#odoo modules

In today's digital workplace, businesses rely on countless online accounts, portals, servers, cloud platforms, and third-party applications. Managing these credentials securely can quickly become a challenge, especially when passwords are scattered across spreadsheets, emails, notebooks, or messaging apps.

The Odoo Password Manager Vault provides a centralized and secure solution for storing, organizing, and sharing passwords directly within your Odoo environment. Designed for businesses that value security and collaboration, this module helps teams manage credentials efficiently while maintaining complete control over access permissions.

Why Businesses Need a Password Management Solution

Many organizations still rely on unsecured methods to store and share passwords. This creates several risks:

Unauthorized access to sensitive accounts

Passwords being lost or forgotten

Difficulty tracking shared credentials

Security vulnerabilities caused by weak passwords

Lack of centralized control

A dedicated password vault eliminates these challenges by providing a secure and organized repository for all business credentials.

What is Odoo Password Manager Vault?

Odoo Password Manager Vault is a powerful module that allows organizations to securely store, categorize, generate, and share passwords directly from Odoo.

Instead of maintaining multiple password lists or external tools, teams can manage all credentials from a single interface. Passwords can be grouped into bundles, assigned categories, shared with selected users, and protected through encrypted storage.

Whether you're managing website credentials, server logins, client portals, cloud services, social media accounts, or software subscriptions, the Password Manager Vault keeps everything organized and secure.

Key Features

Shared Team Password Vaults

Create centralized password repositories that can be accessed by authorized team members, ensuring everyone has the credentials they need without compromising security.

Password Bundles with Custom Sharing

Group related credentials into bundles for projects, departments, clients, or business units. Share only the necessary bundles with specific users.

Single-View Interface

Manage all credentials through an intuitive dashboard featuring tags, categories, and password types for quick access and easy searching.

Encrypted Password Storage

All passwords are securely stored using encryption to protect sensitive information from unauthorized access.

Portal Password Sharing

Share selected credentials securely with portal users, clients, or external stakeholders while maintaining full control over visibility.

Automatic Password Generator

Generate strong and secure passwords instantly, helping your organization maintain better security standards.

Password Strength Checker

Evaluate password strength in real time and encourage the use of secure credentials across the organization.

Bulk Import and Export

Easily migrate existing password databases through bulk import and export functionality.

Custom Fields and Password Types

Create customized password categories and additional fields to suit your business requirements.

Benefits of Odoo Password Manager Vault

Enhanced Security

Encrypted storage protects sensitive credentials and reduces the risk of unauthorized access.

Centralized Credential Management

Store all passwords in one secure location, making them easy to manage and retrieve.

Better Team Collaboration

Share passwords safely with employees, departments, clients, or partners without exposing unnecessary information.

Increased Productivity

Quick access to credentials eliminates wasted time searching through emails, spreadsheets, or notes.

Stronger Password Practices

Built-in password generation and strength validation encourage better security habits.

Flexible Access Control

Define exactly who can view, edit, or manage passwords based on roles and permissions.

Simplified Onboarding

Import passwords in bulk and get teams operational quickly.

Improved Organization

Use tags, categories, bundles, and custom fields to maintain a structured password repository.

Ideal Use Cases

The Odoo Password Manager Vault is perfect for:

IT Service Providers

Odoo Partners

Digital Agencies

Software Development Companies

Hosting Providers

Marketing Agencies

Corporate IT Departments

Businesses Managing Multiple Client Accounts

Installation

Installing the module is straightforward:

Copy the password_vault module into your Odoo addons directory.

Update the Apps List.

Install the module from Odoo Apps.

Once installed, your organization can begin securely storing and managing credentials immediately.

Why Choose Odoo Password Manager Vault?

Unlike standalone password management tools, the Odoo Password Manager Vault integrates directly into your existing Odoo ecosystem. This means your team can manage passwords alongside projects, customers, employees, and business operations without switching between multiple platforms.

The result is better security, improved efficiency, and simplified credential management across your organization.

Get Started Today

If you're looking for a secure and centralized way to manage business passwords within Odoo, the Odoo Password Manager Vault is the perfect solution.

