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5 Useful Tips For Successful Odoo Erp Customisation
Odoo is the one-in-all integrated ERP software solution that comes with literally over a thousand different modules and applications to fit every unique business need and process. And these modules are fully customisable and scalable, that is with the growth and changing requirements in a business, the modules and applications can also be customised to better fit the business functions and processes. Odoo ERP has extensible and very flexible that makes it relatively easier to build custom modules and applications. Now, every business comes with different needs and operations and this makes it crucial to get the ERP customised accordingly. And if you are planning to get Odoo customised and implemented into your business system now, here are the most useful tips you must follow for the successful customisation of the system.
Consider these useful Odoo customisation tips shared by a proficient consultant of Odoo in Australia.
Completely understand all the functional capabilities of Odoo and its configuration options:
... the business processes, the different functional capabilities of the business, and the Odoo modules and applications, is the first most crucial thing to consider before getting started with the ERP customisation. It is very important that you take time to evaluate and analyse the business requirements and operations and check the compatibility with the Odoo applications and modules. Next, you must prototype and then test the business processes with stock Odoo. Take time for creating the data to prototype the business processes and then perform the customisation step by step. Configuring the options is also important before beginning with the customisation of the ERP. So, get to know the configuration options as well.
Implement the business process workarounds before writing the customisation codes:
Once you have evaluated and worked through all the business processes, you need to get started with the customisation of the ERP now considering these business requirements. Look for potential ways and workarounds to customise and implement the software into your system to improve the workflow and boost the overall efficiency of your business. Also, determine the time and cost of customisation and discuss the same with the client before proceeding further with the customisation process.
Take a look at the Odoo App store for all the applications and modules it offers:
After you have completely understood the business needs, you need to check out the Odoo App store to see if you can get the exact applications in the Odoo App Store as your business needs or you need to still make some customisations on the related applications available there.
Understand the Odoo ERP software system inside and out:
Just checking out the available Odoo ERP modules and applications is not enough, you need to make some modifications and extensions before customising and implementing them as well. For instance, you may need to add an existing field to one of the list views or may need to add some custom fields to make the application more accurately fit the business process. And you can clearly understand where and how to add such fields or do more customisations and modifications if you have a deep understanding of the entire ERP system and Odoo’s source codes. Considering this tip or point can help you create better and your own custom solutions.
Make sure to know about the different types of Odoo customisations:
There are different types of Odoo customisations that you must know about first. This will help to offer better Odoo customisation solutions to a business. The different types of Odoo customisations are:
Changes in the UI - Adapting the designs of the screens to personalise the user interface of the ERP.
Documents, reports, and forms - order confirmations, delivery notes, etc., that are generated by the ERP can be customised or modified based on the business needs.
Functionality extensions - Even in a comprehensive ERP solution like Odoo, sometimes one may need to extend some functionalities.
Customising the Odoo ERP as per the business needs and with the ongoing changes in the business processes is important to enhance the business performance to make sure you are using only the modules or applications your business needs, getting rid of the other unnecessary ones. And keeping these above tips in mind can ensure successful customisation of the software.
Alex Forsyth is a highly skilled and experienced consultant of Odoo in Australia, associated with the most renowned and reliable Odoo implementation company, Envertis Software Solutions. The author has written this article to help you with the 5 most useful tips for successful Odoo customisation as per every unique business needs.
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