Configuration Sequencing Checklist
10-step implementation sequence for Odoo 19 system build
Implementation Progress
0 of 10 steps completed
0%
01
Product Master Setup
Import products with categories, UoM, costing method (FIFO), tracking (By Lot), and routes (Manufacture + MTO). Use CSV template with ~500 SKUs including foam blocks, springs, panels, finished mattresses.
02
BoM & Routing Creation
Define multi-level BoMs for springs and mattress assembly; flat BoMs for foam process. Create routings with 10 operations (Foam→Packaging) per mattress model. Enable by-product tracking for offcuts and rebond foam.
03
Work Center Definition
Configure 10 work centers (Foam, Cutting, Wire/Springs, Quilting, Sewing, Upholstery, Assembly, Wood, Rebond, Packaging) with capacity, cost rates ($15-25/hr), efficiency (90-95%), OEE targets (>85%), and 2-shift calendars.
04
Warehouses & WIP Locations
Create warehouse topology: Raw Material WH, 10 WIP locations (one per work center), Finished Goods WH, and Distribution WH. Define internal transfer routes and enable WIP visibility.
05
Quality Control Points
Set up 3 QCPs: Foam Pouring (density ±2%, hardness), Quilting (visual defects, pattern alignment), Final Inspection (checklist). Configure auto-triggers on MO completion and NC/CAPA workflow.
06
Maintenance Equipment Setup
Register equipment per work center (10+ machines), link to work centers, configure 30-day preventive maintenance schedules, and enable operator maintenance request creation from Shop Floor interface.
07
Reorder Rules & MPS
Set min/max reorder rules for Foam Blocks, Pocket Springs, and Finished Mattresses with safety stock levels. Configure MPS dashboard with 12-week planning horizon and weekly time buckets.
08
Shop Floor + Barcode Setup
Deploy Shop Floor tablets (20+ devices), configure barcode scanning for lot tracking and internal transfers, print barcode labels for WIP locations and products, test IoT gateway (optional).
09
Accounting & Costing Links
Map product categories to GL accounts, create analytic accounts per work center for cost variance tracking, enable FIFO + Periodic valuation, configure operation cost roll-up in MO reports.
10
Role-Based Dashboards
Configure 3 dashboard views: Planner (MPS, capacity, MO approval), Operator (active WOs, maintenance requests, scrap logging), Manager (KPIs, OEE, cost variance, on-time %). Assign user groups and permissions for 40 users.
Data Import Templates
6 CSV templates with field definitions and example data
Product Master
Complete product catalog including raw materials, subassemblies, and finished goods with tracking and costing configuration.
Fields (9):
Product Name, Product Type,
Category, UoM, Tracking,
Route, Costing Method,
Valuation, BoM Reference
Category, UoM, Tracking,
Route, Costing Method,
Valuation, BoM Reference
BoM Import
Bill of Materials with component hierarchy, quantities, operations, by-products, and variant mappings.
Fields (8):
BoM Name, Parent Product,
Component, Quantity,
Operation, By-Product,
Apply on Variant
Component, Quantity,
Operation, By-Product,
Apply on Variant
Routing
Manufacturing operations sequence with work centers, durations, and order for each product routing.
Fields (5):
Operation Name,
Work Center,
Duration (minutes),
Sequence
Work Center,
Duration (minutes),
Sequence
Work Center
Work center master data including capacity, cost rates, efficiency targets, OEE goals, and shift calendars.
Fields (7):
Name, Code, Capacity,
Cost per Hour, Efficiency %,
Calendar (Shift A/B),
OEE Target %
Cost per Hour, Efficiency %,
Calendar (Shift A/B),
OEE Target %
Quality Control Points
QCP definitions with inspection criteria, frequency, tolerance ranges, and trigger conditions per operation.
Fields (5):
Operation, Product,
Check Type, Frequency,
Pass Criteria
Check Type, Frequency,
Pass Criteria
Maintenance Equipment
Equipment registry with work center assignments, maintenance types, preventive schedules, and categories.