Explore the module:

Odoo Password Manager Vault: https://codersfort.com/download-view/odoo-password-manager-vault/

Odoo Apps Store: https://codersfort.com/odoo-apps-store/

CodersFort: https://codersfort.com/

In today's digital business environment, organizations need efficient ways to manage documents, collect signatures, and securely store important files. Manual paperwork, email exchanges, and scattered attachments often slow down operations and create unnecessary administrative overhead.

To address these challenges, businesses using Odoo can leverage two powerful solutions: Odoo Zoho Sign Integration and Export Attachments as ZIP for Odoo. Together, these modules simplify document signing, attachment management, and file sharing while improving productivity across departments.

Odoo Zoho Sign Integration: Accelerate Digital Signature Workflows

Modern businesses rely on digital signatures to speed up approvals, close deals faster, and maintain compliance. The Odoo Zoho Sign Integration module seamlessly connects Odoo with Zoho Sign, enabling users to send documents for legally binding digital signatures directly from their Odoo environment.

Whether you need signatures for quotations, invoices, contracts, agreements, or other business documents, this integration eliminates the need to manually download files and upload them to external platforms.

Key Benefits

Send Documents Directly from Odoo

Users can initiate signature requests directly from Odoo without switching between multiple applications.

Create Secure Digital Signature Requests

Generate and send eSignature requests through Zoho Sign with just a few clicks.

Track Signing Status in Real Time

Monitor document progress and signing status from within Odoo, ensuring complete visibility throughout the process.

Legally Compliant eSignatures

Collect legally binding digital signatures that meet industry standards and compliance requirements.

Improve Productivity

Reduce paperwork, eliminate manual processes, and accelerate approval cycles.

Multi-User and Multi-Document Support

Handle multiple signers and multiple documents efficiently for complex business workflows.

Why Businesses Need Digital Signature Integration

Traditional document approval processes often involve printing, scanning, emailing, and manually tracking documents. These activities consume valuable time and increase the risk of delays.

With Odoo Zoho Sign Integration, organizations can:

Speed up sales approvals

Simplify contract management

Improve customer experience

Reduce paper usage

Maintain secure document records

Enhance operational efficiency

The result is a faster, more streamlined document workflow that supports modern digital business operations.

Export Attachments as ZIP for Odoo: Simplify File Management

Managing large numbers of attachments across different Odoo modules can be challenging. Businesses frequently need to download multiple files for backup, sharing, auditing, or archival purposes.

The Export Attachments as ZIP for Odoo module provides a simple solution by allowing users to export and download multiple attachments as a single ZIP file.

Key Features

Export All Attachments

Select and export multiple attachments from Odoo in one operation.

Download as ZIP

Automatically package files into a compressed ZIP archive for convenient downloading.

Bulk File Export

Save time by exporting numerous documents simultaneously.

One-Click ZIP Generation

Generate ZIP files instantly without complicated procedures.

Works Across All Odoo Modules

Access and export attachments from Sales, Purchase, Accounting, Inventory, CRM, HR, Projects, and other Odoo applications.

Benefits of Attachment ZIP Export

Organizations often need attachment exports for:

Data backups

Document sharing

Compliance audits

Customer record management

Project documentation

File migration activities

By consolidating files into a single ZIP archive, users can manage large volumes of documents more efficiently while reducing manual effort.

The Perfect Combination for Efficient Document Management

When used together, Odoo Zoho Sign Integration and Export Attachments as ZIP create a comprehensive document management ecosystem.

Digital Signature Automation

Send documents for signatures directly from Odoo and track their completion status.

Centralized Document Storage

Keep signed documents and attachments organized within your Odoo system.

Easy Backup and Sharing

Export attachments as ZIP files whenever documents need to be archived, shared, or transferred.

Increased Productivity

Reduce manual work, improve collaboration, and streamline business processes.

Enhanced Compliance

Maintain secure records of signed documents and supporting attachments.

Final Thoughts

Efficient document management is essential for modern businesses seeking faster operations and better control over their data. The combination of Odoo Zoho Sign Integration and Export Attachments as ZIP for Odoo helps organizations automate signature workflows, improve document accessibility, and simplify file management.

Whether you're managing contracts, invoices, quotations, customer records, or project documentation, these modules provide the tools needed to create a more productive and paperless workplace.

