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About this document

Phased implementation plan for NestPOS on Odoo 17 — from environment setup through configuration, integration, and go-live.

Field Value
Project NestPOS Implementation
Platform Odoo 17 Community + custom add-ons
Document version 1.0
Date 27 July 2026
Prepared by Systems / Development
Status Working plan

Past phases are anchored to deployment artefacts observed on the instance. Forward dates are planning estimates and should be confirmed with the project sponsor.

1. Approach

Delivery is organised into sequential phases, each grouping related modules so that a working slice of the platform is configured and verified before the next begins. Finance and master-data foundations come first; front-of-house POS, HR/payroll, financing, and payment integration follow; reporting, UAT, and go-live close the engagement.

Dating basis

Environment and module-staging dates reflect artefacts on the deployed instance (add-on volumes created 24 Jun 2026; latest custom modules staged 13 Jul 2026). Dates from late July 2026 onward are estimates for planning and are not yet committed.

Status legend: Completed  ·  In progress  ·  Planned

2. Phase Plan

Phase 1 — Discovery & Requirements

Status: Completed

Confirm functional footprint and the target module set across POS, finance, HR/payroll, purchasing, and payments.

Phase 2 — Environment Provisioning

Target: by 24 Jun 2026

Odoo 17 containers, PostgreSQL, and Odoo/add-on volumes provisioned on Docker + CapRover (Contabo, Ubuntu 24.04). NestPOS volumes created 24 Jun 2026.

Phase 3 — Base Install & Module Staging

Target: Jun – 13 Jul 2026

Community/OCA and custom modules copied into the add-ons volume and prepared for installation. Latest custom modules (Selcom payment, portal paywall) staged 13 Jul 2026.

Phase 4 — Core Configuration: Finance, Inventory, Sales & POS

Status: In progress

Chart of accounts, budgets, and dynamic reports; product/stock setup with valuation; sales workflow; multi-branch POS with stock restriction.

Phase 5 — HR & Payroll

Status: In progress

OpenHRMS core, employee lifecycle, HR dashboard, and payroll with accounting posting and local customisation.

Phase 6 — Loans, Advances & Staff Services

Planned · early Aug 2026

Loan management, employee loans with accounting, salary advances, and the lunch/canteen module.

Phase 7 — Payment Integration & Portal

In progress · Aug 2026

Selcom gateway integration and portal paywall configuration; connectivity and reconciliation testing.

Phase 8 — Multi-branch Rollout & Security

Planned · Aug 2026

Branch/company records, users, groups, and record rules; scoped data across POS, HR, and sales.

Phase 9 — Reporting, Dashboards & Branding

Planned · late Aug 2026

Management/operational dashboards, Excel export templates, and branded report/theme layouts finalised.

Phase 10 — User Acceptance Testing

Planned · Sep 2026

End-to-end scenario testing per module with client sign-off against the acceptance criteria.

Phase 11 — Training & Go-Live

Planned · Sep 2026

Admin and end-user training, data cutover, and production go-live.

Phase 12 — Hypercare & Support

Planned · post go-live

Stabilisation window with prioritised issue resolution and handover to routine support.

3. Milestones

Milestone Target Status
Environment live (Odoo 17 on CapRover) 24 Jun 2026 Done
All modules staged in add-ons volume 13 Jul 2026 Done
Finance, inventory & POS configured Aug 2026 In progress
HR & payroll operational Aug 2026 In progress
Selcom payments live & reconciled Aug 2026 In progress
Multi-branch rollout complete Aug 2026 Planned
Reporting & dashboards signed off Late Aug 2026 Planned
UAT sign-off Sep 2026 Planned
Production go-live Sep 2026 Planned

4. Risks & Dependencies to Watch

Item Impact on timeline
Selcom credentials / API readiness Gates Phase 7 payment go-live
Master-data availability (COA, employees, products) Delays configuration and UAT if late
Module compatibility on Odoo 17 Rework risk if a staged module needs adaptation
Business-process sign-off per module Blocks phase completion until approved
Single-VPS capacity May require scaling ahead of go-live under load

Warning

This plan should be reviewed with the project sponsor to confirm forward dates and lock milestones before it is treated as committed.