Typically, activities within an implementation process require hours for: Requirement gathering or gap analysis, deployment of Odoo instances in the cloud, configurations and developments, technical validation testing for software quality, functional testing, training for key users, documentation of delivered requirements, functional/technical support once the system is in production. There could be additional topics depending on the complexity of the project, such as organizational change management, performance analysis in infrastructure, advanced consulting for audits, among others.
In the implementation of an ERP system, the client plays an essential role in the team. They participate from the planning and scope definition, risk identification and evaluation, to requirement gathering and approval, and most importantly, in change management within their organization. The latter role is best executed by an internal team of the client who can prepare the ground for handling the change that a new management system and a new way of operating processes entail.
The change control process is vital for any project, and ERP implementation is no exception. There should be a clear process in place for handling new requirements that result in a change in scope. Documentation, impact assessment, planning, change approval, execution, and closure are the basic steps in such scenarios. Having a system in place that provides visibility into all of these steps is equally important."
t's commonly agreed among Odoo implementers that the out-of-the-box tool can cover around 70% to 80% of a business's requirements, provided there is flexibility on the client's side to align with Odoo's predefined workflows.Given this premise, you can understand how much Odoo has to offer with its standard modules and then decide, along with your partner, whether to use the tool as it comes out of the box. If there are processes where you can't adapt to how Odoo already resolves them, then you enter the realm of customized or personalized solutions. These can be achieved through basic system configurations, acquiring third-party modules, or custom development.
The start and response time is tied to the priority of the ticket.
- Priority 1: 1 business hour (Critical issue that halts a crucial part or all of the client's operations).
- Priority 2: 8 business hours (Issue that doesn't halt essential operations but causes backlog).
- Priority 3: 12 business hours (Problem or error that doesn't halt essential operations or cause backlog).
Priority 4: 24 business hours (New features, training, or other requests)."
The support team is available from Monday to Friday, 9:00 AM to 6:00 PM, Mexico City time.
We only provide support during non-working hours in cases of emergencies when the client is completely inoperative.
The implementation process involves activities from analyzing the GAP to going live in production, and this is managed by the Project Managers (PMs).
Once the client is in the production stage, we introduce them to the Welcome Kit and start providing assistance through the support team. During the initial period, the PM remains as a liaison and support for both the client and the support team.
Odoo provides support in cases of bugs or when the client's instance is on the SaaS platform, as we don't have access to the code to correct it in this scenario.
We also offer support for instances that are no longer supported by Odoo, specifically versions older than V13. Vauxoo provides support for other cases, including implementation-related queries and ongoing support for clients.
Certainly! In Odoo, you can implement cross-selling on your e-commerce platform in three ways:
- By offering optional products when clicking "Add to Cart."
- By displaying additional products on the cart review page.
- By presenting product alternatives at the end of each product description.
These strategies enhance the shopping experience and boost sales. Boost your cross-selling efforts with the assistance of our experts.
Yes! Odoo allows you to create multiple price lists, and your users can select the one they prefer directly from the portal. Just make sure to mark the price lists you want to display on the website when setting them up.
Yes, it's possible! In Odoo, you can use "building blocks," which are pre-designed templates for various elements like headers, banners, etc. These building blocks can be dragged and dropped onto your page, allowing you to easily customize and give your website an identity, even without programming knowledge.
Yes, it's possible! In Odoo, we use elements called "building blocks," which are predefined templates of various elements like headers, banners, etc. These building blocks can be dragged and dropped onto your page, allowing you to give it an identity and easily customize it, even without programming knowledge.
In Odoo, each sales order comes with a default option to cancel using a button within the form. However, it can be configured to lock this option once it's confirmed, preventing modification or cancellation.
For security reasons, only a user with the appropriate privileges can unlock and cancel a locked sales order.
There's a possibility to automate, through the use of routes and reordering rules, the generation of a manufacturing order when a product is sold. This means that a product can trigger a manufacturing order to be created when it's sold, using the defined route and reordering settings.
