ERP RFQ Tables Mapping to Odoo Features and Apps

This document maps the ERP RFQ tables to Odoo modules and features, incorporating feedback on purchases, contact types, users, warehouses, service quotations, portal access, finance setup for Singapore, and dashboards/reports for studies/projects. Notes on customizations or third-party apps are included where applicable.

1. Master Data & Site Management

1.1 Customers

Field Name	Data Type	Odoo Module/App	Implementation
Customer Name	Text	CRM / Contacts	Stored in Contacts module as "Name" for customer records. Use "Company" type for organizations or "Individual" for persons. Tag as "Customer" for filtering.
Phone Numbers	Text	CRM / Contacts	Stored in Contacts module as "Phone" and "Mobile" fields.
Email	Text	CRM / Contacts	Stored in Contacts module as "Email" field.
Contact Person Email	Text	CRM / Contacts	Linked contacts under a customer record can have separate emails. Use "Individual" type for persons.
Customer Address	Text	CRM / Contacts	Stored as "Street" in Contacts module.
Customer Postal	Text	CRM / Contacts	Stored as "ZIP" in Contacts module.
Customer City	Text	CRM / Contacts	Stored as "City" in Contacts module.
Customer State	Text	CRM / Contacts	Stored as "State" in Contacts module.
Customer Country	Text	CRM / Contacts	Stored as "Country" in Contacts module.
Billing Address	Text	CRM / Contacts	Stored as a separate address type ("Invoice") in Contacts.
Shipping Address	Text	CRM / Contacts	Stored as a separate address type ("Delivery") in Contacts.
Currency	Text	Accounting	Assigned in customer record or sales order in Accounting module.
VAT Number	Text	Accounting	Stored as "VAT" in Contacts module for tax purposes.
Payment Terms	Text	Accounting	Configured in Accounting module under customer payment terms.
Account Manager (Meditrade)	Text	CRM	Assigned as "Salesperson" in Contacts or CRM module.
Account Manager Phone Number	Text	CRM	Linked to salesperson’s contact record in Contacts module.

Note: Odoo’s Contacts module handles customer data, with CRM and Accounting modules supporting additional fields. Use contact types (Company/Individual) and tags (e.g., "Customer") for filtering in apps. Custom fields may be needed for specific attributes like "Master Contract."

1.2 Suppliers

Field Name	Data Type	Odoo Module/App	Implementation
Name	Text	Purchase / Contacts	Stored as "Name" in Contacts module for vendor records. Use "Company" or "Individual" type and tag as "Vendor" for filtering.
Phone Numbers	Text	Contacts	Stored as "Phone" and "Mobile" in Contacts module.
Email	Text	Contacts	Stored as "Email" in Contacts module.
Contact Person Email	Text	Contacts	Linked contacts under vendor record for additional emails.
Address	Text	Contacts	Stored as "Street" in Contacts module.
Postal	Text	Contacts	Stored as "ZIP" in Contacts module.
City	Text	Contacts	Stored as "City" in Contacts module.
State	Text	Contacts	Stored as "State" in Contacts module.
Country	Text	Contacts	Stored as "Country" in Contacts module.
Billing Address	Text	Contacts	Stored as "Invoice" address type in Contacts module.
Currency	Text	Purchase	Assigned in vendor record or purchase order in Purchase module.
VAT	Text	Accounting	Stored as "VAT" in Contacts module for tax purposes.

Note: Suppliers are managed in Contacts with Purchase and Accounting modules handling procurement and tax data. Use tags like "Vendor" for filtering.

1.3 Site Information

Field Name	Data Type	Odoo Module/App	Implementation
Site Number	Text	Contacts / Custom	Custom field in Contacts module for site identifier. Tag as "Site Location" for filtering.
Site Name	Text	Contacts	Stored as a child contact record under customer in Contacts module. Use "Company" or "Individual" type as appropriate.
Floor/Department	Text	Contacts / Custom	Custom field in Contacts module for floor/department.
Site Address	Text	Contacts	Stored as "Street" for site contact record.
Site Postal Code	Text	Contacts	Stored as "ZIP" for site contact record.
Site City	Text	Contacts	Stored as "City" for site contact record.
Site State	Text	Contacts	Stored as "State" for site contact record.
Site Country	Text	Contacts	Stored as "Country" for site contact record.
Site Primary Contact Name	Text	Contacts	Stored as child contact under site record.
Site Primary Contact Title	Text	Contacts	Stored as "Job Position" in Contacts module.
Site Primary Contact Email	Text	Contacts	Stored as "Email" for contact.
Site Primary Contact Tel1	Text	Contacts	Stored as "Phone" for contact.
Site Backup Contact Name	Text	Contacts	Stored as additional child contact under site.
Site Backup Contact Title	Text	Contacts	Stored as "Job Position" for backup contact.
Site Backup Contact Email	Text	Contacts	Stored as "Email" for backup contact.
Site Backup Contact Tel1	Text	Contacts	Stored as "Phone" for backup contact.
Site Activation Status	Text	Custom	Custom field or status in Contacts module.
IOR Entity Name	Text	Custom	Custom field linking to IOR entity record, tagged as "IOR".

Note: Sites can be modeled as child contacts under customers in the Contacts module. Use contact types (Company/Individual) and tags (e.g., "Site Location") for filtering in apps. Custom fields are needed for site-specific attributes like Site Number and Activation Status.