Transform your Odoo document workflow today and experience the benefits of secure digital signatures and streamlined attachment management.

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In many businesses, petty cash is one of the most overlooked areas of financial management. While individual expenses may seem small, untracked cash transactions, missing receipts, delayed approvals, and manual record-keeping can create significant financial discrepancies over time.

Whether it’s office supplies, travel reimbursements, courier charges, maintenance costs, or emergency purchases, managing petty cash efficiently is essential for maintaining transparency and financial control.

This is where Odoo Petty Cash Management comes in—a complete solution designed to automate petty cash requests, approvals, expense tracking, and reconciliation directly within Odoo ERP.

The Challenges of Traditional Petty Cash Management

Many organizations still rely on spreadsheets, paper forms, emails, and manual approvals to handle petty cash transactions. This often leads to:

Missing or misplaced receipts

Delayed expense approvals

Inaccurate cash balance tracking

Limited visibility into employee spending

Time-consuming reconciliation processes

Increased risk of financial errors and fraud

As businesses grow, these challenges become even more difficult to manage.

Introducing Odoo Petty Cash Management

Odoo Petty Cash Management is a powerful module that enables organizations to digitize and automate their entire petty cash workflow.

Employees can easily submit petty cash requests, upload receipts, track expenses, and monitor balances, while managers and finance teams gain complete visibility and control over every transaction.

The module ensures accountability, reduces manual work, and provides accurate financial records from request creation to final reconciliation.

Key Features That Improve Financial Control

1. Easy Petty Cash Requests

Employees can quickly create petty cash requests for everyday business expenses without relying on paperwork or lengthy email chains.

2. Receipt-Based Expense Tracking

Every expense can be supported with uploaded receipts and documentation, ensuring transparency and proper record-keeping.

3. Multi-Level Approval Workflow

Configure structured approval processes involving managers, department heads, or finance teams before funds are released.

4. Automatic Balance Monitoring

Track available petty cash balances in real time and receive notifications when funds need replenishment.

5. Seamless Accounting Integration

All petty cash transactions are automatically synchronized with Odoo Accounting, eliminating duplicate data entry and reducing reconciliation efforts.

6. Detailed Reports and Reconciliation

Generate comprehensive reports on petty cash usage, employee spending patterns, departmental expenses, and financial summaries.

7. Custom Expense Categories

Organize expenses according to your company’s policies and reporting requirements.

8. Complete Audit Trail

Maintain a transparent history of requests, approvals, reimbursements, and expense records for compliance and auditing purposes.

Benefits for Businesses

Increased Financial Transparency

Every transaction is recorded, approved, and traceable, providing better visibility into company spending.

Faster Approval Processes

Automated workflows reduce bottlenecks and ensure employees receive funds quickly when needed.

Reduced Administrative Work

Finance teams spend less time on manual tracking, calculations, and reconciliation.

Improved Accuracy

Automated balance calculations and accounting integration help minimize human errors.

Better Compliance and Accountability

Receipt attachments and approval histories create a reliable audit trail for internal and external reviews.

Who Can Benefit?

The Odoo Petty Cash Management module is ideal for:

Small and Medium Businesses

Corporate Offices

Educational Institutions

Healthcare Organizations

Manufacturing Companies

Retail Businesses

Service Providers

Non-Profit Organizations

Any organization that manages frequent small-value expenses can benefit from a structured and automated petty cash system.

Why Choose Odoo Petty Cash Management?

Businesses today need greater control over every aspect of their finances. While large transactions often receive significant attention, small daily expenses can quietly impact profitability if left unmanaged.

Odoo Petty Cash Management brings automation, visibility, and accountability to your expense management process. By centralizing petty cash operations within Odoo, organizations can improve efficiency, strengthen financial governance, and eliminate the frustrations associated with manual cash handling.

Download Odoo Petty Cash Management

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Final Thoughts

Petty cash management doesn’t have to be complicated. With the right tools, businesses can transform a traditionally manual process into a streamlined, transparent, and fully auditable workflow.

If you’re looking to improve expense tracking, simplify approvals, and gain complete control over petty cash operations, Odoo Petty Cash Management provides everything you need—all within the familiar Odoo ecosystem.

