Odoo Setup & Customization for Beverage Distributor

Project Overview
We are a long-established B2B beverage distribution company operating in Europe. Our business handles exclusive distribution for major beer and beverage brands, operating its own warehouse, logistics, sales, and marketing functions. We currently use Zoho One but are migrating to Odoo due to increasing operational complexity and the need for better integration and control.

We are seeking an experienced Odoo developer or agency to configure and customize Odoo Enterprise (hosted on Odoo.sh) to suit our operations. The selected partner must be capable of both advanced configuration and developing custom modules where necessary.

Expected Scope of Work
Core Modules to be Implemented
Discuss, Calendar, Appointments, Knowledge, To Do

CRM, Sales, Contacts, Dashboards

Point of Sale, Inventory, Purchase, Barcode

Accounting, Documents, Sign

Website, Email Marketing, Social Marketing, Events, Surveys

Field Service

Employees, Payroll, Attendances, Time Off, Expenses, Fleet

WhatsApp and Marketing Card integration (if possible)

Custom Requirements
Below is a summary of the specific business workflows and features that require customization or precise configuration:

Purchase Order Lifecycle

Pro-forma → Advance payment → Final invoice handling

Accurate accounting for supplier prepayments

Excise Duty, CIF, and VAT Handling

Record import-related duties and VAT for CIF shipments

Ensure compliance with local quarterly VAT reporting rules

Deposit Workflows

Track returnable items: aluminium kegs, plastic pallets (from both supplier and customer side)

Manage monthly reporting of government-mandated bottle/can deposits (some products exempt)

Marketing Budget Rebate Logic

Calculate €0.15 per litre sold

Generate quarterly invoices or credits to supplier

Picklists

Must group by product (not per order) for loading trucks

Automated Monthly Statements

Include all outstanding balances, including across fiscal years

Advanced Pricing Rules

On Trade / Off Trade / Wholesale tiers

Quantity-based discounts and promotions (e.g., 5+1 free)

Custom per-client price lists

Credit Control

Set and enforce customer credit limits

Customer Ownership

Assign internal reps to customers

Must reflect in reports and commissions

Geo-Tagged Customer Data

Mandatory latitude/longitude fields with input validation

Used in route planning

Opening Hours

Per customer, with optional break periods

Asset Tracking

Track high-value items (e.g., draught towers) assigned to clients

Sales Units

Sell by bottle, pack, or pallet

Credit notes for returns by unit or case

CRM Integration (Optional)

Potential integration with external CRM or route planning tools (e.g., Zoho CRM + Route IQ)

Packaging Reports

Track cardboard/plastic packaging weight per SKU

Filtered reports by date for government reporting

Commissions

Exclude VAT, returns, deposits

Product-specific commission rates

Report per sales rep

Customer Activity Monitoring

Alert/flag inactivity or sales anomalies

Website Integration

Real-time stock sync

Apply legal deposits during checkout

Convert web sales into sales orders/quotations

Barcode Integration

With Zebra-style handheld scanners (for inbound/outbound)

Mobile Compatibility

All systems must work well on mobile app (field sales, warehouse, drivers)

Data Migration
Migrate basic data from Zoho (products, clients, price lists, inventory levels)

Assist with import templates and validation

Expected Deliverables
Odoo.sh deployment with dev/staging/production environments

All core modules configured

Custom modules built and documented

Workflow automation and testing

User training (basic)

Go-live support

Developer Requirements
Proven experience with Odoo Enterprise + Odoo.sh

Strong English communication

Ability to develop custom modules (Python, XML, JS)

Experience with warehouse/distribution/logistics clients preferred

Available to start within 1–2 weeks

Willing to sign NDA if necessary

Proposal Instructions
Please include the following in your response:

A brief company or freelancer profile

Examples of similar Odoo projects delivered

Hourly or fixed pricing model

Estimate of total hours required based on scope

Timeline for delivery

Whether you provide ongoing support/maintenance

Development methodology (Agile, milestones, etc.)

Send your proposal by email or private message through the platform where this RFP was posted.

YOUR BIDDING PRICE MUST REFLECT YOUR FINAL PRICE FOR THIS PROJECT. I ALSO HAVE 1.5 HOURS OF VIDEO AND A WORD DOCUMENT THAT YOU WILL NEED TO READ AND DISCUSS WITH ME BEFORE PROCEEDING WITH THIS JOB.