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Odoo apps consultancy

Platform, Security & Productivity Apps

Beyond business applications, Odoo deployments benefit from strong administration: access control, audit, document management, branch structures, approvals and reporting tools. We configure these platform apps so the system stays secure and manageable as it grows.

Business challenges

Problems these apps solve

  • Users see menus, fields or records they should not
  • There is no audit trail of user activity
  • Documents and attachments are unstructured
  • Branches need separate operations within one company
  • Users need Word, Excel or custom report formats

Capabilities & workflows

What you can achieve with Odoo apps

Access control & security

15 apps

Access managers for menus, fields and buttons, security roles, user audit logs, password expiry, login security and token expiry.

Typical workflow

  1. 1 Define roles
  2. 2 Restrict access
  3. 3 Monitor activity
  4. 4 Review periodically
Apps in this capability (15)
  • Access User Access Manager

    Simplifies user access management with profiles that control menu visibility, buttons, fields and records per user.

    • Access profiles
    • Hide menus, buttons and fields
    • Per-user restrictions
  • Advanced User Audit

    Records what internal users do: logins, sessions, record reads and changes, with login notifications for administrators.

    • Session and login log
    • Record change trail
    • Audit reports
  • Auto Password Expired

    Forces users to change their password after a set period.

    • Password expiry
    • Forced reset
    • Security policy
  • Document Management with Document numbering,Security and Tags

    Adds numbering, tags and security groups to documents and attachments.

    • Document numbering
    • Tags
    • Security groups
  • Document Management with Document Numerbing and Tags

    Organises attachments in directories with numbering and tags.

    • Directories
    • Document numbering
    • Tags
  • Import Users from Excel

    Creates or updates users and their images in bulk from Excel.

    • User import
    • Image by path or URL
    • Bulk updates
  • Multi-Company Access Rights

    Gives users different access rights and menus in each company of a multi-company database.

    • Rights per company
    • Restricted menus
    • Multi-company security
  • Partner User related,User Type

    Shows on each contact whether it is linked to a user and of which type, with filters for user contacts.

    • User link on contacts
    • User type
    • Contact filters
  • Password Manager

    Stores passwords, files and secrets in vaults and folders inside Odoo with controlled access.

    • Password vaults
    • Folders and sharing
    • Access rights
  • Security User Roles

    Groups security groups into roles so administrators assign roles to users instead of individual groups.

    • User roles
    • Mass user updates
    • Simpler security
  • Simplify Access Management

    One place to restrict fields, models, menus and views for any module and any user.

    • Field and model restrictions
    • Menu and view hiding
    • Per-user rules
  • Token Expiration

    Adds expiry and refresh to tokens used in shared links, such as document or verification links.

    • Token expiry
    • Token refresh
    • Safer shared links
  • User Alliance Distribution Chart Hierarchy with zchart

    Displays multi-level parent and child relationships, such as user or partner networks, as a hierarchy chart.

    • Hierarchy chart
    • Multi-level tree
    • Visual relationships
  • User Location

    Records the location of user logins, including country, state and city, for administrators.

    • Login location
    • Login history
    • Security review
  • User Login Security

    Secures logins with two-factor authentication and login controls.

    • Two-factor authentication
    • Login protection
    • Intruder prevention

Document management

11 apps

Document management with directories, numbering, tags and versioning, attachment previews and knowledge bases.

Typical workflow

  1. 1 Upload
  2. 2 Classify and number
  3. 3 Version
  4. 4 Share and retrieve
Apps in this capability (11)
  • Attachment Preview

    Lets users preview attachments without downloading them.

    • Inline preview
    • Attachment widget
    • Faster review
  • Attachment/Document Extension with Directory and Numbering

    Adds directories and numbering to attachments for structured document storage.

    • Directories
    • Numbering
    • Structured storage
  • Automatic Document-Attachement Versioning

    Creates a new version automatically when a document or attachment is updated.

    • Automatic versioning
    • Version history
    • Restore older versions
  • Custom Document Model

    Builds custom forms and document types without development, for shared services and ad-hoc processes.

    • Form builder
    • Custom document types
    • Workflow ready
  • Document Approval Workflow

    Runs configurable approval cycles for documents with approvers and online approval.

