| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Inventory (stock) |
| Lines of code | 13481 |
| Technical Name |
smart_asset_management |
| License | OPL-1 |
| Website | https://www.youtube.com/@LotusTechOdoo |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) • Inventory (stock) |
| Lines of code | 13481 |
| Technical Name |
smart_asset_management |
| License | OPL-1 |
| Website | https://www.youtube.com/@LotusTechOdoo |
| Versions | 18.0 19.0 |
Odoo 19 · Community + Enterprise · Multi-company
Smart Asset Management (EAM)
A complete Enterprise Asset Management platform inspired by IBM Maximo (lifecycle workflow) and Microsoft Dynamics 365 (action-based UX), built natively on Odoo 19. Manage every asset from cradle to retirement: registry, hierarchy, locations, work orders, preventive plans, safety permits, IoT condition monitoring, and full cost analytics.
Works on your stack
Odoo 19 Community Odoo 19 Enterprise Multi-company ready Localized (en_US, ar_001, fr_BE, de_DE, vi_VN, es_ES)Depends on standard base, mail, hr, resource, product, stock, web. No external dependencies, no third-party SaaS.
Asset 360°. Maintenance done right. Inside Odoo.
Replace fragmented EAM spreadsheets and standalone CMMS tools with one platform that already speaks your ERP language — inventory, HR, accounting, security.
Asset 360° view
One screen for identity (serial, barcode, QR), location, custodian, warranty, documents, meters, condition readings, full transfer & work order history, MTBF/MTTR, and health score — updated in real time.
Maintenance workflow that ships
Maintenance Request → Work Order with full lifecycle (Draft → Approved → Planned → In Progress → Completed → Closed). Labor, material, spare consumption, failure analysis, and e-sign — all in one form.
Native Odoo 19 (Owl + ORM)
Built on Odoo's Owl components, RelationalModel, mail, stock, hr, resource. Record rules for multi-company, audit trail for every change, and PDF reports straight out of the box.
Every asset, every work order, every detail
A unified asset form designed for the field and the back office. Status, KPIs, documents, history — everything visible at a glance.
Asset form — identity, status, location, custodian, KPIs and history on one screen
Asset Registry & Hierarchy
A single source of truth for every physical and intangible asset — with parent-child structure, functional locations, and printable identification tags.
Complete asset master data
Capture every attribute that matters: code, serial, barcode, QR, category, location, custodian, vendor, purchase date, warranty, financial value, technical specs, and document attachments. All searchable, all reportable.
- Auto-generated codes via Odoo sequences
- Multi-image gallery + technical documents tab
- Warranty & insurance expiry tracking
- Smart buttons to WO, transfers, history
Parent / child asset hierarchy
Group assets into systems and subsystems. The hierarchy tree mirrors how engineers think — line → machine → component — so maintenance cost rolls up naturally.
- Unlimited parent-child levels
- Cost & downtime roll-up to parent
- Bulk operations on a whole branch
Kanban & visual management
Switch from list to Kanban to instantly spot broken or idle assets. Color cues show state, criticality, and warranty health.
Categories & functional locations
Multi-level location hierarchy (Site → Building → Floor → Room) with integrated Leaflet map widget. Categories drive default checklists, costs, and depreciation rules.
Printable QR & Barcode labels
One-click PDF labels you can stick on every asset. Technicians scan from a mobile to open the asset profile and the list of open work orders — the foundation for paperless field execution.
- Mass-print labels for a whole batch
- Configurable label layout (size, fields)
- Scanner-friendly QR with deep link
Assignments, Transfers & Custody
Always know who holds each asset, where it is, and how it got there. Full chain of custody with approvals and printable receipts.
Custodian assignments
Track active and historical custodians per asset. Effective dates, return dates, and condition at handover — ready for audit at any time.
