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Requirements Traceability Matrix (RTM)

  1. Requirements Traceability Matrix (RTM):

    • Each question/requirement is mapped to:

      • Business Need/Process

      • Odoo Standard Solution (module/feature)

      • Configuration Notes

      • Coverage (Standard/Studio/Custom)

      • Gaps (if any)

  2. Summarized Gap List:

    • Items not covered by Odoo standard or requiring custom/Studio.

  3. Format:

    • Provided as a ready-to-copy table (Excel/Word compatible).

1. Requirements Traceability Matrix (RTM)

# Requirement / Client Question Business Process / Need Odoo Standard Solution Configuration / Module Coverage Gap/Comment
1 Inventory Locations Track stock by site Inventory > Locations Create internal/child locations for Main, Kirkland, Rep Stock Standard None
2 Barcodes/Mobile Future stock handling Inventory > Barcodes, Mobile App Enable when needed Standard None
3 Lot/Batch Tracking Regulatory traceability Inventory, Manufacturing Enable lot/serial tracking, assign to products Standard None
4 Special Inventory Zones QA, damage, events Inventory > Locations Sub-locations for Damage, Event Stock, Committed Standard None
5 Multi-Step Operations Receiving, storage, shipping Inventory > Routes Enable multi-step, assign by product Standard None
6 Units of Measure 375ml, cases, kegs Inventory > UoM Custom UoMs, assign per product Standard None
7 Product/Inventory List Raw/packaging/goods Inventory > Products Product categories, variants Standard None
8 Inventory Tracking Stock control Inventory Use standard inventory, initial counts Standard None
9 Packaging Formats Bottles/kegs tracking Product Variants, BoM Configure product variants and BoMs Standard None
10 Lot/Batch Codes Batch naming/labels Lot/Serial Tracking Manual or auto-naming, label printing Standard None
11 Expiration/Aging Perishable goods Inventory > Expiry Enable expiration dates per product Standard None
12 Cold Storage Notes Special handling Locations, Product Notes “Cold Storage” location, internal notes Standard None
13 Inventory Permissions User roles Access Rights Assign roles/groups Standard None
14 Production Process Brewing→bottling steps Manufacturing (MRP) BoMs, routings, work orders Standard None
15 Batch Duration Planning/timing MRP lead time Set lead/duration on Mo Standard None
16 Ingredients per Product Recipe/BOM management BoMs Full BoM per product Standard None
17 Track Batch Progress Stage/status MRP, Studio Routing steps, Studio fields for status Standard+Studio None
18 Test Results/Notes/Gravity Batch testing Studio fields Add custom fields for gravity/notes Studio None
19 Yield/Loss/Waste Batch scrap management MRP > Scrap Use scrap function on production Standard None
20 Production Approval Access control Security/Groups Restrict MRP order validation Standard None
21 Compliance Logs Regulatory records Attachments, Studio reports Upload docs, Studio/Export Standard+Studio None
22 Ingredient Traceability Batch genealogy Traceability (Inventory/MRP) Upstream/downstream trace Standard None
23 Batch Code Format Batch naming standard Lot/Serial Config Naming rules, manual override Standard None
24 Digital Batch History Batch documentation Lot history, Studio Custom fields for test data Standard+Studio None
25 Compliance Document Storage Attach digital files Attachments, Docs app Attach to batch, Docs for structure Standard None
26 Critical Stock Reordering Minimum stock alerts Reordering Rules Min/max levels per product Standard None
27 Reorder Trigger Quantities 2 months stock trigger Reordering Rules Calculate/set threshold Standard None
28 Preferred Vendors/Lead Time Vendor management Purchase Set vendor, lead time on product Standard None
29 Forecasting Needs Demand planning Inventory forecasts Simple: manual, Advanced: Demand Planning app Standard None
30 Batch Advance Planning Flexible schedule MRP > Schedule Calendar view, drag-and-drop Standard None
31 User Roles/Expansion Access management Users, Groups Admin, Ops, Brewer, Sales Rep Standard None
32 KPIs/Dashboards Stock, batch, bottling Dashboards, Studio Custom dashboard view, pivot/table Standard+Studio None
33 Batch Performance Reporting Event, sales ROI Reporting, Pivot Custom views, exports Standard+Studio None
34 Compliance Reports Alcohol reporting Studio/export Custom report/export Studio None
35 Internal Projects/Tasks Art/maintenance tasks Project app Projects and tasks, kanban Standard None
36 Accounting & Payroll QuickBooks, Gusto Leave off at launch Plan for future integration Standard None
37 Market/Event Sales Entry Sales/event POS Manual SO/invoice entry Enter summary for now Standard None
38 POS Integration (Future) Tasting room, events POS app (future) Deploy POS later Standard None
39 Sales Tax (Manual for now) Tax management Leave basic for now Add advanced tax later Standard None

2. Summarized Gap List

Gaps Not Fully Covered by Odoo Standard (Require Studio or Minimal Custom)

# Requirement Standard Coverage Notes / Needed Action
17 Batch Progress/Stages Partially (routing), needs Studio Add custom fields for batch status or special steps not modeled as operations
18 Test Results/Gravity No standard field Add Studio fields for gravity, test notes on MOs or lots
21 Compliance Log Formatting Attachments standard, formatted reports need Studio Design report template for regulatory output (gallons by batch, etc.)
24 Digital Batch History (with test data) History standard, custom fields for test data Use Studio for extra fields on lot records
32 Custom KPIs/Dashboards Standard dashboards, may need Studio for batch-specific KPIs Use Studio for advanced dashboard customization
33 Batch Performance Reporting Standard exports, may need Studio for custom calculations Studio or Excel export for specific regulatory/ROI formats
34 Compliance Reports (alcohol, gallons) No standard template Studio or export for regulatory compliance format

Note:

  • No “hard” custom coding required unless compliance reporting is highly complex.

  • Odoo Studio covers most minor custom fields, dashboards, and basic report customizations.