Introduction

The Certificates and Licenses Management module empowers organizations to centralize certification and licensing workflows within Odoo. It enables users to issue certificates or licenses to various stakeholders—such as employees, customers, vendors, and suppliers—track their validity periods, and automate reminder processes before expiration. This streamlined solution ensures compliance, enhances operational oversight, and reduces administrative overhead.

Key Features

• Create and assign certificate or license records to contacts—including employees, vendors, and customers.

• Define start and end (expiry) dates for each certificate or license.

• Enable automated reminders to alert stakeholders before certificates expire.

• Display status indicators such as active, expiring soon, or expired.

• Manage certificate workflows using calendar and kanban visual views.

• Attach documentation or PDF files to each certificate or license record.

• Fully customizable types, fields, and workflows to suit specific business processes.

• Support mass issuance of certificates/licenses as needed.

• Enable public visibility via the website portal for relevant users.

• Integrates with Odoo’s existing contact and HR flows for seamless administration.

Benefits

• Centralizes document tracking and ensures timely renewal of important certifications and licenses.

• Enhances regulatory compliance and mitigates risks associated with expired documents.

• Automates reminder communications, reducing manual tracking.

• Improves audit readiness with clear certificate records and status visibility.

• Streamlines operations across multiple stakeholder types.

• Increases transparency by allowing stakeholders to view certificate statuses.

• Reduces administrative overhead and human error.

• Builds trust through systematic documentation and compliance monitoring.

• Supports scalability as certificate volumes grow.

• Enables quick adaptation through customizable configuration.

Compatibility & Technical Details

• Required Modules: Likely depends on Contacts (contacts), Employees (hr), Website (if public visibility is enabled), Calendar (for scheduling reminders).

• License: Likely OPL-1 or similar proprietary license (unless otherwise specified).

• Technical Name: odoo_licences_certificates

• Installation Steps:

  1. Add the module to your Odoo addons folder.

  2. Update the Apps list via the Odoo interface.

  3. Install the Certificates and Licenses Management module.

  4. Configure certificate types, expiry rules, and automated reminders via module settings.