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📁 Phase 1 — KYC Introduction & Requirements
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📁 Phase 2 — Customer Onboarding in Odoo
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📁 Phase 3 — Document Collection
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📁 Phase 4 — Document Upload & Verification
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📁 Phase 5 — KYC Review & Approval
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📁 Phase 6 — Document Expiry & Renewal
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📁 Phase 7 — Compliance Reporting
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- Join this Course to access resources
6.1 — Document Expiry Tracking
📍 WHERE TO FIND IT
Sales ▸ Contacts ▸ [Customer] ▸ Expiry Dates
✅ WHAT TO DO
Odoo tracks all document expiry dates and alerts the team before they expire.
- Emirates ID: 5-year renewal cycle
- Passport: 5-10 year validity
- UAE Residence Visa: 1-3 year validity
- Trade License: annual renewal required
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💡 TIP
KYC renewal alerts fire 90 days before the EARLIEST expiry. Do not wait — proactively chase renewals to avoid last-minute deal blocks.
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