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Odoo Modules & Features

Core Business Applications and Functionality

Quick Execution Checklist

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Deployment Waves

Map all modules into deployment waves: Core → Operational → Intelligence → Client Services

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Module Classification

Distinguish Odoo Enterprise vs Community vs Custom modules for licensing and support

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Configuration Sequence

Align with financial control, audit readiness, and education/AI roadmap

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Branch Standardization

Standardize setup per branch while allowing localized accounting/tax packages

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Dependency Verification

Verify module dependencies before each wave rollout; gate via UAT scripts

A. Module Deployment Waves

10 strategic waves from foundational platform to client services expansion

Wave 1

Core Platform & Multi-Company Base

Weeks 3–6

Enterprise
All Sectors

Modules:

Base Web Mail Contacts Settings Multi-company Multi-currency Audit Logs Documents Knowledge Portal

Key Configuration:

Enable multi-company, multi-language; document and knowledge repository for SOPs and AI base.

Wave 2

Finance & Accounting Foundation

Weeks 7–10

Enterprise + Custom
NGO Audit Advisory

Modules:

Accounting Invoicing Payments Bank Reconciliation Analytic Accounting Intercompany Transactions Consolidation IFRS Localization (PS, JO, EG)

Key Configuration:

IFRS/NGO chart of accounts; enable analytic dimensions; configure intercompany clearing and elimination accounts.

Wave 3

HR, Payroll & Internal Services

Weeks 7–10

Enterprise
All Sectors

Modules:

HR Payroll Time Off Attendance Expenses Recruitment eLearning Approvals

Key Configuration:

Multi-company HR policies; per-country payroll rules; employee self-service portal; integrate with eLearning for intern training.

Wave 4

Operations & Project Services

Weeks 11–16

Enterprise + Custom
Audit Odoo Services Education

Modules:

Projects Timesheets Field Service Helpdesk Knowledge Integration Documents Workflow Approvals

Key Configuration:

Templates for Audit engagements, Odoo implementations, NGO projects; link Knowledge articles to tasks; SLA timers in Helpdesk.

Wave 5

Procurement & Inventory

Weeks 11–16

Enterprise
Manufacturing Internal Ops

Modules:

Purchase Inventory Stock Vendor Pricelists Landed Costs Intercompany PO/SO Automation

Key Configuration:

Enable auto PO from IC SO; control stock valuation (FIFO/Standard); restricted warehouse by company.

Wave 6

AI Helpdesk (Human-Taught) & Knowledge Hub

Weeks 13–18

Enterprise + Custom
Support Education Tech

Modules:

Helpdesk (multi-team) Knowledge Website Discuss LangChain Connector (custom) Audit Logs API

Key Configuration:

Egypt-hosted AI Helpdesk; LangChain RAG connector pulls approved KB articles; include version control and approval workflow.

Wave 7

Education & University Integration

Weeks 17–22

Enterprise + Custom
Education

Modules:

eLearning HR Skills Survey Website Live Chat Helpdesk Integration Internship Management (custom)

Key Configuration:

Odoo LMS used for Odoo training modules; student portal with controlled access; integrate attendance and performance tracking.

Wave 8

Audit & Compliance Controls Layer

Weeks 23–26

Custom + Community
Audit Finance

Modules:

Audit Trail Documents Approval Flows Server Logs SOX-style Control Reports Access Groups Management

Key Configuration:

Deploy read-only audit dashboards; configure approval workflows for expense > thresholds; export audit logs weekly.

Wave 9

Reporting & Intelligence

Weeks 31–34

Enterprise
All Sectors

Modules:

Spreadsheets Dashboards KPI Boards BI Connector (Odoo Data Lake) Studio (limited) Excel Export Templates

Key Configuration:

CFO dashboard for KPIs; intercompany elimination report; financial consolidation with multi-currency support.

Wave 10

Client Services Expansion (Wave 2)

Weeks 35–52

Enterprise + Custom
NGO Audit Clients

Modules:

Portal Client Helpdesk Contracts CRM Digital Sign Accounting Outsourcing Templates NGO Accounting Suite

Key Configuration:

Portal for NGO clients (invoice tracking, reports, documents); custom NGO chart of accounts extensions; SLA tracking per client.