1.4 Site Information - IOR Entity

Field Name	Data Type	Odoo Module/App	Implementation
IOR Entity Name	Text	Contacts	Stored as a separate contact record for IOR entity. Use "Company" type and tag as "IOR" for filtering.
IOR Entity Address	Text	Contacts	Stored as "Street" for IOR entity.
IOR Entity Postal Code	Text	Contacts	Stored as "ZIP" for IOR entity.
IOR Entity City	Text	Contacts	Stored as "City" for IOR entity.
IOR Entity State	Text	Contacts	Stored as "State" for IOR entity.
IOR Entity County	Text	Contacts	Stored as "Country" (assuming typo) for IOR entity.
IOR Entity Primary Contact Name	Text	Contacts	Child contact under IOR entity record.
IOR Entity Primary Contact Title	Text	Contacts	Stored as "Job Position" for contact.
IOR Entity Primary Contact Email	Text	Contacts	Stored as "Email" for contact.
IOR Entity Primary Contact Tel1	Text	Contacts	Stored as "Phone" for contact.
IOR Tax ID	Text	Accounting	Stored as "VAT" in Contacts module.
Attachments	File	Documents	Stored in Documents module linked to IOR entity.

Note: IOR entities can be managed as contacts with the Documents module for attachments. Use tags like "IOR" for filtering. Custom fields may be needed for specific IOR attributes.

1.5 Studies

Field Name	Data Type	Odoo Module/App	Implementation
Study Code	Text	Project / Custom	Custom field in Project module for study code.
Project TC	Text	Project	Stored as a tag or custom field in Project module.
Other RFQ Reference	Text	CRM / Custom	Custom field in CRM or Project module.
Identifiers (by Customer)	Text	CRM / Custom	Custom field in CRM or Project module.
Target Deployment Date	Date	Project	Stored as "End Date" or custom field in Project module.
Countries	Text	Project / Custom	Custom field or tags for multiple countries in Project module.

Note: Studies can be managed as projects in the Project module, with custom fields for specific attributes like Study Code and RFQ Reference. Use dashboards and reports in Project module for review, e.g., project dashboard for overview and custom reports for profitability and logs.

1.6 Users (Meditrade & Customer's Representatives)

Field Name	Data Type	Odoo Module/App	Implementation
Full Name	Text	Users	Stored as "Name" in Users module for Odoo users.
Group	Text	Users	Assigned as user groups/roles in Users module for access rights (e.g., Study Admin, Viewing Group).
Name	Text	Users	Stored as "Name" in Users module.
Email	Text	Users	Stored as "Email" in Users module.
Phone Number	Text	Users	Stored as "Phone" in Users module.
Company	Text	Users	Linked to company in Users module (Meditrade or Customer).

Note: Users are set up directly in the Users module with appropriate access rights and groups. For customer representatives, assign portal access if needed. Use tags or custom fields for additional filtering.

1.7 Purchase Orders (By Customers)

Field Name	Data Type	Odoo Module/App	Implementation
Customer PO Number	Text	Sales	Stored as "Customer Reference" in Sales Order.
Customer PO Issue Date	Date	Sales	Stored as "Order Date" or custom field in Sales module.
PO Value	Numeric	Sales	Stored as order total in Sales module.
Attachments	File	Documents	Stored in Documents module linked to sales order.
Project Number	Text	Project / Custom	Custom field in Sales or Project module.
Customer Name	Text	Sales	Linked to customer contact in Sales module.
Inquirer Name	Text	Sales / Custom	Custom field in Sales module or linked contact.

Note: Purchase orders from customers are managed as sales orders in the Sales module, with Documents for attachments. Customer fields link to Contacts.

1.8 Courier Tracking

Field Name	Data Type	Odoo Module/App	Implementation
Courier Name & Details	Text	Inventory / Custom	Custom field in Delivery Orders (Inventory module). Courier can be a contact tagged as "Courier".
AWB Number	Text	Inventory	Stored as "Delivery Reference" or custom field.
Shipper with Courier Tracking Number	Text	Inventory / Custom	Custom field in Delivery Orders.
Shipped Courier Delivery Date	Date	Inventory	Stored as "Scheduled Date" in Delivery Orders.
POD Status	Text	Inventory / Custom	Custom field for Proof of Delivery status.
Signatory	Text	Inventory / Custom	Custom field in Delivery Orders.

Note: Courier tracking can be handled in Inventory module’s Delivery Orders, with custom fields for specific tracking details. Couriers can be contacts tagged as "Courier". Third-party apps like "Shipping Integration" may enhance functionality.

1.9 Exporter

Field Name	Data Type	Odoo Module/App	Implementation
See IOR Fields	Text	Contacts	Managed as a contact record in Contacts module, similar to IOR entity. Use "Company" type and tag as "Exporter" for filtering.

Note: Exporter details mirror IOR entity setup in Contacts module, with tags for filtering.

2. Product Catalogue

2.1 Products & Services (Non-Inventory, Services)

Field Name	Data Type	Odoo Module/App	Implementation
Article Number	Text	Inventory	Stored as "Internal Reference" in Product module.
Mclass	Text	Inventory / Custom	Custom field or category in Product module.
Mcategory	Text	Inventory	Stored as "Product Category" in Product module.
Product Name	Text	Inventory	Stored as "Name" in Product module.
Product Details	Text	Inventory	Stored as "Description" in Product module.
Manufacturer	Text	Inventory / Custom	Custom field in Product module.
UOM	Text	Inventory	Stored as "Unit of Measure" in Product module.
Pack Size	Text	Inventory / Custom	Custom field in Product module.
Country	Text	Inventory / Custom	Custom field for country-specific setup.
Income Account	Text	Accounting	Linked to "Income Account" in Product module.
Preferred Supplier Name	Text	Purchase	Stored as "Vendor" in Product module, linked to supplier contact tagged as "Vendor".
Cost	Numeric	Inventory	Stored as "Cost" in Product module.
Expense Account	Text	Accounting	Linked to "Expense Account" in Product module.