Managing dental records accurately is one of the most critical aspects of running a successful dental practice. Traditional text-based dental records can be time-consuming, difficult to visualize, and prone to errors when documenting patient dentition. To address these challenges, businesses and healthcare providers are increasingly adopting digital dental charting solutions that streamline clinical workflows and improve diagnostic accuracy.

The Odoo Dental Chart Widget by CodersFort is an advanced dental charting solution designed specifically for Odoo ERP. It enables dentists, clinics, hospitals, and healthcare organizations to visually select, track, and manage teeth directly within Odoo forms, making dental record management more intuitive and efficient.

What is the Odoo Dental Chart Widget?

The Odoo Dental Chart Widget, also known as the Dental Chart Selector or Tooth Selection Widget, is a powerful module that provides an interactive dental chart inside Odoo. It allows healthcare professionals to visually identify and select teeth using realistic dental diagrams while maintaining structured patient records.

Whether managing routine dental examinations, treatment plans, insurance documentation, or clinical reporting, the widget simplifies the entire process through an easy-to-use visual interface.

Why Dental Clinics Need a Visual Tooth Chart

Dental professionals work with highly detailed patient information. Recording tooth-specific treatments, conditions, and diagnoses using standard text fields often creates complexity and increases the possibility of documentation errors.

A visual tooth chart helps practitioners:

Improve treatment accuracy

Speed up patient record entry

Simplify treatment planning

Enhance communication among clinical staff

Maintain standardized dental documentation

Generate better reports and patient histories

By integrating directly with Odoo, the Dental Chart Widget eliminates the need for external dental charting software while keeping all patient data centralized.

Key Features of the Odoo Dental Chart Widget

Multi-Standard Tooth Numbering Support

Dental practices across the world follow different numbering systems. The widget supports:

FDI (ISO 3950) Numbering System

Universal (ADA) Numbering System

This ensures compatibility with international dental clinics, hospitals, and healthcare organizations.

Complete Dentition Management

The module supports both:

Adult Dentition (32 Teeth)

Child Dentition (20 Teeth)

This makes it ideal for general dental practices, pediatric dentistry clinics, and multi-specialty healthcare centers.

Advanced Tooth Selection

The widget provides multiple methods for selecting teeth:

Single tooth selection

Multiple tooth selection

Interactive visual charting

Easy modification of selected teeth

The intuitive interface significantly reduces data entry time while improving clinical accuracy.

Realistic Dental Visualization

A major advantage of the widget is its visually accurate dental representation.

Features include:

High-quality dental illustrations

Realistic tooth layouts

Occlusal dental views

Clear anatomical visualization

This allows dentists to quickly identify and document specific teeth during examinations and treatment planning.

Smart Data Management

The module utilizes structured JSON-based storage for efficient handling of dental information.

Additional intelligent features include:

Automatic tooth counting

Computed display names

Structured patient dentition records

Improved reporting capabilities

This approach ensures data consistency and scalability across large healthcare environments.

Developer-Friendly Architecture

The Dental Chart Widget is built with flexibility in mind.

Developers can easily:

Integrate it into any Odoo model

Embed it within custom forms

Extend functionality through modular architecture

Customize workflows for specific clinic requirements

Its mixin-based design makes implementation simple for both standard and customized Odoo deployments.

Modern User Experience

Healthcare professionals require software that is both functional and easy to use.

The widget offers:

Responsive design

Interactive hover effects

Clean clinical interface

Mobile-friendly compatibility

User-friendly navigation

The result is a smooth experience for dentists, assistants, and administrative staff.

Practical Use Cases

The Odoo Dental Chart Widget can be implemented across a wide range of healthcare scenarios:

Dental Clinic ERP Systems

Maintain comprehensive patient dental records with visual charting and treatment tracking.

Hospital Management Systems

Integrate dental departments seamlessly into larger healthcare ERP environments.

Dental CRM Solutions

Track patient histories, treatments, and follow-up procedures more effectively.

Treatment Planning

Create detailed treatment plans linked directly to selected teeth.

Dental Documentation

Maintain structured records for procedures, diagnoses, and clinical notes.

Insurance Claims

Document treatments accurately for insurance processing and reimbursement requirements.

Reporting and Analytics

Generate meaningful reports using structured dental data to improve operational and clinical decision-making.

