Odoo 17 Workflow Enhancements

Customer: AI | Published: 11.02.2026

Our Odoo 17 stack already covers Sales & CRM, Accounting, Field Service / Planning and POS, yet several everyday processes still feel manual and disjointed. I now want to push the platform further so that: • Sales & CRM, Accounting and Finance all share one set of real-time, drill-down dashboards for financial reporting and analysis. • Field Service schedules update automatically when orders close, with planners seeing capacity and route suggestions at a glance. • Repetitive back-office tasks—think invoice reminders, order confirmations, stock alerts—run hands-free through server actions or scheduled jobs. • Custom reports (both tabular and graphical) can be generated in two clicks, exported to Excel/PDF, and saved as favourites for each user role. Please build the required models, server actions, automated workflows and UI tweaks directly in Odoo 17 (Python, XML, Studio where suitable). All work must stay upgrade-safe and be packaged as installable custom modules ready for staging and production deployment. Acceptance criteria – New dashboards load in under 3 seconds and match the KPIs we define. – Service planning screen displays live technician availability and prevents double-booking. – Each automation leaves a clear log entry for auditing. – Code passes Odoo linting tests and is documented inline. If you have deep Odoo 17 experience and can demonstrate similar automations, let’s get started.