Odoo ERP Implementation for Auto Retail

Scope of Work (SOW)
Odoo Implementation for Automotive Retail with GPS-Enabled Sales
1. Project Overview
This project aims to implement and configure an Odoo ERP system tailored for an automotive (car retail) business. The solution will cover Sales, CRM, Inventory, and Accounting, with custom enhancements to support vehicle-level tracking (VIN) and GPS-enabled sales operations integrated with a mobile application.
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2. Objectives
• Deploy a production-ready Odoo environment
• Enable end-to-end vehicle sales lifecycle management
• Implement GPS-based sales visit tracking
• Integrate mobile application with Odoo via secure APIs
• Ensure data consistency across Sales, Inventory, and Accounting
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3. Scope of Work
3.1 Odoo Environment Setup
• Installation and configuration of Odoo (latest stable version)
• Production environment hardening (users, roles, access rights)
• Removal of demo data
• Email server and notification setup
• Backup and recovery configuration
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3.2 Core Module Configuration
Sales
• Quotation and Sales Order workflow
• Customer management
• Pricing and taxation setup (VAT compliant)
• Sales team and territory configuration
CRM
• Lead and opportunity pipeline setup
• Lead assignment rules
• Integration with GPS tracking fields
Inventory
• Warehouse and showroom structure setup
• Multi-location and routing configuration
• Stock reservation and delivery workflows
• Serial number (VIN) tracking enabled
Accounting
• Chart of accounts setup (local compliance)
• Tax configuration (VAT)
• Invoice and payment workflows
• Integration with sales and inventory
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3.3 Automotive Customization (Vehicle Management)
• Configure vehicles as serialized products
• VIN-based tracking using lot/serial numbers
• Custom fields:
o VIN
o Engine Number
o Model Year
o Color
o Plate Number
• Enforce one-vehicle-per-sale logic
• Vehicle reservation upon sales confirmation
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3.4 GPS Sales Visit Feature (Custom Development)
CRM & Sales Enhancements
• Add GPS fields (latitude, longitude, timestamp) to:
o CRM Leads
o Sales Orders
• Add visit status tracking (Planned / Visited / Closed)
• Display GPS data in:
o Form views
o List views
o Kanban views
Business Logic
• Automatically capture GPS coordinates when lead/order is created via API
• Associate GPS data with salesperson and transaction
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3.5 API Development (Mobile App Integration)
Develop RESTful APIs to enable communication between mobile app and Odoo.
Key Endpoints
• Create Lead with GPS data
• Create Sales Order with GPS + vehicle (VIN)
• Update visit status
Security
• API authentication via token or API key
Deliverables
• API documentation (Markdown)
• Sample payloads and responses
• Authentication guidelines
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3.6 Inventory & Fulfillment Customization
• Configure automatic stock reservation upon order confirmation
• Ensure VIN-level allocation (no duplicate sales)
• Trigger delivery orders (pickings) automatically
• Optional: assign nearest warehouse based on GPS location
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3.7 User Interface Enhancements
• Extend standard Odoo views to include custom fields
• Ensure compatibility with future upgrades (no core modification)
• Optional: add map links or GPS visualization
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3.8 Reporting & Analytics
• Sales performance reports (by model, salesperson)
• Vehicle inventory aging report
• GPS-based sales activity reports
• CRM conversion tracking
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4. Deliverables
• Configured Odoo system (Production-ready)
• Custom module(s) for:
o Vehicle management (VIN)
o GPS sales tracking
• API endpoints and documentation
• User acceptance testing (UAT) support
• Admin training session
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5. Acceptance Criteria
1. Core modules installed, configured, and tested without demo data
2. Vehicles tracked uniquely using VIN/serial numbers
3. GPS coordinates automatically recorded via API and visible in CRM/Sales views
4. Sales Orders correctly reserve specific vehicles and trigger delivery workflows
5. API documentation delivered and validated
6. No impact on Odoo core (upgrade-safe customization)
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6. Assumptions
• Mobile application will be provided by client or third party
• Hosting environment (cloud/on-prem) is available
• Required business data will be provided by client
• User acceptance feedback will be timely
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7. Out of Scope
• Mobile app development
• Third-party integrations beyond defined APIs
• Advanced BI dashboards (unless separately scoped)
• Vehicle registration system integration with government platforms
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8. Timeline (Indicative)
• Week 1–2: Setup & Core Configuration
• Week 3–4: Custom Development (GPS + VIN)
• Week 5: Integration & Testing
• Week 6: UAT & Go-Live
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9. Success Criteria
• Fully functional automotive sales workflow
• Real-time GPS tracking integrated with sales operations
• Accurate inventory control at VIN level
• Seamless integration between mobile app and Odoo