Note: Non-inventory products and services can be managed in the Inventory module with product types set to "Service" or "Storable Product." Custom fields are needed for Mclass, Pack Size, and Country. Preferred suppliers link to Contacts tagged as "Vendor".

3. Inventory Management

3.1 Warehouse

Field Name	Data Type	Odoo Module/App	Implementation
Warehouse Name	Text	Inventory	Stored as "Warehouse Name" in Inventory module.
Warehouse Address	Text	Inventory	Stored as address in Warehouse settings, linked to a contact if at customer or courier location.
Warehouse Postal Code	Text	Inventory	Stored as "ZIP" in Warehouse address.
Warehouse City	Text	Inventory	Stored as "City" in Warehouse address.
Warehouse State	Text	Inventory	Stored as "State" in Warehouse address.
Warehouse Country	Text	Inventory	Stored as "Country" in Warehouse address.
Warehouse Primary Contact Name	Text	Contacts	Linked contact record in Contacts module, tagged appropriately (e.g., "Customer" for customer locations, "Courier" for courier).
Warehouse Primary Contact Title	Text	Contacts	Stored as "Job Position" in Contacts module.
Warehouse Primary Contact Email	Text	Contacts	Stored as "Email" in Contacts module.
Warehouse Primary Contact Tel1	Text	Contacts	Stored as "Phone" in Contacts module.
Type of Warehouse	Text	Inventory / Custom	Custom field for 3PY, Supplier Warehouse, Customer Location, or Courier.

Note: Warehouses are managed in the Inventory module, with Contacts for contact details at various locations (local, customer, courier). Use tags for filtering types. Any customer-related fields link to Contacts.

3.2 Inventory/Products in Stock

Field Name	Data Type	Odoo Module/App	Implementation
Article Number	Text	Inventory	Stored as "Internal Reference" in Product module.
Mclass	Text	Inventory / Custom	Custom field or category in Product module.
Mcategory	Text	Inventory	Stored as "Product Category" in Product module.
Product Name	Text	Inventory	Stored as "Name" in Product module.
Product Details	Text	Inventory	Stored as "Description" in Product module.
Manufacturer	Text	Inventory / Custom	Custom field in Product module.
UOM	Text	Inventory	Stored as "Unit of Measure" in Product module.
Pack Size	Text	Inventory / Custom	Custom field in Product module.
Country	Text	Inventory / Custom	Custom field for country-associated inventory.
Warranty Period	Text	Inventory / Custom	Custom field in Product module.
Serial Number	Text	Inventory	Stored with "Lot/Serial Numbers" in Inventory module.
LOT Number	Text	Inventory	Stored with "Lot/Serial Numbers" in Inventory module.
Quantity	Numeric	Inventory	Stored as "Quantity" in Inventory module.
Expiry Date	Date	Inventory	Stored with Lot/Serial Numbers for perishable items.

Note: Inventory module handles stock products with Lot/Serial Number tracking. Custom fields are needed for Mclass, Manufacturer, Pack Size, Country, and Warranty Period.

4. CRM & Opportunity Management

4.1 Projects (Inquiries)

Field Name	Data Type	Odoo Module/App	Implementation
Proposal Number	Text	CRM	Stored as "Opportunity Name" or custom field in CRM.
Customer Name	Text	CRM	Linked to customer contact in CRM module.
Inquirer Name	Text	CRM	Stored as contact or custom field in CRM.
Customer Inquirer Email	Text	CRM	Stored as contact email in CRM.
Project Sponsor	Text	CRM / Custom	Custom field in CRM or Project module.
Study Code	Text	Project / Custom	Custom field in Project module.
Project TC	Text	Project	Stored as tag or custom field in Project module.
Other RFQ Reference	Text	CRM / Custom	Custom field in CRM or Project module.
Identifiers (by Customer)	Text	CRM / Custom	Custom field in CRM or Project module.
Target Shipment Date	Date	Project	Stored as "End Date" or custom field in Project module.
Countries	Text	Project / Custom	Custom field or tags in Project module.
Purchase Order Number	Text	Sales	Linked to sales order in Sales module.
Contract Type	Text	Project / Custom	Custom field for lease, rental, or both.
Products (Summary)	Text	CRM / Sales	Stored in opportunity or sales order description.
Start Date	Date	Project	Stored as "Start Date" in Project module.
End Date	Date	Project	Stored as "End Date" in Project module.
Contract Status	Text	Project	Stored as project status (e.g., Open, Closed).

Note: Projects are managed in CRM and Project modules, with opportunities transitioning to projects. Custom fields are needed for specific attributes like Study Code and Contract Type. Use dashboards and reports in Project module for review, e.g., project dashboard for overview and custom reports for profitability and logs.

5. Quotation & Order Entry

5.1 Quotations (General Info)

Field Name	Data Type	Odoo Module/App	Implementation
Customer Name	Text	Sales	Linked to customer contact in Sales module.
Customer Address	Text	Sales	Stored as customer address in Sales Order.
Postal & City	Text	Sales	Stored as "ZIP" and "City" in Sales Order.
Country	Text	Sales	Stored as "Country" in Sales Order.
VAT Number	Text	Accounting	Stored as "VAT" in customer record.
Offer Date	Date	Sales	Stored as "Quotation Date" in Sales module.
Offer Expiry Date	Date	Sales	Stored as "Expiration Date" in Sales module.
Account Manager (Meditrade)	Text	Sales	Stored as "Salesperson" in Sales module.
Account Manager Phone Number	Text	Sales	Linked to salesperson’s contact record.
Proposal Number	Text	Sales	Stored as "Quotation Number" in Sales module.
Study Code	Text	Sales / Custom	Custom field in Sales module.

Note: Quotations are managed in the Sales module as quotations, converting to sales orders upon acceptance.

5.2 Sales Quotations

Field Name	Data Type	Odoo Module/App	Implementation
Country	Text	Sales	Stored in customer or delivery address in Sales Order.
Transaction Type	Text	Sales / Custom	Custom field to indicate "Sales."
Quantity	Numeric	Sales	Stored in order lines in Sales module.
Product Description & UOM & Pack Size	Text	Sales	Stored as product description and UOM in order lines.
Product Details	Text	Sales	Stored in product description or notes.
Lead Time	Text	Sales / Custom	Custom field in Sales module.
Unit Price	Numeric	Sales	Stored in order lines in Sales module.
Total Price	Numeric	Sales	Calculated in Sales module.
Sales Subtotal	Numeric	Sales	Calculated in Sales module.
Taxes (Specify)	Numeric	Accounting	Applied via tax rules in Sales module.
Sales Total (Currency)	Numeric	Sales	Calculated total in Sales module.

Note: Sales quotations are standard in the Sales module, with taxes handled via Accounting. Custom fields needed for Transaction Type and Lead Time.

5.3 Rental Quotation

Field Name	Data Type	Odoo Module/App	Implementation
Country	Text	Sales	Stored in customer or delivery address.
Transaction Type	Text	Rental / Custom	Custom field or use Odoo Rental app to indicate "Rental."
Quantity	Numeric	Rental	Stored in rental order lines in Rental app.
Product Description & UOM & Pack Size	Text	Rental	Stored as product description and UOM in Rental app.
Product Details	Text	Rental	Stored in product description or notes.
Lead Time	Text	Rental / Custom	Custom field in Rental app.
Unit/Month	Numeric	Rental	Stored as rental price in Rental app.
Units/Month	Numeric	Rental	Stored in rental order lines.
Duration (Mth)	Numeric	Rental	Stored as rental period in Rental app.
Total Price	Numeric	Rental	Calculated in Rental app.
Sales Subtotal	Numeric	Rental	Calculated in Rental app.
Taxes (Specify)	Numeric	Accounting	Applied via tax rules in Rental app.
Sales Total (Currency)	Numeric	Rental	Calculated total in Rental app.

Note: Odoo’s Rental app (available in Odoo Enterprise) handles rental quotations. Custom fields may be needed for specific attributes.

5.4 Service Quotation

Field Name	Data Type	Odoo Module/App	Implementation
(Fields to be defined)	Text	Sales / Field Service	Service quotations are managed in Sales module using products of type "Service". The structure is the same as sales or rental quotations but with service products (e.g., calibration, return & destruction).

Note: Field Service module or Sales module with service products can handle calibration or destruction services. Custom fields may be required.

5.5 Purchase Orders (By Customers)

Field Name	Data Type	Odoo Module/App	Implementation
PO Number (Customer)	Text	Sales	Stored as "Customer Reference" in Sales Order.
Customer PO Issue Date	Date	Sales	Stored as "Order Date" or custom field.
PO Value	Numeric	Sales	Stored as order total in Sales module.
Attachments	File	Documents	Stored in Documents module linked to sales order.
Project Number	Text	Project / Custom	Custom field in Sales or Project module.
Customer Name	Text	Sales	Linked to customer in Sales module.
Inquirer Name	Text	Sales / Custom	Custom field or linked contact.
Study Code	Text	Sales / Custom	Custom field in Sales module.

Note: Handled as sales orders in Sales module, with Documents for attachments.

6. Procurement & Shipping Models

Odoo Module/App: Purchase / Inventory

Implementation: Purchase module handles procurement from suppliers (e.g., buy local/central). Inventory module manages shipping models (local/international) using routes and rules. Configurations for sales and return orders, including virtual warehouses for depot services. Custom workflows for multi-country quotes.

7. Equipment & Asset Management

7.1 Asset Registry

Field Name	Data Type	Odoo Module/App	Implementation
Product Name	Text	Assets	Stored as "Asset Name" in Assets module.
Contract Number	Text	Assets / Custom	Custom field in Assets module.
Transaction Type	Text	Assets / Custom	Custom field for Sales or Rental.
Study Code	Text	Assets / Custom	Custom field in Assets module.
PO Number	Text	Assets / Purchase	Linked to purchase order in Purchase module.
Primary Product Type	Text	Assets / Custom	Custom field for New or Refurbished.
Rental Min Period (Month)	Numeric	Rental / Custom	Custom field in Rental or Assets module.
Asset Serial Number	Text	Assets	Stored as "Serial Number" in Assets module.
Warranty Period (Years)	Numeric	Assets / Custom	Custom field in Assets module.
Asset Tracking Number	Text	Assets / Custom	Custom field in Assets module.
Recalibration Required	Text	Field Service / Custom	Custom field or task in Field Service module.
Last Inspection Date	Date	Field Service	Stored in Field Service module for maintenance tasks.
Last Calibration Date	Date	Field Service	Stored in Field Service module for maintenance tasks.
Calibration Valid In Month	Numeric	Field Service / Custom	Custom field in Field Service module.
Last Calibration - Report Reference Number	Text	Documents / Custom	Custom field or stored in Documents module.
Next Calibration Due	Date	Field Service	Stored as scheduled task in Field Service module.
Asset Rental Start	Date	Rental	Stored as rental start date in Rental app.
Depreciation Schedule	Text	Assets	Stored as "Depreciation" in Assets module.
Site Information	Text	Inventory / Contacts	Linked to site contact (tagged as "Site Location") or warehouse in Inventory or Contacts module.

