Location: Mumbai, India
+91-9833558963
info@agileintelligence.in

Operations

Business Enabled

Operations

Operation automation plays a significant role in automating routine monotonous work and minimizing human errors and controlling cost. The list of modules are listed here

  • Accounting
  • Project
  • Human Resources
  • Inventory
  • Purchase
  • Helpdesk
  • Field Service
  • Barcode

Accounting

Business Use Cases

  • Create a receivable invoice with on the fly reconciliation with outstanding.
  • Make Payables forecast and bill digitization
  • Create legal statements for various requirements
  • Integrate with Bank transactions and cash counter
  • Create a structure for analytic accounting and track projects, timesheet, work order, and allocation.
  • rack assets, depreciation boards and generate amortization entries automatically
  • Track your budget and view all through Dashboard.

Business Benefits

  • Helps to create and send professional invoices and receive payments online.
  • Automatically create invoices from sales orders, delivery orders
  • Easily create earnings report, balance sheet, or cash flow statements.
  • Supports multi-currency, multi-company, multi-journal and multi-user roles
  • Provide reports on Business Intelligence, Dashboard, perpetual fiscal year closing.

Learn more ...

Project

Business Use Cases

  • Create Tasks/subtasks using Kanban View, calendar view, Gantt Chart, pivot table analysis.
  • Track customer ticket by linking SLA with integrated Email and automatic actions
  • Track projects and tasks using timesheet
  • Get customer satisfaction rating on tasks/ project
  • Invoice customer based on T & M or FP
  • Integrations with Google Docs, Accounting, Expenses
  • Expose APIs to allow any other Apps to invoke

Business Benefits

  • Helps to Organize, Schedule, Plan and Analyze projects and tasks
  • Helps to forecast needs & resources
  • Facilitate to discuss tasks and share documents among peers
  • Help to adhere to sales contact
  • Managing projects for multiple purposes like internal, post-sale service, support contact, and customer project.

Learn more ...

Human Resources

Human resource has multiple modules, as mentioned here.

  • Employees
  • Recruitment
  • Expenses
  • Appraisal
  • Fleet
  • Leaves
  • Referral

Learn more ...

Human Resource - Employees

Business Use Cases

  • Create employee profiles with all information.
  • Manage contracts, Manage timesheets, Handle attendance, Manage leaves
  • Create Dashboards per Manager
  • Empower employee to update their data
  • Follow employees and documents, join discussion groups, share files, and chat in real-time.
  • Design challenges, goals, and rewards with clear targets and objectives

Business Benefits

  • Helps to Manage employee with all information centralized
  • Helps to track timesheet and attendance
  • Simplify leave management with notification
  • Streamlined expense management
  • Employee evaluation made easy
  • Tracking of vacancy or surplus employees
  • Boost engagement with Employees through social tools, gamification

Learn more ...

Human Resource - Recruitment

Business Use Cases

  • Manage Job offers, Employment websites, Recruitment process management, Calendar Integration, Automatic Indexation, Candidacies.
  • Manage everything from application emails to automatic answers right from the app.
  • Generate offer links for the selected candidates. Let them review the offer, upload their personal information and sign the offer
  • Let your employees build their benefits package: gross salary, time off, meal voucher, etc.

Business Benefits

  • Organize your vacancies and job applications effectively
  • Send online offer
  • Salary Configurator empower employees.
  • Turn a candidate in the recruitment process into an employee in the system in one click
  • Save time and minimize error in the recruitment process

Learn more ...

Human Resource - Expenses

Business Use Cases

  • Record expense request, Add attachments, Add comments, Check the status
  • Ask questions and give answers
  • Generate various expense reports
  • Submit drafts of expenses to managers to request for approval.
  • Review employee's notes to complete, validate, or refuse them.
  • Accounting integration
  • Follow expenses for a whole team.

Business Benefits

  • Helps to record useful and precise data of expenses
  • Manage expense for various purpose like invoicing to customer
  • Comparative statements of expenditure and receipts
  • Instance expense reports help save decision-making time

Learn more ...

Human Resource - Appraisal

Business Use Cases

  • Create appraisal plans - Setup several plans for each department.
  • Filter and sort appraisals by employee, status, deadline, appreciation, and plan name to get a clear overview of evaluations.
  • Easily configure who should receive a form. Define & select styles per role.
  • Manage evaluation schedule with stages.
  • Design and Test surveys for Appraisal

Business Benefits

  • Manage Appraisal effectively
  • Automate process by Creating automatic actions
  • The 360-degree Appraisal done easily
  • Ask the right questions and collect insightful information

Learn more ...

