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<?xml version='1.0' encoding='UTF-8'?>
<odoo>
<template id="welcome_article_body">
<h1>Construction</h1>
<p>Odoo empowers you to manage every aspect of your construction projects effortlessly and efficiently, and its integrated applications ensure unparalleled success and client satisfaction.</p>
<p>The construction industries come in two parts:</p>
<p><strong>Construction Builder</strong></p>
<p>A streamlined industry package for companies focused on <strong>simple jobs, rapid quoting, and efficient execution</strong>.</p>
<p>It covers essential quoting, basic project setup, straightforward planning, material coordination, and smooth on-site delivery.</p>
<p>Ideal for teams seeking operational efficiency without unnecessary complexity.</p>
<p><strong>Construction Developer</strong></p>
<p>A complete solution tailored for construction companies overseeing <strong>complex and multi-trade projects</strong>.</p>
<p>It delivers fine-tuned estimation tools, subcontractor management, advanced planning, materials forecasting, progress driven billing.</p>
<p>Perfect for companies needing structured workflows and high-precision project management.</p>
<p>The module comes of top of the Construction Builder setup providingΒ additional capabilities.Β </p>
<div data-embedded="tableOfContent"/>
<h1>Basics</h1>
<hr />
<ul>
<li>
<p>
<b>Project App</b>: Manage construction sites as projects, organizing tasks into stages like "Foundation,"
"Framing," and "Finishing" with clear deadlines.
</p>
</li>
<li>
<p>
<b>Timesheets App</b>: Track labour hours accurately with a mobile app that allows workers to log time
against specific tasks or cost codes on-site.
</p>
</li>
<li>
<p>
<b>Field Service App</b>: Schedule and dispatch specialized crews for specific interventions, tracking their
location and job status in real-time.
</p>
</li>
<li>
<p>
<b>Purchase App</b>: Automate the procurement of building materials, managing RFQs and purchase orders to
ensure timely delivery to the site.
</p>
</li>
<li>
<p>
<b>Inventory App</b>: Keep track of tools, equipment, and consumables across multiple sites or warehouses,
reducing loss and theft.
</p>
</li>
<li>
<p>
<b>Invoicing App</b>: Handle complex billing scenarios like milestone invoicing, down payments, and
retention based on project progress.
</p>
</li>
<li>
<p>
<b>Documents App</b>: Centralize blueprints, contracts, and permits, ensuring that the latest versions are
always available to the team.
</p>
</li>
<li>
<p>
<b>Fleet App</b>: Manage your heavy machinery and vehicle fleet, tracking maintenance schedules, fuel costs,
and driver assignments.
</p>
</li>
</ul>
<br/>
<br/>
<h1>Use case</h1>
<hr/>
<p>By uploading this module's demo data, your database has been filled with a few products,
sale orders and more.</p>
<p>You should be able to execute the following flows to have an overview of various flows
you can quickly execute with this package using Odoo.</p>
<p>Of course, this is just an overview of the features included in this package. Feel free
to add new apps, delete/modify demo data, and test everything around!</p>
<div data-oe-role="status"
class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Warning" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Warning">β οΈ</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true"
contenteditable="true">
<p>You didn't import demo data? You can still do it. Go to Apps > Industries >
Upgrade your package and check the related box</p>
</div>
</div>
<p>
<br/>
</p>
<h3>π― Never miss an opportunity</h3>
<hr/>
<p> The <strong>CRM module</strong> helps construction companies capture leads from multiple
sources, track communications, and schedule follow-ups. <br/>You can prioritize
high-value opportunities and turn inquiries into profitable projects.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Leads & Opportunities:</strong> Record incoming inquiries from
emails, forms, or calls.
</li>
<li>
<strong>Pipeline Management:</strong> Visualize lead stages and prioritize
follow-ups.
</li>
<li>
<strong>Chatter & Communication:</strong> Collaborate internally using notes
and messages linked to opportunities.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Setup an email alias for your pipeline to automatically create new leads!</p>
</div>
</div>
<p><a class="btn btn-fill-secondary"
href="https://www.odoo.com/documentation/latest/applications/sales/crm.html">π
CRM</a></p>
<p>
<br/>
</p>
<h3>β¨ Easily create beautiful quotations </h3>
<hr/>
<p>The <strong>Sales App</strong> enables rapid creation of professional quotations.