    • Approval cycles
    • Online approval
    • Approval history
  • Document Management Base

    A base for managing documents in one place and showing related documents on records.

    • Central documents
    • Related documents
    • Document base
  • Document Version / Attachment Version

    Adds version numbers to attachment records.

    • Attachment versions
    • Version history
    • Change control
  • Document-Attachement Extension with Directory and Numbering

    Organises documents and attachments into directories with numbering.

    • Directories
    • Numbering
    • Document extension
  • Documents Preview

    Previews documents directly in Odoo without downloading.

    • Document preview
    • No download
    • Faster review
  • Pdf Print Preview

    Previews PDF reports in the browser and prints them without downloading.

    • PDF preview
    • Direct printing
    • No download
  • PDF Viewer

    Displays PDF files inside Odoo forms so documents can be read without downloading them.

    • PDF viewer widget
    • Inline display
    • Any model

Multi-branch & multi-company

7 apps

Branch or operating-unit set-ups across applications and multi-company access rights.

Typical workflow

  1. 1 Define branches
  2. 2 Assign users
  3. 3 Operate per branch
  4. 4 Consolidate reporting
Apps in this capability (7)
  • Advance Multi Branch Operation Setup for All Applications /OpenERP

    Introduces branches within a company, with branch addresses, logos and document prefixes applied to sales, purchases, transfers and invoices.

    • Branch on documents
    • Branch prefixes and logos
    • Branch-level access
  • All in one Advance Branch Bundle

    A bundle that applies branches across sales, purchase, inventory, CRM, projects and POS, with branch details printed on reports.

    • Branch across applications
    • Branch on reports
    • Branch sequences
  • All in One Multiple Branch Operation Setup

    Applies branches across POS, projects, purchase requisitions, tenders, manufacturing and CRM in one package.

    • Branches across apps
    • Branch documents
    • Branch reporting
  • Multiple Branch / Unit Operation Base Applications

    The base module that adds branches or operating units to Odoo applications.

    • Branch base
    • Used by branch apps
    • Branch configuration
  • Multiple Branch / Unit Operation for Accounting

    Applies branches to accounting so journals, entries and reports can be analysed by branch.

    • Branch on entries
    • Branch reports
    • Branch journals
  • Multiple Branch Unit Operation Setup for All Applications

    Adds branches to sales, purchase, invoicing and inventory with branch-wise documents.

    • Sales and purchase branches
    • Invoicing by branch
    • Inventory by branch
  • Multiple Branchs/Units Operations by Company

    Manages operations with several branches or units under each company.

    • Branches per company
    • Branch access
    • Branch documents

Approvals, activities & collaboration

25 apps

Generic approval workflows for any document, activity management and dashboards, calendars and schedulers, minutes of meetings, mail and chatter extensions and notifications.

Typical workflow

  1. 1 Submit
  2. 2 Approve
  3. 3 Notify
  4. 4 Track activity
Apps in this capability (25)
  • Activities Management Basic

    Gives managers an overview of scheduled activities by employee and supervisor with mass scheduling.

    • Activity overview
    • Supervisor view
    • Mass scheduling
  • Activities Management-Advance

    Gives managers a structured view of scheduled activities across the company, including completed and overdue items and mass scheduling.

    • Activity dashboard
    • Supervisor and employee views
    • Mass activity scheduling
  • Activity Base

    The base for activity management dashboards and filters across Odoo.

    • Activity base
    • Filters and views
    • Used by activity apps
  • Activity Management

    An activity board and to-do management for CRM, sales and other activities.

    • Activity board
    • Daily to-do list
    • CRM and sales activities
  • Activity Notification

    Sends reminders for activities to salespeople and other users before they are due.

    • Activity reminders
    • Email notifications
    • Due date alerts
  • Advance Search

    Adds a richer search to list views in every application, so users can filter on many fields at once without building custom filters.

    • Field search in list views
    • Works in all apps
    • Faster data lookup
  • Advanced Chatter

    Reorganises the chatter on forms with tabs, filters and better layout so messages, notes and activities are easier to follow.

    • Tabbed chatter
    • Message filters
    • Improved form layout
  • Approval All in One

    Sets up approval flows on any model, such as sales, purchase and manufacturing orders, and centralises all approval requests.

