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We are seeking an experienced Odoo developer or Odoo implementation team to configure and build out a multi-company Odoo platform for a growing group of related companies and programs. This project is an advanced Odoo setup, but not to the capacity of needing to develop outside of their modules. We need a developer who can help us design, configure, customize, automate, and document a scalable Odoo environment that will support operations, financial tracking, project management, time tracking, vendor management, document management, dashboards, and eventually a specialized Pre-Employment Transition Services management engine. We currently need Odoo to replace and improve several operational systems, including project management, time tracking, rate-based billing summaries, vendor purchasing, document management, reporting, and program service tracking. The platform must be structured so that each company can operate separately while leadership can still view consolidated financial and operational reporting across the full organization. The developer must configure a stable enterprise data model using shared objects across companies, including: * Contacts * Clients * Students * Vendors * Partners * Employers * Parents / Guardians * Projects * Tasks * Timesheets * Employees * Contracts * Documents The following Odoo modules must be installed, configured, and integrated into a unified relational structure: * Contacts * Project * Timesheets * Employees * Documents * CRM * Accounting * Website * Sales * Dashboards * Inventory * Barcode * Surveys * Sign * Studio * Expenses * Purchase * Approvals * Activities * Budget Management, if available or recommended through the appropriate Odoo-compatible method Multi-Company Financial Requirements The system must support multiple companies operating independently while allowing consolidated leadership reporting. The developer must configure: * Multi-company structure * Company hierarchy * Standardized chart of accounts * General ledger configuration * Budget tracking * Cost centers * Vendor payments * Vendor invoices * Purchase orders * Revenue tracking * Financial consolidation reporting * Role-based access to financial data Revenue may come from client services, program funding, grants, workforce contracts, or other funding sources. Cost centers may include programs, departments, schools, companies, or client projects. Core Workflow Automation Requirements The platform must include reusable workflow automation that can be used across all companies. The developer must configure automation using Odoo Studio, Odoo Automation, Approvals, Activities, or other appropriate Odoo-native tools whenever possible. The next major scope is a PerXuade operations platform to replace and improve Workamajig-style functionality. This portion must support: * Client project management * Project hierarchy * Task management * Staff assignments * Vendor assignments * Deliverable tracking * Project budgets * Rate sheets * Role-based billing calculations * Timesheet-based billing summaries * Internal vs. billable hours * Vendor expense allocation * Project profitability reporting * Revenue projections * Financial dashboards Each project must be able to show: * Revenue * Labor cost * Vendor cost * Profit * Profit margin * Billable hours * Non-billable hours * Outstanding invoices * Paid invoices * Revenue by client * Revenue by project * Revenue by company Rate Sheet and Billing Summary Requirements PerXuade bills clients using role-based hourly rates. Example roles and rates may include: * Project Manager — $50/hour * Designer — $125/hour * Developer — $150/hour The system must support: * Multiple rate sheets * Client-specific pricing * Role-based billing * Project-specific rate assignments * Automatic billing summary calculations from approved timesheets Example billing summary: Client: ABC Organization Project Manager: 1.5 hours @ $50/hour = $75 Designer: 3 hours @ $125/hour = $375 Total billable amount = $450 The system does not necessarily need to send invoices in the first version, but it must calculate billing summaries accurately and support future invoicing. Pre-ETS Service Engine After the core platform and operations platform are built, we need a reusable Pre-Employment Transition Services management engine inside Odoo. Student Intake Workflow The developer must build or configure an intake workflow that allows students to be registered through program coordinators, application forms, or bulk import. The intake workflow should follow this general process: Application Submitted → Intake Review → Counselor Approval Pending → Approved → Case Created Documents must be stored in Odoo Documents and linked to the student record. Authorization Management Requirements The system must track service authorizations issued by vocational rehabilitation counselors. The system must automatically alert staff when: * Authorization hours reach 80% usage * Authorization expires within 30 days * Authorization has expired The system