Advanced Equipment Contract Management in Odoo | Odoo Based Equipment Contract & Compliance Suite
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 802.74
Advanced Equipment Contract Management in Odoo | Odoo Based Equipment Contract & Compliance Suite
Heavy Equipment Contract & Compliance Management System | Equipment Lease, Service & Legal Contract Control System
This module extends the standard Customer Contracts Management system by integrating Equipment Management, Accessories, Legal Clauses, Security Deposits, Portal visibility, and Invoice level equipment tracking. It is ideal for Equipment Rental, Construction, and Asset Based businesses requiring full lifecycle contract and asset control.
Equipment Contract Management for Odoo Rental, Sale & Compliance Made Easy
This module provides a complete equipment based contract management solution inside Odoo, allowing businesses to create and manage rental, sale, and maintenance contracts directly linked to specific equipment. It automatically fetches equipment details such as make, model, serial number, and accessories, ensuring full asset traceability and eliminating manual errors. With built in validation to prevent duplicate active assignments, the system guarantees accurate contract control across your organization.
The app enhances contract documentation with structured legal sections including liability, insurance, maintenance, and termination clauses. Security deposit tracking with multi-currency support, professional PDF reports, and automatic equipment reference on customer invoices provide financial clarity and compliance readiness. Equipment images, accessories, and contract categories are seamlessly integrated into reports for complete documentation.
Designed for equipment rental companies, construction firms, industrial suppliers, medical equipment providers, fleet operators, and leasing businesses, this solution centralizes the entire equipment contract lifecycle. From contract creation and renewal to invoicing and customer portal visibility, it delivers a fully integrated, professional, and scalable contract management system within Odoo.
Main Features:
- Enable the contract user to create Normal, Equipment Rental, and Equipment Sale contracts with Contract Category selection.
- Allow linking contracts directly with Maintenance Equipment with validation to prevent duplicate active assignments.
- Automatically fetch equipment details such as Make, Model, Serial Number, and Accessories when equipment is selected.
- Manage contract level Accessories including product, quantity, UOM, and notes, and display them in reports.
- Upload and print Equipment Images at the time of contract creation for proper documentation and condition tracking.
- Add and manage advanced legal sections including Liability, Insurance, Maintenance, and Termination Clauses.
- Manage Security Deposit Amount and Notes with multi currency support and professional PDF display.
- Automatically include linked Equipment reference on Customer Invoice and display it in invoice reports.
- Enhance Equipment PDF report with Accessories, Linked Contracts, Compliance, and Contract Category details.
- Extend Contract Renewal Wizard to carry forward Contract Category and Equipment to the renewed contract.
- Display Contract Category and Equipment information in the Customer Portal for transparency.
- Add dedicated Maintenance Contracts menu with filtered views such as New, Active, Expiring Soon, Expired, and All Contracts.
Key Notes:
- Equipment Based Contract Management: Manage rental and sale contracts directly linked with equipment ensuring asset traceability.
- Smart Equipment Validation: Prevent equipment from being assigned to multiple active contracts simultaneously.
- Automated Equipment Data Sync: Automatically populate equipment details and accessories in the contract.
- Legal & Compliance Ready: Include structured legal clauses and compliance references within contract reports.
- Security Deposit Tracking: Track deposit amount and notes with proper financial documentation.
- Invoice Level Equipment Visibility: Equipment information is printed on customer invoices for complete billing clarity.
- Portal Transparency: Customers can view contract category and linked equipment directly from the portal.
- Renewal Continuity: Equipment and contract category are automatically preserved during renewal.
- Professional PDF Reports: Contract and equipment reports include accessories, images, clauses, and financial details.
Application Menu Structure Overview:
- Maintenance
- Contracts
- New Contracts
- Active Contracts
- Expiring Soon Contracts
- Expired Contracts
- All Contracts
- Configuration
- Contracts
- Stages
- Plans
- Types
- Tags
Edition Compatibility:
Enterprise Odoo.sh Community
New Contracts Menu (Draft & Confirmation Stage)
Active Contracts Menu
Expiring Soon Contracts Menu
Expired Contracts Menu
All Contracts Menu (Complete Overview)
Contract Form with Contract Category & Equipment Integration
Contract Form view with Plan Details Tab
Contract Form view with Accessories Tab
Contract Form view with Equipment Images Tab
Contract Form view with Liability & Indemnity Clauses Tab
Contract Form view with Insurance Requirements Tab
Contract Form view with Maintenance & Repair Responsibilities Tab
Contract Form view with Termination & Default Conditions Tab
Contract Form view with Security Deposit Tab
Contract Form view with Internal Note Tab
Contract Form view with Signature Tab
Access the Created Customer Invoice [Odoo Standard] from Contract by Clicking Create Invoice on the Contract Form
Equipment Reference Added on Customer Invoice PDF Report
Initiate the Email Notification by Selecting Send by Email on the Contract
Contract in Expired Soon Stage
Contract nearing their expiration date will have their status updated to Expired Soon.
Email Notification for Contract in the Expired Soon Stage
Contract in Expired Stage
Contract that have passed their expiration date will have their status updated to Expired.
Renew Contract: Click to Initiate Renewal Process
Click Renew to Launch the Contract Renewal Wizard
Renew the Contract by Creating a New Contract and Linking to the Parent Contract
Is Contract Field Available on the Product Form View in Odoo Standard
If the product type is Service, it will be displayed as Is Contract option on the product.
Equipment Smart button on Contract form
Open Equipment Kanban view from smart button
Equipment Kanban View
Make and Contract Compliane field added on Equipment Form
Equipment form view with Accessories Tab
Equipment form view with Contracts Tab and Smart button
Open Contracts List view from smart button
PDF Report of Equipment
Equipment field added on Contracts Compliance Kanban view
Equipment field and Smart button added on Contracts Compliance form view
Open Equipment Kanban view from the smart button
Contracts Menu Will Be Displayed in the My Account Section of the Portal
Contracts List View
Contract Form View
Click Accept and Sign Button and Draw Signature
Contract Form View
Click View Details Button
Print Report (See Both Customer and Contract Manager Signatures on the Report)
Contract Stages Overview: List View for Tracking Progress and Status
Contract Plans Overview: List View for Efficient Plan Management
Contract Types Overview: List View for Easy Classification and Management
Contract Tags Overview: List View for Efficient Tagging and Organization
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
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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