Benefits for Dental Practices

Implementing the Odoo Dental Chart Widget delivers several advantages:

Faster patient record management

Reduced documentation errors

Improved treatment accuracy

Better staff productivity

Enhanced patient care

Centralized dental information

Seamless integration with Odoo ERP

As dental practices continue to embrace digital transformation, visual charting tools have become essential for maintaining efficient and accurate clinical workflows.

Complete Dental Practice Management with Odoo

The Dental Chart Widget can be combined with the CodersFort Odoo Dental Clinic Management System to create a fully integrated dental ERP solution.

The complete solution includes:

Patient Management

Doctor Management

Appointment Scheduling

Treatment Records

Prescription Management

Clinical Documentation

Billing and Invoicing

Reports and Analytics

By bringing every aspect of dental operations into a single platform, clinics can improve efficiency, reduce administrative overhead, and deliver a better patient experience.

Conclusion

The Odoo Dental Chart Widget is more than just a tooth selection tool—it is a comprehensive dental charting solution designed to modernize dental record management within Odoo ERP. With support for international numbering systems, realistic dental visualization, advanced tooth selection, and structured data management, it provides dental professionals with everything needed to streamline workflows and improve patient care.

For dental clinics, hospitals, and healthcare providers looking to enhance their Odoo ecosystem, the Dental Chart Widget offers a scalable, efficient, and user-friendly solution that brings precision and productivity to dental practice management.

Download Odoo Dental Chart Widget Module

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Efficient Asset Tracking and Management Solution for Businesses

Businesses that manage vehicles, machinery, equipment, or field assets require an effective system to monitor and maintain their resources. Manual asset tracking can lead to operational delays, increased maintenance costs, and limited visibility over asset usage.

The Odoo Asset Management with Traccar Integration module is designed to simplify asset management by combining Odoo ERP with Traccar GPS tracking capabilities. This integration enables businesses to monitor asset locations, manage maintenance activities, track movement history, and oversee geofence operations from a centralized platform.

Simplified Asset Management in Odoo

Odoo Asset Management provides businesses with a complete system to manage physical assets throughout their lifecycle. From asset registration to maintenance and reporting, the module helps organizations improve operational control and efficiency.

By integrating Traccar GPS tracking, businesses can also access live tracking data and monitor asset activities directly within Odoo.

Main Features

Live Asset Tracking

Track the real-time location and status of assets using Traccar integration inside Odoo. Businesses can monitor vehicles, equipment, and field assets without relying on multiple systems.

Suitable for:

Transportation companies

Logistics operations

Construction businesses

Delivery management

Service-based industries

Geofence Monitoring

Create geofence zones and receive updates when assets move in or out of selected areas. This feature helps businesses improve security and monitor asset movements efficiently.

Key advantages:

Asset movement monitoring

Unauthorized access alerts

Zone-based tracking

Route supervision

Asset History Tracking

Maintain complete records of asset movement, operational history, and tracking information. Historical data helps businesses analyze asset usage and improve management decisions.

Maintenance Management

Schedule regular maintenance activities and monitor repair histories to ensure assets remain in good working condition. Preventive maintenance reduces downtime and extends asset lifespan.

Maintenance functionalities include:

Maintenance scheduling

Service tracking

Repair management

Maintenance reminders

Reporting and Insights

Generate detailed reports related to asset performance, tracking activity, maintenance, and utilization. Business analytics help organizations make informed operational decisions.

Reports available:

Asset tracking reports

Maintenance reports

Usage analysis

Performance summaries

Benefits of Using the Module

Better Operational Control

Manage all asset-related information from a single Odoo platform.

Real-Time Visibility

Track assets instantly and monitor activities from anywhere.

Reduced Downtime

Scheduled maintenance helps avoid unexpected equipment failures.

Improved Asset Security

Geofence monitoring and live tracking increase asset protection.

Enhanced Productivity

Automated asset management processes reduce manual effort and improve workflow efficiency.

Why Choose Odoo Asset Management with Traccar?

This module combines the flexibility of Odoo ERP with advanced GPS tracking technology, allowing businesses to manage assets and tracking operations in one integrated solution.