must prevent or flag service sessions that exceed remaining authorized hours. Instructor Service Logging Requirements Instructors must be able to log service delivery sessions. Delivery methods should include: * In person * Virtual * Hybrid The system must generate progress reports for each student. Reports should include: * Student name * Instructor * Services delivered * Hours delivered * Attendance * Skill performance * Attendance tracking * Punctuality * Task completion * Teamwork * Communication * Responsiveness to feedback Reports must support PDF export and, if feasible, e-signature capture. Dashboards Required The developer must configure dashboards for leadership, administrators, coordinators, and program staff. Dashboards should include: * Active students * Services delivered * Remaining authorized hours * Instructor activity * Missing reports * Program utilization * Projects in progress * Billable hours * Revenue projections * Profitability * Vendor costs * Revenue by client * Revenue by company * Outstanding invoices * Paid invoices Dashboards must be filterable by: * Company * Program * School * Instructor * Service type * Client * Project Security and User Roles The developer must configure role-based permissions. Initial roles may include: * System Administrator * Leadership / Executive * Finance * Project Manager * Program Administrator * Coordinator * Instructor * Employee / Staff * Vendor, if portal access is needed * Student / Parent, if portal access is needed The system must ensure users only see the companies, projects, students, financial records, or program data they are authorized to access. Expected Deliverables The selected developer must deliver: 1. Fully configured Odoo environment 2. Installed and integrated Odoo modules 3. Multi-company structure 4. Shared contact and vendor system 5. Unified chart of accounts 6. General ledger configuration 7. Budget and cost center structure 8. Project management configuration 9. Timesheet configuration 10. Rate sheet and billing summary system 11. Vendor expense tracking 12. Document storage linked to records 13. Workflow automation framework 14. Approval workflows 15. Role-based security configuration 16. Dashboards and reports 17. Pre-ETS student intake workflow 18. Authorization tracking system 19. Instructor service logging interface 20. Progress report generation 21. PDF export functionality where applicable 22. Basic user documentation 23. Admin handoff/training session 24. Testing and bug-fix period before final acceptance Acceptance Criteria Project will be considered complete when: * Multiple companies can be created and managed in Odoo * Shared contacts and vendors are accessible across companies where appropriate * Operational data can remain separated by company * Financial reporting can consolidate across companies * Financial transactions post correctly to the general ledger * Documents are stored and linked to the correct records * Employees can log time to projects * Approval workflows operate correctly * Automated activities and reminders work correctly * Role-based permissions function properly * Client projects can be created and managed * Staff can log time to projects and tasks * Rate sheets calculate billing summaries correctly * Billable and non-billable hours are tracked * Vendor expenses can be assigned to projects * Project profitability can be viewed * Leadership dashboards display project and revenue data * Students can be enrolled through the intake workflow * Authorizations can be recorded and tracked * Remaining authorized hours calculate automatically * Instructors can log service sessions * Sessions reduce available authorized hours * Progress reports can be submitted, reviewed, approved, exported, and stored * Dashboards display accurate program metrics * Role-based access works for administrators, coordinators, and instructors Developer Qualifications Required. Please only apply if you have direct experience with: * Odoo implementation * Odoo multi-company configuration * Odoo Accounting * Odoo Project and Timesheets * Odoo Studio or custom Odoo module development * Workflow automation * Role-based permissions * Dashboards and reporting * Data model planning * Document management * Python / XML / QWeb, if customization is required * [login to view URL], self-hosted Odoo, or Odoo Online, depending on recommended deployment Experience with service-based businesses, agencies, workforce programs, grant-funded programs, education programs, or compliance-heavy reporting is strongly preferred. In your proposal, please include: Your recommended Odoo deployment approach Whether you recommend Odoo Online, [login to view URL], or self-hosted Odoo Which requirements can be handled through native Odoo configuration Which requirements require Studio customization Examples of similar Odoo projects completed Any risks, assumptions, or dependencies you see in this scope
Project ID: 40510159
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72 freelancers are bidding on average $8,196 USD for this job

