Audit-ready supplier diversity tracking, built into Odoo

Track certifications, spend goals and tier-2 sub-supplier spend directly from your confirmed purchase orders, with automatic lifecycle alerts and exportable compliance reports.

The problem

Supplier diversity teams track MBE/WBE/DBE and other certifications in spreadsheets, hand-copy expiry dates, and manually reconcile purchase records to prove diversity spend. Certifications lapse silently, spend gets misattributed, and every audit becomes a fire drill with no defensible trail of who changed what.

The solution

Supplier Diversity Programme reads certifications and confirmed purchase orders directly inside Odoo. Lifecycle status, expiry alerts, tier-1/tier-2 spend rollups, and goal tracking all update automatically, so every diversity-spend number is backed by a live audit trail, not a spreadsheet.

Capabilities

Everything a diversity programme needs

Every capability below is implemented in the module.

01

Certification lifecycle tracking

Record certificate number, issuing agency, issue/expiry dates and classification codes per supplier, with automatic Valid / Expiring Soon / Expired status so nothing lapses unnoticed.

02

Configurable expiry alerts

Set your own warning window (default 60 days) and let a daily check schedule a follow-up activity on every certification approaching or past expiry.

03

US federal + custom classifications

Ships with MBE, WBE, DBE, HUBZone, SDVOSB, VOSB, 8(a) and SDB out of the box, plus your own corporate or regional categories.

04

Certifying agency directory

Maintain a reusable list of certifying agencies (NMSDC, WBENC, SBA and more) so every certification stays consistent and reportable.

05

Diversity spend rollup from purchase orders

Diverse spend is calculated automatically from confirmed purchase orders, eliminating manual reconciliation against a separate list.

06

Tier-1 and tier-2 spend tracking

Capture direct diverse spend alongside guided, self-reported sub-supplier (tier-2) spend, with a combined diversity percentage for federal subcontracting reports.

07

Spend goals with live progress

Set targets by classification or company-wide and watch achieved spend, achieved percentage and progress update as purchase orders are confirmed.

08

Review and approval workflow

Certifications move through Draft, Under Review, Approved and Rejected with status-bar buttons, chatter, and a full audit trail of every change.

09

Audit-ready reporting dashboard

A dedicated pivot, graph and list analysis of diversity spend by classification, tier and period, exportable to XLSX for your next audit.

Workflow

How it works

1

Set up classifications and agencies

Use the built-in US federal list or add your own categories and certifying agencies.

2

Record supplier certifications

Capture certificate details and submit them through the review/approval workflow.

3

Track spend automatically

Confirmed purchase orders and self-reported tier-2 spend roll up into live diversity percentages.

4

Monitor goals and renewals

Watch goal progress and renewal alerts on the dashboard, and export audit-ready reports.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

It reads directly from your confirmed purchase orders. Diverse spend is calculated automatically once a supplier has an approved, valid certification — no duplicate data entry.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Supplier Diversity Programme

Certification lifecycle tracking with expiry alerts and US federal and custom classifications — plus tier-1 and tier-2 diverse spend rolled up from purchase orders against live goals.

Buy on Odoo App Store
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