You can use product kits for materials, apply discounts, and send polished proposals
directly to clients.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Quotation Templates:</strong> Predefine templates for recurrent
offers.
</li>
<li>
<strong>Pricing & Discounts:</strong> Adjust based on project size or client
agreements.
</li>
<li>
<strong>PDF Output:</strong> Send branded quotations for client approval.
</li>
<li>
<strong>Online Approval:</strong> Enable online customer approval.
</li>
<li>
<strong>Chatter & Communication:</strong> Collaborate internally using notes
and messages linked to opportunities.
</li>
</ul>
<p>Once confirmed, the quotation becomes a sales order.</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Save time by directly sending the quotation by email to your customer. <br/>The
personalized email provides: </p>
<ul>
<li>
The quotation in PDF format
</li>
<li>
A link to reach the online quotation from where the customer can confirm and
sign it.</li>
</ul>
<div class="o-paragraph">If the customer replies to the email, the answer is
automatically logged in the chatter on the right of the screen. Thereby, all the
discussions regarding the quotation, its updates, and its fine tuning are
attached, and the history
can be easily consulted by all the involved users</div>
</div>
</div>
<div data-oe-role="status" data-oe-protected="true"
class="o_editor_banner lh-1 d-flex align-items-center alert alert-info pb-0 pt-3 o-contenteditable-false"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Info" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Info">π‘</i>
<div data-oe-protected="false"
class="w-100 px-3 o_editor_banner_content o-contenteditable-true"
contenteditable="true">
<p>
If your country benefits from a tax rebate under certain conditions, you can
easily apply it to your entire quotation by creating a fiscal position that will
automatically replace the default tax rate by the reduced one
</p>
<p> <a class="btn btn-fill-secondary btn-sm"
href="https://www.odoo.com/documentation/latest/applications/finance/accounting/taxes/fiscal_positions.html">π
Fiscal Positions </a> </p>
</div>
</div>
<p><a class="btn btn-fill-secondary"
href="https://www.odoo.com/documentation/latest/applications/sales/sales.html">π
Sales</a></p>
<h5>First quote in record time leveraging the work items (Construction Developer)</h5>
<p>Making sure you don't waste time generating quotes which may never be signed is paramount
to run your business efficiently. <br/>To help you with this aspects, we configured the <strong>
Sales App</strong> with work items to be leveraged straight from
quotation from.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>Generate a new quotation and select the Carport Construction template.</li>
<li>Adjust quantities according to customer needs.</li>
<li>Fine tune each work item clicking the line magic stick icon to secure your
margin. <br/>You're all set to send a first quote to your customer!</li>
<li>Iterate as needed until your customer approves the order, then confirm it!</li>
</ul>
<p>Find your work item templates from the Sales App / Products / Work Items menu.</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">Import your work item database in few clicks!</div>
<ul>
<li>Download the herein file.</li>
<li>Open the Product Variants list and proceed to import of the "1. Product
Variants Import" sheet</li>
<li>Open again the Product Variants list, select them all and proceed to an
(import-compatible) export with only their names</li>
<li>Copy paste the export outcome in the "2. Product Variants Export" sheet</li>
<li>Open the Work Items list and proceed to import of the "3. Work Items Import"
sheet</li>
</ul>
</div>
</div>
<div class="o-paragraph"><span class="o_file_box o-contenteditable-false"
data-attachment-id="84965008" contenteditable="false">
<span class="d-flex flex-grow-1 align-items-center alert alert-info">
<span class="o_file_image d-flex o_image user-select-none"
title="WorkItems_PoolDeck.xlsx"
data-mimetype="application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
contenteditable="false">
<br/>
</span>
<span class="o_file_name_container mx-2">