Note: Assets module handles fixed assets, with Rental and Field Service modules for rental and maintenance. Custom fields are needed for specific attributes like Contract Number and Calibration details.

8. Contract Management

8.1 Shipping Orders

Field Name	Data Type	Odoo Module/App	Implementation
Order Record ID	Text	Inventory	Stored as "Delivery Order Reference" in Inventory module.
Ordered By	Text	Inventory	Linked to customer or contact in Delivery Order.
Ordered Day	Date	Inventory	Stored as "Order Date" in Delivery Order.
Required Shipment Date	Date	Inventory	Stored as "Scheduled Date" in Delivery Order.
Site Number	Text	Inventory / Custom	Custom field linked to site contact in Contacts module.
PO Number	Text	Sales	Linked to sales order in Sales module.
Status	Text	Inventory	Stored as delivery status (e.g., Draft, Done).

Note: Shipping orders are managed as Delivery Orders in the Inventory module.

8.2 Contracts

Field Name	Data Type	Odoo Module/App	Implementation
Contract Number	Text	Contracts / Custom	Custom field or use Subscription module for contract tracking.
Product Code	Text	Inventory	Linked to product in Inventory module.
Req. Shipment Date	Date	Inventory	Linked to Delivery Order in Inventory module.
Site Number	Text	Contacts / Custom	Custom field linked to site contact in Contacts module.
Country	Text	Contracts	Stored in contract or linked to site/customer.
Contract Status	Text	Contracts	Stored as status in Subscription or custom module.

Note: Odoo’s Subscription module (Enterprise) or a custom Contracts module can manage contracts, with links to products and sites.

9. Customer Self-Service Portal

Note: The Portal module provides customer access to view and interact with their data. Access is controlled via user roles and groups in the Users module. Customers can log in to see personalized information.

9.1 Users

Field Name	Data Type	Odoo Module/App	Implementation
List of Customer Users and Roles	Text	Portal / Users	Managed in Portal module with user roles assigned in Users module.

Note: Portal module allows customer users to access data based on roles.

9.2 Customer Information

Field Name	Data Type	Odoo Module/App	Implementation
All Information on the Customer	Text	Portal	Displayed in Portal module for customer view, including contact details.

9.3 Sales Order Information

Field Name	Data Type	Odoo Module/App	Implementation
Study Code	Text	Portal / Custom	Custom field in Sales or Project module, visible in Portal.
PO Number	Text	Portal	Displayed as "Customer Reference" in Portal.
Contract Numbers	Text	Portal / Custom	Custom field in Portal or Contracts module.
Site Information	Text	Portal	Linked to site contacts, visible in Portal.

9.4 Site Information

Field Name	Data Type	Odoo Module/App	Implementation
All Details of Their Sites	Text	Portal	Displayed as child contacts in Portal module.

9.5 Asset Registry

Field Name	Data Type	Odoo Module/App	Implementation
All Assets Linked to Study Code	Text	Portal / Assets	Custom view in Portal linking assets to study code.

9.6 Order Overview (Optional)

Field Name	Data Type	Odoo Module/App	Implementation
New	Text	Portal	Displayed as order status in Portal.
Order Placed	Text	Portal	Displayed as order status in Portal.
Shipment Sent	Text	Portal	Displayed as delivery status in Portal.
Shipment Delivered	Text	Portal	Displayed as delivery status in Portal.
Contract Finalized	Text	Portal / Custom	Custom status in Portal or Contracts module.
Actions	Text	Portal / Custom	Custom actions (e.g., Confirm, Track) in Portal.

9.7 Ordering Tool (Optional)

Field Name	Data Type	Odoo Module/App	Implementation
Primary Service Types	Text	eCommerce / Portal	Customers select services (Rental, Sales, Calibration Services, Repair/Warranty Services) via eCommerce or Portal.

Note: Portal module provides customer access to orders, sites, and assets. eCommerce module can enable ordering. Customizations may enhance functionality. Access is restricted to logged-in customers with portal rights.

10. Finance & Accounting

Odoo Module/App: Accounting

Implementation: Set up as a Singapore entity in Accounting module: Configure company details with Singapore address, currency (SGD), and fiscal localization for Singapore (install "Singapore - Accounting" module if available or configure manually). For tax laws: GST (VAT) at 8% (as of 2023; update to current rate), withholding tax for non-residents, import taxes/duties passed to customers via cost-plus invoicing. Use multi-currency for international transactions. Invoicing integrates with Sales and Rental modules. Enable progressive invoicing for rentals. Reports for GST returns, withholding tax, and financial statements compliant with Singapore Accounting Standards (SFRS).

11. Reporting & Analytics

11.1 Study / Project View

Field Name	Data Type	Odoo Module/App	Implementation
All Transactions	Text	Accounting / Project	Reports in Accounting and Project modules.
Assets	Text	Assets	Asset reports linked to projects.
Project Details	Text	Project	Project dashboard and reports.
Project Profitability Summary	Text	Project	Profitability reports in Project module.
Project List	Text	Project	List view in Project module.
Project Log	Text	Project	Activity log in Project module.

