Kyle Robinson Odoo Product Setup Guide for Manufacturers Note: This post assumes you are using automated inventory valuation in Odoo. This information is most applicable for Odoo V17+. It is largely accurate for previous versions as well but it was compiled... Accounting Manufacturing
Systems Services, Inc., Chris Dighton The Odoo Upgrade Process Process Workflow SSI has a proven upgrade method that efficiently and carefully upgrades your Odoo system. The major phases are: Initiation Planning Implementation Go-Live Monitoring Phase Description... Budget ERP Odoo
Kyle Robinson What Do We Do? As we enter 2024, I sat down to reflect on what exactly it is that we do here. There are so many different roles that we play for each customer in our nearly 45 years in business. While the definition...
Kyle Robinson Purchase Order Deposit Management Business Need Business Need For many of our customers, especially those doing business overseas your vendor may require at least some partial pre-payment of a Purchase Order as a deposit. Odoo handles... Accounting Purchase Orders
Kyle Robinson How to Manage Followers in Bulk What is a Follower? One of the most powerful, but often misunderstood, features of Odoo is record following. In general an internal user (employee) can dictate what records they follow as well as maki... CRM Discuss Odoo
Kyle Robinson Odoo Go-Live Data Requirements Going live on a new ERP system can be a stressful time. The best way to ensure a smooth transition is to start early to format and investigate the amount of work required to collect your data. Giving ... Accounting
Kyle Robinson Issuing a Sales Tax Credit in Odoo Occasionally a customer will complete an order that is taxed, only to return with a Sales Tax Certificate and ask for a credit. In this case there are two primary outcomes that we are looking to achie... Accounting Tax
Kyle Robinson Help Me Help You The last few years have seen tremendous growth in the number of Odoo users around the world. At SSI, we too have been riding a wave of new customers through implementation and support services. As a r... Odoo Support
Kyle Robinson Accounting Lock Dates in Odoo Upon period closing in Odoo, it's important for the CFO to lock the accounting period to avoid users errantly posting into previous periods. Odoo provides a large amount of flexibility with respect to... Accounting
Kyle Robinson The Odoo Year End Process Closing the calendar year (or any period you wish) in Odoo is not a difficult process but it does require some understanding of the default Odoo Balance Sheet Report. Some readers may be familiar with... Accounting ERP
Kyle Robinson Business Process Mapping I work with business owners everyday who are frustrated with their business software, inefficient processes, and bottlenecks. When we are engaged to implement Odoo, we first spend time in a workshop o... Buyers Guide ERP Implementation Odoo
Kyle Robinson How Much Does Odoo Cost to Implement? Implementing ERP software is not a one size fits all process. There are many variables that you should consider and a fair amount of difficult questions you should ask before starting. In the past few... Budget ERP Odoo
