MyOdoo Vertragswesen für  IT-Dienstleister

MyOdoo Contract Management IT Service Provider

Product No. PK-00260 - Software Maintenance No. SP-00260

  • MyOdoo Vertragswesen Highlights:

  • service-optimized accounting of contracts

  • high flexibility due to the diverse and dynamic setting options

  • customised reports

  • Document templates can be used in the contracts

  • Main contracts with different subcontracts possible

  • direct mail dispatch to contact persons

  • uncomplicated billing 

  • all changes are displayed in a history 

Module is available for version 10/12

Module price from 2.990,- € 

Our modules are exclusively available under the AGPL license and a detailed documentation in German language. The price depends on the number of users. Our sales department will be pleased to submit an individual offer. All prices are subject to VAT.

 
 

Contract extensions for your service company in the Odoo System

We make contracts really useful & effective for IT service providers

The module eq_contract_hosting, i.e. the ownERP contract system for IT service providers, is a module for the service-optimised billing of contracts. 

The module is best suited to sell contracts for server systems in web hosting or software maintenance contracts in service companies and to invoice them on an interval basis. 

Particularly noteworthy here is the great flexibility provided by the diverse and dynamic setting options and the specially developed reports. In the contract there are different statuses which are run through. 

First, as in the sales module, you create an offer which can be sent directly to the customer by e-mail. If this has been accepted by the customer, click on "Accepted" and is thus set to the status "Current". Via the action "cancel prematurely" the contract can be cancelled (mostly in exceptional cases) before the end of the contract period if both parties have agreed to this. You then set a new end date for the contract, when it will be terminated. 

When creating a contract, the settings can first be made in the header data. For example, it is possible to use one document template per contract. This allows you to set header and footer texts, as in the order. The persons set in the Contact Persons in Contract and Invoicing Contact Person fields are automatically included in the recipient list and notified when the mail is sent.

In the additional settings, you can store different billing and delivery addresses. The Contract category field is intended to enable quick selection and can be freely defined. A contract category would be software maintenance, for example. 

You can create main contracts with different subcontracts to share costs, for example, if costs have to be allocated to several companies. This can be distributed on a percentage basis or over a fixed contract.

There are contract templates that you can create for yourself, so when you make your selection, the stored fields are inserted into the contract and you do not have to maintain them manually each time they do not differ significantly in your contracts.

There are contract templates that you can create for yourself, so when you make your selection, the stored fields are inserted into the contract and you do not have to maintain them manually each time if they do not differ significantly in your contracts. 

The billing intervals can also be configured flexibly. In the case of annual settlement, if the fiscal year starts in November, settlement can also be set to start at the start of the fiscal year if this differs from the calendar year. Also store the notice and renewal conditions there. 

For example, there is also the possibility to settle the contract directly and completely before the time expires. In this way, a bill for all remaining intervals is created the next time the bill is issued. An overview of how much this sum is until the end of the contract is also available in the mask here in the lower area. 

When you create an item, the header data is maintained first. Therefore, the settings in the header data are first copied to the item, but can be changed there later per item. 

Within the runtime many more diverse changes can be made, which we have also documented in our help. 

Within the runtime many more diverse changes can be made, which we have also documented in our help. 

Your users can be assigned different rights: Contract users or managers. Users: may create and edit contractsThe manager has extended rights, which allows him/her to confirm contracts. Confirmed contracts can only be edited by managers.

You can find the detailed module documentation in our Wiki


Package components

This package essentially consists of the modules:

  • eq_contract_hosting

Subject to change without notice.