<a class="o_link_readonly o-contenteditable-true"
href="/web/image/construction.ir_attachment_1"
contenteditable="true">WorkItems_PoolDeck.xlsx</a>
</span>
</span>
</span>
</div>
<div class="o-paragraph">
<br/>
</div>
<h5>Advanced quote computations with the calculator</h5>
<p>In some cases, you might look for more advanced computations to fine tune your quotes... <br/>We
got you covered here with the quote calculator!</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>Generate a new quotation and select the Renovation Project template.</li>
<li>Open the quote calculator from the smart buttons.</li>
<li>Assuming there will be manual labour behind every product from the quote, start
filling the time estimate for some of them. <br/>The total labour time and even time
for project management and purchases are computed accordingly...</li>
<li>Save the calculator and come back to your quote. <br/>The Labour & Project
Follow-up section has been updated in consequence!</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">With Spreadsheet App under the hood, you have the freedom
to confirgure quote calculators meeting your exact needs.</div>
<div class="o-paragraph">Read more about the quote calculator <a
href="https://www.odoo.com/blog/business-hacks-1/odoos-quote-calculator-1643">
here</a>.</div>
</div>
</div>
<h5>Specify the contract type (Construction Developer)</h5>
<p>
Construction may not always go as planned and quotations may be built based on estimates. The question when it takes more time or consumes more material due to erroneous estimates is who owns the risk?<br/>
To help you with that, the construction industry comes with a contract type which helps you clarifying that upfront any issue, directly in your quote.
</p>
<p>
<strong>How to use it:</strong>
<ul>
<li>Create a new quotation / sale order, assign a customer and select a quotation template to save time.</li>
<li>Open the Other Info tab and in the Invoicing section, adjust the Contract Type per your needs.</li>
<li>When selecting Per Line, a new column is exposed for you to specify for each lines the contract type.</li>
</ul>
</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>This information reflects straight away in your quotations, whether send as pdf file or with a preview.</p>
</div>
</div>
<h5>Cost nature analysis (Construction Developer)</h5>
<p>
You setup a quote and now want to know how it breaks down in terms of cost nature, it is available at your finger tips!
</p>
<p>
<strong>How to use it:</strong>
<ul>
<li>From the quotation, simply hit the Cost Nature smart button to access the analysis.</li>
<li>Similarly, this is available for all sale orders of a project from the project form smart buttons.</li>
</ul>
</p>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>You not only have access to cost nature break down here, but can drill into product categories, work items and products to capture where to be more competitive or marge more!</p>
</div>
</div>
<h5>Change orders & extras</h5>
<p>
Do your construction projects go always according to plan?
If not, here is how to handle change orders and extras.
</p>
<p>
<strong>How to use it:</strong>
<ul>
<li>Open the project for which you want to introduce a change order.</li>
<li>Click the Sale Orders shortcut from the top bar.</li>
<li>Here click "New" and adjust the sale order details as needed.</li>
<li>On confirmation, the sale order is associated to your project!</li>
</ul>
</p>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3" data-oe-role="status" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Warning" aria-label="Banner Warning">β οΈ</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>When selling change order, make sure not to use service products creating new projects to keep things in order in a single project.</p>
</div>
</div>
<h5>Specific tax discount</h5>
<p>
In some countries, specific tax discount may apply in construction.
To handle this, you can use the fiscal position and adjust by which tax replacing one.
Assigning the applicable fiscal position to your customer will make sure to use the appropriate taxes!
