Implementation checklist

Scoping goes faster when you walk in with this on hand. None of it needs to be polished — a rough list is enough to start from.

• Current tools in use — spreadsheets, the accounting package, any existing CRM or POS system, and what each one is used for.
• Headcount by department — roughly how many people touch Sales, Inventory, Accounting and any other area you expect to bring onto Odoo.
• Reports you rely on today — the specific numbers someone pulls weekly or monthly, and where they currently come from.
• Key integrations — payment providers, logistics partners, or any system that has to keep talking to whatever you configure.
• Timeline constraints — any date you are working against, like a financial year-end or a peak season you want to avoid disrupting.
• Rough budget range — not a fixed number, just enough for us to scope realistically rather than aspirationally.

Bring what you have. We fill in the gaps together during the call.