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NDS - Scope of Work

The document outlines the scope of work for implementing various Odoo modules including sales, purchase, accounting, inventory, documents, dashboard, and HR. It describes the key functionality to be included for each module and data migration of past 5 years of trial balance and ledger data.

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Comstar USA
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38 views4 pages

NDS - Scope of Work

The document outlines the scope of work for implementing various Odoo modules including sales, purchase, accounting, inventory, documents, dashboard, and HR. It describes the key functionality to be included for each module and data migration of past 5 years of trial balance and ledger data.

Uploaded by

Comstar USA
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Scope of Work

Following modules will be implemented under the proposal up to extent functionality available
in Odoo

 Sales
 Purchase
 Accounting
 Invoicing
 CRM
 Inventory
 Documents
 Dashboard
 HR
 Schedule Management

 CRM

o Lead Management
o Pipeline stages

 Sales

o Sales quotation
o Team Lead Approval
o Order to invoice
o Creation of SO
o Sales Analysis report

 Purchase

Date: 1/11/2021 Approved By: ____________________


o PO
o Purchase Analysis report
o Pricelists
o RFQ
o Product variant
o Vendors
o Vendors bill in Account ledger.
o Purchase Agreements

 Accounting/Invoicing

o GD’s adjustment account.


o Create invoices.
o Set payment term.
o Trial Balance 6 column.
o Reconciliation.
o Balance Sheets
o Fixed Asset Register
o Automatic invoices Preparation
o Outflow/Payments/Adjustments
o Inflow/Receipts
o Journal Entries
o Profit and Loss account

 Inventory

o Transfer
o Batch transfer
o Inventory adjustments
o Products
o Variants
o Reordering rules
o Forecasted inventory
o Stock moves

Date: 1/11/2021 Approved By: ____________________


o Product moves
o Inventory valuation.

 Documents

o Document directory.
o Directory management
o Directory filtration
o Add custom filters
o Search bar
o Download documents
o Visibility of related document
o Directory/document tags from menu bar.

 Dashboard for visualization of data

 HR

o Attendance
o Voucher request
o Leave’s request
o Time off
o Payroll

 Schedule Management

o Levels access rights :


o Views : List, Calendar, Kanban (Late/Today/Future),Pivot, View Activity, Graph Activity
o Reports on Activities
o Activity Manager & Activity Supervisor groups available for security on user form.
o Schedule activity from different documents and forms will be available on single place.

Date: 1/11/2021 Approved By: ____________________


Data Migration

Data will be migrated of the past 5 years. Following data will be migrated as per data provided
by NDS technologies which includes

 Trial balance
 Ledger

Date: 1/11/2021 Approved By: ____________________

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