Human Resource - Fleet

Business Use Cases

  • Manage vehicles by providing descriptions, track mileage
  • Manage Vehicle maintenance, status, leasing contract
  • Monitor fuel consumption
  • Reporting - Record all costs linked to your fleet in a clear and in-depth report, and create a custom report with all the information you need.

Business Benefits

  • Fleet management made easy
  • Overview by vehicle - Get a clear view of all the costs for each vehicle.
  • Dashboard - Get a clear overview of all your vehicles through live reports and graphs

Learn more ...

Human Resource - Leaves

Business Use Cases

  • Manage leave requests by Employees, Approve or refuse, Add comments
  • Manage Leave allocation, Customize leave types, Manage each level
  • Create Personal Dashboard, Gantt Chart view, Calendar view and reports

Business Benefits

  • Keep track of all your employee's vacations
  • Approve or refuse leave requests from your employees
  • Reports help to plan for all employees

Learn more ...

Human Resource - Referral

Business Use Cases

  • Share open job positions
  • Follow your ongoing referrals
  • Customize your team
  • Reward referrers to points, level, shopping opportunities.

Business Benefits

  • Boost recruitment and hiring process
  • Quick and easy to reward referrer with points and exchange for monetary benefits.
  • Brings fun and happy atmosphere to the workplace

Learn more ...

Inventory: Maximize your warehouse efficiency

Business Use Cases

  • Inventory Adjustment
  • Inventory Basics & Your First Warehouse
  • Define Inventory Adjustment Techniques, Units of Measures, Integrate Landed Costs, Removal Strategies
  • Track your Products through Lots, Serial Numbers, Picking Methods

Business Benefits

  • Improve customer experience – NPS score by min 3 to 5 points
  • Increase self serve by 15-20%
  • Grow nonvoice contacts by 20-25%
  • Reduce the cost of Contact Center operations by 25-30%

Learn more ...

Purchase: Easily manage suppliers & purchase orders

Business Use Cases

  • Automatically send RFQs to your suppliers based on your stocks levels
  • Get the best offer with purchase tenders
  • Get the best price by negotiating with several vendors.
  • Get statistics on your purchases - Analyze, forecast and efficiently plan your orders
  • Manage several companies or Warehouse from a single instance

Business Benefits

  • Easily manage suppliers & purchase orders
  • Automate your purchasing workflow
  • Make smart purchase decisions using the best prices.

Learn more ...

Helpdesk: For great customer service

Business Use Cases

  • Create different teams to assign tickets, and customers can contact directly.
  • Assign tickets automatically balanced amongst team members, randomly, or manually.
  • Choose different levels of priority for your tickets
  • Configure automated emails and canned responses
  • Create ticket through Multi-channels like Email, Website form, Livechat, and social media
  • Enable self-service through eLearning and Help Center Forum

Business Benefits

  • Helpdesk improves customer service.
  • Awesome user interface
  • Multi Channels, Out-of-the-box.
  • Provide smarter self-service

Learn more ...

Field Service: Deliver excellent services to your customers everywhere

Business Use Cases

  • Manage everything easily on the move, from a single app, everywhere.
  • Organize tasks for multi-project in Kanban view, Track timing and provide a location map view
  • Help planning by taking care of unassigned tasks and tasks conflicting with other tasks.
  • Display the plan in Gantt chart and calendar view
  • Manage sales by generating fast quotations, signs, and invoicing.

Business Benefits

  • Deliver excellent services to your customers everywhere.
  • Reduce data entry through modern User Interface
  • View and manage tasks, quotations, and invoices through the customer portal.
  • Excellent reporting using Task Analysis, Worksheet Analysis, Pivot table Analysis and Graphs

Learn more ...

Barcode: Tool to scan the multi-purpose Barcode

Business Use Cases

  • The recommended type of barcode scanners to work with the Odoo Inventory & Barcode Scanning apps are the USB scanner, the Bluetooth scanner, and the Mobile Computer scanner. Standard commands using Barcode
  • Scanning Products in a PoS
  • Scanning Order Receipts and Delivery Orders
  • Scanning Inventory Adjustments and Internal Transfers
  • print labels from shipping companies

Business Benefits

  • Maximize your warehouse efficiency
  • Improve performance & process time

Learn more ...