Product Documentation

About this document

Functional and technical reference for the NestPOS platform — a multi-branch Point-of-Sale and ERP solution built on Odoo 17.

Field	Value
Product	NestPOS (Nest ERP suite)
Platform	Odoo 17 Community + custom add-ons
Document version	1.0
Date	27 July 2026
Prepared by	Systems / Development
Status	For internal review

This document describes the deployed add-on inventory of the NestPOS instance. Descriptions reflect standard module behaviour and configured functional scope.

1. Overview

NestPOS is a multi-branch retail and business-management platform assembled on the Odoo 17 framework. It combines front-of-house Point of Sale with a full back-office suite — accounting, inventory, purchasing, sales, human resources, payroll, and employee financing — so that a single database serves both the sales counter and central administration across multiple branches.

The platform is delivered as a curated set of add-on modules layered on top of Odoo 17 Community. These fall into two groups:

• Community / OCA modules that provide proven functionality (HR, payroll, accounting kit, reporting engine).
• Custom in-house modules (prefixed codenest_ and nesterp_) that add local payment integration, portal access control, and product branding.

How to read this document

Section 3 groups every deployed module by functional domain. The complete raw module inventory, exactly as installed on the instance, is listed in Appendix A.

2. Platform & Architecture

NestPOS runs as a containerised Odoo 17 application. The runtime, database, and file store are isolated in dedicated Docker volumes and orchestrated through a CapRover control plane on a Linux host.

Layer	Detail
Application	Odoo 17 (Community edition) with custom add-ons directory
Database	PostgreSQL (dedicated nestpos-db-data volume)
File store	Odoo web/filestore volume (nestpos-odoo-web-data)
Add-ons	Mounted volume nestpos-addons — see Appendix A
Configuration	Mounted volume nestpos-config
Orchestration	Docker + CapRover (containers prefixed captain--)
Host OS	Ubuntu 24.04 LTS
Hosting	Contabo VPS

Operational note

The add-ons directory is a mounted volume, so modules can be added or upgraded without rebuilding the container. After changing add-ons, update the app list and upgrade the affected modules from the Apps menu (or restart the Odoo container) for changes to take effect.

3. Functional Modules

The deployed capabilities are organised below into eight functional domains. Each section lists the modules that deliver that domain and the key capabilities they provide.

3.1 Point of Sale

pos_multi_branch

Multi-branch POS. Operate POS sessions and orders scoped to individual branches. Per-branch sales, cashiers, and reporting under one database.

pos_stock_restrict

POS stock control. Restrict or validate sales against available on-hand stock. Prevents overselling of products at the counter.

3.2 Sales

sales_dashboard

Sales dashboard. Consolidated view of sales KPIs and trends. Quick visibility into performance for management.

sales_order_override

Sales order customisation. Adjusts default sales-order behaviour to local process rules. Custom validations / workflow on quotations and orders.

3.3 Inventory & Stock

stock_dashboard

Inventory dashboard. At-a-glance stock levels and warehouse activity.

inventory_valuation_report

Stock valuation reporting. Valuation of on-hand inventory for finance and audit.

3.4 Purchasing

purchase_multi_approval

Multi-level purchase approval. Configurable approval tiers on purchase orders. Enforces spend authorisation controls before commitment.

3.5 Accounting & Finance

base_accounting_kit

Full accounting kit. Extends Community accounting: assets, PDC, recurring entries, financial statements.

dynamic_accounts_report

Dynamic financial reports. Interactive P&L, balance sheet, general ledger, trial balance, aged reports.

base_account_budget · direct_budget_management

Budgeting. Define budgets and track actuals against plan. Direct budget entry and monitoring.

partner_statement

Partner statements. Customer & supplier statements and outstanding balance / aging views.

thalia_invoice_reminders

Invoice reminders. Automated follow-up reminders on due / overdue invoices.

3.6 Human Resources & Payroll

Built on the OpenHRMS module family (ohrms_*, oh_*, hr_*) plus custom payroll.

