Understand Odoo (consultation)
- help find a server to download it
- long-term work (plan to create from scratch for a specific business)
- preparation for launch
this is the minimum we want to see there, drafts
Internet
1. Integration with OpenCart
2. Integration with Nova Poshta
3. Integration of SMS mailing
4. Orders coming from OpenCart
5. Comments/notes on orders
6. Changes to the order in the program if a person changes their mind about something
7. A receipt is created from the order
8. Modify the receipt if necessary
9. Bonus system, cash back
10. A client is created immediately upon receiving an order with the operator's card (full name, phone number)
11. History of actions on the order and receipt, everything, so it is visible who makes changes and what
12. Send SMS related to the order (text according to the template)
13. Inventory by product barcode
14. Multiple barcodes can be added to one product
15. If the package is returned, then make a return with one click, so that the receipt is deleted, bonuses are deducted, and the person automatically goes into the blacklist for prepayments, so that in the future when an order comes from this person, the manager can easily see that prepayment is required
16. The ability to mark conveniently that the order is paid, and when creating a receipt, if you want to take cash on delivery, it will ask if you really want cash on delivery, because you indicated that the order is paid
Bonus system:
1. Cash back with every purchase, specifically in the receipt
2. The ability to remove cash back from certain products/categories or make it different
3. Integration with OpenCart bonus system by phone number
Order collection:
1. The receipt is visible next to each order
2. Easy search for the order by the created receipt
3. Search for the receipt by scanning the barcode on the receipt
4. In the order, a special function, until you scan all the necessary products in it, the order does not close or shows that it is not collected on the overall plan
5. Some other features for order pickers (possibly available)
Analytics
1. The net profit of each receipt is visible (selling price - purchase price) even if the product is discounted, it shows a negative number
2. Each manager (sales amount, profit, working time, number of receipts, number of orders, number of clicks)
3. Select several categories
4. Select several products
5. How many orders the client made, net profit, which products and quantity, how many bonuses used in total
Incoming/warehouse
1. Incoming goods, when there is already some quantity in stock, but it arrived this time cheaper/more expensive, always calculate the average purchase price, and subtract from the stock what came first, and in such order the purchase price should automatically change
2. For incoming goods, add expenses such as delivery, and it should automatically divide this amount by the number of goods that arrived and add to the purchase price, in this way we calculate a more accurate purchase price
Outgoing invoices/bills for payment to other stores/clients - when making such invoices, the ability to add a percentage or fixed amount to the total (to have the option)
The ability to add clients to different groups
- clients
- wholesale
- stores
- suppliers
The ability to lend goods
The ability to lend money
Transfer of goods between warehouses (another warehouse can be a physical store)
Physical store
- If there are fiscal and non-fiscal goods in the receipt, then only fiscal goods should be processed in the cash box, while others should simply be omitted
