Odoo verticalization for NGO
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The document outlines the development and roadmap of Odoo addons aimed at helping non-governmental organizations (NGOs) manage operations, particularly in supply chain and logistics. It covers features available in versions 7.0 and 8.0, including transport management, mobilization tracking, and goods distribution, while also detailing the procurement management workflow. Additionally, it highlights collaboration with the Odoo Community Association to enhance the functionality of these tools.
Odoo verticalization for NGO
- 1. Odoo Verticalization for NGO
- 2. 2/19www.camptocamp.com / Come and talk with us at the OCA Booth Many thanks to the contributors of the OCA booth crowd funding campaign
- 3. 3/19www.camptocamp.com / Overview of vertical-ngo ■ A collection of Odoo addons, maintained by the Odoo Community Association ○ https://github.com/OCA/vertical-ngo ■ Goal: help Non Government Organizations manage their operations with Odoo ○ Today for world wide Supply Chain & Logistics ○ Tomorrow for Donors & Accounting ■ Currently used by at least 1 NGO (using odoo 7.0), and deployment for a pilot in another is planned this year (using odoo 8.0)
- 4. 4/19www.camptocamp.com / Roadmap ■ Supply Chain ○ Logistics requisitions ○ Sourcing with different methods ○ Cost estimates ○ Logistics order
- 5. 5/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management ○ Goods in transit ○ Shipment plan
- 6. 6/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management Available in 8.0
- 7. 7/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management ■ Needs / mobilization tracking ○ Report needed qty vs. fullfilled qty ○ Report who financed the the shipped qtys Available in 8.0
- 8. 8/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management ■ Needs / mobilization tracking Available in 8.0 Under dev.
- 9. 9/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management ■ Needs / mobilization tracking ■ Goods distribution ○ Register beneficiaries ○ Assess vulnerability criteria ○ Record goods to be distributed ○ Plan and manage distributions Available in 8.0 Under dev.
- 10. 10/19www.camptocamp.com / Roadmap ■ Supply Chain ■ Transport management ■ Needs / mobilization tracking ■ Goods distribution Available in 8.0 Pilot made on 7.0 Under dev.
- 11. 11/19www.camptocamp.com / Business process flow Transport Plan the transpor t needs Dispatch goods Register when goods leave origin Transport Monitor transpor t Receivegoods Register when goods arrive to destinati on (GRN) Supplier invoices Register invoices from suppliers & request payment Logistics Requisition Register what is request ed Sourcing Decide how to fulfil the needs & Estimate costs CostEstimate Compile all estimate d costs LogisticsOrder Activate the order Procurement/Dispa tch Run tender and select bid(s) / Plan WH dispatch
- 12. 12/19www.camptocamp.com / Procurement management workflow Requisiti on Sourcingof eachproduct CostEstimate Sendbyemail Confirm Logistics Order
- 13. 13/19www.camptocamp.com / Sourcing methods Procurement via Framework Agreement Procurement via Tender Procurement re- using existing Tender Dispatch of pre-positioned stocks Other 1 2 3 4 5 Estimate prices for procurement where tender will be only launched once the Cost Estimate is a confirmed. Special services, like GLS resources for training/consultancy, estimation for warehousing, etc. Warehouse location and owner of stocks needs to be registered. Transport of goods needs to be added manually. No business rule implemented initially, user can manually choose any existing tender (winning bid) to be re-used when placing a new PO with that supplier. Tender can be launched from the sourcing step, in parallel to the creation/approval of the Cost Estimate. PO will be triggered by the system automatically when the Cost Estimate is accepted without the need of launching a tender.
- 14. 14/19www.camptocamp.com / Logistics Requisition product lines Draft Confirmed Done Draft Confirmed SourcedAssigned Logistics Requisition document Line Sourced Cancel Confirm Quoted Create Cost Estimate Cancelled Cancel Cancelled
- 15. 15/19www.camptocamp.com / Draft Cost Estimate Cost Estimate Sent Logistics Order Cost Estimate document Send by Email Cost Estimate Accepted Done Requestor Invoice Cost Estimate Accepted GRN Confirm Cost Estimate Draft Purchase Orders Draft Purchase Orders Procurement via Framework Agreement Procurement via Tender Dispatch of pre- positioned stocks Draft Delivery Orders Internal links LO-POs Internal links LO-POs Cost Estimate Sent Cost Estimate Accepted Logistics Order Sourcing method Automatically created Automatically created
- 16. 16/19www.camptocamp.com / Transport plan ■ Combine stock moves with the same origin and destination ■ Adds transport related information ○ Transport documents, tracking number, ETD/ETA ○ Manage departure & arrival RECEIVE 0029 SHIP 0028 50 pcs x product A 50 pcs x product A TRANSPORT PLAN 0098 Draft Draft Supplier/Wareho use In Transit In Transit Field (customer)
- 17. 17/19www.camptocamp.com / Transit management ■ To handle the shipment delays, we add transit locations ○ All shippings go through an additional step Warehouse In Transit Customer (field)Delivery Order 1 2 1 2 Warehouse In Transit In Transit Field (customer)
- 18. 18/19www.camptocamp.com / Conclusions ■ Camptocamp participated in the specification of the Odoo 8.0 new WMS as well as purchase and purchase requisition management to enable the development of the features in vertical-ngo ■ A lot of the features shown rely on OCA addons from other projects (stock-logistics-transport, purchase- workflow…) ■ Try out yourself on the OCA runbot