Odoo implementation points
For open source ERP, the deployment form (Odoo.sh/self-built/partner hosting) and module boundaries are determined first; multi-company/multi-currency projects freeze accounting accounts and warehouse rules before importing them in batches.Integration with third-party logistics/payments is recommended for master data and transaction APIs.MiCount can assist Odoo in selecting POC and upgrading runbooks.
Odoo · Business staff
Daily operations · Approval · Report · Suggestion 2–3 weeks
For sales, warehouse management, and financial business backbones: efficiently process orders, inventory, invoicing, and reconciliation in deployed Odoo, and use lists/pivot tables for business analysis.You can directly refer to the Odoo business application document for step-by-step implementation.
learning path
Sales and purchasing daily
Quotation follow-up, order changes, purchase requisitions, supplier price lists and delivery dates.
Inventory and manufacturing connection
Picking, lot/serial, safety stock, simple BOM and production order viewing.
financial synergy
Customer/supplier account aging, reconciliation, expense reimbursement entry, and business self-examination before closing accounts.
official document comparison
| theme | Learning points | Link |
|---|---|---|
| Sales workflow | Order status, delivery strategy, invoice strategy (deposit/full payment) | Sales |
| Purchase | RFQ, purchase order, goods receipt and three order matching concepts | Purchase |
| Accounting (Business Perspective) | Invoice, payment registration, bank reconciliation interface | Accounting |
| Report | Pivot tables, measures, grouping and shared filters | Reporting |
Arithmetic · Job Operation Manual (Excerpt)
Sales/Customer Service
- Activities and To-Do: Automatic reminders for overdue business opportunities, quotation validity periods, and shipment delays.
- Order modification specifications: Price changes and delivery date changes must leave traces; skipping credit limit approval is prohibited.
- Portal: Permission boundaries for customers to check orders/invoices on their own.
Warehouse/Finance
- Pick waves, partial shipments, returns RMA, and inventory adjustment reason codes.
- Before the monthly end: Checklist for uninvoiced shipments, inventory in transit, and negative inventory.
- Export Excel reconciliation: Reconcile ERP and bank/platform bills by dimension.
Hands-on Tasks (Acceptance Criteria)
Task: Optimize a real business process
- Select the "Sales Outbound" or "Purchase Inbound" process and draw As-Is / To-Be (within 5 steps for each).
- Configure 1 automations in Odoo (choose one of activities/email templates/server actions).
- Added 2 list view filters + 1 pivot table dashboards for weekly meetings.
- Write a one-page SOP: who does what, when, in which menu.
When collaborating with IT, list items that require "view/permission changes" separately to the administrator (admin.html) or developer.