Project: Migration of Retail & Workshop Systems to Odoo Enterprise (Austria • Bicycle Retail Business)

Project Goal

We want to migrate our current distributed system environment to a centralized Odoo Enterprise setup.
Several existing tools should either be fully replaced or seamlessly integrated with Odoo.

This includes systems for CRM, purchasing, inventory, workshop operations, POS, HR and online bookings.

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About Our Current Systems (Short Explanations)

For context:
• TriData
A commercial ERP used in bicycle shops in German-speaking countries. It covers inventory, purchasing, sales, workshop orders, POS and basic CRM. Our goal: replace it entirely with Odoo.
• VeloConnect / VeloAPI
A supplier interface standard in the bicycle industry used for:
• item and article data
• live availability
• automated purchase orders
• order confirmations
We require full integration into Odoo.
• BIDEX
A large industry-wide bicycle product database providing structured item data, variants, attributes, images, technical sheets.
Our goal: use BIDEX as the foundation of our product master data in Odoo.
• Zammad
Our current ticketing system (migration desired).
• UCS/Univention (LDAP)
User directory (optional import/migration).
• Nextcloud
Will remain in use (no migration needed).

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Required Odoo Modules & Functional Areas

1. CRM & Sales
• Lead and opportunity management
• Activity tracking & customer interaction history
• Sales pipeline setup
• Quotation → order → invoice workflow
• Sales analytics and dashboards
• Migration of relevant tickets from Zammad (if meaningful inside Odoo Helpdesk)

2. Purchasing / Inventory / Items
• Supplier management
• Purchase orders, planned delivery dates, receipts
• Inventory with variants, serial numbers, min/max levels
• Stock adjustments, inventory counts
• Import of all historic TriData data
• Full VeloConnect/VeloAPI integration (items, availability, purchase orders)
• Item master data built on BIDEX datasets

3. Workshop / Service Department

We require development or customization of a workshop module. The bicycle workshop is a core part of our business.

Must include:
• Workshop job sheets / work orders
• “Arbeitswerte” (job value / defined work units for services)
• Status workflow (accepted → in progress → ready for pickup)
• Required parts and materials
• Workshop calendar & scheduling
• Technician assignment
• Connections to sales and inventory


4. POS / Retail Checkout

Mandatory for Austria:
• Odoo POS with RKSV compliance (Austrian fiscal law)
• Support for gift cards / vouchers
• Integration with inventory and accounting

5. Online Shop / Web Frontend
• Product catalog as “digital showroom”
• Light commerce:
• Customers can send purchase inquiries
• Customers can request online consultation appointments
• Online booking for:
• workshop appointments
• bike fittings
• pick-ups
• advisory appointments

6. Bicycle Industry Integrations (Critical)
• Full VeloConnect / VeloAPI integration
• Full BIDEX product data integration
• Automatic synchronization preferred
• Logging & mapping required

7. Finance / Accounting
• Austrian localization
• Import of historical documents and open items
• Payments, reconciliation
• Mandatory export to an external accounting software
• Ideally BMD/Digitax
• Custom export format acceptable if needed
• Can be developed as an individual connector

8. HR / Workforce Management

We want to fully integrate:
• Employee records
• Working time tracking
• Vacation/sickness
• Workforce scheduling / personnel planning

9. System Architecture & Hosting

We need assistance deciding between:
• Self-hosted (Proxmox LXC/KVM)
• Odoo.sh

Please evaluate both technically and economically.

Tasks include:
• Installation and configuration
• Database setup (production + staging)
• Backups, update strategy
• Role/permission setup
• API connections

10. Data Migration

From:
• TriData (core business data: stock, articles, workshop history, customers, documents)
• Zammad (tickets, selected conversation histories)
• UCS/LDAP users (optional)

Must include clean mapping and duplicate resolution.

11. Documentation & Training
• Short admin & user documentation
• Remote training sessions

12. Ongoing Support

We are interested in long-term ongoing maintenance and support after implementation.

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What We Expect From a Freelancer
• Demonstrated Odoo Enterprise experience
• Experience with retail or service workflows
• Experience with API integrations
• Strong technical knowledge of Odoo.sh and Linux servers
• Ideally knowledge about the bicycle industry (optional but valuable)
• Ability to migrate legacy ERP data
• English or German communication

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Please Include in Your Proposal
1. Your recommended approach
2. Suggested hosting model (Odoo.sh vs Proxmox) and why
3. Estimated timeline
4. Estimated effort (hours or fixed price)
5. Odoo version + modules you propose
6. Relevant project references