Odoo-Based Customized Internal ERP Solution

During the project implementation, we faced several challenges:

• Limited flexibility in default Odoo modules: The standard features did not fully meet our specific business requirements.
• Scalability with performance and security: Expanding the system while maintaining optimal speed and data protection was crucial.
• Seamless cross-platform experience: Delivering a consistent and user-friendly interface across web, mobile, and ERP required advanced customization.

To address these challenges, our Odoo team implemented a series of customizations and integrations to optimize Odoo for our internal workflows. Here are some key solutions:

• System Integration
• • Integrated Odoo with Slack and Redmine for seamless communication and document management.
  • • Synchronizes log work data daily and weekly from Redmine to Odoo.
    • Notifies users on Slack who have not logged the required working hours.
    • Sends a summary notification to the Slack channel, detailing bug-fix time per department or team and identifying employees who are missing or forgetting to log work.
  • Automated database backups and system maintenance to enhance reliability and security.
• HR & Employee Management
• • Customized HR modules for employee management, recruitment, appraisals, attendance, and time-off tracking.
  • • Multi-location check-in: Supports attendance tracking at various locations (home, company, others).
    • Late arrival tracking: Calculates late working hours based on configurable check-in thresholds.
    • Attendance logging details: Records device, browser, IP address, and check-in location for accuracy.
    • IP range restrictions: Allows configuring an IP whitelist for check-in restrictions.
    • Flexible working time settings: Employees can select their working hours and have late arrival tracked accordingly.
    • Data synchronization between Google Sheets and Odoo: Facilitates invoice views and attendance reporting by syncing data between the two platforms.
  • Designed tailored workflows for performance evaluations, employee onboarding and resignation.
• CRM & Sales Optimization
• • Automated Customer Code Generation
  • • Auto-generates customer codes for company-type customers only.
  • CRM & Contact Configuration Updates
  • • Enabled: Leads, Multi Teams, Rule-Based Assignment.
    • Reconfigured sequence codes for consistency.
    • Automatically generates a lead upon receiving form data from the BHSoft website: bachasoftware.com.
  • Duplicate Contact Prevention
  • • Blocks duplicate contacts within the same type (company/individual).
    • Uses partner.email as the default duplicate check field.
  • Mass Mailing Enhancements
  • • Auto-adds SES suppressed emails to the blacklist and removes contacts.
    • Blocks importing emails from blacklisted domains.
    • Adds contacts to a new mailing list while removing them from old ones.
    • Prevents updates to marked "mailing contacted" contacts.
• Invoicing & Accounting
• • Multi-Currency & Automated Tax Calculations: Supports multi-currency transactions and ensures accurate automated tax calculations.
  • BHSoft Invoice Template: Customizes invoices sent to customers based on the BHSoft format for consistency and professionalism.
  • Flexible Billing Period: Allows users to select the month and year for invoice calculation.
  • Bank Account Selection: Enables choosing the appropriate bank account based on the invoice currency.
  • Automated Invoice Numbering: Generates invoice codes automatically after posting.
• E-Learning
• • Course Group Management: Configures and manages course groups.
  • Course & Instructor Management: Maintains detailed records of courses and instructors for better organization.
  • Mandatory Lesson Completion: Enforces lesson prerequisites, requiring users to complete mandatory lessons before proceeding.
  • Online Learner Management: Tracks and manages online student information.
  • Employee Learning Records: Records ongoing and completed online courses in each employee’s profile.
  • Custom eLearning Certificates: Customizes the font and template of the certificate to align with company branding.
• Website, Web App, and Mobile App Integration
• • Built and maintained Odoo-based websites with seamless ERP integration.
  • Created mobile applications to provide employees and managers with on-the-go access to critical business functions.

And many more…

• Increased Efficiency: Automated workflows and seamless integrations minimized manual effort across departments.
• Improved Collaboration: Direct integrations with Slack, Redmine and Google Sheets enhanced internal communication and teamwork.
• Seamless Digital Experience: A fully integrated ecosystem across websites, web apps, and mobile apps ensured a smooth user experience.
• Scalability: Custom modules and configurations enabled our ERP system to adapt and grow alongside our business needs.

• Odoo Community Contribution: We developed and published custom Odoo modules on the Odoo App Store, extending our expertise to the broader Odoo ecosystem.