    • Approval on any model
    • Central approval list
    • Multi-level approvers
  • Base Dynamic Approval

    Dynamic approval rules for sales orders, expenses, invoices, bills and other documents.

    • Rule-based approvals
    • Multiple document types
    • Approval history
  • bpmn workflow package

    Designs and runs BPMN-style business workflows inside Odoo.

    • Workflow designer
    • BPMN processes
    • Process automation
  • Calendar Scheduler by Assignee

    Schedules meetings and events by assignee in a resource calendar view.

    • Resource calendar
    • Schedule by assignee
    • Drag-and-drop
  • Calendar Scheduler by Assignee on Working Hours

    Schedules meetings by assignee within each person's working hours.

    • Working-hour scheduling
    • Resource view
    • Availability
  • Calendar Working Hours

    Highlights working hours in the calendar view.

    • Working hours highlight
    • Calendar clarity
    • Better scheduling
  • Discuss Extension

    Small enhancements to Discuss and mail templates.

    • Discuss improvements
    • Mail template fields
    • Messaging
  • Email CC and BCC

    Adds CC and BCC to emails sent from Odoo.

    • CC and BCC
    • Email composer
    • Recipient control
  • Email/Message Email History of Customers/Suppliers

    Displays the full history of incoming and outgoing emails on each customer and supplier record.

    • Sent and received emails
    • History on partner form
    • Communication audit
  • FullCalendar Scheduler

    Base module for the resource scheduler calendar view.

    • Scheduler base
    • Resource calendar
    • Used by calendar apps
  • Mail Inbox

    A simple email inbox inside Odoo to read and manage emails.

    • Email inbox
    • Read and reply
    • Mail management
  • Mail Message Push Notification/Desktop Notification

    Sends desktop push notifications for new messages.

    • Desktop notifications
    • New message alerts
    • Faster response
  • Organization Chart Widget

    A reusable widget that displays any parent/child records, such as departments or accounts, as a hierarchy chart.

    • Hierarchy on any model
    • Chart widget
    • Visual structure
  • Popup Message

    Shows success, warning and alert pop-up messages from processes and actions.

    • Pop-up messages
    • Success and warnings
    • User feedback
  • Schedule Activity Management Extension

    Shows all scheduled activities by employee, supervisor and manager.

    • Global activity list
    • Manager overview
    • Activity filters
  • Schedule Activity with Done/Deleted Activities History

    Keeps a history of completed and deleted activities.

    • Done activity history
    • Deleted activity log
    • Audit trail
  • Web Timer Widget

    Adds a timer widget to views based on start and end date fields.

    • Timer widget
    • Any model
    • Elapsed time
  • Workflow Engine Base

    A configurable workflow engine with multi-level approval and escalation.

    • Configurable workflows
    • Multi-level approval
    • Escalation

Report design & output

14 apps

Report designers and templates, Word (DOCX) and Excel report generation, and professional document layouts.

Typical workflow

  1. 1 Design template
  2. 2 Bind data
  3. 3 Generate
  4. 4 Distribute
Apps in this capability (14)
  • Auto coding Agile. Module auto creator. Excel to

    Generates Odoo modules from Excel definitions without coding.

    • Module generation
    • Excel definitions
    • Fields and views
  • Docx Report - Populating MS Word templates

    Designs reports as Microsoft Word templates and fills them with Odoo data.

    • Word templates
    • Docx output
    • Easy design
  • Dynamic Excel Generation

    Creates Excel reports from code with custom templates.

    • Excel generation
    • Custom templates
    • Developer friendly
  • Dynamic Excel Report

    Builds configurable Excel exports from any model without development.

    • Configurable Excel reports
    • Any model
    • XLSX and CSV
  • Dynamic Report Template Py3o

    Converts LibreOffice templates into reports in XLSX, PDF, DOCX and other formats.

    • LibreOffice templates
    • Many output formats
    • Dynamic content
  • Finnish Company Information

    Adds Finnish company details such as business ID and e-invoice address needed for e-invoicing.

    • Business ID
    • E-invoice address
    • Finnish e-invoicing
  • Merge docx account base

    Merges Odoo data into Microsoft Word documents for accounting documents.

    • Word merge
    • Accounting documents
    • Template based
  • Professional Account Base Report

    Base for professional accounting reports produced from LibreOffice templates.