It is an ideal solution for organizations handling:

Vehicle fleets

Heavy equipment

Rental assets

Delivery vehicles

Field service equipment

Conclusion

The Odoo Asset Management with Traccar Integration module helps businesses modernize the way they track and manage assets. With real-time GPS monitoring, geofence management, maintenance scheduling, and comprehensive reporting features, businesses can improve operational efficiency and maintain better control over their valuable resources.

For companies looking for a reliable and centralized asset management solution inside Odoo, this module provides a practical and scalable approach.

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Odoo Dental Chart Widget – Advanced Tooth Selection System for Modern Dental Clinics

Introduction

Managing dental records manually or through basic systems can slow down clinical workflows and increase the chances of documentation errors. The Odoo Dental Chart Widget is a powerful and modern solution designed to simplify dental data management inside Odoo ERP.

The Dental Chart Selector (Odoo Teeth Widget / Tooth Select Widget / Tooth Chart Module) provides an interactive and visual way to manage patient dentition with precision, speed, and clarity. Built for dental clinics, hospitals, and healthcare ERP systems, it brings advanced tooth selection directly into Odoo forms.

What is the Odoo Dental Chart Widget?

The Odoo Dental Chart Widget is an advanced interactive dental charting tool that allows dentists and medical staff to visually select and manage teeth within Odoo.

It supports multiple international numbering systems and provides a realistic dental chart interface, making it suitable for global dental practices.

This module enhances:

Patient record accuracy

Clinical documentation efficiency

Treatment planning workflow

Dental diagnostics and reporting

Key Features of Odoo Dental Chart Widget

🦷 Multi-Standard Tooth Numbering

The widget supports global dental standards, ensuring international usability:

FDI (ISO 3950) numbering system

Universal (ADA) numbering system

Compatible with global dental practices

🦷 Complete Dentition Support

Handles both primary and permanent teeth sets:

Adult dentition (32 teeth)

Pediatric dentition (20 teeth)

Flexible handling for mixed dentition cases

🦷 Advanced Tooth Selection

Designed for precision and usability:

Single tooth selection mode

Multiple tooth selection mode

Interactive visual tooth chart

Instant selection feedback

🦷 Realistic Dental Visualization

Improves clinical clarity through visual accuracy:

High-quality tooth illustrations

Occlusal and anatomical views

Clean and professional medical UI

🧩 Developer-Friendly Architecture

Built with scalability in mind:

Mixin-based integration

Easily attachable to any Odoo model

Modular and reusable components

Custom form compatibility

📊 Smart Data Handling

Efficient and structured backend design:

Computed fields for tooth count

Dynamic display names

JSON-based structured storage

Optimized for performance and scalability

🎨 Modern UI/UX

A clean and intuitive interface designed for healthcare environments:

Fully responsive design

Smooth hover interactions

Minimal and professional layout

Optimized for clinical usage

Use Cases of Odoo Dental Chart Widget

The widget is ideal for a wide range of dental and healthcare applications:

Dental clinic ERP systems

Hospital management systems

Dental CRM in Odoo

Patient treatment planning

Dental case documentation

Insurance claim processing

Clinical reporting and analytics

Complete Dental Clinic Management in Odoo

The Odoo Dental Clinic Management system by CodersFort is a full-featured ERP solution designed to manage:

Patient records

Doctor management

Appointments

Treatments and prescriptions

Reports and clinical workflows

It helps dental professionals streamline operations, reduce manual workload, and improve patient care efficiency within a unified Odoo platform.

Why Choose Odoo Dental Chart Widget?

This module is not just a visual tool—it is a complete dental data management enhancement for Odoo. It bridges the gap between clinical practice and digital record keeping by offering:

Faster patient data entry

Improved diagnostic accuracy

Structured dental documentation

Better workflow automation

Scalable ERP integration

Conclusion

The Odoo Dental Chart Widget transforms how dental professionals manage patient dentition inside Odoo. With its interactive chart, multi-standard numbering support, and developer-friendly architecture, it is a must-have tool for modern dental ERP systems.

Whether you run a small clinic or a large hospital network, this module ensures accuracy, efficiency, and a better patient experience.