</p>
<p>
<strong>How to use it:</strong>
<ul>
<li>From the Invoicing app Configuration menu, open the Fiscal Positions.</li>
<li>Create a new fiscal position, give it a name and assign the applicable country.</li>
<li>Open now the Taxes still from the configuration menu.</li>
<li>Create a new tax or select the applicable one if existing in your localisation package.</li>
<li>Configure it as needed in terms of amount and assign it to your newly created fiscal position.</li>
<li>If properly setup, the Replaces field is displayed and can be populated with the taxes this tax replaces in this fiscal position.</li>
<li>In the Advanced Options tab, adjust the label, country and assign or create a tax group for it.</li>
<li>Open the contact form of your contact eligible to the tax discount associated to this fiscal position.</li>
<li>In the Sales & Purchase tab, select the applicable fiscal position.</li>
</ul>
</p>
<p><a
href="https://www.odoo.com/documentation/latest/applications/finance/accounting/taxes/fiscal_positions.html"
class="btn btn-fill-secondary">π Fiscal Positions</a></p>
<p>
<br/>
</p>
<h3>π Centralize all the important information </h3>
<hr/>
<p>Starting a construction project implies a lot of important documents such as contracts,
building plans, instructions for use, subcontracting agreements, etc. Instead of
scattering them in your emails, storage services or computer, attach them in the chatter
and they will be automatically centralized in the<b>
<strong>Documents App</strong>
</b>.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Project Files:</strong> Attach blueprints, permits, and contracts.
</li>
<li>
<strong>Version Control:</strong> Track updates to important documents.
</li>
<li>
<strong>Access Control:</strong> Limit sensitive files to relevant team members.
</li>
<li>
<strong>Document Requests:</strong> Send requests with follow up activities.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>All new projects get their dedicated document folder from the template project
folder. Adjust it according to your needs!</p>
</div>
</div>
<p><a
href="https://www.odoo.com/documentation/latest/applications/finance/documents.html"
class="btn btn-fill-secondary">π Documents</a></p>
<p>
<br/>
</p>
<h3>β
Manage your construction project with ease </h3>
<hr/>
<p> The <strong>Projects App</strong> allows you to manage tasks, assign resources, and
create milestones for each construction project.
</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Task Creation:</strong> Break down construction phases into actionable items.
</li>
<li>
<strong>Assignments:</strong> Allocate engineers, site managers, and subcontractors.
</li>
<li>
<strong>Project Updates</strong>: Capture project snapshots along the way from the dashboard.
</li>
</ul>
<p><a
href="https://www.odoo.com/documentation/latest/applications/services/project.html"
class="btn btn-fill-secondary">π Project</a></p>
<h5>Project template</h5>
<p>
On sale order confirmation, the project template is duplicated for the new project to
start (triggered by the Project Management product).
<br/>
It comes with some predefined tasks and some additional ones directly coming
from the sold products: Down Payment, Planification, Work, Receipt
</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">
Of course, these default tasks can be adapted in the
Project Template according to your personal way of managing a construction
project.
</div>
</div>
</div>
<h5>Project management</h5>
<p>
Efficient project management comes with every needed input at your fingertips, simple ways to handle work and follow up.
</p>
<ul>
<li>
From the project, expose all related aspects you want to have at your fingertips with the
slider icon (ποΈ): tasks, time sheets, planning, documents... and most importantly the dashboard.
</li>
<li>
Open the project dashboard and create new updates to capture progress in terms of:
</li>
<li class="oe-nested">
<ul>
<li>Time spent on the project.</li>
<li>Materials purchased.</li>
<li>Materials sold.</li>
</ul>
</li>
</ul>
<h5>Delivery remarks (Construction Developer) </h5>
<p>
Capturing remarks during on-site visits and easily following up on them is
paramount for clarity with stakeholders and workers.
</p>
<ul>
<li>
From project updates, navigate to the Remarks tab, add as many remarks
as needed with the corresponding details.
</li>
<li>
From calendar meetings, add as many remarks as needed to the Remarks
tab after selecting the related project.
</li>
<li>
Find all project remarks and efficiently review them from the Remarks button
shortcut in the project top bar.
</li>
<li>
Alternatively, open the Remarks, from the Reporting menu of the Project App,
to access them all (filter by project for more clarity).
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">
<p>
To automatically set a remark to "Done" or "Cancelled" state when they reach a given stage, create an automation from the Kanban view:
<ul>
<li>Open the remarks Kanban view of a given project.</li>
<li>Near the stage name (when unfolded), click the gear icon and then Automation.</li>
<li>Create a new automation and add an action.</li>
<li>Select the Update Record action and set the state to the desired value.</li>
</ul>
This works for task stages as well!