    • LibreOffice reports
    • Accounting base
    • Template engine
  • Professional Report Templates

    Professional layouts for purchase orders, RFQs, sales orders, quotations, invoices, delivery notes and picking lists.

    • Professional layouts
    • Sales, purchase and stock documents
    • Brand colours
  • Reminder Designer and Periodic Reporting

    Designs reports and reminders from Odoo data and sends them periodically by email.

    • Report designer
    • Scheduled sending
    • Data export
  • Report Designer

    Designs and prints financial and analytical reports in Excel format.

    • Excel report design
    • Financial reports
    • XLSX and XLSM
  • ReportMate

    Builds custom reports with complex data in a single view, including pivot views, custom queries and report security.

    • Custom reports
    • Pivot and queries
    • Report security
  • Template Report

    Exports data from any Odoo model to LibreOffice templates in ODT, PDF or DOC, ideal for contracts.

    • LibreOffice templates
    • Any model
    • Contract documents
  • Template Report DOCX

    Exports data from any Odoo model to Microsoft Word templates in DOCX or PDF.

    • Word templates
    • DOCX and PDF
    • Any model

Data import & administration

30 apps

Excel and CSV imports for master data and transactions, data migration helpers, backups, SaaS and server management tools, custom fields and UI widgets.

Typical workflow

  1. 1 Prepare template
  2. 2 Validate
  3. 3 Import
  4. 4 Verify
Apps in this capability (30)
  • Add custom filters for fields via UI

    Lets administrators add custom search filters for fields from the user interface.

    • Custom filters
    • No development
    • Search improvements
  • Advanced Web Domain Widget

    Improves the domain editor so administrators can pick actual records with "in" and "not in" when setting filters on relational fields.

    • Pick records in domains
    • In / not in operators
    • Easier configuration
  • all import for Sales, Purchase, Invoice, Inventory, Pricelist, BOM, Payment, Jou

    A single import tool for sales, purchases, invoices, inventory, pricelists, BOMs, payments, journal entries and master data.

    • Many document types
    • Excel and CSV
    • Migration toolkit
  • All in one add custom fields -Global Custom Fields

    Adds custom fields to any model from the user interface without development.

    • Custom fields on any model
    • Placed on views
    • No coding
  • Backup

    Backs up the Odoo database and filestore automatically to a specified path on a schedule.

    • Scheduled backups
    • Database and filestore
    • Zip or tar format
  • Database to Data Migration - N-Hub

    Migrates data from other PostgreSQL databases into Odoo with mapping tools.

    • PostgreSQL source
    • Field mapping
    • Data migration
  • Docker Instance Management

    Manages Odoo instances with Docker Compose from within Odoo.

    • Docker Compose instances
    • Start and stop
    • Instance management
  • Field Dynamic Attributes

    Changes field attributes such as read-only, tracking and translation from the interface without a custom module.

    • Read-only and required
    • Tracking
    • Translation settings
  • Field Selection Configuration

    Changes the options of selection fields from the interface.

    • Edit selection options
    • No development
    • Database configuration
  • FirstName - LastName

    Splits contact and employee names into first and last name fields.

    • First and last name
    • Contacts and employees
    • Name formatting
  • Git Branch Version

    Maps Git branches to Odoo versions automatically for development teams.

    • Branch to version mapping
    • Developer tooling
    • Git integration
  • Git Management

    Integrates Git repositories with Odoo for development and deployment management.

    • Repository management
    • Branches and commits
    • Deployment support
  • GitHub Integration

    Synchronises GitHub repositories, collaborators, branches, issues and commits with Odoo.

    • Repositories and branches
    • Issues and commits
    • Collaborators
  • HR Applications Import from Excel

    Imports job applications from Excel into recruitment.

    • Applicant import
    • Excel source
    • Bulk recruitment
  • Import Customers and Suppliers Excel

    Imports customers and suppliers from Excel for migrations and bulk updates.

    • Customer and supplier import
    • Excel templates
    • Bulk updates
  • Import Export Bundle

    A bundle of import and export tools for products, customers, images and transactions.

    • Import and export tools
    • Excel and CSV
    • Single installation
  • Import Products using Excel

    Creates products in bulk from Excel files.

