How to run service company with Odoo?

Odoo, previously known as OpenERP, is defined as made to Order ERP Solution for Small and Medium Enterprise Businesses – Including Service Companies.

A Service Company manages people, and their Clients. It offers them services and generates cashflow for the business. As for Odoo implementation for a service based company, It needs the basic apps atleast;

Step 1 – Find your Business Requirements

For all businesses, your business requirements shall be consulted and fetched. It will determine which Odoo ERP you need and how an Odoo Expert shall guide you further. Once you have your requirements, we are ready for analyzation.

Step 2 – Analyse your requirements

Analyzation refers to a formulae that now your business requirements need to be stiched together with Odoo ERP. In other words, an Odoo Consultant can also help you here by analyzing your business flows and work methods. 

Step 3 – Find an Odoo Consultant

An Odoo Consultant is your partner in Odoo Implementation. They should guide your requirements to Odoo Experts who will develop the system you will love.

Step 4 – Deploy your Odoo System

An Odoo ERP comprising of Odoo Server is deployed to ensure that your development begins. As development moves forward, you can see the progress being tracked.

Step 5 – Work with the Odoo Implementation team for your System

As more and more developments are made, your implementation becomes easier. Moreover, your implementation allows you to check progress on Odoo Apps and then test your system.

Step 6 – Use your System

After your system is deployed, you will use your system and move your team on it as well.

Step 7 – Maintain and manage your system

All good systems require good management. Daily backups are recommended and so are regular checking of Odoo Software Customizations.

Odoo Apps Guidance as to which Apps to use

Odoo Accounting and Invoicing- For Cashflow Management and Reporting

Odoo CRM – For Managing Clients and Sales (Depending on Sales Infrastructure)

Odoo Sales – For tracking sales and quotation management system

Odoo Contacts – For team collaboration

Odoo Recruitment – For managing the incredible team of yours for your business growth and hiring the best talent.

Odoo ERP Customization

An Odoo Developer allows for Customization and Deployment of your system – Ensuring a free flow for you and your company. A custom ERP system allows your business to grow beyond limits. 

Odoo Business Apps Software

A company may also make use of other Odoo Applications so that it can meet its demands in a better manner. 

  • Invoicing System and Accounting Software
  • Customer Relationship Management
  • Sales Management
  • Project Management
  • Vendor Management
  • Access Management
  • Point of Sale POS Solution
  • Manufacturing and Supply Chain management
  • Inventory Management
  • Purchase Management
  • Human Resource Management
  • Team Notes
  • Internal Chatroom
  • Mobile Apps/ Web Apps Integration

To know more and as an Odoo Service Provider USA, you may view our Odoo Services Page, many thanks.