1. Complete installation of Odoo 18 Enterprise on the [login to view URL] platform and later when the installation and configuration is finished and the corresponding tests have been carried out, the migration to a virtual private server (VPS) will be carried out. Once the project has been confirmed and accepted, a file will be sent with all the detailed information for the import of products, codes, barcodes, parent categories, daughter categories 1, daughter categories 2, prices, staggered prices, VAT, minimum quantities, maximum quantities, order point, inventory, product descriptions, product images, etc.
2. Activation, Configuration and Customisation of the different Odoo 18 applications that we need for the correct functioning of the company (Sales, Invoicing, CRM, Website, Inventory, Accounting, Purchasing, Point of Sale, Project, E-commerce, Manufacturing, Email Marketing, Studio, Documents, Employees, POS Payment Configuration, POS Products Multi Barcode, Signing, Planning, Events, Conversations, Contacts, Rental, Outsourcing, Social Marketing, Evaluations, Fleet, Marketing Automation, Consolidation, Live Chat, Surveys, SMS Marketing, Internet of Things, Barcodes, Notes, Payroll, Amazon Connector, Employee Contracts, Online Jobs, and add Nacex Shipping, SEUR Shipping (Spain) application and/or module.
3. Customisation of the different screens of the Odoo 18 Enterprise applications to be able to export to Excel and PDF files to extract the reports corresponding to each application adapted to our business requirements. Detailed product reports (products, quantities, codes/barcodes, cost prices, VAT, sales prices, margin, profit, location, expiry date, supplier, etc...), detailed sales reports with collection method and status identifying those pending collection and those collected in another colour to identify them better, VAT reports with the totals of all sales made from the Points of Sale individually, reports of customer invoices separately individually, supplier invoices, 347, 300, etc... Accounting must be configured correctly for spanish laws and goverment. All reports must be exportable in Excel and PDF format. Set up shortcuts for downloading customised reports and have them saved in Favourites.
4. Configure in the corresponding applications the different Rates (Discounts) for the different customers (Public Rate, Rate -10%, Rate -20%, Rate -30%, Rate -50%, Rate -100%, so that they can be applied automatically to the customers assigned to them and that they are applied automatically when the customer invoices are created from the Accounting application in Odoo 18 and also the corresponding rates are applied when the users are selected to a sales ticket from the Point of Sale as long as it is previously registered in Odoo 18.
5. Customise Odoo 18 Enterprise Point of Sale to:
- Show at the top in the form of buttons the different Parent Categories and as selected to show the corresponding Daughter Categories 1 and Daughter Categories 2, so that the corresponding products created in each category can be displayed showing them in alphabetical order from A-Z.
- Disable the Rates, % Desc, Qty, Quote/Order button, so that users cannot select or modify the rate assigned to customers and will always default to the public rate or rate assigned in the customer file in "Contacts".
- Configure the "Customer Note" button so that when a sale is made from the Point of Sale, the information added is only displayed internally at the Point of Sale (in Odoo 18) and it must not printed on the sales tickets.
- Configure the "Information" button to display detailed information about each product, description, recipes and cross-selling products.
- Configure the different payment methods (Cash, Card, send a Payment gateway link, Pay Station 1, Glory Cash machine CI-10, Pay Station 2, Pay Station 3, Pay Station 4, Bank Transfer, Customer Account, PayPal, Bizum, Stripe).
- POS screens should show 4 columns of products and different rows to be displayed in a larger size on touch screens.
- Display message with products that are out of stock, message with products with expiry date less than 1 month, message of orders received via the web or created from the mobile application.
- In "Orders" disable the bin icon that appears on each line of each sales ticket created so that users cannot delete tickets for sales made.
- Customise so that each line of each sales ticket shows the following information: Date (day/month/year), Receipt number, Customer, Cardholder name, Cashier, Total, Collection method, Status (If it has not been collected it should not show Paid and be identified as Pending collection).
- The 6 dependents should only be able to access to the Odoo POS 18 Enterprise, you must to disable and remove all shortcuts to access the different menus in Odoo 18 and the accesses in the different applications of Odoo 18 to limit access to all users who are not administrators, users and employees can only select parents categories, child categories, products, customers/clients, perform product searches, make sales of products, delete products, modify quantities of selected products, make orders, get payments, do payments, print the ticket and print the invoice once the payment is done and confirmed, select individual credit tickets to do the payment from the Odoo POS 18 Enterprise.
- Refund products or complete tickets once they have been made and validated can only be done by the shop manager and he will need a password. Odoo POS 18 will show a new ticket with all products plus the negative product you are going to return so you can reprint the ticket to give to the customer with all information correctly.
- To be able to collect sales tickets that are pending collection and to be able to collect them individually by selecting each of the tickets that have been paid by the customer.
- For the creation of sales tickets from the "Point of Sale" should only allow them to add products, delete products, make refunds of products, sales tickets, to each user once the user has been selected at the Point of Sale and has been authenticated with a barcode card / card with QR code and RFID card. Clerks shall not be able to add products to sales tickets created by another clerk that are pending finalisation and validation and that have been created by other users.
6. "Checkout" (Logout) should only be allowed to be performed by "Clerk" users who should be required to authenticate at the Point of Sale by authentication with a barcode/QR code and/or RFID card. If they cannot authenticate with the card you must allow them to enter a password.
- Logouts should allow you to view the collected sales tickets of the same day, the sales tickets pending collection and the collected sales tickets of other days so that the totals show the total amount.
- The Session Closures must be "BLIND" and without showing figures. If not, you should be able to consult the errors or tickets pending collection in order to be able to collect them or assign the client before closing the session. You must not be able to close the session if you have an uncollected ticket and without assigning a customer. To be able to invoice sales tickets from the Odoo point of sale any day, and once the session is closed in any POS.
7. Integration of Odoo with wireless GPRS/WiFi dataphones to automatically show amounts to be collected at the end of any sale. Being able to automatically send the collections of the sales tickets made from the POS to the customer previously registered or otherwise allowing to enter the mobile number when validating so that the customer receives the link to the payment gateway with all the information already filled in and only has to enter their card number/date and select validate.
8. Configuration, development and customization of the Odoo 18 point of sale to be able to use 4 weight scales connected to 4 computers, one scale to each computer and in each Odoo 18 POS the same session and Point of Sale are used with different users/employees to be able to create orders, select products and weigh products, each employee in their sales tickets and the ticket information is synchronized with all the products added from another point of sale and from another POS/computer.
9. Once the project has been confirmed and accepted, video call meetings must be held to better explain the needs in more detail and to better understand for its best design and customization, integration of the Weighing Scales, automatic payment machine, dataphones, payment methods and the different Points of Sale of Odoo 18 Enterprise so that it automatically shows them the orders made by the employees from the different Points of Sale and shows them a message of the products with an expiration date close to expiration and low inventory.
Note: See detailed requirements documents