Odoo Comprehensive Setup for New StarUp Company
Budget: $500 – $1,599 USD
I'm looking for an Odoo expert to set up and customize multiple modules for my business. These modules include Sales, Inventory, Accounting, and several others as detailed below.
Key Requirements:
- Sales Module: Distributor Registration, Loyalty Rewards, Scheduled Orders, Daily Reports, UI Customization.
- Inventory Module: Warehouse Setup and Automation Notifications.
- Accounting Module: Improving Invoice Templates, Quotations, Purchase Orders, User Roles, and Access Control.
Also need help with:
- HR Module Setup
- E-commerce Store Setup
- Brand Identity Development (Logo & UI Customization)
- Creating Restricted User Roles for External Auditors
Ideal Skills and Experience:
- Proven experience with Odoo customization and module integration.
- Strong background in sales and inventory management.
- Familiarity with accounting principles and document formatting.
- Design skills for brand identity and UI customization.
- Ability to set up complex user roles and permissions.
I've configured and set up the Odoo system, but I need your help with the following:
- Server setup, domain configuration, and basic installation
- Ensure the core modules are working: sales, inventory, purchasing, human resources, finance, and point of sale.
- Create a user role (General Manager, Executive, Accountant, Retail Sales Specialist, and Warehouse Operator)
- Set up security permissions (including a Chartered Accountant role with restricted access)
- Test and troubleshoot initial setup
Phase 2: Accounting and Finance
2. Accounting Module
- Set up VAT at 15% and prepare tax reports
- Set up the chart of accounts and integrate banks
- Customize financial reports (bank reports, tax compliance)
- Create an independent user account for the Chartered Accountant office
- Automatically generate invoices and quotes (with WhatsApp/email notifications)
- Test all financial workflows
Phase 3: Sales, Inventory, and Point of Sale
3. Inventory and Sales Setup
Inventory, Warehouse, and Product Categories Setup
Sales Workflow Setup (Quotes, Invoices, Order Processing)
Real-time Inventory Updates and Sales Discount Automation
POS System Setup (Tablet/Mobile Compatible)
POS Transaction Testing and Inventory Discounting
Phase 4: E-commerce and Distributor Management
4. E-commerce Store
Multilingual Website Setup (Arabic + English)
Product Catalog Configuration and Product Image Upload
Payment Gateway Integration (Preferred in Saudi Arabia)
SEO Setup, Search Filters, and Customer Account Registration
E-commerce Platform Testing
5. Distributor Registration and Loyalty Rewards
Manual Approval Workflow for Distributor Registration
Automatically Generate Distributor Certificates (PDF)
Rewards System Configuration (Silver, Gold, Diamond Levels)
Integration with Sales and Customer Notifications Module
Final Testing and Tuning
Phase 5: Notifications and Automation
6. WhatsApp and Email Notifications
Set up automated WhatsApp/Email notifications for:
Invoices and Quotes
Order Status Updates
Configure Notification Templates and Branding
Testing and Adjustments
7. Scheduled Orders and Daily Reports
Process Scheduled Orders (Batch and Recurring Orders)
Create Daily Reports (Start at 8 PM for all transactions)
Test Scheduled Reports and Workflow Validation
Phase 6: HR and Employee Management
8. HR Module Setup
- Set up employee data (starting with 3 employees, scalable to 25)
- Track attendance and manage leave
- Manage employee loans and automate payroll certificates
- Create HR document templates (Arabic and English)
- Set up an employee self-service portal for HR requests
Phase 7: Brand Identity, Logo, and UI Customization
9. Brand Identity Setup and Customization
Improving company logo and design differences
Applying brand colors, fonts, and themes to the website and Odoo UI
Improving invoice templates, quotations, purchase orders, and payment reminders
Brand testing across all modules
Phase 8: User Roles, Training, and Future Scalability
10. User Roles and Access Control
Setting up roles and permissions for employees and sales representatives
Creating a restricted user role for the external auditor
11. Training and Documentation
Employee Training (Core Operations, POS, HR, Sales, Finance)
Detailed User Documentation and Video Tutorials
Phase 9: Additional Integrations
12. External System Integrations
Bank Account Integration for Financial Transactions and Reconciliations
Future-Ready System for Expansion to 25 Trucks and Additional Users
Looking for a detail-oriented professional who can streamline these processes effectively.
