Implementation of Odoo ERP software for Construction Industry

Introduction

PURPOSE

The purpose of this document is to develop an ERP for construction industry which helps employees to manage their income and expense for a project and manage all purchases.

Project Scope

Scope

Scope of the project is to implement the ERP for expense management , Purchase management and project management.

Overall Description

Existing Workflow:

• When a client enters means project confirmed, it will have a 3 digit project code.
• Initially, purchase expense for that project will be tracked under the
• PO will be created for raw materials, project coordinators and supervisors will raise purchase request.
• Purchase managers will procure and raise
• Purchase Request has 2 type – cash and
• Purchase manager send mail to MD with the project and vendor Email copy to field officer, coordinator, vehicle in charge and accounts.
• MD will check and give
• Incoming products will be checked on
• Sometimes PO will be kept in approve pending or speak (speak to whomsoever concern) so it will be revised again and send for
• Expenses like admin expenses will be tracked separately apart from project expense.
• As of now purchase manager raising PO to vendor but expectation is to raise PO directly by the project coordinators.

  Expectation:

  • A project’s income and expense to be tracked efficiently and a report should be there.
  • All department Expense to be tracked and need to provide a solution to attach
  • Option to cancel PO even after approval of PO
  • Cancel PO to be notified to everyone on the line to PO
  • Remarks for every PO raised
  • Cash PO will be raised to give advance for Supplier and also for Sub Contractor for project
  • Cash PO will be raised for getting approval to release payment to Suppliers
  • Cash PO will be raised to release payment to Labours/Sub Contractors
  • Cheque requisition is raised to issued cheque to Suppliers/ Sub Contractors
  • PO will be raised before but delivery date should be later so delivery date to be required.