5 Business Processes You Can Automate with Custom Odoo Development
                     ODOO ·  BUSINESS AUTOMATION
5 Business 
Processes You 
Can Automate 
with Custom 
Odoo 
How Odoo works, five processes worth 
Dautoemavtinge, alndo wphat myoure busninetss gains.
ODOO ·  AUTOMATION
What is Odoo and What are we Covering?
Odoo is an open-source ERP that runs CRM, accounting, inventory, eCommerce, 
manufacturing and point of sale from a single codebase.
01 02 03
How Odoo 5 Processes to Business 
TWhroeer klasyers and a modular AFroumt oqumotaintge to approvals. BWheant eyofiutr scompany gains.
design.
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ODOO ·  AUTOMATION
How Odoo Works: Three Layers
LAYER 1 LAYER 2 LAYER 3
Web client Odoo server PostgreSQL
Users work in the Python code runs the The database stores all 
browser. Each action is business logic and the business data. The ORM 
sent to the server as a ORM. Apps (modules) reads, writes and 
remote procedure call plug in here. validates records.
(RPC).
The ORM lets developers work with data as objects instead of long SQL queries, and it enforces the 
constraints and relationships defined in each model.
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ODOO ·  AUTOMATION
Modules make Odoo 
Flexible Your Custom Module
Plug-in design. Modules can be added, removed 
or modified without disrupting the whole system. Sales Accounting
Custom modules. Developers build new modules 
for niche business needs. Inventory HR
Custom APIs. Odoo exchanges data with other Odoo Core
software platforms.
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ODOO ·  AUTOMATION
PROCESS 01 / 05
Quotation And Sales Pricing
Manual With Custom Business 
Today ImpactSales reps build quotes in AO cduosotom quoting and Faster, consistent quotes, 
spreadsheets and look up pricing engine plus and a sales team that 
prices by hand. automated CRM pipeline spends its time selling.
stages create quotes and 
follow-ups.
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ODOO ·  AUTOMATION
PROCESS 02 / 05
Invoicing and Billing
Manual With Custom Business 
Today Odoo
Finance re-enters order Invoices are generated F
Imewpear cbitlling errors and 
data to create every automatically from orders, less admin work for the 
invoice. using custom calculation finance team.
rules where standard Odoo 
falls short.
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ODOO ·  AUTOMATION
PROCESS 03 / 05
Inventory and Warehouse
Manual With Custom Business 
TStoodcka yis tracked in sheets SOtdocoko levels update IAmccpuraactet stock visibility 
and updated late, one automatically as goods across every location.
location at a time. move across locations, with 
warehouse logic tailored to 
your industry.
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ODOO ·  AUTOMATION
PROCESS 04 / 05
HR Operations
Manual With Custom Business 
THoR dstaayff handle leave COudsotoom HR workflows ILmesps amcatnual work and a 
requests, onboarding and route requests, trigger smoother experience for 
paperwork again and onboarding steps and employees.
again. update employee records 
automatically.
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ODOO ·  AUTOMATION
PROCESS 05 / 05
Approvals and Notifications
Manual With Custom Business 
tAoppdraovyals travel by email DOedfioneod approval chains INmotphiancg tgets stuck, and 
and phone, and customers and automation rules every process runs the 
wait for updates. route each request and same way each time.
send notifications 
automatically.
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ODOO ·  AUTOMATION
Business Benefits of Odoo Automation
Less manual Lower 
Rwouotirnke tasks run themselves, so errors and delays cFaostsert wsorkflows reduce labor time and operating 
drop. cost.
Better Built to 
dCuestcoims rieopnorsts and dashboards turn your data into gNerwo mwodules and processes can be added as the 
insight. business scales.
Custom Odoo fits the software to your business, not the other way round.
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