- HR employee integration
- Multi-asset assignment per employee
- Return workflow with condition note
Transfer wizard with approval
Move an asset between locations or custodians with a guided wizard. Reason codes, attachments, and an approval gate before Done — then location and custodian update atomically.
- States: Draft → To Approve → Approved → Done
- Configurable transfer reason catalog
- Printable transfer slip (PDF)
Mass transfer batches
Move dozens of assets in one go — perfect for office relocations, plant reorganizations, or fleet redeployment. Pick assets in bulk, set destination once, approve once.
Usage & movement history
Every state change, transfer, assignment, and work order completion is appended to the asset's usage history — a full timeline you can filter, group, and export.
Maintenance Workflow — Request to Closure
A full corrective and preventive maintenance cycle: capture issues, plan, execute with checklists and spare consumption, close with failure analysis and cost.
Maintenance Requests
Anyone in the organization can raise a request from the portal, mobile, or backend. Triage, prioritize, approve, then convert to a Work Order in one click — original requester stays in the loop via mail threads.
Work Order pipeline (Kanban)
Planners see the whole backlog at a glance. Drag-and-drop between stages, filter by team, technician, asset, or priority — with SLA badges showing what's overdue.
- Lifecycle: Draft → Approved → Planned → In Progress → Completed → Closed
- Corrective, Preventive, Predictive, Inspection types
- Smart filters & saved searches
The Work Order form — everything technicians need
One screen with tabs for every facet of execution: Labor (timesheets & cost), Material (spare parts), Checklist (Pass/Fail/Text/Number), Failure Analysis (Problem / Cause / Remedy + failure code), Attachments, and Costs.
- Approval matrix with multi-step authorization
- Check-in / check-out with start & end timestamps
- Optional e-sign on completion
- Automatic MTTR contribution per WO
Spare part consumption → stock.move
For tracked (storable) products, completing a work order posts a real stock.move from warehouse stock to the production location. Inventory and accounting stay perfectly aligned — no manual journal entries.
Preventive Maintenance Plans
Calendar-based or meter-based plans automatically generate Work Orders via cron when their trigger is due. Attach Job Plans (reusable task templates) so technicians follow the same procedure every time.
- Frequency: hours, days, weeks, months, years
- Meter-based: trigger every X reading units
- Cron-driven auto-creation, leveled scheduling
Downtime tracking
Log every stoppage with start & end timestamps, classification (planned / unplanned), and root cause. Feeds directly into MTBF / MTTR and availability KPIs.
Meter readings & meter-based PM
Track running hours, kilometers, cycles, or any custom meter type. Readings push from operators (mobile), IoT endpoints, or imports. Plans trigger automatically when the threshold is hit.
Failure analysis: Problem · Cause · Remedy
A standard reliability-engineering taxonomy lives on every WO. Configurable failure / symptom codes drive Pareto reports so you can see what's really breaking.
- Three-level code: Problem, Cause, Remedy
- Aggregate by asset, category, location
- Drive RCA & reliability improvements
Safety Management: PTW & LOTO
Permit-to-Work, Lockout/Tagout, and risk assessments tied to your work orders. The system blocks WO start until safety conditions are met — not as a checkbox, as an enforced gate.
Permit to Work (PTW)
Issue, approve, suspend, and close permits with full audit trail. PTW types and templates ensure consistency for hot work, confined space, working at height, etc.
Isolation / Lockout-Tagout
Track every isolation point, lock, and tag attached to an asset during maintenance. Verification before energy restoration is logged and signed off.
Risk Assessment
Pre-job hazard identification with severity × likelihood scoring. Risks attach to the WO and the PTW for an end-to-end safety chain.
Safety Plans
Per-asset and per-category safety plans define mandatory steps, PPE, and isolations. They appear automatically on every WO touching the asset.
Workforce, Skills & Dispatch
Plan the right person, at the right place, at the right time — with shift calendars, skill matching, and a real-time dispatch board.