</p>
</div>
</div>
</div>
<p>
<br/>
</p>
<h3>π¦ Keep an eye on materials </h3>
<hr/>
<p>
Odoo comes with powerful automated flows to plan deliveries, purchases, and maintain an up-to-date inventory.
In the meantime, you might not want to handle the burden of stock management or, on the opposite side,
methodically monitor on-site inventory.
For all those use cases, we've got you covered.
</p>
<h5>Immediate deliveries on order confirmation</h5>
<p>
This is the most straightforward approach, perfect for small renovations or quick-turnaround trades
where materials are shipped as soon as the deal is struck.
</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
Simply configure your products as Goods.
</li>
<li>
Once the Sale Order is confirmed, a delivery order (picking) is automatically generated and available from the smart buttons.
</li>
<li>
Your warehouse team receives the notification to prepare the shipment immediately.
</li>
</ul>
<div data-oe-role="status"
class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Warning" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Warning">β οΈ</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true"
contenteditable="true">
<p>This flow may not be relevant for large and long projects.</p>
<p>You likely don't want the entire structural timber and the kitchen sinks delivered on-site the day after the contract is signed!</p>
<p>Use this for small kits or immediate "start-up" materials.</p>
</div>
</div>
<h5>Planned purchases & dropshippings</h5>
<p>
Managing heavy materials like concrete or specialized machinery requires timing.
In fact, why store it at your warehouse when it can go straight to the site?
</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
Create a new request for quotation (RFQ) selecting your supplier and add your products.
</li>
<li>
Send the RFQ the same way you do as quotations with your prospects, and iterate with your supplier on pricing.
</li>
<li>
On confirmation, this turns into a purchase order and create a receipt available from the smart button waiting for the delivery.
</li>
<li>
When the supplier trucks arrives, open the receipt and proceed to reception.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>For goods products tracked by quantity, your inventory gets updated on reception!</p>
</div>
</div>
<ul>
<li>
Create a new order from your favorite vendor but this time, select the the Dropship option in the Deliver To field to bypass your local warehouse.
</li>
<li>
Point to the address you then want the delivery to take place and confirm the order as previously.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Drop shipping is the most efficient way to handle "just-in-time" heavy materials, reducing double-handling and transport risks.</p>
</div>
</div>
<p><a
href="https://www.odoo.com/documentation/latest/applications/inventory_and_mrp/purchase.html"
class="btn btn-fill-secondary">π Purchase</a></p>
<h5>Replenishment made simple</h5>
<p>
Don't let a lack of screws or gloves stall a million-euro project.
Automated reordering rules take the mental burden off the inventory manager.
</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
Open your product form and click the Reordering Rules smart button.
</li>
<li>
Hit the new button and define a minimum quantity (safety stock) and a maximum quantity (to avoid filling up your warehouse).
</li>
<li>
On a regular basis, open the Replenishment view from Inventory app Operations menu to follow up on what to reoder.
</li>
<li>
When the supplier trucks arrives, open the receipt and proceed to reception.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Automate the replenishment rules to create new RFQ as soon as your stock level reach the low limit!</p>
</div>
</div>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>This removes the administrative burden for low-cost, high-volume materials, ensuring your teams always have the essentials without manual counting.</p>
</div>
</div>
<p><a
href="https://www.odoo.com/documentation/latest/applications/inventory_and_mrp/inventory.html"
class="btn btn-fill-secondary">π Inventory</a></p>
<h5>Automated cost update (Construction Developer)</h5>
<p>
In some cases, suppliers may have products with heavily volatile prices.
So that you can at best compute project costs during quoting, you need most up to date product costs.
</p>
<p>
Your product costs are updated on confirmed purchase orders and vendor bills to maintain your costs up to date.
This comes as well with the update of product vendor list accounting for new prices in product Purchase tab to capture better deals (on cost and quantity).
</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>All your future quotations leverage up to date product costs, helping you to secure your margin.</p>
</div>
</div>
<h5>Work item procurement (Construction Developer)</h5>
<p>
When leveraging the work items in your quotations, you disconnect from the standard Odoo flow and pause to plan the procurement.
Let's see how this works!
