01
THE CHALLENGE
What had to work
Projects combined detailed material/equipment/labour costing, vendor tendering, weight-based purchasing, receipts, expenses and invoicing that needed to be linked to CRM and project profitability.
02
THE SOLUTION
How Odoo was shaped around it
- Controlled lifecycle from quotation through RFQ, receipt, installation and invoicing
- Planning and operational RFQs grouped by vendor tender
- Weight, UoM and price-per-tonne calculations
- Customer invoices, vendor bills and profitability tracking
- Stock allocation with procurement groups and stock rules
03
ENGINEERING
Technical implementation
- Custom project cost models
- Transient wizards for lead conversion, extra purchases, expenses and costing reuse
- Stored computed fields, indexes, SQL constraints and multi-record ORM methods
- QWeb PDF quotations, smart buttons and Spanish translations
04
OUTCOME
Operational result
Commercial, procurement, inventory and project financial data became connected around a consistent custom project lifecycle.