Odoo Configuration for Interior Design Business
Budget: ₹12,500 – ₹37,500 INR
Maywood Interiors Pvt Ltd - Odoo Implementation Requirement Document
Project Overview
Maywood Interiors Pvt Ltd is implementing Odoo to streamline its operations across multiple departments, including Marketing Management, CRM and Sales, Project Management, Accounts, and Inventory Management. The goal is to optimize workflow efficiency by leveraging Odoo's standard functionalities without any customization.
We seek an experienced Odoo freelancer to configure and implement the system as per the outlined requirements.
________________________________________
1. Modules to be Configured
1.1 Marketing Management
• Email marketing campaigns setup
• Social media campaign management
• Lead tracking and automation
• Performance reporting and analytics
1.2 CRM and Sales Management
• Standard sales pipeline setup
• Integration with WhatsApp and email for lead communication
• Automated follow-ups for leads
• Lead and opportunity tracking
1.3 Project Management
• Project tracking for Interior Design, Manufacturing, and Installation
• Task dependencies setup
• Timesheet tracking for employees
• Project budgeting and cost tracking
• Approval workflow setup for project-related decisions
• External stakeholder (client/contractor) access setup
1.4 Accounts Management
• GST and TDS configuration
• Manual invoicing setup
• Financial reporting and dashboards
• No payment gateway integration required
1.5 Inventory Management
• Raw materials tracking in factory
• Stock level trigger alerts
• Single-location inventory management
• No barcode/RFID tracking
• No supplier system integration
________________________________________
2. User Roles & Access Control
Access to modules and permissions will be role-based. Below are the roles and their access levels:
2.1 Roles and Permissions
1. Admin – Full access to all modules
2. Operations and Accounts Manager – Access to Accounts, Inventory, and Project Management
3. Design Manager – Access to Project Management (specific to design phases)
4. Project Manager – Access to Project Management (full)
5. Production Manager – Access to Inventory and Project Management (specific to execution phases)
6. Marketing Manager – Access to Marketing Management
7. Sales Manager – Access to CRM and Sales Management
8. Management – Dashboard access and reports across all modules
2.2 Approval Workflow
• Project budgets require approval from Management
• Sales orders require Sales Manager approval
• Major purchases require approval from Operations and Accounts Manager
________________________________________
3. Reporting and Dashboards
A comprehensive dashboard is required, including:
• Sales Performance Metrics
• Project Profitability Reports
• Inventory Consumption Trends
• Financial Reports (P&L, GST, TDS)
• Marketing Campaign Performance Analytics
Reports should be automatically generated at predefined intervals and accessible via the dashboard.
________________________________________
4. Implementation Guidelines
• No custom module development required; only standard Odoo functionalities should be used.
• Ensure role-based access control is strictly enforced.
• Configure automated reporting and alerts.
• Optimize the setup for a scalable and user-friendly experience.
• Train key personnel on using Odoo effectively.
________________________________________
5. Deliverables
1. Fully configured Odoo setup as per requirements
2. Documentation of configured workflows and access permissions
3. Training session for key users
4. Testing and minor adjustments based on feedback
________________________________________
6. Timeline & Milestones
The freelancer will be expected to complete the implementation within X weeks with the following milestones:
• Week 1: Initial setup of all modules
• Week 2: Configuration of roles, permissions, and approval workflows, Dashboard and reporting setup
• Week 3: User training and final adjustments
Project Overview
Maywood Interiors Pvt Ltd is implementing Odoo to streamline its operations across multiple departments, including Marketing Management, CRM and Sales, Project Management, Accounts, and Inventory Management. The goal is to optimize workflow efficiency by leveraging Odoo's standard functionalities without any customization.
We seek an experienced Odoo freelancer to configure and implement the system as per the outlined requirements.
________________________________________
1. Modules to be Configured
1.1 Marketing Management
• Email marketing campaigns setup
• Social media campaign management
• Lead tracking and automation
• Performance reporting and analytics
1.2 CRM and Sales Management
• Standard sales pipeline setup
• Integration with WhatsApp and email for lead communication
• Automated follow-ups for leads
• Lead and opportunity tracking
1.3 Project Management
• Project tracking for Interior Design, Manufacturing, and Installation
• Task dependencies setup
• Timesheet tracking for employees
• Project budgeting and cost tracking
• Approval workflow setup for project-related decisions
• External stakeholder (client/contractor) access setup
1.4 Accounts Management
• GST and TDS configuration
• Manual invoicing setup
• Financial reporting and dashboards
• No payment gateway integration required
1.5 Inventory Management
• Raw materials tracking in factory
• Stock level trigger alerts
• Single-location inventory management
• No barcode/RFID tracking
• No supplier system integration
________________________________________
2. User Roles & Access Control
Access to modules and permissions will be role-based. Below are the roles and their access levels:
2.1 Roles and Permissions
1. Admin – Full access to all modules
2. Operations and Accounts Manager – Access to Accounts, Inventory, and Project Management
3. Design Manager – Access to Project Management (specific to design phases)
4. Project Manager – Access to Project Management (full)
5. Production Manager – Access to Inventory and Project Management (specific to execution phases)
6. Marketing Manager – Access to Marketing Management
7. Sales Manager – Access to CRM and Sales Management
8. Management – Dashboard access and reports across all modules
2.2 Approval Workflow
• Project budgets require approval from Management
• Sales orders require Sales Manager approval
• Major purchases require approval from Operations and Accounts Manager
________________________________________
3. Reporting and Dashboards
A comprehensive dashboard is required, including:
• Sales Performance Metrics
• Project Profitability Reports
• Inventory Consumption Trends
• Financial Reports (P&L, GST, TDS)
• Marketing Campaign Performance Analytics
Reports should be automatically generated at predefined intervals and accessible via the dashboard.
________________________________________
4. Implementation Guidelines
• No custom module development required; only standard Odoo functionalities should be used.
• Ensure role-based access control is strictly enforced.
• Configure automated reporting and alerts.
• Optimize the setup for a scalable and user-friendly experience.
• Train key personnel on using Odoo effectively.
________________________________________
5. Deliverables
1. Fully configured Odoo setup as per requirements
2. Documentation of configured workflows and access permissions
3. Training session for key users
4. Testing and minor adjustments based on feedback
________________________________________
6. Timeline & Milestones
The freelancer will be expected to complete the implementation within X weeks with the following milestones:
• Week 1: Initial setup of all modules
• Week 2: Configuration of roles, permissions, and approval workflows, Dashboard and reporting setup
• Week 3: User training and final adjustments