Contact overview. Companies filtered by customer invoices, with contact details and links to business transactions.Contact details. Company data with address, assigned contact persons, and links to sales and invoices.
Sales & Products
Sales overview. Quotations and orders with amounts, progress, invoice status, and activities.Sales quotation. Detail view of a sent quotation with service line items, prices, taxes, and total.Product catalog. Card view of the goods and services created, with sales prices.Product details. Settings of a service with product type, invoicing policy, sales price, and unit of measure.Sales analysis. Chart of sales over time with selectable measures and views.Sales dashboard. Key figures for quotations, orders, and revenue, plus breakdowns by country and product.
Invoicing & Reports
Customer invoices. Invoice list with drafts, posted invoices, partial payments, and paid documents.Invoice details. Posted customer invoice with line items, taxes, and totals, plus actions for sending and payment.Vendor bills. Supplier documents with references, due dates, amounts, and payment status.Invoice analysis. Monthly trend of net amounts with filters and a choice between chart and pivot view.Invoicing dashboard. Key figures for invoiced amounts and days sales outstanding, monthly trend, and invoice ranking.
Projects & Tasks
Project overview. Projects with assigned customers, durations, task count, and activities.Task board. Tasks of a sample project in Kanban columns with deadlines, priorities, and stages.Task details. A single project task with description, deadline, and additional fields of this instance.Task calendar. Monthly view of task dates with a date picker in the sidebar.Support in the Project app. A sample project set up for support requests. The screenshot does not show a separate Helpdesk app.Support request as a project task. Description and message history of a request with additional fields for status, priority, and assignee.
Employees & Organization
Employee overview. Employees with job titles, work email addresses, and a department filter.Employee profile. Work contact details and job-related information on the «Arbeit» (Work) tab.Departments. Organizational units with the number of assigned employees.Hierarchy view. An alternative employee view. In this sample data, the employees have no manager and appear side by side.
Collaboration
To-do board. Task overview with time-based columns ranging from today to later. Here, the instance contains only a welcome task.Discuss. Chat interface with a conversation list, message input, and access to channels and meetings, shown here with OdooBot.