Odoo Configuration

Custom Workflows, Approval Stages, and Automated Actions

We map your real-world processes directly into Odoo. This involves defining specific stages for documents (like sales orders, purchase requests, or expense reports), establishing clear, multi-level approval hierarchies based on criteria like value or department (e.g., purchases over $1000 require manager approval), and automating subsequent actions upon stage changes or approvals (e.g., automatically sending an email notification upon quote confirmation, creating a delivery order when a sale is validated, or archiving a completed project task). This enforces consistency, improves control, and accelerates process execution.

Tailored Fields, Views, and Menu Structures (Leveraging Odoo Studio & Standard Tools)

Your business needs specific information. We utilize Odoo's built-in tools, including the powerful visual interface of Odoo Studio and standard developer mode configurations, to:

Add Custom Fields: Capture unique data points relevant to your operations (e.g., adding a 'Customer Segment' field to contacts, a 'Serial Number' field to products, or a 'Project Priority' field to tasks) without writing code.

Optimize Views: Customize list views, form views, kanban boards, and calendar views to display the most relevant information first, hide unnecessary fields, and group data logically for enhanced user efficiency and clarity. Example: Customizing the Sales Order view to prominently display profit margin and delivery status.

Streamline Menus: Simplify navigation by reorganizing menus, hiding unused applications or menu items based on user roles, ensuring users only see what's relevant to their job function, reducing clutter and training time.

Professionally Branded Document Templates (Quotes, Invoices, POs, etc.)

First impressions matter. We configure Odoo's QWeb reporting engine to generate professional, consistently branded documents that reflect your company's identity. This includes customizing layouts, adding logos, incorporating specific legal text or terms & conditions, adjusting field placement, and ensuring all external-facing documents (like quotations, sales orders, invoices, purchase orders, delivery slips) are polished and accurate.

Sophisticated Automation Rules and Scheduled Tasks: Go beyond basic workflows to automate repetitive tasks and enforce business logic. We configure:

Server Actions & Automated Actions: Trigger complex sequences based on specific events (e.g., automatically assigning leads from the website to specific sales teams based on geographic region, creating follow-up activities if an invoice remains unpaid after X days, updating inventory levels based on manufacturing orders).

Scheduled Actions: Automate routine background jobs like sending out subscription renewal reminders, generating nightly inventory valuation reports, cleaning up temporary data, or running batch updates based on predefined schedules (daily, weekly, monthly).

Granular User Roles, Permissions, and Access Controls

Security and data integrity are paramount. We meticulously configure Odoo's robust access control system:

Define User Roles: Create specific roles (e.g., Salesperson, Accountant, Warehouse Manager, HR Officer) that group users based on their job functions.

Assign Group Permissions: Grant or restrict access to entire applications, specific menus, or even individual buttons (create, edit, delete) based on user group membership.

Implement Record Rules: Apply fine-grained control over which specific records users can see or modify based on defined criteria (e.g., a salesperson can only see their own leads and opportunities, a manager can only approve purchase orders for their department). This ensures data confidentiality and prevents unauthorized actions.

Core Accounting, Tax Localization, and Financial Setups

We ensure your financial operations run smoothly and comply with local regulations (especially crucial in complex environments like Brazil):

Chart of Accounts Configuration: Setting up or adapting the CoA to match your specific reporting needs and local accounting standards.

Tax Mapping & Configuration: Accurately configuring taxes (VAT, ICMS, IPI, PIS/COFINS, etc.), fiscal positions (to automatically apply correct taxes based on customer/vendor/product profiles), and necessary tax codes (CFOP, CST, NCM) for accurate reporting and compliance.

Bank Reconciliation Models: Setting up models to automate the matching of bank statement lines with Odoo entries.

Payment Terms & Follow-up Levels: Defining standard payment terms and configuring automated dunning processes for overdue invoices.

The Compelling Advantages of Native Configuration: By prioritizing configuration over heavy customization, you gain significant benefits

Accelerated Deployment: Leveraging Odoo's built-in flexibility dramatically reduces development time compared to writing custom code from scratch, getting your system live faster.

Simplified & Safer Upgrades: Standard features configured through the interface or Odoo Studio are generally maintained by Odoo across versions. This significantly minimizes the risk of costly conflicts or broken functionality during Odoo upgrades, ensuring you can benefit from new features more easily.

Reduced Long-Term Maintenance: Less custom code means fewer potential bugs to fix, less specialized knowledge required to maintain the system, and reduced dependency on specific developers, lowering your total cost of ownership.

Maximized Platform Value: You fully utilize the robust, stable, and feature-rich platform that Odoo provides, benefiting from their ongoing R&D, extensive documentation, community support, and seamless integration between standard modules.

System-Wide Parameters and Module-Specific Optimizations: We configure foundational settings and fine-tune individual modules for optimal performance

Company Settings: Defining default currency, units of measure, company information.

Inventory Settings: Configuring inventory valuation methods (FIFO, AVCO, Standard Price), traceability options (lots/serial numbers), multi-warehouse routes, and reordering rules for automated stock replenishment.

CRM Settings: Defining sales stages, lead scoring rules, and activity types.

Manufacturing Settings: Configuring work center capacities, routing steps, and Bill of Materials (BOM) structures.

Optimize Your Native Odoo Configuration for Peak Performance