inventory – Operations
Operations The Operations menu in the Odoo Inventory module provides essential tools for contro...
Inventory – Configuration
Odoo 19 Enterprise Book: Inventory Source: https://www.cybrosys.com/odoo/odoo-books/v19/inventor...
Inventory – Reporting
Reporting Through consistent tracking and supervision of inventory-related actions, you can effo...
Manufacturing
Manufacturing – Overview
Odoo 19 Manufacturing module streamlines business operations by making it easier to plan, schedu...
Manufacturing – Operations
Operations All operations, including Manufacturing Orders, Work Orders, Scrap and Unbuild are a...
Manufacturing – Planning
Planning You can effectively arrange and manage work orders and production activities across man...
Manufacturing – Products
Products A centralized area for managing and keeping an eye on items and their variants is provi...
Manufacturing – Configuration
Configuration Under the configuration, you have the options like, settings, work centers, and op...
Manufacturing – Reporting
Reporting With its strong reporting features, the Odoo 19 Manufacturing module improves producti...
Shop Floor
PLM
Purchase
Purchase – Overview
The Purchase Module in Odoo 19 ERP enhances procurement operations by automating key tasks such ...
Purchase – Orders
Orders Menu The Orders menu within the Odoo 19 Purchase module serves as a unified control cent...
Purchase – Products
Products Menu The Products menu provides users with the ability to define all purchasable items ...
Purchase – Configuration
Configuration The ‘Configuration’ menu of the Odoo 19 Purchase Module lets you manage the genera...
Purchase – Reporting
Reporting In Odoo 19, the Purchase module includes a powerful reporting framework that allows or...
Maintenance
Maintenance – Overview
Odoo 19 Enterprise's Maintenance module is a potent tool that helps businesses schedule maintena...
Maintenance – Equipment
Equipment: The Equipment menu in Odoo 19 lists all the machines, tools, devices, and assets a co...
Maintenance – Configuration
Configuration: In Odoo 19, the Configuration menu helps you tailor and enhance maintenance opera...
Quality
Quality – Overview
Monitoring all activities and tasks to guarantee a desired level of quality is known as quality ...
Quality – Quality Control
Quality Control Under the quality control, you have the options, like, Control Points, Quality C...
Quality – Products
Products Depending on their industry, each company offers a variety of goods to customers. Infor...
Quality – Configuration
Configuration You may find options such as quality team, quality worksheet template, and quality...
Quality – Reporting
Reporting Odoo 19 offers several reporting options for each module based on the logged actions. ...