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.
The VAT rate decrease has been announced. Currently, are probably a lot of newsletters and other information on how to implement this change in Odoo. First of all, however, we would like to point out that it is difficult, if not impossible, to find a “one size fits all” solution. After all, the type of adaption very much depends on the individual set up. Connections and links have to be considered, price calculation, and, of course, the effect on online shops or POS systems.
We are currently reviewing all our set-ups to discuss the ideal implementation and the necessary steps within the relevant parameters. This clearly shows that there is no such thing as THE standard solution or THE best way for this task. Nevertheless, we can distinguish two basic approaches to tackling this requirement that are feasible almost independently of the individual Odoo versions.
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.
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.
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.