</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
Build your quotation using work items products.
</li>
<li>
From the sale order or project, open the Procurement view.
Here, you see the "shopping list" of all work item components required for the project.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>
Pro-tip leveraging the Work Breakdown Structure: Use the filters on Task Start Date to identify
which materials are needed for the very next phase and plan for those items specifically.
</p>
<p>
By aligning procurement with the project schedule, you avoid site congestion and ensure that
upcoming tasks are never delayed due to missing components.
</p>
</div>
</div>
<div data-oe-role="status"
class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Warning" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Warning">β οΈ</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true"
contenteditable="true">
<p>Procurement actions are disabled for Work Items already marked as fully delivered on the Sale Order to prevent over-ordering.</p>
<p>When associated work items are partially delivered, the requested quantity is adjusted according to remaining delivery.</p>
</div>
</div>
<strong>Planning purchase and dropshipping orders</strong>
<p>
Select lines and hit the Purchase button to create a purchase order for those lines, or alternatively
the Dropship button to create a dropshipping RFQ with a delivery straight to the work site.
</p>
<div data-oe-role="status"
class="o_editor_banner user-select-none lh-1 d-flex align-items-center alert alert-warning pb-0 pt-3 o-contenteditable-false"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Warning" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Warning">β οΈ</i>
<div class="w-100 px-3 o_editor_banner_content o-contenteditable-true"
contenteditable="true">
<p>
Creation of RFQ from the procurement view require you to define vendors for those products ahead,
similarly to automated replenishment rules.
</p>
</div>
</div>
<strong>Planning transfers and managing on-site inventory</strong>
<p>
Select lines and fire the Transfer button to create a picking for the corresponding products from your warehouse stock to the work site.
</p>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>This capability requires the Construction On Site Inventory setting to be active.</p>
</div>
</div>
<p>
When projects last months, the "site" becomes a mini-warehouse.
This flow allows you to track exactly what is on the ground and what value is sitting at the job site.
</p>
<ul>
<li>
As materials arrive (via dropshippings or transfers), they are placed in the worksite location.
</li>
<li>
Monitor your <strong>on-site inventory</strong> in real-time from the Inventory app, Operations menu, Physical Inventory view. Group by or filter on location to easily get a project insights.
</li>
<li>
At the end of the project, easily retrieve a list of leftovers to transfer them back to your main warehouse.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>
This provides financial integrity by showing the real-time valuation of materials currently "at risk"
on-site and allows for professional management of surplus stock at the end of the project.
</p>
</div>
</div>
<h3>π Efficiently schedule the work </h3>
<hr/>
<p> The <strong>Planning app</strong> schedules tasks, allocates employees, and coordinates
equipment use across multiple construction sites.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Resource Allocation:</strong> Assign workers, subcontractors, and
machinery.
</li>
<li>
<strong>Calendar Views:</strong> Visualize overlapping tasks and adjust
workloads.
</li>
<li>
<strong>Roles:</strong> Assign roles to workers and leverage the auto-assign
capability.
</li>
<li>
<strong>Alerts & Notifications:</strong> Ensure deadlines are met.
</li>
</ul>
<p><a
href="https://www.odoo.com/documentation/latest/applications/services/planning.html"
class="btn btn-fill-secondary">π Planning</a></p>
<p>
<br/>
</p>
<h3>π Accurately track the time spent </h3>
<hr/>
<p>
<strong>Timesheets App</strong> help track labour hours and project progress, enabling
managers to measure performance and costs in real-time.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Daily Logs:</strong> Employees enter hours per task.
</li>
<li>
<strong>Progress Reporting:</strong> Compare actual time vs planned.
</li>
<li>
<strong>Cost Analysis:</strong> Link labour to project expenses.
</li>
</ul>
<p><a class="btn btn-fill-secondary"
href="https://www.odoo.com/documentation/latest/applications/services/timesheets.html">π
Timesheets</a></p>
<p>
<br/>
</p>
<h3>π Invoice the right amount at the right time </h3>
<hr/>
<p>
<strong>Invoicing App</strong> ensures timely billing, automates recurring invoices, and
integrates with project milestones.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Invoice from Quotation:</strong> Convert approved quotes into invoices.