Module	Capability
ohrms_core	Core HR framework tying the OpenHRMS suite together
hrms_dashboard	HR management dashboard and KPIs
hr_payroll_community	Payroll processing (salary rules, structures, payslips)
hr_payroll_account_community	Posts payroll to accounting
payroll_custom_module	Local payroll customisations / country rules
employee_bonus_manager	Define and manage employee bonuses
hr_employee_transfer	Transfer employees between branches / departments
hr_employee_updation	Controlled updates to employee records
hr_resignation	Resignation / offboarding workflow
hr_reward_warning	Rewards and disciplinary warnings
hr_reminder	HR event reminders and alerts
hr_leave_request_aliasing	Submit leave requests via email alias
hr_multi_company	HR data segregation across companies
oh_employee_creation_from_user	Generate an employee record from a user account
oh_employee_documents_expiry	Track and alert on expiring employee documents
employee_info_export	Export employee master data

3.7 Loans, Advances & Employee Finance

advanced_loan_management

Loan management. Issue and track loans with repayment schedules.

ohrms_loan · ohrms_loan_accounting

Employee loans. Employee loan requests, approval, and accounting integration.

ohrms_salary_advance

Salary advances. Request and recover salary advances via payroll.

lunch_custom_module

Lunch / canteen. Customised staff lunch ordering and tracking.

3.8 Payments, Portal, Multi-branch & Reporting

codenest_selcom_payment

Selcom payment integration. Custom integration with the Selcom payment gateway for local (Tanzania) collections.

codenest_portal_paywall

Portal paywall. Access / subscription control on portal content and features.

multi_branch_base

Multi-branch foundation. Base branch model that other modules (POS, HR, sales) scope against.

report_xlsx · report_xlsx_helper

Excel reporting engine. Framework for generating native .xlsx reports across the system.

3.9 Branding & Theming

Module	Purpose
nesterp_branding	Nest ERP product branding (logos, naming, appearance)
mtewele_web_theme	Back-office web UI theme
mtewele_report_theme	Themed layout for printed PDF reports
thalia_mgmt_dashboard_v17	Management dashboard (Odoo 17 build)

4. Roles & Access

Access follows Odoo's standard security model: users are assigned to groups that grant menu, record, and field access per application. Typical role mapping for NestPOS:

Role	Primary areas
Cashier / POS user	POS sessions and orders for the assigned branch
Branch manager	Branch sales, inventory, and staff oversight; dashboards
Accountant	Accounting kit, dynamic reports, budgets, partner statements
HR / Payroll officer	OpenHRMS, payroll, loans, advances, employee documents
Purchasing officer	Purchase orders within the multi-level approval workflow
Administrator	System configuration, users, multi-branch/company setup, add-on management

Note

Exact group membership and record rules are configured per deployment. Multi-company and multi-branch modules further restrict what each user sees to their own company/branch.

5. Reporting & Outputs

Reporting is delivered through three complementary mechanisms:

1. Dynamic financial reports (dynamic_accounts_report) for interactive, drill-down accounting statements.
2. Operational dashboards (sales_dashboard, stock_dashboard, hrms_dashboard, thalia_mgmt_dashboard_v17) for real-time KPIs.
3. Excel export engine (report_xlsx / report_xlsx_helper) for spreadsheet outputs, complemented by inventory_valuation_report, partner_statement, and employee_info_export.

Printed documents (invoices, payslips, orders) are styled by mtewele_report_theme for a consistent branded layout.

6. Appendix A — Deployed Module Inventory

Full contents of captain--nestpos-addons/_data, grouped for reference. 43 add-on modules.

Domain	Modules
Point of Sale	pos_multi_branch, pos_stock_restrict
Sales	sales_dashboard, sales_order_override
Inventory	stock_dashboard, inventory_valuation_report
Purchasing	purchase_multi_approval
Accounting & Finance	base_accounting_kit, dynamic_accounts_report, base_account_budget, direct_budget_management, partner_statement, thalia_invoice_reminders
HR & Payroll	ohrms_core, hrms_dashboard, hr_payroll_community, hr_payroll_account_community, payroll_custom_module, employee_bonus_manager, hr_employee_transfer, hr_employee_updation, hr_resignation, hr_reward_warning, hr_reminder, hr_leave_request_aliasing, hr_multi_company, oh_employee_creation_from_user, oh_employee_documents_expiry, employee_info_export
Loans & Advances	advanced_loan_management, ohrms_loan, ohrms_loan_accounting, ohrms_salary_advance, lunch_custom_module
Payments & Portal	codenest_selcom_payment, codenest_portal_paywall
Multi-branch base	multi_branch_base
Reporting engine	report_xlsx, report_xlsx_helper
Branding & Theme	nesterp_branding, mtewele_web_theme, mtewele_report_theme, thalia_mgmt_dashboard_v17