Odoo ERP Setup for HVAC Import Company

Title:

Odoo ERP Implementation Consultant & Developer for HVAC Import / Wholesale Company

Project Description

We are a California-based HVAC equipment importing, wholesale, retail, and installation company looking for an experienced Odoo Implementation Consultant / Developer.

We are NOT looking for someone simply to install Odoo.

We need an experienced professional who can analyze our business workflow, configure standard Odoo applications correctly, and develop custom functionality only where necessary.

Our company imports mini split HVAC equipment from China and manages warehouse inventory, wholesale sales, contractors, retail customers, installations, serial numbers, warranties, and landed costs.

We already have a detailed implementation blueprint prepared for this project.

The blueprint will be provided to shortlisted candidates.

Odoo Modules Required

The implementation will include primarily:

Inventory
Barcode
Purchase
Sales
CRM
Accounting / Invoicing
Contacts
Field Service
Documents
Reporting / Dashboards
Important Inventory Requirements

We need:

Multiple warehouse locations
Barcode scanning
Smartphone barcode scanning
Product SKUs
Manufacturer model numbers
AHRI model numbers
Serial-number tracking
Indoor and outdoor HVAC unit relationships
Multi-zone HVAC combinations
Inventory transfers
Receiving
Reserved inventory
Installer inventory
Returns
Damaged inventory
Warranty inventory
Import / China Purchasing Requirements

Our company imports HVAC equipment from China.

We need Odoo configured to manage:

Purchase Order
→ Factory Production
→ Container
→ Ocean Shipping
→ Customs
→ Trucking
→ Warehouse Receiving
→ Inventory

We also need proper Landed Cost accounting including:

Product factory cost
Ocean freight
Customs duties
Tariffs
Customs broker
Port charges
Trucking
Insurance
Other import expenses

We need the system to determine the TRUE landed cost of inventory.

Sales Requirements

We have several pricing levels:

Wholesale
Contractor
Retail
Promotional
Installed price

Workflow:

Lead
→ Quote
→ Sales Order
→ Deposit / Payment
→ Inventory Reservation
→ Pickup / Delivery / Installation
→ Invoice
→ Payment

Installation Management

For installed HVAC equipment we want to track:

Customer
Installation address
Equipment
Model
Serial number
Installer
Installation date
Equipment cost
Installation cost
Materials
Photos
Warranty
Job profitability
Management Dashboard

Management needs dashboards showing:

Current inventory
Inventory value
Low stock
Incoming inventory
China purchase orders
Containers
Sales
Accounts receivable
Accounts payable
Cash
Gross profit
Installed jobs
Important Development Philosophy

We want:

STANDARD ODOO FIRST.

Do not custom-code something that standard Odoo can already accomplish.

Custom development should only be used when it provides functionality that cannot reasonably be achieved using standard Odoo configuration, Studio, or automation.

The objective is to minimize unnecessary custom code and make future Odoo upgrades easier.

Candidate Requirements

Please apply ONLY if you have significant Odoo implementation experience.

Preferred qualifications:

Odoo Certified Functional Consultant
Odoo implementation experience
Odoo Inventory experience
Odoo Barcode experience
Odoo Accounting experience
Odoo Landed Costs experience
Odoo Purchase and Sales experience
Python
PostgreSQL
XML / QWeb / OWL where applicable
Custom Odoo module development
Data migration
User permissions and security
U.S. business implementation experience preferred
Import / wholesale / distribution experience strongly preferred
When Applying, Answer ALL of These Questions

1. Are you an Odoo Certified professional?

If yes, which version and certification?

2. How many complete Odoo implementations have you personally completed?

3. Have you implemented Odoo for an importer, wholesaler, distributor, HVAC company, or similar inventory-based company?

Explain.

4. Have you personally configured Odoo Landed Costs?

Explain how you handled freight, customs duties and other import costs.

5. Have you implemented Odoo Barcode with multiple warehouse locations and serial-number tracking?

Explain.

6. Have you configured inventory valuation and Cost of Goods Sold with Odoo Accounting?

Explain.

7. What portions of this project would you use standard Odoo for and what portions do you believe would require custom development?

8. Please provide examples of three Odoo implementations you personally completed.

9. Are you primarily a Functional Consultant, Developer, or both?

10. Who will actually perform the work?

We do not want the project sold by one person and then completely outsourced to an inexperienced developer.

Project Process

We prefer to implement this project in phases.

Phase 1 – Foundation

Products
Inventory
Warehouses
Locations
Barcode
Serial Numbers
Suppliers
Customers

Phase 2 – China Purchasing

Purchase Orders
Shipments
Containers
Receiving
Landed Costs

Phase 3 – Sales

CRM
Quotes
Sales Orders
Price Lists
Payments

Phase 4 – Installation

Installer assignments
Job costing
Customer equipment history
Warranty

Phase 5 – Accounting

Inventory valuation
COGS
Accounts Payable
Accounts Receivable
Financial reporting

Phase 6 – Management Dashboard

Inventory
Cash
Purchasing
Sales
Profitability

We want each phase tested and approved before moving to the next phase.

IMPORTANT

Please do not submit a generic proposal.

Start your proposal with:

“I READ THE CESAR MINISPLITS ODOO REQUIREMENTS.”

Then answer the 10 questions above.

Generic proposals that do not answer the questions will not be considered.