It starts with customer prospecting from CRM, tracking the lead, generating a quotation in the sales module, and concludes with a sales order.
Odoo generates certain native KPIs such as monthly sales, sales projections, comparisons against other periods, deal size and count; however, it also offers the possibility to generate custom reports.
You can achieve this by enabling the Analytic Accounting feature, which allows you to view profitability by product, project, and business unit.
Yes, there are three modules in Odoo that allow you to generate reports with geolocation integrated with Google Maps:
- The CRM module allows you to locate the geographical position of customers or prospects.
- The Inventory module enables you to generate delivery routes for orders.
The Field Service module also lets you create service routes.
Yes, it's possible. Odoo already has integration with some couriers. If the courier you need is not available, we can estimate the development effort to create an app that integrates it with the website. This is assuming the courier allows communication with third-party systems.
Odoo supports courier services in Mexico such as Easypost, DHL, and FedEx. You just need to configure them, and they will be ready to use.
Yes, it is entirely possible to achieve that. You can simply add a WhatsApp button on your website, which will allow customers to be redirected to the application and start a conversation. If you want a more customized integration, you can develop an application using Tiledesk, which will provide you with the ability to offer automated responses and manage messages efficiently.
Yes, currently in Odoo there is a snippet that allows you to display tweets on the website. There are also options to add links that redirect to the company's social media profiles.
Additionally, through the Social Marketing module, it is possible to manage and synchronize Facebook, LinkedIn, and Twitter posts from Odoo.
Yes, one of the advantages of Odoo is that it offers various snippets that allow you to add images, videos, and more. Additionally, with the Slides module, it's possible to add the mentioned formats in the form of courses or presentations.
Yes, one of the advantages of Odoo is its capability to integrate various types of visual elements into the website. By using snippets, it's possible to add images, videos, and other multimedia elements. Additionally, thanks to the Slides module, it's possible to incorporate the mentioned formats in a course-like format, providing a more comprehensive experience for users.
Yes, it is possible to cancel invoices. However, the ability to cancel invoices depends on the localization that is installed for each company within the database. Each localization has its own cancellation processes.
Yes, this is configured in the system settings under this section.
Note: Previously, it was done through the Ministry of Finance, but now it has been changed to the Central Bank. The steps to activate it are provided by email (Exchange rate update in Costa Rica).
Yes, it is possible. In Mexico, this is done with the help of the expense module.
Additionally, we have the documents module for Costa Rica and Mexico.
Odoo effectively complies with the fiscal and regulatory requirements imposed by the SAT. It might be useful to specify which fiscal requirements the inquirer is referring to.
Yes, Odoo provides a multi-currency feature that allows you to send sales invoices, quotations, purchase orders, and receive invoices and payments in currencies other than your base currency.
However, it's important to reevaluate balances for tax purposes at the end of each month, and this needs to be done manually.
Yes, Odoo allows you to create invoices and stamp them easily, complying with all the required legal features in Mexico. It also allows you to generate a PDF that is ready for printing, downloading, or sending by email.
Yes, it is possible. After your company receives payments, there is an option to convert the amount to the desired currency. Multicurrency payments involve rate fluctuations, and Odoo automatically registers the rate differences.
Payments and invoices must be fully closed. If not closed, foreign exchange realization entries will not be generated.
At the end of each month, it's necessary to manually reevaluate the balances for tax purposes.
Odoo features a set of modules that enable the issuance of electronic invoices in accordance with the specifications outlined by SAT for version 3.3 of the CFDI.
These modules add pertinent accounting reports and facilitate foreign trade capabilities, with support for associated customs operations.
In addition to reports specifically created in each localization module, some commonly used ones available for all countries include the following:
- Balance Sheet
- Profit and Loss
- Chart of Accounts
- Executive Summary
- General Ledger
- Aged Payables
- Aged Receivables
- Cash Flow Statement
- Tax Report
- Bank Reconciliation
There is also the possibility to compare the values of the reports with another period; you can compare up to 12 previous periods.