Odoo Customer Visit Punch | odoo Customer Visit Card | Merchandiser visit Punch in odoo | odoo Merchandiser Portal Management | Odoo Merchandiser Quick Order

Odoo Customer Visit Card & Merchandiser Visit Punch Module

The Odoo Customer Visit Card module is a comprehensive solution tailored for businesses that rely on field sales or merchandising activities. This powerful tool allows businesses to monitor and manage customer visits efficiently while enabling merchandisers to record key data such as visit time, captured product images, and geolocation.

Designed specifically for Odoo, the module enables seamless tracking and logging of merchandiser visits from both backend and portal interfaces.

Key Features of Odoo Customer Visit Card Module

Merchandiser Visit Punch in Odoo

Track every customer visit with detailed punch logs, including visit times, customer names, captured photos, and location data.

Portal Access for Merchandisers

Portal users can view their previous visit punches and create new ones easily through a dedicated, user-friendly portal interface.

User Group Management

The module defines clear roles for users, portal users, and managers, ensuring proper access and control over data.

Photo Capture and Upload

Merchandisers can capture live photos of product displays or store conditions via a webcam. If the camera is unavailable, images can be uploaded from a local drive.

Geolocation Logging

Automatically capture GPS coordinates during each punch to ensure accurate tracking of field activities and store visits.

Smart Search and Filter

Use powerful search, sort, and list functionalities within the portal to quickly locate specific visit logs or customer information.

Quick Order Management

Allow merchandisers to create quick product orders based on field interactions, streamlining the order placement process from the portal itself.

Applications of Odoo Customer Visit Card Module

Field Sales Tracking

Monitor sales representatives and their store visits in real-time with accurate, photo-verified records.

Merchandiser Portal Management

Empower merchandisers with an intuitive portal where they can manage their activities, upload visit reports, and capture field data.

Retail and FMCG Operations

Perfect for businesses managing merchandising operations in supermarkets, retail chains, or distributor locations.

Benefits of Using the Odoo Merchandiser Visit Module

Improves transparency in field operations

Ensures accuracy through real-time photo and location capture

Enhances accountability for merchandisers and sales reps

Reduces manual paperwork and follow-ups

Centralizes all visit data for quick review and reporting

Related Modules for Enhanced Productivity

Explore more tools to improve your field operations and business card processing within Odoo:

Odoo WebCam Business Card Scanner

Odoo Business Card Reader

Odoo Merchandiser Visit Card

Buy from our app store or contact us directly

Odoo Website Store Locator

Odoo Website Store Locator module is a powerful and user-friendly tool designed to showcase your physical store locations directly on your Odoo website. Whether you operate a single outlet or a network of branches, this module provides an interactive and dynamic map interface that allows your customers to quickly locate and navigate to their nearest store.

With an integrated map view and detailed store information, visitors can access vital data such as addresses, contact numbers, working hours, and directions—all without leaving your website. By enhancing location visibility, this module helps businesses drive more foot traffic, increase customer satisfaction, and promote brand trust through easy accessibility.

Whether you’re running retail shops, service outlets, distribution points, or franchise locations, the Odoo Website Store Locator module ensures your customers always know where to find you. It’s a must-have for businesses looking to bridge their online presence with offline operations and enhance local engagement.

Benefits of Odoo Website Store Locator

Customers may find the store with ease and inspect the products in person.

Aids in drawing in fresh users who might become clients.

It allows you to profit from customers who do not engage in online buying as well.

Shipping costs are reduced, bringing in more business and increasing sales and profits.

If a customer has any questions, they can speak with you directly.

Enhance your Odoo website’s functionality and user experience with our powerful set of website enhancement modules. Start with the Odoo Website Image Watermark, which allows you to automatically apply custom watermarks to your product images, protecting your visual content and reinforcing brand identity.

Next, streamline access and navigation for both customers and staff with the Odoo Website Link Dashboard, a centralized panel that displays key internal or external links for quick access. Improve the shopping experience with the Odoo Website Delivery Date module, enabling customers to choose their preferred delivery date right from the checkout page—enhancing transparency and satisfaction.

Finally, empower customers and support teams with the Odoo Website Product Attachments module, which allows you to upload and display downloadable files like manuals, guides, certificates, and more on your product pages. Together, these modules add significant value to your Odoo website by improving usability, protecting content, and enhancing the overall user experience.

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