Dispatch Board
A live cockpit for the dispatcher: backlog on the left, technicians on the right, drag-and-drop assignment with shift & skill validation.
Team Calendar
See the full team's schedule for the day, week, or month. Detect overload, identify free slots, and respect work-hour rules from hr / resource.
Teams, Skills & Shifts
Configure maintenance teams (electrical, mechanical, HVAC). Assign skills per technician and rotate shifts so the system only proposes qualified, available people.
Inspections & Condition Monitoring
From walk-around checklists to IoT-driven predictive maintenance. The same data model, the same alerts, the same KPIs.
Inspection checklists
Build reusable templates with four answer types: Pass/Fail, Text, Number, and rating. Each run produces a stored inspection record with overall result, and any failure auto-creates a maintenance request.
- Answer types: Pass/Fail, Number, Text
- Auto-trigger Maintenance Request on Fail
- Photo attachments per question
Checklist Templates
Library of reusable templates per category or asset class. Versioned and editable so you keep an audit trail of how procedures evolve.
Condition Monitoring
Track vibration, temperature, pressure, current and any custom parameter. Rules trigger alerts when readings cross warning or critical thresholds.
Condition Alerts
Out-of-range readings raise an alert and (optionally) a Maintenance Request automatically. Severity follows the rule configuration.
IoT Ingestion Endpoint
A built-in REST endpoint with per-asset token lets external IoT gateways push meter and condition readings directly into Odoo — no middleware required.
Visual: Floorplan Editor
Upload a floor plan image and drop asset pins on it. Walk the site — or send a colleague — with a visual map instead of a list.
Drag-and-drop floorplan editor
A custom Owl widget lets you upload a layout image and pin assets at percentage coordinates (X / Y) so the plan stays accurate across zooms and devices.
- Custom Owl floorplan editor widget
- Coordinates stored as
%X/%Yfor responsiveness - Click a pin to jump to the asset record
Pinned-by-area view
See assets coloured by state directly on the plan — broken machines pop up in red, idle ones in grey, in-maintenance in orange. Status awareness without opening a single form.
Reports & Analytics
KPIs that maintenance managers actually report on: MTBF, MTTR, health score, cost YTD, backlog, warranty, audit trail, data quality.
Asset Health Score (0–100)
A single score combines work-order history, inspection results, warranty status, MTBF trend, and condition readings. Sort by score to find the top 10 problem assets in seconds.
- Auto-computed MTBF & MTTR per asset
- Health score 0–100 with color band
- Drill-down to underlying work orders
Work Order Cost Analysis
Pivot, group and graph WO costs by asset, category, location, period — with labor, material, and service splits.
Audit Trail
Every critical write is logged: who changed what, when, from which IP — protected by record rules so only auditors and managers see it.
Data Quality Issues
A nightly cron detects missing or inconsistent master data (no category, no location, warranty expired without renewal…) and creates issue records to fix.
Warranty Claims
Capture vendor claims under warranty, follow up reimbursements, and watch expiry dates — the cron raises an activity 30 days before warranty ends.
Asset Disposal
Decommission, sale, scrap or write-off — with approval, residual value, and disposal reason. The asset closes cleanly and its history stays intact.
PDF Reports
Print-ready PDFs out of the box: Asset Card, Work Order, Inspection Report, and QR/Barcode Label — all using QWeb so you can brand them in minutes.
Governance, Procurement & Compliance
The features that turn a CMMS into a true EAM: approvals, contracts, MRO replenishment, and document compliance — integrated with the rest of Odoo.
Approval Matrix
Configurable multi-step approval per company, document type, and amount threshold. Routes WO, Transfer, Disposal and Budget records to the right approvers automatically.
Maintenance Budgets & Vendor Contracts
Set annual budgets per asset, location, or category and watch real-time consumption. Link vendor service contracts (AMC, SLA) and tie them to the work orders they cover.