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Project Management, CRM, ERP, Odoo and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$9,447 USD in 5 days
6.5
6.5

Here's a shortened version that stays close to your preferred format and fits roughly within a 1,150-character limit: Hello, Greetings! I have checked your project requirement for building a multi-company Odoo platform to manage operations, accounting, project management, timesheets, vendor management, document management, workflow automation, dashboards, reporting, and a future Pre-ETS service management engine. Users will be able to manage contacts, clients, students, vendors, projects, tasks, timesheets, approvals, expenses, documents, and financial workflows through an integrated Odoo environment. Admin will be able to configure and manage the multi-company structure, chart of accounts, budgets, cost centers, approvals, role-based permissions, dashboards, reporting, project profitability, billing summaries, document management, and Pre-ETS workflows while maintaining consolidated reporting across all companies. We understand the complexity of Odoo multi-company implementations and can surely build and configure the platform as per your required features. Kindly initiate the chat for further discussion. Thanks & Best Regards Team Owebest || KD
$5,000 USD in 35 days
5.0
5.0

Hi, my name is Aashiq (Ash) from Cape Town, South Africa. This project instantly caught my eye, so I had to reach out. I see you are looking for an experienced Odoo developer to build a multi-company platform with advanced setup and automation features. With a track record of helping businesses increase efficiency and profitability through custom Odoo solutions, I am confident I can achieve the results you desire. Feel free to request samples of successful projects I have completed. Based on what you mentioned, here is how we would approach the project: - Configure a multi-company structure with shared contact & vendor systems - Implement unified chart of accounts and budget tracking - Set up project management, timesheets, and role-based billing - Develop a Pre-ETS service engine within Odoo Rest assured, I prioritize clear communication, seamless integration, and user-focused solutions using relevant technologies. Best Regards, Aashiq
$5,000 USD in 7 days
3.8
3.8

With over a decade of experience in CRM development and implementation, I can confidently say that I am well-equipped to handle your Odoo project. Furthermore, our team at Web Crest is experienced and skilled in areas such as enterprise software solutions and workflow automation. We understand how to make each moving part of a business work seamlessly together, which is vital for a multi-company platform like the one you're looking to build. One of our core strengths is our versatility with different tech stacks. Whether it's databases, frontend or backend technologies, cloud and DevOps strategies, or even AI and automation - we've got it covered. Even specifically in relation to Odoo, we have an extensive knowledge of all the modules you require for your platform and know how to configure them for maximum efficiency. Additionally, when it comes to financial management in multi-company structures, like the one you desire, we excel. Our ability to create standardized chart accounts, configure effective general ledgers, track budgets meticulously while ensuring accurate financial consolidation reporting is second nature to us. We also prioritize data security which is key when dealing with sensitive financial information.
$5,000 USD in 7 days
3.2
3.2

With over 14 years of practical experience and a track record of successfully completing more than 416 projects, I am an highly accomplished Full-Stack Developer specializing in Web, Mobile App Development, and UI/UX Design. My vast knowledge encompasses CRM services, including the expert use of Odoo. Having built innovative applications for diverse industries like Real Estate, Medical, Education and more. My list of skills covers almost everything you require for your project including a repertoire of backend knowledge such as utilizing VB.NET and ASP.NET with C#, as well as Azure SQL Server and Azure Functions for your multi-company financial requirements that perform with precision. Additionally, my expertise with frontend technologies such as HTML5, CSS, JavaScript and jQuery ensure that I can design visually appealing interfaces to improve user experience. Given my breadth of knowledge, I can confidently say that I am very comfortable working within Odoo's modules to deliver according to your exact specifications without needing to develop outside the existing framework. Additionally, I'm adept at losing any unnecessary sleek looking components of a system inadequate for an ideal operating making it is nd may play in your favor while configuring the enterprise data model you outlined between companies. I look forward to speaking with you further about how my proven skill set can meet your unique ERP needs!
$7,000 USD in 15 days
2.7
2.7

Hello, We've thoroughly reviewed the project details for the Odoo Multi-Company Operations Platform Buildout and are excited about the opportunity to collaborate with you. The scope of configuring and optimizing a multi-company Odoo environment aligns perfectly with our expertise. We previously led a similar initiative for a multi-company setup that required extensive module configuration, automation, and reporting enhancements, ensuring seamless operations across various business units while maintaining consolidated oversight. Our extensive experience in AI-first product development and automation equips us to enhance your Odoo platform with intelligent workflows and robust data models. We specialize in scalable applications, ensuring each company operates independently yet cohesively within a unified system. With over eight years of experience and a track record in Odoo implementations, including accounting, project management, and role-based permissions, we are well-prepared to deliver an efficient, integrated solution tailored to your needs. We invite you to message us with further details. We will provide a comprehensive, personalized proposal within 24 hours to address your specific requirements. Looking forward to creating an impactful solution together. Best regards, Puru Gupta
$10,000 USD in 50 days
0.0
0.0