Yes, Odoo allows you to perform bank reconciliations directly from the bank statements generated by the bank. It's even possible to link invoices to bank statements seamlessly.
An initiative refers to potential customers who come to us with a specific need, but it doesn't necessarily mean they are interested in engaging in a conversation with a salesperson. On the other hand, an opportunity is categorized as a contact in the system with some information, a specific interest, and other characteristics that lead them directly to the sales process.
Initiatives are about potential customers who often come to our business without a specific need in mind. It's possible that the customer is not interested in starting a conversation with our company's sales representatives.
Meanwhile, an opportunity is categorized as a customer who is already a contact in the system, has a specific interest, and is directed straight to the sales team to continue the process.
Yes, in Odoo CRM, there is a kanban view that allows you to add stages based on your company's processes. You can move an opportunity from one column to another as it progresses through each stage by simply dragging and dropping it. This allows you to create a customized sales flow that suits your business needs.
Odoo CRM offers various communication channels to interact with your clients. This includes email integration as well as VoIP integration, which allows you to make calls directly from within the CRM without the need for a separate phone.
Yes, each member of the sales team has access to a personalized and individual dashboard where they can view information about their sales activities, upcoming tasks, and their workflow.
Odoo's CRM allows you to filter activities by salesperson by using the main dashboard as a starting point. It also provides the option to configure activity types to display the ones that are of interest to you.
Yes, at the end of a point of sale session, a summary of the transactions performed, the initial cash amount in the drawer, and the breakdown of cash/coins in the drawer at closing is presented. Upon completing the session, a report with this information is generated, which can be later accessed for reference.
The cash control in the Point of Sale (PoS) can only be done in a single currency. However, it's possible to handle other payment methods like bank transfers, which allows you to work with multiple currencies.
Yes, you can synchronize all orders to be automatically invoiced or configure it asynchronously to generate invoices on demand.
Yes, in case of losing connection with the server, you can continue working without any issues. All the operations you perform will be saved as data in your browser, and once the connection is restored, this data will be synchronized so that you don't lose any information.
It's important to note that during offline operation, you shouldn't close the browser session, as that could lead to losing the data of the executed operations.
Yes, the system includes a section to generate promotional codes through active marketing campaigns. These codes can later be applied to a point of sale order to apply discounts.
Odoo can manage an unlimited number of warehouses; it all depends on the logistical approach the user follows.
Odoo provides the possibility to perform a reverse process for each inventory transfer, whether it's reception, dispatch, or internal movement, which is equivalent to a return. Returns have a logistical impact, and with the appropriate configuration, they can also extend to an accounting impact.
Odoo offers the option to perform a reverse process (return) for reception, dispatch, or internal movement of inventory. Returns automatically have a logistical impact, and with the proper configuration, they can extend to an accounting impact.
Yes, there is an option to view the entire traceability regardless of the warehouse or location. The most common report for this purpose is the "Product Movements" report, where you can see all confirmed and unconfirmed product transfers. You can use filters and groupings that allow you to track precisely by origin, destination, quantity, date, product, etc.
Inventory replenishment rules in Odoo allow you to specify the minimum and maximum quantity expected for a product in a specific location.
There is an automated action in Odoo that checks if the product quantity has reached the minimum level. If it has, the system initiates the replenishment process up to the maximum quantity. These rules can be configured to trigger inter-warehouse transfers, purchases, or manufacturing orders as needed.
Even if you're working in a multi-currency environment in Odoo, inventory valuation will always be calculated in the company's base currency, which is the same currency used for accounting.
No, currently it's not a mandatory fiscal requirement, so Odoo doesn't have it on the localization roadmap. It's possible to integrate it, but in this case, it would require a minor development effort that would be the responsibility of the client.