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Odoo implementation guide: discovery to go-live

Moving an existing business from Tally, QuickBooks, Excel or a legacy ERP onto Odoo without breaking daily operations. Here is the step-by-step method, templates and checklists I use.

Start with the methodology See industry case studies
01 Chapters

Six chapters, one complete rollout

01 Methodology

Implementing Odoo in an Existing Business: Step-by-Step Methodology

Step-by-step Odoo implementation methodology for existing businesses: scoping, discovery, fit-gap, build, data migration, UAT, go-live and hypercare.

 02 Discovery

Discovery Workshop Questionnaire

Odoo ERP discovery workshop questionnaire by department: sales, purchase, warehouse, manufacturing, accounting, projects, HR and POS.

 03 Solution design

Fit-Gap Sheet and Solution Design Template

Odoo fit-gap register and solution design document (SDD) template with an order-to-cash example and an access-rights matrix.

 04 Data migration

Data Migration Playbook (legacy system → Odoo)

Odoo data migration playbook: what to migrate, import order, external IDs, opening stock and balances, open AR/AP and validation.

 05 Go-live

Testing, Training, Go-Live and Hypercare

Odoo UAT scenarios, training plan, go-live readiness checklist and the first 30 days of hypercare.

 06 Business flows

Core Cross-App Business Flows (with accounting impact)

Odoo order-to-cash, procure-to-pay, MTO manufacturing, subcontracting, month-end close and service billing, with the journal entries behind each step.
02 Version guide

Odoo 18 → 19 → 20: what changed

What every consultant and business owner should know before choosing a version or planning an upgrade.

Odoo 18

Odoo 18: Key Functional Features (exam baseline)

Odoo 18 key functional features by app: product types, lock dates, Shop Floor, POS self-ordering, budgets, the baseline for the certification.

 Odoo 19

Odoo 19: What's New (September 2025)

What's new in Odoo 19 for functional consultants: AI agents, inventory valuation redesign, project templates, POS courses and exam changes.

 Odoo 20

Odoo 20: What's New, Pros/Cons and Upgrade Checklist

Odoo 20 explained: new features by app, Light User licensing, pricing changes, inventory close and a complete upgrade checklist.

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