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01 / Operations workflow

Import & Export Workflow

A traceable freight workflow connecting import and export jobs, shipment documents, containers, supplier costs, customer billing, payments, and job profitability.

Status
Delivered and supported
Odoo version
Odoo 19
My role
End-to-end techno-functional ownership across requirements, solution design, development, testing, deployment, and support.

Business need

Freight work needed one job reference that could connect the operational movement with documents, supplier charges, customer revenue, accounting records, and profitability without losing traceability.

How it works

  1. 01

    Define the commercial scope

    Capture the requested service, movement direction, routing, parties, terms, expected charges, and responsible team.

  2. 02

    Open the job file

    Create one controlled operational record that carries the shipment reference through the full lifecycle.

  3. 03

    Manage shipment execution

    Track bills of lading, containers, allocations, milestones, notes, and supporting documents against the job.

  4. 04

    Record supplier cost

    Convert operational charge lines into traceable purchasing and vendor-cost records.

  5. 05

    Bill and collect

    Prepare customer invoices, receipts, payments, statements, and related accounting documents from the job.

  6. 06

    Review profitability

    Compare revenue and supplier cost while reporting operational status, balances, documents, and job margin.

What I built

  • I mapped the import and export process, including job direction, routing, shipment parties, commercial terms, bills of lading, containers, milestones, and documents.
  • I developed the custom job, operation, container, document, cost-line, allocation, and reporting models and their Odoo views.
  • I connected the workflow with quotations, purchasing, invoices, payments, receipts, vouchers, statements, and job-level profitability.
  • I implemented access rules, attachment previews, PDF documents, Excel reports, and operational controls.
  • I provisioned and deployed the Odoo production environment on AWS with Docker, PostgreSQL, Nginx, and controlled update procedures.

Modules covered

  • CRM
  • Projects
  • Sales
  • Purchase
  • Accounting and Invoicing
  • Payments
  • Contacts
  • Documents and Attachments
  • Custom Logistics Operations
  • PDF and Excel Reporting

What I supported

  • I investigated workflow, document, access, accounting, and reporting issues raised after go-live.
  • I reproduced production problems, prepared controlled fixes, and verified the result with users.
  • I refined statement, profitability, invoice, receipt, and voucher outputs as operational requirements became clearer.
  • I maintained local, staging, and AWS production deployments with backup-aware update and troubleshooting procedures.

Technical deliverables

  • Versioned Odoo 19 custom addon
  • Import and export job lifecycle
  • Bill-of-lading, container, document, and charge models
  • Accounting, payment, statement, and profitability outputs
  • Docker-based AWS production deployment
Next workflowProject Cost & Accounting Workflow