Note: Use dashboards in Project module for real-time views and custom reports for summaries, lists, and logs. Project and Accounting modules provide reporting. Custom reports may be needed for specific study/project views.

11.2 Others

Implementation: Odoo’s Reporting module allows custom dashboards and reports for additional analytics.

12. Processes

Odoo Module/App: CRM / Sales / Inventory / Accounting

Implementation: Odoo’s workflow automation supports the enquiry-to-invoicing process: CRM for enquiries, Sales for quotes and POs, Inventory for goods movement, and Accounting for invoicing. Custom workflows can be configured for progressive invoicing and POD uploads.

13. Purchase Types

Odoo Module/App: Purchase / Accounting

Implementation: Purchase module handles Buy/Sell, Buy/Rent, and Rent/Rent models. Accounting module manages balance sheet (stock in/out, fixed assets) and income statements (depreciation, rental expenses).

14. Legal Entities

Field Name	Data Type	Odoo Module/App	Implementation
Meditrade Solutions International Pte Ltd. (SG)	Text	Settings	Configured as main company in Settings.
Option for New Entities	Text	Settings	Multi-company setup in Odoo for branches (e.g., Switzerland, Australia).

Note: Odoo’s multi-company feature supports additional legal entities.

15. Taxes

15.1 Taxes - Sales/Purchases

Field Name	Data Type	Odoo Module/App	Implementation
VAT	Numeric	Accounting	Configured in Accounting module for Singapore GST (VAT).
Withholding Tax	Numeric	Accounting	Configured as tax type in Accounting module for non-residents.
Import Tax	Numeric	Accounting	Configured as tax passed to customers.
Import Duties	Numeric	Accounting	Configured similarly to import tax.
No VAT	Text	Accounting	Zero-rated tax configuration in Accounting.

Note: Accounting module handles all tax types, with configurations for Singapore and international scenarios. Use Singapore fiscal localization for GST compliance (e.g., GST returns, input/output tax).

16. Additional Discussion Points

16.1 Tracking Orders/Assets

Field Name	Data Type	Odoo Module/App	Implementation
Contract Number	Text	Contracts / Custom	Custom field in Contracts or Assets module.
PO Number	Text	Sales / Purchase	Linked to sales (customer PO) or purchase (Meditrade PO) orders.
Invoice Number	Text	Accounting	Stored in Accounting module, linked to PO and Study Code.
Order ID	Text	Sales / Inventory	Stored as order reference in Sales or Inventory.
Return ID	Text	Inventory	Stored as return reference in Inventory module.

Note: Odoo’s traceability features link orders, assets, and invoices across modules.

16.2 Customer PO vs. Meditrade PO

Implementation: Customer POs are managed as sales orders in Sales module (with "Customer Reference"), while Meditrade POs are handled in Purchase module. Both can be linked via custom fields or project references; both are required for tracking.

17. Drop Down Lists

Field Name	Data Type	Odoo Module/App	Implementation
Taxes - Sales	Text	Accounting	Configured as tax selection in Sales module.
Taxes - Purchases	Text	Accounting	Configured as tax selection in Purchase module.
Mclass	Text	Inventory / Custom	Custom dropdown in Product module.
Mcategory	Text	Inventory	Stored as "Product Category" dropdown.
TC (Therapeutic Category)	Text	Project / Custom	Custom dropdown allowing multiple selections.
Contract Type	Text	Contracts / Custom	Custom dropdown for lease, rental, both.

Note: Odoo supports dropdowns natively; custom fields may be needed for specific lists.

18. Field Types

Field Name	Data Type	Odoo Module/App	Implementation
Input Field	Text/Date/Numeric/Drop Down	All Modules	Supported natively in Odoo (text, date, numeric, selection).
Calculated Field	Formula	All Modules	Computed fields in Odoo with Python logic.
Selected Field	Text	All Modules	Many2one fields linking to other records.
Upload Fields	File	Documents	Supported in Documents module for attachments.

Note: Odoo’s flexibility supports all field types through standard or custom configurations.

19. QuickBooks Online (QBO) to Odoo Data Migration Mapping

This section provides detailed field-by-field mappings for migrating data from QuickBooks Online to Odoo, based on QBO API entity fields. Mappings are grouped by major QBO entities (e.g., Customer, Vendor, Item, Invoice). Use Odoo's import wizards with CSV templates or third-party connectors (e.g., "Odoo QuickBooks Online Connector") for migration. Export from QBO via API or CSV, clean data, and import to Odoo. Handle opening balances via trial balance import. For custom fields in QBO, map to Odoo custom fields (QBO API supports limited custom fields: first 3 string types for sales/purchases).

19.1 QBO Customers to Odoo Partners (Customers)

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String (Unique identifier)	External ID or Custom Field	Contacts	Store as external reference for syncing; not user-visible.
SyncToken	String (Version number for updates)	N/A	Contacts	Used for concurrency control during migration; discard after import.
DisplayName	String (Display name)	Name	Contacts	Main customer name; use for Company type contacts.
GivenName	String (First name)	First Name (for Individual)	Contacts	For Individual type; combine with FamilyName if needed.
FamilyName	String (Last name)	Last Name (for Individual)	Contacts	For Individual type.
CompanyName	String (Company name)	Name (for Company)	Contacts	Use for Company type contacts.
PrimaryEmailAddr	EmailAddress object (Email)	Email	Contacts	Main email address.
PrimaryPhone	TelephoneNumber object (Phone)	Phone	Contacts	Main phone number.
BillAddr	PhysicalAddress object (Billing address: Line1, City, etc.)	Invoice Address (Street, City, State, ZIP, Country)	Contacts	Map to separate address type "Invoice".
ShipAddr	PhysicalAddress object (Shipping address)	Delivery Address	Contacts	Map to separate address type "Delivery".
Notes	String (Notes)	Internal Notes	Contacts	Store in notes field or custom field.
CurrencyRef	ReferenceType (Currency ID)	Currency	Accounting	Map to Odoo currency.
Taxable	Boolean (Subject to tax)	Taxable Flag	Accounting	Set tax applicability.
SalesTaxCodeRef	ReferenceType (Sales tax code)	Fiscal Position or Tax	Accounting	Map to Odoo tax or fiscal position.
CustomField	CustomField array (Up to 3 string custom fields)	Custom Field	Contacts	Map to Odoo custom fields; limited to first 3 string types in QBO API.
Balance	Decimal (Open balance)	Open Balance	Accounting	Import as opening entry or reconcile with invoices.

