What to send for an ERP (Odoo) project
Departments, users, processes and data to move.
Your company
- What you do, number of branches, warehouses and companies (if several).
- Number of users and their roles.
Which areas to cover
Tick the ones you need:
- Sales and quotations, CRM
- Purchasing
- Inventory and warehouses
- Accounting and invoicing
- Point of sale (POS)
- Manufacturing
- HR, payroll and attendance
- Projects and timesheets
- Website or e-commerce connected to the ERP
How you work today
- The software or spreadsheets you use now.
- Your key processes, for example how an order moves from quotation to invoice and delivery.
- Reports you rely on.
Data
- What needs moving: customers, suppliers, products, opening balances, stock.
- In what format (Excel, another system's export).
Integrations and hosting
- E-invoicing, payment gateways, shipping, a website or online store.
- Hosting: we run Odoo on our app hosting; tell us if you need servers inside Egypt.
Timeline
Many companies start with the core modules and add more in phases. Tell us your target go-live date.