Fields (6):
Equipment Name,
Work Center, Category,
Maintenance Type,
Frequency (days)
Work Center, Category,
Maintenance Type,
Frequency (days)
Example: Product Master Template
product_master_template.csv
Product Name,Product Type,Category,UoM,Tracking,Route,Costing,Valuation,BoM Ref Mattress - Royal King 200×200,Storable Product,Finished Goods → Mattress,Unit (pcs),By Lot,Manufacture + MTO,FIFO,Periodic,BOM-MAT-ROYAL-001 Foam Block 25 Density,Storable Product,Semi-Finished → Foam,Unit (pcs),By Lot,Manufacture,FIFO,Periodic,BOM-FOAM-25D Pocket Spring Unit,Storable Product,Semi-Finished → Springs,Unit (pcs),By Lot,Manufacture,FIFO,Periodic,BOM-SPRING-PKT Wire Steel 2.0mm,Storable Product,Raw Material → Wire,Kilogram (kg),No Tracking,Buy,FIFO,Periodic,— Quilted Top Panel,Storable Product,Semi-Finished → Panels,Unit (pcs),By Lot,Manufacture,FIFO,Periodic,BOM-PANEL-QUILT
System Configuration Highlights
Key Odoo settings across 7 modules to enable full functionality
| Module/Area | Key Setting | Purpose |
|---|---|---|
| Manufacturing Settings | Enable Work Orders, By-Products, Lot Tracking | Support multi-stage traceable production with by-product valuation |
| Inventory Settings | Enable Storage Locations & Multi-Warehouses | WIP visibility and 4-layer warehouse topology |
| PLM Settings | Activate ECOs + Version Control | Engineering change management and BoM revision tracking |
| Quality Module | Auto QCP triggers on MO completion | Automated quality gates at Foam, Quilting, Final Inspection |
| Maintenance Module | Link equipment to Work Centers | Downtime tracking and OEE impact calculation |
| Shop Floor Module | Enable "Create Maintenance Request" | Operator feedback and preventive maintenance triggers |
| Accounting Integration | Set analytic accounts per Work Center | Cost variance reporting (Standard vs Actual) |
Configuration Validation Plan
5-stage testing roadmap before production go-live
1
Import 10 Sample BoMs + Routings
Test data import templates with representative mattress models (Royal King, Classic Queen, Memory Foam Twin). Verify BoM hierarchy, routing operations, work center assignments, and by-product tracking.
Responsible: Implementation Team
2
Run Test MPS Plan (Foam, Spring, Mattress)
Create 4-week MPS with forecasted demand for Foam Blocks (100 units), Pocket Springs (80 units), Finished Mattresses (50 units). Verify MPS vs Stock analysis, reorder rule triggers, and safety stock calculations.
Responsible: Production Planner
3
Execute Work Order Flow in Shop Floor
Run full production cycle from Foam Pouring → Packaging using Shop Floor tablets. Test barcode scanning, lot tracking, WIP transfers, operator time logging, maintenance request creation, and work order completion.
Responsible: Operators (Shop Floor Team)
4
QC Tests Auto-Trigger on Completion
Validate QCP automation at 3 stages: Foam density check (±2%), Quilting visual inspection, Final checklist. Test NC/CAPA workflow: Quality Alert → Disposition (Rework/Scrap) → ECO trigger if design issue.
Responsible: Quality Control Team
5
MO Cost Roll-Up Check
Review MO cost reports with operation costs (labor + machine), material consumption (FIFO), by-product credit. Verify analytic account posting, variance calculation (Standard vs Actual), and GL reconciliation.
Responsible: Accounting Team
✅ Validation Summary
All Odoo 19 core configurations planned — no customization required. System leverages native Manufacturing, Inventory, Quality, Maintenance, PLM, and Shop Floor modules with standard configuration only. Next step is to populate the import templates with real data and validate test imports in pilot database.