Clearwater Systems, Inc

Information about the Clearwater Systems, Inc instance of Odoo, the Open Source ERP.

Installed Applications

Website Portal Show Payment Receipt
Show and Print Payment Receipts in Website User Portal, Odoo Website Payment Receipt, Shop Website Payment Receipt
POS Multi Category
The module allows the user to assign multiple POS categories to the POS products. The products can then be selected appropriately even if they fall in multiple categories.Manage POS category|Multiple POS categories|Product category POS|Assign product categories.
Forms integration with 3rd party websites
Integrates Odoo forms with any 3rd party website.
Sales
From quotations to invoices
Invoicing
Invoices & Payments
CRM
Track leads and close opportunities
Website
Enterprise website builder
Inventory
Manage your stock and logistics activities
Accounting
Manage financial and analytic accounting
Purchase
Purchase orders, tenders and agreements
Point of Sale
User-friendly PoS interface for shops and restaurants
Project
Organize and plan your projects
eCommerce
Sell your products online
Manufacturing
Manufacturing Orders & BOMs
Email Marketing
Design, send and track emails
Timesheets
Track employee time on tasks
Studio
Create and customize your Odoo apps
Documents
Document management
Employees
Centralize employee information
CRM Extension
General extensions for CRM models
Dead Stock Report
As an overview, dead stock reports are individual reports created by the dead stock manager when an eligible product in a warehouse becomes inactive. Dead stock reports are created by product by warehouse. Eligible products include products that have a detailed_type of "product" or "consu", and do NOT have a bill of materials. The "status" of a dead stock report, such as whether that product in that warehouse isactive, one_year_inactive, etc, is calculated by using the field last_sold_move_date. This field is the date of the last time the product was moved/sold. Calculations are made from this time. Thus, if a productin a warehouse has its last_sold_move_date less than a year ago (relative to today), it is considered active. Once a year has passed, it becomes one_year_inactive, and so on, up to five_years_inactive. Thisis calculated via compute_status. It is worth noting that creating a dead_stock_report on its own is difficult, as it must be linked to themanager as well as the product itself. This can be done via the dsr_crud_testing.py file in _tools, where the process is laid out. When testing, it is significantly easier to make a new product, then ensure a dsr is created properly.Finally, whenever a dead stock report changes status (such as from one_year_inactive to two_years_inactive),a dead_stock_report_review is created. This review contains details that must be reviewed by an employee, such as WHY the product has not been active, the condition of the product, etc. In this manner, a productwill have multiple dead stock reports (one for each warehouse), and those dead stock reports will have many reviews as time passes (as the status continues to update, which in turn creates a review automatically.)There are two crons for this module. The first one was run once - DATA MIGRATION - and is creates all of the necessary dead stock reports for each product for each warehouse. This does not need to be run again. The secondcron is COMPUTE TARGET DATES, which should run every twelve hours, and ensures that the target date fields are always up to date when the statuses are computed. This allows dead stock reports to automatically change their statuses when dates pass, which in turn creates dead stock report reviews.
Fedex Shipping
UPS Shipping
Send your shippings through UPS and track them online. This new version of the UPS connector is compatiblewith the newest version of the UPS REST APIs available at https://developer.ups.com/
Development Pipeline
Development Pipeline
First And Last Name in Contacts
This module will helps you to give the first name and last name for your contact.
Installed Equipment
Installed Equipment, Pulls and Warranties
Odoo REST API
Odoo REST API
Pay Multi Invoices
Pay Multi invoices at once
Payment Receipt Report Inherit
Payment Receipt Report inherit
Recurring Maintenance
Maintenance tracking/reminder module.
Rentals
Rentals module
Scheduling
Field Service Task Scheduling
Service Centers
Service Centers
Customer Sequence
Generate Customer Code
POS Quick Load - Product
Synchronization of POS product data
POS Quick Load - Customer
Synchronization of POS partner data
Sign
Send documents to sign online and handle filled copies
Helpdesk
Track, prioritize, and solve customer tickets
Subscriptions
Generate recurring invoices and manage renewals
eLearning
Manage and publish an eLearning platform
Discuss
Chat, mail gateway and private channels
Contacts
Centralize your address book
Calendar
Schedule employees' meetings
Field Service
Schedule and track onsite operations, time and material
Marketing Automation
Build automated mailing campaigns
Live Chat
Chat with your website visitors
Appointments
Allow people to book meetings in your agenda
Surveys
Send your surveys or share them live.
Repairs
Repair damaged products
SMS Marketing
Design, send and track SMS
Skills Management
Manage skills, knowledge and resume of your employees

Installed Localizations / Account Charts

Account Automatic Transfers Demo Data
Generic - Accounting
United States - Accounting
1099 Reporting
Easily export 1099 data for e-filing with a 3rd party.
US Checks Layout
Print US Checks
NACHA Payments
Export payments as NACHA files
US - Accounting Reports