Business Flow: Consulting Services | Odoo Getting Started

Summary

This video provides an in-depth overview of how Marku, a digital marketing consultancy firm based in San Francisco, streamlines its operations using Odoo. From project management and task tracking to timesheet recording, invoicing, and expense management, Marku utilizes Odoo to ensure efficiency and accuracy. The video walks through how tasks are automatically created from confirmed sales orders, time is tracked and invoiced, and expenses are recorded and reimbursed. The seamless integration of Odoo’s various applications helps Marku manage their projects, clients, and financials smoothly, enhancing productivity and customer satisfaction.

Takeaways

• 😀 Projects are central to Marku's business model, with a focus on project management, task tracking, and time management.
• 😀 Odoo’s project application helps Marku manage tasks by providing an overview of projects, allowing users to prioritize, color-code, and track task statuses.
• 😀 Tasks can be easily moved between stages by dragging and dropping, and activities can be scheduled and marked as done.
• 😀 Time tracking is integrated into tasks, enabling employees to log hours spent on each task, which is then displayed alongside remaining hours and planned hours.
• 😀 Communication among employees is streamlined through messaging, task notes, and direct chat options with team members.
• 😀 Task management includes the ability to create subtasks, set recurrence for repetitive tasks, and track task progress with detailed descriptions.
• 😀 Marku uses Odoo to generate automatic projects and tasks from confirmed sales orders, linking them with specific customer quotations and contracts.
• 😀 Employees can record time manually or use the built-in timer to track hours spent on tasks, ensuring accurate billing for services provided.
• 😀 The Timesheets application helps employees review their recorded hours, prevent overloading, and ensure proper time logging for various tasks.
• 😀 The Expenses application allows employees to submit receipts easily, and costs such as transportation or accommodations are automatically processed for invoicing.
• 😀 Once a project is completed, Marku invoices customers for the exact hours spent on tasks and any associated expenses, all of which are tracked in Odoo for efficient billing.

Q & A

What is the primary mission of Marku, the digital marketing consultancy firm?

Marku's mission is to combine creativity and technical expertise to create result-driven experiences for their customers in the Bay Area.

How does Marku manage their projects in Odoo?

Marku uses Odoo's project management application to organize tasks within projects, prioritize them, assign tasks to team members, track deadlines, and monitor progress through visual tools like Kanban boards.

How does Marku track the time spent on tasks?

Marku employees track time using timesheets within Odoo. They can either manually enter time or use a timer to automatically record time spent on tasks. The time is then associated with specific tasks in the project.

How are projects created in Odoo once a quotation is confirmed?

Once a sales order (quotation) is confirmed, Odoo automatically creates a corresponding project and tasks based on the details in the sales order, streamlining the transition from quotation to project management.

What features does the timesheet application in Odoo provide to help manage employee workload?

Odoo's timesheet application allows employees to easily register their working hours for multiple tasks, ensuring they are not overloaded. It provides a way to track the time spent on each project and helps manage work schedules efficiently.

How does Marku handle additional costs incurred during a project?

Marku tracks additional costs, such as transportation or accommodation, using the Odoo Expenses application. Employees can submit expenses by uploading receipts, which Odoo then scans and extracts information from automatically.

How are expenses managed in Odoo for Marku?

Marku employees can submit expenses through Odoo by capturing receipts with their smartphones. These expenses can then be approved and linked to sales orders for reimbursement or invoicing to customers.

What is the invoicing process like for Marku once a project is completed?

Once a project is finished, Marku generates invoices based on the time recorded on tasks and any associated expenses. The invoice is created in Odoo and can be sent to the customer via email, or printed for mailing.

How does Marku configure their services in Odoo for project management and invoicing?

Marku configures their services in Odoo by setting up products as services, enabling time tracking on tasks. The time spent is then linked to sales orders and invoiced based on timesheet entries.

What options does Odoo offer for invoicing in batches or individually?

Odoo allows Marku to create invoices in batches for multiple sales orders or generate individual invoices. They can also specify a time period for batch invoicing, offering flexibility in the billing process.