TABLE OF CONTENTS
- 1. Website and Customer Experience
- 1.1. Website & eCommerce: Guided Onboarding, New Templates, Google Merchant Sync
- 1.2 Live Chat and Discuss: Expertise Routing, Chat Insights, Status Controls
- 2. Sales, CRM and Subscriptions
- 2.1 Sales: Editable Optional Products, Catalogue Sections, Portal Top-Up
- 2.2. CRM and Marketing: AI Probability, Lead Sources, Kanban Linking
- 2.3. Subscriptions: Prorated Billing, One-Time Sales, Portal Edits
- 3. Inventory, Purchase and Barcode
- 3.1. Inventory and Purchase: Packages within Packages, Forecasted Reports, Suggested Quantity to Replenish
- 3.2. Barcode: Operation Descriptions, Product Source Location, Lot and Serial Number Properties
- 4. Manufacturing, Shop Floor & Planning
- 4.1. MRP: Gantt View, Editable Deadlines, Labour-Based Valuation
- 4.2. Shop Floor & Planning: Barcode Workflows, Shift Scheduling, Routing Edits
- 5. Project, Timesheets and Services
- 5.1. Project and Timesheet: Smart Assign, Mobile Grid View, Priority Alerts
- 5.2. Field Service and Appointments: Calendar View, Technician Tracking, Mass Planning
- 6. HR, Payroll and Expenses
- 6.1. Payroll: Redesigned Engine, Payslip Correction, Unified Master Report
- 6.2. Time Off and Expenses: Odoo Master Cards, Multi-Expense Submission, Complex Duration
- 7. Accounting, Compliance and ESG
- 7.1. Accounting: Peppol Invoicing, Bank Sync, BAS Reports
- 7.2. ESG App: Scope 1–3 Emissions, CSRD Reporting, Auto Category Mapping
- 8. AI, Documents and Sign
- 8.1. AI App: Prompt Commands, Auto Field Completion, Voice and Web Search
- 8.2. Sign and Documents: Bulk Signing, Chatter Integration, Access Controls
- Odoo 19: What’s Coming For Australia?
- 1. Fully compliant Payroll AU with STP Phase 2 and SuperStream
- 2. ABA file payments, Direct Debit for wages/super
- 3. Multi-stream YTD import, backpay, and validations
- 4. 2025–26 tax rules, STSL changes, ATO security
- 5. Peppol invoicing, GST toggle, fringe benefits, BAS automation
- 6. Tyro integration
- 7. Roadmap: SBR BAS lodging, Open Banking, PEL Access, Fiduciary Program
- Odoo 19’s FAQs For Australian Teams
- 1. How should Australian businesses prepare?
- 2. How is Odoo 19 different from Odoo 18 in Australia?
- 3. How can AI in Odoo 19 be tailored for real business outcomes?
- 4. How can I try Odoo 19 or upgrade from my current version?
Definitive guide - Decode A Winning Odoo ERP Implementation (With Real-life Success Stories)
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Marcie Nguyen
Marcie is a skilled writer at Havi Technology focusing on creating content for marketing, eCommerce, point of sales, and ERP solutions. With over 8 years of experience in the retail, eCommerce and ERP technology sectors, Marcie is dedicated to providing insightful answers to business owners of all scales.
TABLE OF CONTENTS
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Most businesses rely on a diverse range of software solutions. However, these systems often operate in isolation, lacking effective communication and integration. The result? Extra work, duplicated efforts, and a fragmented view of organisational processes. This prevents decision-makers from getting a holistic overview of what truly unfolds within their business.
Implementing Enterprise Resource Planning (ERP) system can transform the way businesses manage their operations. ERP is an integrated software solution designed to streamline and automate various aspects of business operations. One of the key benefits of ERP software is its ability to act as a centralised data platform for various workflows. And Odoo ERP is one of the powerful solutions that has gained popularity in recent years. With the adoption of Odoo ERP solutions, businesses can gain the ability to streamline their daily operations, enhance efficiency, and the ability to make quicker and more informed decisions.
However, many businesses often struggle to find where to embark on an ERP project. They tend to prioritise the selection and implementation of the technology but overlook the critical aspect of building a solid strategic foundation that paves the way for ERP system success. It is common for ERP projects to exceed budget and timeline expectations, while also failing to deliver the desired results.
In this definitive guide, we will explore the key steps and considerations for successfully implementing Odoo ERP, ensuring a smooth transition, and maximising the benefits for your business.
Who is this definitive guide for?
The seamless operational process plays a vital role in the success of any business, irrespective of its scale. This guide has been written for any organisation, from large corporates to SMEs who never stop asking the question, “How can I achieve higher levels of productivity?”.
Whether it is managing warehouses, purchasing, accounting, or producing real sales, this guide prescribes a hands-on, step-by-step approach to managing your business with a fully integrated and customisable platform – Odoo.
We will talk about things we know and it is the experiences from real working with businesses across Australia and Southeast Asia, helping them bridge the gap between their current workflows and Odoo ERP solution.
What is in this guide?
This guide includes five chapters that will shed light on how you adopt a winning Odoo ERP system to redefine your operational process.
Chapter 1: Get Ready for Your ERP Journey with Odoo
Before embarking on an Odoo ERP implementation, it is crucial to lay a solid foundation. This section helps you understand what an ERP system can do for your business, and Odoo capabilities in helping you streamline all operations, from manufacturing, inventory, and purchasing management to sales, accounting, and customer services.
Continue readingChapter 2: Craft Your Winning Odoo ERP Strategy and Roadmap
Developing a comprehensive strategy and roadmap is vital for a successful Odoo ERP implementation. This stage covers essential steps such as assessing your current workflows, identifying pain points and areas for improvement, defining clear objectives and a roadmap for your ERP project.
Continue readingChapter 3: Turn Odoo ERP into One Source of Truth for Data
Odoo ERP offers a wide range of modules and features that can streamline your business operations. In this section, we will delve deeper into how businesses function regarding data. It will also explain how to utilise Odoo and 3rd integration to build your own centralised data system that enhances collaboration, improves efficiency, and drives productivity.
Continue readingChapter 4: Measure Your Odoo ERP Implementation Success with KPIs
Measuring the success of your Odoo ERP implementation is essential to track progress and identify areas for improvement. We will discuss measurable KPIs, such as improved inventory management, reduced lead times, increased customer satisfaction, and enhanced financial reporting. This ensure that your Odoo ERP system delivers tangible business benefits.
Continue readingChapter 5: Succeed in Odoo: 3 True Customer Stories
To provide practical insights into the potential of Odoo ERP, this section will present three real-life examples of successful Odoo ERP implementation. Each case study will highlight the specific challenges faced by the business, the tailored Odoo ERP solutions, and the actual results. By examining these success stories, you can gain inspiration and learn valuable lessons for your own Odoo ERP implementation
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Implementing Odoo ERP can revolutionise your operations, centralise processes, and enhance efficiency. By following the step-by-step approach outlined in this definitive guide, your business can unlock the full potential of Odoo ERP and streamline its operations for long-term success.