Note: QBO Customers map to Odoo Partners with customer flag. Sub-customers (e.g., for projects) can map to child contacts or projects in Odoo. Use tags for filtering. For RFQ Customers section, this maps directly.

19.2 QBO Vendors to Odoo Partners (Suppliers)

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Contacts	For syncing.
SyncToken	String	N/A	Contacts	For updates during migration.
DisplayName	String	Name	Contacts	Main vendor name.
GivenName	String	First Name	Contacts	For Individual.
FamilyName	String	Last Name	Contacts	For Individual.
CompanyName	String	Name (Company)	Contacts	For Company type.
PrimaryEmailAddr	EmailAddress	Email	Contacts	Main email.
PrimaryPhone	TelephoneNumber	Phone	Contacts	Main phone.
VendorAddr	PhysicalAddress	Address (Street, City, etc.)	Contacts	Map to vendor address.
CurrencyRef	ReferenceType	Currency	Accounting	Vendor currency.
TaxReportingBasis	String (Accrual/Cash)	Tax Basis	Accounting	Configure in Odoo accounting settings.
CustomField	CustomField array	Custom Field	Contacts	Map to Odoo custom fields.
Balance	Decimal	Open Balance	Accounting	Import as opening entry.

Note: Vendors map to Odoo Partners with supplier flag. For RFQ Suppliers section.

19.3 QBO Items to Odoo Products

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Inventory	For syncing.
SyncToken	String	N/A	Inventory	For updates.
Name	String	Name	Inventory	Product name.
Description	String	Description	Inventory	Sales description.
SKU	String	Internal Reference	Inventory	SKU or barcode.
Type	Enum (Inventory, NonInventory, Service)	Product Type	Inventory	Map Inventory to Storable, NonInventory/Service to Consumable/Service.
SalesPrice / Rate	Decimal	List Price	Inventory	Sales price.
Tax on Sales	TaxCodeRef	Sales Tax	Accounting	Map to Odoo tax.
IncomeAccountRef	ReferenceType	Income Account	Accounting	Link to Odoo account.
Purchase Description	String	Purchase Description	Inventory	Purchase description.
Purchase Cost	Decimal	Cost	Inventory	Standard cost.
Tax on Purchases	TaxCodeRef	Purchase Tax	Accounting	Map to Odoo tax.
ExpenseAccountRef	ReferenceType	Expense Account	Accounting	Link to Odoo account.
Quantity On Hand	Decimal	Quantity on Hand	Inventory	Import as initial stock.
Low Stock Alert	Boolean	Reordering Rules	Inventory	Set min quantity for reordering.
Inventory Asset Account	ReferenceType	Inventory Account	Accounting	Link to Odoo account.
Quantity as-of Date	Date	Inventory Date	Inventory	Use for initial inventory adjustment date.

Note: Items map to Odoo Products. For RFQ Products & Services section.

19.4 QBO Invoices to Odoo Customer Invoices

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
DocNumber	String	Reference/Number	Accounting	Invoice number.
TxnDate	Date	Date	Accounting	Invoice date.
DueDate	Date	Due Date	Accounting	Payment due date.
CustomerRef	ReferenceType	Partner	Accounting	Link to customer partner.
Line	Line array (DetailType, ItemRef, Qty, UnitPrice, Amount, TaxCodeRef, Description)	Invoice Lines	Accounting	Map to invoice lines with product, quantity, price, tax.
TotalAmt	Decimal	Amount Total	Accounting	Calculated total.
Balance	Decimal	Amount Residual	Accounting	Open balance; reconcile payments.
CustomField	CustomField array	Custom Field	Accounting	Map to Odoo custom fields on invoices.
CurrencyRef	ReferenceType	Currency	Accounting	Invoice currency.
Memo	String	Customer Message or Notes	Accounting	Store in notes.

Note: Invoices map to Odoo Customer Invoices. For RFQ Purchase Orders and Quotations.

19.5 QBO Bills to Odoo Vendor Bills

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
DocNumber	String	Reference/Number	Accounting	Bill number.
TxnDate	Date	Date	Accounting	Bill date.
DueDate	Date	Due Date	Accounting	Payment due date.
VendorRef	ReferenceType	Partner	Accounting	Link to vendor partner.
Line	Line array (AccountBasedExpenseLineDetail or ItemBasedExpenseLineDetail, Amount, Description)	Invoice Lines	Accounting	Map to bill lines with account/product, amount.
TotalAmt	Decimal	Amount Total	Accounting	Calculated total.
CustomField	CustomField array	Custom Field	Accounting	Map to Odoo custom fields.
CurrencyRef	ReferenceType	Currency	Accounting	Bill currency.

Note: Bills map to Odoo Vendor Bills. For RFQ procurement.

