How our implementation works

01

Requirement Gathering

We begin with a detailed discovery process to map your retail workflows, pain points, and requirements

02

Environment Setup

Flexible Deployment options for smooth testing, training, and production deployment with scalability and security.

03

System Design & Configuration

We configure Odoo to match your retail processes. Customization ensures your system is aligned with your operations

04

Module-Wise Implementation

Step-by-Step Rollout of Core Modules for smoother adoption from Products, Purchase, inventory and Point of Sale/Sales

05

Data Migration

We migrate your historical data, including products, customers, vendors, stock levels, and transactions

06

Testing & Quality Assurance

Through quality and performance testing, we validate functionality, integration, and user experience.

07

3 Level Training

We provide role-based training to ensure adoption across all levels. Key users, End users and Management training

08

Go-Live

We deploy to AWS production, Smooth transition, freeze opening balances, and gradually switch users from test to live.

09

Post Go-Live Support

Priority support for first 30 days, daily monitoring, bug fixes and performance tuning.

10

Standard Support

Continuous improvement – Add enhancements (custom reports, dashboards)

Requirement Gathering

Understanding Your Business Needs with a Clear Roadmap

We begin with a detailed discovery process to map your retail workflows, pain points, and requirements. Our experts collaborate with your team to define goals, priorities, and the project roadmap.

Requirement Gathering
Project Kick-off

Define objectives Identify stakeholders

Business Process Review

Map current workflows Identify pain points

Define Future State

Propose workflows Set scope/goals

Requirement Workshops

Connect Department Heads Functional workshops

Fit-Gap Analysis

Compare current processes Decide Fit or Gap

Scope & Planning

Define modules in scope Agree on 90-day roadmap

Environment Setup

Flexible Deployment from Local, Test and Production (AWS)

We ensure proper environment setup for smooth testing, training, and production deployment with scalability and security in mind.

Local Environment (Developer)

Development, customization & quick troubleshooting

Test Environment (QA/UAT)

Testing before deployment to production

Cloud AWS Production

Live environment for day-to-day business

Environment Setup

System Design & Configuration

Tailoring Odoo ERP for Retail Excellence

We configure Odoo to match your retail processes covering sales, purchases, inventory, POS, Employee, eCommerce and Dashboards.

System Architecture Design

Multi-Branch Setup

One database with multiple companies/branches. Centralized reporting for all branches.

User Access Control

Define roles: Admin, Store Manager, Cashier, Inventory, Finance. Setup user groups & permissions.

Configurations
Master Data Configuration

  • Product Master
  • Customer Master
  • Vendor Master
  • Warehouse Master
  • Accounting & tax structure

Reporting & Dashboards

  • Sales Report
  • Purchase Reports
  • Inventory Reports
  • Finance Reports
  • Management Dashboards

Business Process Workflows

  • Purchase: RFQ → Purchase Orders → Vendor Bills → Payments
  • Inventory: Goods Receipt → Stock take
  • POS: Sessions → Scan Barcode → Discounts → Receipts
  • Branch Transfers: Request → Approval → Dispatch → Receive

Module-Wise Implementation

Step-by-Step Rollout of Core Modules for smoother adoption

We implement modules one by one for smoother adoption. Our customization ensures your system is aligned with your operations.

1. Masters : Products with barcode, Category, Brands, Price List

2. Purchase : RFQ -> PO -> GRN -> Vendor bill with price lists

3. Inventory : Multi-warehouse locations, Valuation (FIFO/AVG), Expiry/lot

4 : Branch Transfer : Request -> approve -> Dispatch -> Receive with in-transit tracking

5. Sales & POS : Session, Payments method, Promotions, Loyalty, Receipt Formats

6. Invoice : Sales / Purchase Postings to journals and tax compliance

Data Migration

Secure & Seamless Data Transition

We migrate your historical data and every record is validated, cleansed, and tested for accuracy before moving into the new system.

DATA EXTRACT / PREPARE

Identify source and export data in structured formats (CSV, SQL dump)

MIGRATION TOOLS

Select appropriate migration tools (Import Wizard, Scripts)

FIELD MAPPING

Map source fields to Odoo models (splits, merges, renames, new fields)

DATA CLEAN-UP

Standardize formats, remove duplicates, incomplete records

TRIAL MIGRATION

Run initial migration into a test Odoo instance module by module.

VALIDATION

Validate data against source system (record counts, totals).

Testing & Quality

Ensuring Stability & Performance on all types of Transactions

Through quality and performance testing, we validate functionality, integration, and user experience. Parallel run ensures accuracy by comparing ERP with your legacy system.

Unit Testing

  • Developer centric
  • Verify each module independently
  • Ensure functional correctness of customizations
  • Early bug detection

Integration Testing

  • Connect with multiple apps or modules
  • Validate end-to-end flows across all modules
  • Identify interface mismatches and data errors
  • Early defect detection

Performance

  • Simulate peak transaction loads on POS
  • Inventory sync across multiple branches
  • Validate system response time
  • Ensure prod setup can scale without downtime

Quality Testing

  • Validate data (no missing or duplicated)
  • Verify compliance with retail business rules
  • Ensure receipts, and reports print correctly
  • Test exception scenarios

User Acceptance

  • End-users test real-life business scenarios
  • Retail staff validate daily sales, purchase cycles
  • System works as expected in real-world use
  • Builds user confidence before launch

Feedback loop → Fix issues in staging → Re-test before AWS deployment

User Training

Empowering Your Team for Success

We provide role-based training to ensure adoption across all the user levels and departments.

Odoo-Retail-Training
Key Users

  • Limited “power users”
  • Cover advanced features
  • Configurations

End Users

  • Store staffs
  • Daily operations
  • Real retail use cases

Management

  • Decision makers
  • Finance Team
  • Reports & Dashboards

Go - Live Production

Smooth Transition to Live / Production

We deploy to AWS production, freeze opening balances, and gradually switch users from test to live. Real-time monitoring and setup cloud backup.

  • AWS Production Deployment
  • Opening Balance & Stock Freeze
  • Pilot Rollout (Test → Live Users)
  • Switch Daily Operations one by one
  • Parallel Run (1 Week)
  • Final Cut-over & Shutdown Legacy system
  • Monitor & Rollback Plan Ready
GoLive_AWS