Key Requirements:
- Sales Module: Distributor Registration, Loyalty Rewards, Scheduled Orders, Daily Reports, UI Customization.
- Inventory Module: Warehouse Setup and Automation Notifications.
- Accounting Module: Improving Invoice Templates, Quotations, Purchase Orders, User Roles, and Access Control.
Also need help with:
- HR Module Setup
- E-commerce Store Setup
- Brand Identity Development (Logo & UI Customization)
- Creating Restricted User Roles for External Auditors
Ideal Skills and Experience:
- Proven experience with Odoo customization and module integration.
- Strong background in sales and inventory management.
- Familiarity with accounting principles and document formatting.
- Design skills for brand identity and UI customization.
- Ability to set up complex user roles and permissions.
I've configured and set up the Odoo system, but I need your help with the following:
- Server setup, domain configuration, and basic installation
- Ensure the core modules are working: sales, inventory, purchasing, human resources, finance, and point of sale.
- Create a user role (General Manager, Executive, Accountant, Retail Sales Specialist, and Warehouse Operator)
- Set up security permissions (including a Chartered Accountant role with restricted access)
- Test and troubleshoot initial setup
Phase 2: Accounting and Finance
2. Accounting Module
- Set up VAT at 15% and prepare tax reports
- Set up the chart of accounts and integrate banks
- Customize financial reports (bank reports, tax compliance)
- Create an independent user account for the Chartered Accountant office
- Automatically generate invoices and quotes (with WhatsApp/email notifications)
- Test all financial workflows
Phase 3: Sales, Inventory, and Point of Sale
3. Inventory and Sales Setup
Inventory, Warehouse, and Product Categories Setup
Sales Workflow Setup (Quotes, Invoices, Order Processing)
Real-time Inventory Updates and Sales Discount Automation
POS System Setup (Tablet/Mobile Compatible)
POS Transaction Testing and Inventory Discounting
Phase 4: E-commerce and Distributor Management
4. E-commerce Store
Multilingual Website Setup (Arabic + English)
Product Catalog Configuration and Product Image Upload
Payment Gateway Integration (Preferred in Saudi Arabia)
SEO Setup, Search Filters, and Customer Account Registration
E-commerce Platform Testing
5. Distributor Registration and Loyalty Rewards
Manual Approval Workflow for Distributor Registration
Automatically Generate Distributor Certificates (PDF)
Rewards System Configuration (Silver, Gold, Diamond Levels)
Integration with Sales and Customer Notifications Module
Final Testing and Tuning
Phase 5: Notifications and Automation
6. WhatsApp and Email Notifications
Set up automated WhatsApp/Email notifications for:
Invoices and Quotes
Order Status Updates
Configure Notification Templates and Branding
Testing and Adjustments
7. Scheduled Orders and Daily Reports
Process Scheduled Orders (Batch and Recurring Orders)
Create Daily Reports (Start at 8 PM for all transactions)
Test Scheduled Reports and Workflow Validation
Phase 6: HR and Employee Management
8. HR Module Setup
- Set up employee data (starting with 3 employees, scalable to 25)
- Track attendance and manage leave
- Manage employee loans and automate payroll certificates
- Create HR document templates (Arabic and English)
- Set up an employee self-service portal for HR requests
Phase 7: Brand Identity, Logo, and UI Customization
9. Brand Identity Setup and Customization
Improving company logo and design differences
Applying brand colors, fonts, and themes to the website and Odoo UI
Improving invoice templates, quotations, purchase orders, and payment reminders
Brand testing across all modules
Phase 8: User Roles, Training, and Future Scalability
10. User Roles and Access Control
Setting up roles and permissions for employees and sales representatives
Creating a restricted user role for the external auditor
11. Training and Documentation
Employee Training (Core Operations, POS, HR, Sales, Finance)
Detailed User Documentation and Video Tutorials
Phase 9: Additional Integrations
12. External System Integrations
Bank Account Integration for Financial Transactions and Reconciliations
Future-Ready System for Expansion to 25 Trucks and Additional Users
Looking for a detail-oriented professional who can streamline these processes effectively.