    • Product import
    • Excel template
    • Bulk catalogue set-up
  • Job Queue

    Adds a job queue to run heavy operations in the background instead of blocking users.

    • Background jobs
    • Retry and monitoring
    • Better performance
  • List View Manager

    Lets users customise list views: choose and resize columns, search, filter and export.

    • Column selection
    • Advanced search
    • Resizable columns
  • Micro SAAS Server Management

    Manages Odoo instances with Docker for micro-SaaS providers.

    • Instance provisioning
    • Docker based
    • SaaS operations
  • Partner Salutation

    Adds a salutation to contacts for use in letters and emails.

    • Contact salutation
    • Used in templates
    • Professional communication
  • Saas Kit

    Runs Odoo as a SaaS business, selling Odoo instances to clients on subscription.

    • Instance provisioning
    • Subscription plans
    • Client management
  • SAAS Rocket Kit All in One

    A complete Odoo SaaS package with instance provisioning, plans, billing and client portal.

    • SaaS provisioning
    • Plans and billing
    • Client portal
  • Selection Field Widget Dynamic

    A widget that loads selection options dynamically.

    • Dynamic selection options
    • Reusable widget
    • Developer tool
  • Selection Tags Widget

    Displays selection fields as tags for a cleaner interface.

    • Tag-style selection
    • Reusable widget
    • Cleaner forms
  • Server Management

    A server control panel inside Odoo for administrators to run commands and manage services.

    • Server commands
    • Service management
    • Administration panel
  • Simplify Import Export

    Exports and imports access rules between environments, for example from staging to production.

    • Export access rules
    • Import to production
    • Consistent set-up
  • Vanilla Backend Theme

    A modern, responsive backend theme for Odoo Community with multi-level menus.

    • Responsive backend
    • Multi-level menus
    • Modern design
  • VKS Import Excel

    Improves Excel imports, including images and documents from URLs or file paths, for employees, customers and products.

    • Image and document import
    • Employees, customers, products
    • URL or path sources
  • Web Auto Refresh and Reload

    Refreshes views automatically at a set interval so dashboards and lists stay current.

    • Auto refresh
    • Configurable interval
    • Live screens

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Our consultancy

How we implement these apps

  1. 01

    Requirement fit

    We map your process to the right apps and standard Odoo features, and identify gaps early.

  2. 02

    App evaluation

    We review functionality, Odoo version, dependencies, edition (Community or Enterprise) and compatibility with your existing modules.

  3. 03

    Solution design

    We design how the apps, standard Odoo and any custom modules work together, so data and processes stay consistent.

  4. 04

    Installation & configuration

    Staging installation, configuration, access rights and test data on your own database.

  5. 05

    Integration & customisation

    We connect apps with your other modules and systems and extend them in separate modules, keeping upgrades possible.

Built by MRM Tech Sol

Related MRM solutions

When an app is not enough, these solutions are engineered from our own Odoo modules.

All solutions
Automation

Multi-Level Approval Engine

Configurable approval flows for purchase orders, expenses, payments or any Odoo model, with unlimited levels, delegation, escalation and audit.

View solution
Automation

Document Expiry & Compliance Tracking

Track passports, visas, trade licences, insurances and contracts on any record, with reminders, renewals and compliance views.

View solution
Reporting

MIS, Budget & Executive Reporting

MIS packs with budget variance and prior-year comparison, dynamic budget drill-down and management Excel reports.

View solution

FAQ

Questions about Odoo apps

We advise on the right apps for your processes and take care of installation, configuration, data migration, integration, customisation, training and support.

Availability differs by app and version. We check compatibility with your Odoo version and edition and, where needed, recommend alternatives or custom development.

Yes. We extend apps through separate modules rather than editing their code directly, so updates can still be applied.

Yes. We test apps together on a staging copy of your database to make sure they work with each other and with your existing customisations.

We say so. Sometimes standard Odoo configuration is enough; in other cases a custom module is a better long-term investment than adapting an app.

Discuss Platform & Productivity apps

Tell us which processes you want to cover and we will recommend the right apps or approach.

Your information is kept confidential and used only to respond to your enquiry.

Let's talk

Need an Odoo solution tailored to your business?

Let's discuss your requirements, your current systems and what you want to achieve.