Odoo has become a familiar name in the world of online business, and its main highlight is the customization feature. Despite the size, nature, and type of business, Odoo caters to all, it fulfils every type of unique demand a business may have. If you too have been in awe with the extensive modules and features Odoo is offering to ease the operation at maximum, you are not alone. Many business owners just tried Odoo to understand the hype it created only to find it accommodating as per their needs and later stick to it. However, to utilize Odoo at its optimum, mastering its customization feature is the key.
As successful customization of Odoo can be a complex task, we have invested our time to prepare a guide to help you integrate its features like a pro.
Understanding Odoo Customization
As the main spirit of Odoo ERP lies in its customization, it is of paramount importance that you understand how it works before utilizing it for the optimum results. Customization is that feature which gives you the liberty to adapt and install the modules and features that work perfectly with your business needs. It lets you pick the ones which will work in the favor of your company and boosting its output.
It still won't be a surprise that despite understanding its core intention, you are still in at dilemma on how to utilize it to work in your favor. Don't sweat yourself further and read along.
Understanding Your Business Needs
Not just with Odoo, but every change you are bringing in your operations should be done in concern of your business needs. Understand the necessary needs of your organizations and make spread out a list including everything, right from the strength of the companies to its weak point.
As every business caters to a specific set of audience, you too need to focus on your target audience, certain area which is more time consuming, and needs better planning and in short, every single detail. This will create the base of the customization, and ensures that you are picking the right modules that will support your business needs by giving it its long due push.
Selecting A Well-Learned Odoo Partner
Switching to Odoo is indeed a good call for your business, but selecting the right Odoo partner to implement the customization and other things should also be addressed with a great concern. You must emphasize on its importance and do a little background research before hiring. Look for a well-trained partner with a proven track record of successful Odoo implementation projects.
The same expert will also be responsible for the user training of one or two of your employees who will take care of the future concerns with the ERP. Don't rush the process and take your time in narrowing down on one expert.
Incorporating Custom Fields and Attributes
One power-packed feature of Odoo customization is its talent of incorporating additional custom fields and attributes to already existing modules. This allows you not hamper the already established workflow while leveraging the benefits of the added modules. You can choose to keep the data that will play an important role in your business.
The custom attributes and fields are present in plenty and you will surely find a few to update your business operations. You can add these fields in modules like sales, finances, inventory, CRM, and others.
A Unified Dashboard with Custom Reports
Switching between applications when operations is no doubt a tedious task, and also fails to keep you in loop about what is happening inside the business. With Odoo customization, you get the real-time data of every department in front of you which helps you get an insight of the areas where you need to focus more.
You can additionally keep a tab on inventory levels, sales trends and KPIs with a unified dashboard. You also can see get the insights of the sales performance helping you to make data-driven decisions.
Automating Workflows with Custom Commands
There are high chances that a few areas of your business is running on less human interactions, and doesn't even require the man force you have presently committed. In this particular thing, Odoo customization can be a game changer.
With custom commands and little to no effort, you can automate certain repetitive tasks, where there is no need of human interference like inventory levels, processing the order, creating invoices, and so on. This helps you eliminate the additional cost on labor, and saves a great deal of time which you can put in use to improve other areas.
Incorporating Third-Party Apps and Extensions
The world of online business trends is ever-evolving and there will be no such time when your business will need no new additions and extensions. There will always be room for improvisation and Odoo will address it in the long-run. Odoo allows incorporating third-party apps and extensions based on your present and future needs from its official
app store. on the evolving and rising needs, you can keep on adding new features and improve the existing ones.
Enhances User Interface and User Experience
Doesn't matter how chaotic your website layout has been, with Odoo, this can come to an end. Odoo understands the need of the organized workflow and structured layouts, and themes, which becomes easier for the employees to manage and operate.
It optimizes the UI and UX experiences when working around Odoo granting optimum satisfaction.
Putting Security Measures in Action
No matter how robust any software is, protecting the data of your business should be given utmost importance. Even when integrating Odoo customization, you must put security measures in force to negate the risks of any data breach.
Measures like record rules, data encryption, and access rights exist to protect the data. To ensure maximum security for your data, you can put encryption on different levels, precisely at the sensitive data fields.
Constant Improvement and Optimization
Customization is an evolving process and it never ceases. As Odoo keeps on adding new features and modules with the rise in need and demand, you too will have to match the pace. This means that after the implementation and one-time customization, your work is not over and it requires an ever-going task.
Your business will also need new modules and features to meet up with the current trends and the room of improvement never closes so keep up with that as well.
Odoo is indeed living up to its hype by delivering more than a business owner is looking for, from an organized workflow to addressing the constant room for improvement.With Odoo Customization, any business can change the course of its success and achieve what it has been failing to do for years. With these pro tips, you will be able to master the art of Odoo customization and give a much-needed boost to your business.