Marine Offshore Project Management in Odoo

End to End Workflow for Marine Equipment Engineering in Odoo

Odoo Module for Offshore Manufacturing Costing and Maintenance

Integrated Marine Construction and Service Workflow using Odoo

Custom Odoo Solution for Marine Fabrication and Project Lifecycle

This module provides an integrated solution for managing marine and offshore engineering operations in Odoo. It is tailored to handle complex project needs including equipment manufacturing, site execution, and maintenance management. Designed with industry specific workflows, it allows teams to streamline estimates, control costs, track progress, and ensure quality at every phase. With features for CRM, sales, manufacturing, and maintenance, the module bridges operational and commercial functions. It helps improve coordination between departments, enhances visibility into job costing, and supports timely delivery of marine grade systems. Ideal for companies involved in offshore infrastructure, vessel outfitting, and industrial installations.

Main Features:

• CRM and Lead Management:
  • Capture customer requirements and generate detailed sales estimates directly from CRM opportunities.
• Estimate Generation and Customer Portal Integration:
  • Generate detailed sales estimates directly from leads.
  • Display estimates on the customer portal for review and approval.
• Sales Order Management:
  • Convert approved estimates into sales orders for project execution.
  • Ensure smooth transition from estimation to order confirmation.
• Project Creation:
  • After confirming the sale order, a project is created with predefined stages and tasks tailored to the scope of the marine and offshore manufacturing module.
• Job Order or Task Management:
  • Generate job orders as part of project creation.
  • Assign tasks or job orders, track progress, and update job status.
• Comprehensive Job Costing:
  • Prepare job cost sheets including labor, material, and overhead expenses.
  • Ensure accurate financial planning and cost tracking for each project.
• Material Requisition and Inventory Planning:
  • Create material requisitions for marine and offshore manufacturing and maintenance.
  • Optimize inventory management with proper material planning.
• Manufacturing Order Execution:
  • Create and track MO for critical marine systems and components with linked inventory and production flows.
• Delivery and Invoicing Management:
  • Manage delivery of manufactured goods and generate invoices with ease..
• Equipment Tracking and Maintenance Requests:
  • Record offshore equipment, assign categories, and manage preventive and corrective maintenance efficiently.
• End to End Workflow Integration:
  • Connect all steps from customer inquiry to product delivery and post installation service within a single module.
• Detailed Visuals for Better Understanding:
  • Watch an easy to follow video tutorial and explore the below screenshots for step by step guidance on using the system. Additional information on dependent app features and visuals is also available for a comprehensive overview.

Workflow:

• CRM and Lead Management:
  • Create a new lead in the CRM pipeline.
• Estimate Generation:
  • Generate an estimate from the lead.
  • Display the estimate on the customer portal for review and approval.
• Sales Order Creation:
  • Convert the approved estimate into a sales order.
• Project Initiation:
  • A project will be created with relevant stages and predefined tasks based on the marine and offshore project scope.
• Job Order Processing:
  • Generate job orders as part of project creation.
  • Display job orders on the customer portal.
• Job Cost Management:
  • Prepare a job cost sheet during job order processing.
  • Track labor, material, and overhead costs for accurate financial planning.
• Material Requisition for Installation:
  • Materials required for job execution and equipment maintenance are requested via material requisitions, supporting inventory planning.
• Manufacturing Order Execution:
  • Manufacturing Orders (MO) are created for key systems or components. The production process is tracked from material availability to completion.
• Delivery and Billing:
  • Once the product is manufactured, delivery orders are processed, and invoices are generated and sent to the customer.
• Equipment Tracking and Maintenance:
  • Project related equipment is recorded, categorized, and managed with scheduled or corrective maintenance through requests and job orders.

Kanban View of CRM Pipeline for Marine Offshore Projects

Form View of Marine Offshore CRM Pipeline Opportunity

Marine Offshore CRM Pipeline Form View with Create Sale Estimate Button and Sale Estimate Lines Tab

Create Sale Estimate from CRM Wizard

Estimates Smart Button on CRM Pipeline

Quotations Smart Button on Sale Estimate

Form View of Sale Order (Odoo Standard)

Kanban View of Projects Created from CRM

Tasks or Job Orders of the Project

Job Order Form View With Job Cost Sheet Smart Button

Materials Tab on Job Cost Sheet

Labours Tab on Job Cost Sheet

Overhead Tab on Job Cost Sheet

Material Requisition Tab on Job Order

Material Requisition for Job Order

Manufacturing Order List for Marine Offshore (Odoo Standard)

Manufacturing Order Form View with Components Tab (Odoo Standard)

Manufacturing Order Form View with Work Orders Tabs (Odoo Standard)

Work Orders List View (Odoo Standard)

Equipments Kanban View (Odoo Standard)

Maintenance Smart Button on Equipment Form View (Odoo Standard)

Maintenance Form View (Odoo Standard)

Sale Order List View (Odoo Standard)

Delivery Smart Button on Sale Order Form View (Odoo Standard)

Delivery Order Form View (Odoo Standard)

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse