Odoo for Professional Services Firms
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
ERP platform · Odoo
Overview
We set up PLM for engineering, production and purchasing together, because a change to a BOM affects what you buy and what you build, not just the drawing.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
01
PLM sits on top of Odoo Manufacturing and adds change control.
Proposed changes to BOMs, routings and products, with a reason, owner and effective date.
Stages and approvers per change type, for example engineering, quality and production sign-off.
A new BOM version is created from the change order and the previous one is archived, not overwritten.
Drawings and specifications attached to the product and versioned with the change.
A clear view of components and operations added, removed or changed.
02
PLM is worth it once you have regular engineering changes, more than one person editing BOMs, or customers who require revision control. For a small shop with stable products, careful BOM permissions may be enough.
If you use a CAD or PDM system, we can link part numbers and revisions so engineering does not maintain the same data twice.
Process
How changes are requested and approved today.
Change types, stages and approvers.
One current, correct version per product.
PLM, Manufacturing and document links.
Engineers, approvers and planners.
Related
Insights
How consultancies, agencies and IT service firms run on Odoo: CRM to project handoff, timesheets, resource planning, retainers, billing and utilisation reporting.
How construction firms use Odoo: job costing with projects and analytic accounts, purchasing per site, subcontractors, progress billing, retention and equipment.
How Odoo fits food and beverage businesses: lot tracking and expiry dates, recalls, recipes and BOMs, quality checks, FEFO picking, shelf life and allergen data.
FAQ
No. PLM manages the change process and the BOM in Odoo. Design work stays in your CAD tool; drawings and exports are attached to the product.
Existing manufacturing orders keep the BOM they were created with. The change order's effective date controls when new orders pick up the new version.
Odoo PLM has been an Enterprise app. Confirm availability for your version and plan.
Comparisons
Next step
Tell us how engineering changes work today and we will design an Odoo PLM process.