MRO Policies & Replenishment
Define min/max levels for spare parts per warehouse. The replenishment engine proposes purchase orders when stock dips below safety — preventing the dreaded "no spare, no fix".
Document Compliance
Attach calibration certificates, manuals, licenses with expiry dates. A cron alerts the responsible user before a document expires — ideal for ISO / regulatory audits.
Every detail, considered
MTBF / MTTR auto
Computed from WO history per asset — no manual entry.
Per assetHealth Score
0–100 combining WO, inspection, warranty & readings.
AutoMulti-company
Record rules + company_id across master data.
Storable spare → stock.move
Real inventory move when WO completes.
Stock-awareWarranty cron
Alert 30 days before warranty expiry.
WeeklyPM cron
Calendar & meter-based plans generate WO automatically.
DailyIoT endpoint
REST ingestion of meter & condition readings.
Per asset tokenE-sign
Optional signature on WO completion & transfers.
OptionalQR / Barcode
Printable labels & scan-to-open.
Mass printTranslated UI out of the box; extensible to any locale.
i18n readyDemo data
Sample assets, plans, WOs to learn fast.
OptionalTested
Core / maintenance / compliance / IoT tests suite.
Unit testsBuilt for Odoo—not bolted on
Strict separation of concerns, Owl components for custom widgets, RelationalModel patterns, and standard ORM writes you can trust in production.
stock.move to production location.ir.sequence; nightly jobs for PM, data quality, warranty alerts.Standard Odoo Maintenance vs Smart Asset Management
| Capability | Standard Odoo Maintenance | Smart Asset Management |
|---|---|---|
| Asset registry with hierarchy (parent / child) | Limited | Yes — multi-level |
| Functional locations + map | No | Yes — Leaflet widget |
| Custody & transfer workflow | No | Yes — with approval |
| Preventive maintenance (time & meter) | Time only | Time + meter, cron |
| Inspection checklists (Pass/Fail/Number) | Basic | Full templates |
| Permit-to-Work / LOTO / Risk | No | Yes — gate WO start |
Spare consumption → stock.move | No | Yes — for storable |
| MTBF / MTTR / Health Score | No | Auto-computed |
| Condition monitoring + IoT ingestion | No | Yes — REST endpoint |
| Approval matrix, budgets, contracts | No | Yes |
| Audit trail + data quality cron | No | Yes |
| Floorplan editor (pins on layout) | No | Yes — Owl widget |
Operational in minutes, not months
Install & configure
- Install Smart Asset Management
- Assign role groups (User / Dispatcher / Supervisor / Manager)
- (Optional) Load demo data
Master data
- Create Categories & Locations
- Define Checklist Templates and Failure Codes
- Set Approval Matrix and Maintenance Teams
Go live
- Import assets (CSV templates included)
- Print QR labels & assign custodians
- Create PM Plans — cron does the rest
What's already in the box
Two delivery phases, both shipped: the MVP foundation, plus the Pro features that turn the module into a real EAM.
Operational core
- Asset CRUD with role-based security
- Printable QR / Barcode labels (PDF)
- Maintenance Request → Work Order conversion
- Full WO lifecycle: Draft → Closed
- Labor / material / service cost recording
- Transfer updates location & custodian + history
Enterprise capabilities
- Time-based & meter-based PM with cron
- Meter readings + meter-triggered PM
- Inspection checklists + auto-request on Fail
- Safety Plan + PTW / LOTO gate before WO start
- KPI dashboard: MTBF / MTTR / backlog / cost
- Data quality cron raising issue records
- Document compliance with expiry alerts
- IoT ingestion REST endpoint
We're here to help
Email support
Questions, bugs, or implementation guidance — we respond promptly.
lotustechodoo@gmail.comWhatsApp support
Chat with us for quick answers during rollout.
Contact on WhatsAppWe typically respond within 24 hours on business days.
Purchase information
Lifetime updates
Free forever
90 days support
Expert assistance
Commercial use
Business ready
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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