</li>
<li>
<strong>Billing:</strong> Invoice based on work completion or project
milestones.
</li>
<li>
<strong>Payment Tracking:</strong> Monitor outstanding client payments.
</li>
</ul>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Schedule one or several "Invoicing Schedule" activities on the sales order with
the aim to never forget to send an intermediary invoice in order to sustain
your cash flow.</p>
</div>
</div>
<div
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
data-oe-role="status" contenteditable="false" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Info"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>Before generating an intermediary invoice, capture a project update from its
dashboard.</p>
</div>
</div>
<p><a
href="https://www.odoo.com/documentation/latest/applications/finance/accounting/customer_invoices.html"
class="btn btn-fill-secondary">π Invoicing</a> </p>
<h5>Manual delivery progress management (Construction Developer)</h5>
<p>Typically, work items products are priced in a scale-able fashion and billed based on
delivered quantity.<br/>Those are defined as service products with invoicing based on
manual delivery.</p>
<ul>
<li>From the project, expose all related aspects you want to have at fingertips with the
slider icon (ποΈ).</li>
<li>Open the Progress view. It captures all sale order lines associated to this project.</li>
<li>For each line, adjust the increment fields to capture delivered work since last
invoice.</li>
<li>Once at the periodic billing moment, select those lines and trigger the delivery
update.<br/>This will update sale order to capture those increments and create a
draft invoice.</li>
</ul>
<div data-oe-role="status"
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-info pb-0 pt-3"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Info" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Info">π‘</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">Pro tip: Set progress increment directly on a section
to go faster!</div>
</div>
</div>
<div data-oe-role="status"
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Success" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<div class="o-paragraph">This manual progress view is as well available from the
sale order, in the Progress tab!</div>
</div>
</div>
<h5>Time sheet based progress management</h5>
<p>Some other work items will be invoiced given the amount of time spent. The time sheet do
not only help you to keep track of your costs, they as well are the lever to charge your
customers<br/>Those are defined as service products with invoicing based on time sheets.</p>
<div data-oe-role="status"
class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3"
contenteditable="false" role="status">
<i data-oe-aria-label="Banner Success" class="o_editor_banner_icon mb-3 fst-normal"
aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3"
contenteditable="true">
<p>As soon as time sheets associated to sale order lines are approved, the recorded
time is used as delivery metric!</p>
</div>
</div>
<h5>Multiple orders turning into one bill</h5>
<p>
You may have signed multiple orders for a given contract and may not want to bill those one by one to your customer.
Odoo comes with a capability for consolidated billing in such cases!
</p>
<ul>
<li>Open the sale orders of your project from the project top bar.</li>
<li>Select all sale orders you aim at billing.</li>
<li>Click the Create Invoices button at the top of the list.</li>
<li>I the popup keep the consolidated billing checked and create your draft invoice!</li>
</ul>
<div class="o_editor_banner user-select-none o-contenteditable-false lh-1 d-flex align-items-center alert alert-success pb-0 pt-3" data-oe-role="status" role="status">
<i class="o_editor_banner_icon mb-3 fst-normal" data-oe-aria-label="Banner Success" aria-label="Banner Success">β
</i>
<div class="o_editor_banner_content o-contenteditable-true w-100 px-3" contenteditable="true">
<p>This use case is especially valuable when setting up change orders and extras!</p>
</div>
</div>
<p>
<br/>
</p>
<h3>π¬ Make your customers happy </h3>
<hr/>
<p>
<strong>Helpdesk App</strong> provides responsive customer service, tracks inquiries,
and resolves issues efficiently.</p>
<p>
<strong>How to use it:</strong>
</p>
<ul>
<li>
<strong>Ticket Management:</strong> Record issues or change requests.
</li>
<li>
<strong>Prioritization:</strong> Assign critical tickets to senior staff.
</li>
<li>
<strong>Client Portal:</strong> Allow customers to track the status of their
requests.
</li>
</ul>
<div