B. Cross-Cutting Custom Add-ons

Custom modules developed with Odoo Studio and Python for specialized requirements

Module Name Purpose / Description Deployed In Owner / Maintainer
alp_ic_auto_sync Automate intercompany sale/purchase creation + reconciliation logs Wave 5 Group Finance
alp_audit_controls Log access violations, approvals, and audit metrics; SOX-style control layer Wave 8 Audit Director
alp_helpdesk_ai_link LangChain RAG connector for Helpdesk Knowledge base; route unresolved queries to human curator Wave 6 Egypt AI Team
alp_intern_mgmt Manage student internship cycle (enrollment, attendance, mentor reviews, certificate) Wave 7 HR/Education
alp_ngoreporting NGO donor/grant reporting with analytic tags and project KPIs Wave 10 NGO Accounting Unit
alp_localization_eg Egyptian tax + eInvoice integration (planned Phase 2) Wave 10 Egypt Finance
alp_internal_audit_dashboard Cross-company risk and control dashboard Wave 8 Group Audit

C. Industry-Specific Feature Mapping

NGO / Nonprofit

Core Modules:

Accounting Projects Analytic Accounting Reporting Documents

Special Configurations:

  • NGO analytic tags (donor/fund/project)
  • Fund utilization report
  • Donor audit trail
  • Grant-based revenue recognition

Audit & Tax

Core Modules:

Projects Timesheets Documents Approvals CRM eSign

Special Configurations:

  • Engagement templates
  • WIP tracking by project
  • Signed deliverable workflow
  • Client portal access

Professional Services (Odoo)

Core Modules:

Projects Helpdesk Field Service Sales Invoicing

Special Configurations:

  • SLA-based Helpdesk
  • Project billing by milestone
  • Link KB to deliverables
  • Support ticket tracking

Education / University Integration

Core Modules:

HR eLearning Survey Helpdesk Internship Mgmt

Special Configurations:

  • Student employee portal
  • Internship dashboards
  • Quiz-based learning modules
  • Certification workflows

Healthcare / Clinic (Future)

Core Modules:

Patient Appointment Billing Inventory (optional)

Special Configurations:

  • Integrate with Odoo Healthcare modules
  • University-linked programs
  • Patient portal
  • Medical records management

D. Compliance & Control Modules (Auditor-Grade)

Control Area Odoo Modules / Add-ons Purpose
Financial Integrity Accounting + Audit Trail + alp_audit_controls Ensure IFRS compliance and SOX-like control logging
User Access & SOD Users, Access Groups, Audit Logs Segregation of duties, tracking of privilege changes
Data Governance Documents + Knowledge + IC Logs Retain records, ensure single source of truth
AI Transparency alp_helpdesk_ai_link + Knowledge Traceability of AI-sourced responses (KB article IDs)
UAT & Testing Controls Test Plans (custom Excel import), Helpdesk Link bug reports to module owners, maintain traceability

E. Education and Talent Enablement Modules

Stream Modules Usage
Training Platform eLearning, Survey, Forum Odoo for University program (Egypt, Palestine)
Intern Management HR + alp_intern_mgmt Student onboarding, attendance, evaluation
Certification & Curriculum eLearning + Studio "Odoo Certified Assistant" certificate flow automated
Mentor & Review Portal Project + Documents Mentor review tasks and feedback reports

F. AI Helpdesk Architecture Integration

Core Modules

Helpdesk Knowledge Documents Website (portal) alp_helpdesk_ai_link LangChain (Python microservice)

Key Flow

1. User ticket → Helpdesk → KB match (Odoo Knowledge)
↓ no match
2. Human curator adds article → RAG index updates nightly
↓
3. LangChain answers future queries using curated KB

Governance Rules

  • Only Approved articles (status = Published) are indexed in vector store
  • Every AI answer logged with Article ID + Version
  • Human curators review unhandled tickets daily; updates retrain RAG
  • Escalation queue for unresolved queries
Deep Dive: See AI Helpdesk Architecture for complete implementation details, RAG system design, and operational runbook.

G. Dashboard & KPI Integration

Platform: Odoo Spreadsheets + Dashboard module

KPI Layers

Finance

  • DSO (Days Sales Outstanding)
  • DPO (Days Payable Outstanding)
  • Month-end close timeline
  • Intercompany reconciled %

HR

  • Active staff count
  • Attrition rate
  • Training completion %
  • Leave utilization

Helpdesk

  • SLA compliance %
  • AI coverage rate
  • % tickets answered automatically
  • First response time

Education

  • # interns onboarded
  • # certified
  • Odoo-to-Employment ratio
  • Training satisfaction score
Explore Dashboards: See KPIs & Dashboards for interactive visualizations and operating rhythm.

H. Deployment & Testing Sequence

Step Activity Responsible Environment
1 Install core + base apps (W1–W4) Tech Lead DEV
2 Configure finance, HR, projects (W5–W10) Functional Team TEST
3 Deploy helpdesk + AI connector (W11–W18) Egypt AI Team TEST/STAGE
4 Rollout education modules + internship (W17–W22) HR/Edu STAGE
5 Deploy control & audit modules (W23–W26) Audit Dir STAGE
6 Enable KPI dashboards + BI (W31–W34) CFO Office PROD
7 Go-live + stabilization (W27–34) PMO PROD

Error / Conflict Resolution

Issue Resolution
Module dependency errors Verify __manifest__.py; remove obsolete addons before upgrade
Localization conflicts Isolate per company; avoid cross-install (e.g., Egypt vs. Jordan tax)
SLA misalignment Adjust Helpdesk team and rule priorities; ensure unique alias
AI API downtime Fallback to human escalation queue; log for SLA audit
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