19.6 QBO Payments to Odoo Payments

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
TxnDate	Date	Payment Date	Accounting	Payment date.
TotalAmt	Decimal	Amount	Accounting	Payment amount.
CustomerRef	ReferenceType	Partner (Customer)	Accounting	For customer payments.
VendorRef	ReferenceType	Partner (Vendor)	Accounting	For vendor payments (if applicable).
Line	Line array (LinkedTxn with TxnId, TxnType=Invoice/Bill, Amount)	Reconciled Lines	Accounting	Link to invoices/bills and apply amounts.
DepositToAccountRef	ReferenceType	Journal (Bank)	Accounting	Deposit to bank account.
CurrencyRef	ReferenceType	Currency	Accounting	Payment currency.

Note: Payments map to Odoo Customer/Vendor Payments and reconcile with invoices/bills.

19.7 QBO Estimates to Odoo Quotations

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Sales	For syncing.
SyncToken	String	N/A	Sales	For updates.
DocNumber	String	Reference	Sales	Quotation number.
TxnDate	Date	Quotation Date	Sales	Date of estimate.
ExpirationDate	Date	Expiration Date	Sales	Expiry date.
CustomerRef	ReferenceType	Partner	Sales	Link to customer.
Line	Line array (ItemRef, Qty, UnitPrice, Amount, Description)	Order Lines	Sales	Map to quotation lines.
TotalAmt	Decimal	Amount Total	Sales	Calculated total.
CustomField	CustomField array	Custom Field	Sales	Map to Odoo custom fields.
CurrencyRef	ReferenceType	Currency	Sales	Quotation currency.
EstStatus	Enum (Accepted, Closed, Rejected)	State	Sales	Map to quotation status.

Note: Estimates map to Odoo Sales Quotations. For RFQ Quotations sections.

19.8 QBO Journal Entries to Odoo Journal Entries

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
TxnDate	Date	Date	Accounting	Entry date.
Line	Line array (JournalEntryLineDetail: PostingType=Debit/Credit, AccountRef, Amount, Description)	Move Lines	Accounting	Map to journal lines with debit/credit, account, amount.
CustomField	CustomField array	Custom Field	Accounting	Map to Odoo custom fields.
CurrencyRef	ReferenceType	Currency	Accounting	Entry currency.

Note: Journal Entries map directly to Odoo Journal Entries. For financial transactions in RFQ.

19.9 QBO Deposits to Odoo Bank Deposits

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
TxnDate	Date	Date	Accounting	Deposit date.
TotalAmt	Decimal	Amount	Accounting	Total deposit.
Line	Line array (LinkedTxn or DepositLineDetail: AccountRef, Amount)	Lines	Accounting	Map to deposit lines, linking to payments or accounts.
DepositToAccountRef	ReferenceType	Journal (Bank)	Accounting	Deposit to bank account.
CurrencyRef	ReferenceType	Currency	Accounting	Deposit currency.

Note: Deposits map to Odoo Bank Statements or Payments. Reconcile with undeposited funds.

19.10 QBO Accounts to Odoo Accounts

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
Name	String	Name	Accounting	Account name.
AcctNum	String	Code	Accounting	Account code.
AccountType	Enum (Asset, Liability, etc.)	Type	Accounting	Map to Odoo account type.
AccountSubType	Enum (Detailed subtypes)	Sub-Type or Tag	Accounting	Use tags or custom fields.
CurrentBalance	Decimal	Balance	Accounting	Import as opening balance.

Note: Accounts map to Odoo Chart of Accounts. Import first for references in other entities.

19.11 QBO TaxCodes to Odoo Taxes

QBO Field	QBO Type/Description	Odoo Field	Odoo Module	Notes
Id	String	External ID	Accounting	For syncing.
SyncToken	String	N/A	Accounting	For updates.
Name	String	Name	Accounting	Tax name.
Taxable	Boolean	Taxable	Accounting	Set applicability.
TaxGroup	Boolean (Group or single)	Tax Group	Accounting	If true, map to tax group.
TaxRateDetails	Array (TaxRateRef, RateValue)	Tax Rates	Accounting	Map to child taxes in group or single rate.

Note: TaxCodes map to Odoo Taxes or Tax Groups. For RFQ Taxes section.

19.12 RFQ-Specific Migration Notes

RFQ Section	QBO Equivalent	Odoo Mapping	Notes
Customers/Suppliers	Customer/Vendor entities	Partners	Import Customers as customers, Vendors as suppliers. Sub-customers (projects) to child partners or projects.
Site Information	Custom Fields or Sub-customers/Locations	Child Partners	Map QBO custom fields or sub-entries to Odoo child contacts with tags.
Studies/Projects	Classes or Sub-customers	Projects	Map QBO classes to Odoo projects; import details as custom fields.
Products Catalogue	Item entities	Products	Import as products; custom fields for RFQ specifics.
Inventory/Warehouse	Inventory Items, Locations	Warehouses, Stock	Import stock via adjustments; locations to warehouses.
Quotations/POs	Estimates, Purchase Orders	Quotations, Purchase Orders	Estimates to sales quotations; POs to purchase orders.
Assets	Fixed Asset Items (add-on)	Assets	Export CSV from QBO Fixed Assets and import to Odoo.
Taxes/Finance	TaxCodes, Accounts, Journals	Taxes, Accounts, Journals	Import Chart of Accounts first; map to Singapore setup.

Note: For full migration, prioritize: Accounts > Taxes > Partners > Products > Transactions. Use Odoo tools for batch import. Test reconciliation.