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Management and billing of projects

In Odoo, the following services can be offered, delivered and billed at the same time in a project/order. We have created numerous expansion modules for this purpose. Every project is automatically a cost object to which all internal costs such as employees, expenses, etc., all external costs such as subcontractors and all revenues are automatically posted.

• Billing based on time and material in the proof (Time and Material)
• Billing at a fixed price
• Billing according to project milestones (several installment invoices/final invoice)
• Selling time packages, e.g. a support package of 100 hours
• Selling hardware, e.g. a server
• Sales of licenses, automatic e.g. annual calculation
• Subsequent sales of licenses with pro-rata calculation, e.g. until the end of the year

Sales document with automatic creation of project/cost object, tasks, delivery notes, maintenance contract and orders, permanent target/actual comparison between ordered, delivered, calculated

Project Controlling

Periodic analysis for example weekly report with revenue, costs, profitability, tasks, time recording, hours planned, hours worked, hourly billed, documents, sales orders, invoices, resource planning, budgets, milestones

Sales document with automatic creation of project/cost object, tasks, delivery notes, maintenance contract and orders, permanent target/actual comparison between ordered, delivered, calculated

Project planning - Gantt representation

Task management by level - Kanban representation

Task management by employee - Kanban representation

Task management - list display

Graphical evaluations

Project evaluation

Project planning advanced functions

Resource management

Mobile time recording

Project planning & controlling
The construction project modules enable budgeting, estimation, planning and implementation of the construction project. The modules also allow you to track the status of planned and actual project completion.

• Creating the project positions  
• Determination of resources
• Cost and income calculation
• Budget planning and payment plan
• Task, material and subcontractor management
• Cost and quantity variance
• Tracking material flow and work completion on site
• Inventory reconciliation
• Project progress forecast and Gantt chart view
• Post-calculation
• Should - is comparison
• MIS system  

Procurement

The procurement module helps with material purchasing and tracking supplier invoices. The Odoo tradesman software also helps with the correct handling of taxes and other compliance costs.

• Generation of material price inquiries/orders
• Quotation Management - Multiple Supplier Quotations and Quotation Comparison with Approval Process
• Bulk orders for multiple projects
• Automatic orders for main warehouse and vehicle warehouse
• Warehouse management with double booking principle (material source - material destination)
• full control of drop shipping
• Rebookings between construction sites
• Every construction site is a warehouse, deliveries to construction sites and returns
• full integration of serial and batch numbers
• Storage of routes (path through the warehouse structure) at item and product group level
• Management of rental devices
• multi-currency and multilingual orders
• Cross-check purchasing against budget planning
• Automatic processing of supplier invoices (PDF file or scan/OCR recognition)
• Automatic determination of input tax even for international documents
• Return delivery to suppliers, monitoring credit receipt
• Manage suppliers and discover top suppliers by value, quality and defect rates
• Review and approval of vendor invoices
• Supplier analysis

Subcontractor contracting

The contract module helps with the management and billing of subcontractors.

• Subcontractor registration, classification and evaluation
• Generation of task assignments according to project WBS
• Contractor registration and status-based blocking
• Offer release
• Task-based payment plans
• Creation and issuing of work orders
• Track billable tasks
• Invoice approval based on work progress
• Workflow system for multi-stage approval of work orders and invoices
• Handling sales tax for subcontractors
• Processing payment terms with reservation, advance, direct debit, credit, etc