Camptocamp has developed and released as part of the OCA a set of addons in the project vertical-ngo. These addons are meant to be used by NGOs for they day to day operations, and they are currently in use by Gain and another deployement is in progress for one very large NGO based in Geneva. The current set of addons focus on supply chain management and greatly enhance the standard Tender process of Odoo. The presentation will demonstrate the new procurement flows enabled by this project.

1. Odoo Verticalization for NGO

2. 2/19www.camptocamp.com /
Come and talk with us at the OCA Booth
Many thanks to the contributors of the
OCA booth crowd funding campaign

3. 3/19www.camptocamp.com /
Overview of vertical-ngo
■ A collection of Odoo addons, maintained by the
Odoo Community Association
○ https://github.com/OCA/vertical-ngo
■ Goal: help Non Government Organizations manage
their operations with Odoo
○ Today for world wide Supply Chain & Logistics
○ Tomorrow for Donors & Accounting
■ Currently used by at least 1 NGO (using odoo 7.0),
and deployment for a pilot in another is planned this
year (using odoo 8.0)

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Roadmap
■ Supply Chain
○ Logistics requisitions
○ Sourcing with different methods
○ Cost estimates
○ Logistics order

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Roadmap
■ Supply Chain
■ Transport management
○ Goods in transit
○ Shipment plan

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Roadmap
■ Supply Chain
■ Transport management
Available in 8.0

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Roadmap
■ Supply Chain
■ Transport management
■ Needs / mobilization tracking
○ Report needed qty vs. fullfilled qty
○ Report who financed the the shipped qtys
Available in 8.0

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Roadmap
■ Supply Chain
■ Transport management
■ Needs / mobilization tracking
Available in 8.0
Under dev.

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Roadmap
■ Supply Chain
■ Transport management
■ Needs / mobilization tracking
■ Goods distribution
○ Register beneficiaries
○ Assess vulnerability criteria
○ Record goods to be distributed
○ Plan and manage distributions
Available in 8.0
Under dev.

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Roadmap
■ Supply Chain
■ Transport management
■ Needs / mobilization tracking
■ Goods distribution
Available in 8.0
Pilot made on 7.0
Under dev.

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Business process flow
Transport
Plan the
transpor
t needs
Dispatch
goods
Register
when
goods
leave
origin
Transport
Monitor
transpor
t
Receivegoods
Register
when
goods
arrive to
destinati
on
(GRN)
Supplier
invoices
Register
invoices
from
suppliers
&
request
payment
Logistics
Requisition
Register
what is
request
ed
Sourcing
Decide
how to
fulfil the
needs
&
Estimate
costs
CostEstimate
Compile
all
estimate
d costs
LogisticsOrder
Activate
the
order
Procurement/Dispa
tch
Run
tender
and
select
bid(s)
/
Plan WH
dispatch

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Procurement management workflow
Requisiti
on
Sourcingof
eachproduct
CostEstimate
Sendbyemail
Confirm
Logistics
Order

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Sourcing methods
Procurement via
Framework
Agreement
Procurement via
Tender
Procurement re-
using existing
Tender
Dispatch of
pre-positioned
stocks
Other
1
2
3
4
5
Estimate prices for procurement where tender will be only
launched once the Cost Estimate is a confirmed.
Special services, like GLS resources for
training/consultancy, estimation for warehousing, etc.
Warehouse location and owner of stocks needs to be
registered. Transport of goods needs to be added manually.
No business rule implemented initially, user can manually
choose any existing tender (winning bid) to be re-used
when placing a new PO with that supplier.
Tender can be launched from the sourcing step, in
parallel to the creation/approval of the Cost
Estimate.
PO will be triggered by the system automatically when the
Cost Estimate is accepted without the need of launching a
tender.

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Logistics
Requisition
product lines
Draft Confirmed Done
Draft Confirmed SourcedAssigned
Logistics
Requisition
document
Line
Sourced
Cancel
Confirm
Quoted
Create
Cost
Estimate
Cancelled
Cancel
Cancelled

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Draft Cost
Estimate
Cost
Estimate
Sent
Logistics
Order
Cost
Estimate
document
Send by Email
Cost Estimate
Accepted
Done
Requestor
Invoice
Cost
Estimate
Accepted
GRN
Confirm Cost
Estimate
Draft
Purchase
Orders
Draft
Purchase
Orders
Procurement via
Framework
Agreement
Procurement via
Tender
Dispatch of pre-
positioned stocks
Draft
Delivery Orders
Internal links
LO-POs
Internal links
LO-POs
Cost Estimate Sent
Cost Estimate
Accepted
Logistics Order
Sourcing
method
Automatically
created
Automatically
created

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Transport plan
■ Combine stock moves with the same origin and
destination
■ Adds transport related information
○ Transport documents, tracking number, ETD/ETA
○ Manage departure & arrival
RECEIVE
0029
SHIP
0028
50 pcs x
product A
50 pcs x product
A
TRANSPORT PLAN 0098
Draft Draft
Supplier/Wareho
use
In Transit In Transit Field
(customer)

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Transit management
■ To handle the shipment delays, we add transit
locations
○ All shippings go through an additional step
Warehouse In Transit Customer (field)Delivery Order
1 2
1 2
Warehouse In Transit In Transit Field
(customer)

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Conclusions
■ Camptocamp participated in the specification of the
Odoo 8.0 new WMS as well as purchase and
purchase requisition management to enable the
development of the features in vertical-ngo
■ A lot of the features shown rely on OCA addons from
other projects (stock-logistics-transport, purchase-
workflow…)
■ Try out yourself on the OCA runbot