Entries by Ronald Hanke

How could this happen? – A note on Accounting in Odoo 13

With Odoo 13, a lot has changed in the Invoicing and Finance modules. The most significant change probably is that Invoicing no longer exists as a single object. Until last October, with the release of version 13, the analog world acted as a template for the technical invoicing process. You generated an invoice, used „the next number“ on the list, put it on the document, sent it off, and forwarded it to the accounting department. The latter put a date of receipt stamp on it, allocated it to an account, added it to a batch, and finally posted it.

Odoo Installation / Re-installation – Part 2

Let’s move on to the next milestone during installation – the re-configuration of existing modules.

We will review the most important and most popular configuration options for each main module. This does not mean, however, that all other options are unimportant. But the number of configurations, meanings, and possible combinations is too comprehensive to discuss all of them without exceeding the scope of this blog.

Odoo Installation / Re-installation – Part 1

After quite a few theoretical articles, let’s talk about something more practical for a change. It is not that common that I am involved in a new installation myself unless it is a demo set-up. Usually, we take over an existing project, or one of our consultants or project managers will take responsibility for an installation, with me acting like some sort of “know-it-all” in the background.

Be that as it may, at the beginning of the year, it was time for me to get involved again. Here are my experiences and the key steps I can recommend.

Selecting your Software – What you should pay attention to

When you are faced with a choice of software solutions, you should know what precisely you are deciding on. In this blog, we would like to draw your attention to a few parameters that we think are important for such a decision.

In the following, we present comparisons mostly between SAP, Navision, and Odoo. Not just because customers usually include Odoo in their shortlists together with these respective vendors, but also because we are in a position to assess these products based on past migration assignments from these solutions to Odoo. And because they all have a very similar, i.e., integrated, international, and generalized approach. None of these systems focusses on a specific industry sector, area, country, or company size.

Odoo Migration

In this article, we will take a closer look at some of the questions from the previous blog. What exactly does migration entail, how often do you need to migrate, and what costs are involved in such a migration?

Our approach to Odoo Standard

To learn what questions to ask and discuss and to understand and classify the answers, it does not only take a corresponding investment in time and effort on the part of the customer. The implementers also need to have the appropriate expertise in each of the relevant areas, but a single person cannot provide this.

Quite often, and motivated by Point 3 above, the next threshold is the construction of a prototype to ensure that both sides share the same understanding of the request. Still, this also takes time and is not even done by a programmer (see also our Blog on Odoo Studio).

However, this only concerns the initial analysis, but I am sure that you can well imagine that this consultation is a standard feature throughout the entire project.

The list of items and reasons to justify this step is seemingly endless. But does a project have to run like this? Is it not possible to merely use Odoo in standard mode?

The answers are short and simple – „you don’t have to“ and „it is.”

However, what are the prerequisites, what are the requirements and what are the risks?