Odoo System Enhancements and Customizations

Project: Custom Odoo Customizations for a New Company
1. Customer Management
• Customer Record Enhancements:
o Add additional fields to the customer details record:
 Tobacco License
 Tobacco License Expiration
 Resale Number
 FEIN Number
 Customer Type – implement as a dropdown with five predefined options
2. Vendor Management
• Vendor Record Enhancements:
o Add additional fields to the vendor record:
 FEIN Number
 Tobacco License
3. Inventory Module Enhancements
• Units of Measure:
o Configure the system so that items can be purchased in one unit of measure (UoM) and sold in another.
• Item Numbering:
o Automatically assign a unique item number to each new item, starting at 5000.
• Vendor Item Number:
o Provide a field to store the vendor’s item number when purchasing.
4. Invoicing Customizations
• Customer Invoices (Printed & Email):
o Display the following on invoices:
 Customer mailing address
 Delivery address, with the customer’s Tobacco License printed below it
o Invoice columns should include:
 Item Number
 Description
 Quantity
 UoM
 Price
 Total
o Remove the “Untaxed” column and any subtotal for untaxed amounts.
o Organize items by category with subtotals for quantity and total.
5. Purchase Order Customizations
• Purchase Orders (Printed & Email):
o Display detail columns including:
 Vendor Item Number
 Description
 Quantity
 UoM
 Price
 Total
6. Emailing Configuration
• Email Setup:
o Configure email functionality for:
 Customer invoices
 Vendor purchase orders
7. Workflow Enhancements
• Sales Order Workflow:
o Enable entry of sales orders.
o Allow printing of pick lists.
o Allow updating of sales orders.
o Enable printing of invoices.
• Purchase Order Workflow:
o Enable creation of purchase orders.
o Allow emailing of purchase orders.
o Update Purchase Orders when the vendor invoice is received.
o Track back orders.
o Enter vendor invoice details for accounting purposes.