Part 1 Self-Implementation Roadmap

When many companies first encounter Odoo, the most common mistake is not that they do not know which button to click. The real problem is that they do not know what should come first and what should wait until later.

Odoo has many applications: Sales, Purchase, Inventory, Accounting, Website, POS, Manufacturing, Employees, and more. But implementing an ERP system is not the same as installing every module. A successful implementation usually starts by making the main business flow work, then gradually adding automation, reports, and industry-specific extensions.

The goal of this part is to help readers without implementation experience build a basic judgment framework:

  • What information should be prepared before go-live;
  • Which modules should be implemented first, and which can wait for phase two;
  • How to rehearse real business processes in a test database;
  • Which requirements should use native Odoo first;
  • Which requirements are worth custom development;
  • How to decide whether the system is ready for go-live.

If this is your first time implementing Odoo by yourself, we recommend reading this part first. After that, you can move into the Sales, Purchase, Inventory, Accounting, and other module chapters according to your business needs.

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