This looks like a great fit, We will configure your multi-company Odoo platform: shared data model, unified chart of accounts, role-based billing engine, and the Pre-ETS service management workflow. For deployment, we recommend Odoo.sh. It gives you staging environments for safe testing before pushing changes live. Most of this scope (multi-company rules, timesheets, approvals, dashboards) fits native Odoo modules. Studio will handle the rate sheet calculations, authorization tracking, and progress report templates without custom code. A couple of quick things to confirm: 1) Are you currently on any Odoo edition, or is this a fresh environment setup? 2) For the Pre-ETS engine, how many active students and instructors should the system support at launch? The number quoted here is a starting estimate. Ready to start whenever you are. Faizan
$5,598 USD in 30 days
0.0
0.0

I understand you're looking for an experienced Odoo developer to build out a robust multi-company platform. My recent work involved configuring Odoo for a holding company with several subsidiaries, implementing shared financial reporting, inter-company transfers, and centralized inventory management, which directly aligns with the core requirements you've outlined. My approach will focus on leveraging Odoo's built-in multi-company features for seamless data segregation and sharing. I'll start by mapping your existing business processes to Odoo modules, prioritizing configuration over custom development where possible to ensure scalability and maintainability. This will involve setting up company structures, user roles/permissions, chart of accounts per company, and inter-company accounting rules. Automation will be key, using Odoo's existing workflow engine and potentially server actions for tasks like automated invoicing, payment reminders, and project status updates. I'll also implement essential modules like Accounting, Sales, CRM, Project, Timesheets, Purchase, and Document Management, ensuring they are correctly integrated. Comprehensive documentation detailing the setup, configurations, and any custom scripts will be provided. To ensure we're perfectly aligned, could you clarify the specific level of integration required between the specialized Pre-Employment Training module and the core operational modules? Also, are there any existing ERP systems or data sources that need to be integrated or migrated? I'm eager to discuss how my expertise can efficiently deliver this platform for you.
$8,635 USD in 21 days
0.0
0.0

I understand this is an advanced Odoo implementation for multiple related companies, replacing fragmented project, billing, vendor, document, and reporting workflows with one governed operations platform. I would approach it by mapping the company structure, roles, accounting/project boundaries, rate-based billing rules, document flows, and reporting needs first, then configuring Odoo modules with only the customization needed to keep the system maintainable. For this project, I would focus especially on: - Multi-company setup, permissions, project/time tracking, vendor purchasing, and document management - Billing summaries, dashboards, reporting, and automation that match the actual operating model - Clear documentation and handoff so the platform can expand into the Pre-Employment Transition Services engine later If helpful, I can start with a phased Odoo implementation plan covering modules, data model, automations, and rollout risk. Best, Dr. Syafiq
$10,000 USD in 21 days
0.0
0.0

As a seasoned developer with a strong focus on CRM/ERP implementation, I believe I'm the perfect fit for your Odoo multi-company operations platform buildout. Having successfully designed, built and optimized a variety of web platforms alongside fully integrated CRM and ERP ecosystems, I have the necessary expertise to streamline your operations, improve efficiency and scale your business effectively. My proficiency spans building fully-fledged systems using Odoo, up to and including integration with numerous modules that would serve well within your project requirements. With a keen understanding of standardized chart of accounts, multi-company structures and general ledger configuration, I can help streamline your financial tracking providing role-based access so that each user can view consolidated financial and operational reporting across the organization. Moreover, my extensive knowledge creating reusable workflow automation using Odoo Studio and other native tools will be critical in establishing a unified relational structure for your shared objects across all companies. My creative mindset fosters unique solutions for complex projects like yours, ensuring tailored-made systems with custom dashboards, KPI tracking, data visualization et cetera to support real-time decision-making
$7,500 USD in 7 days
0.0
0.0

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