Standard configuration
Use existing settings, access rights, approval options and documented workflows first.
Lowest custom maintenance
ADAPT & IMPROVE
Approvals, reports and documents that fit the business. Adapt the parts of Odoo your team keeps working around.
WHAT WE DELIVER
A missing approval step or an awkward report can create work across several departments. We review the gap, check the standard options and implement the change that makes sense for your setup.
Adapt purchase, discount and other approval routes around your authorised roles and limits.
Adjust quotations, invoices and other layouts with the fields and approved language requirements you need.
Create useful operational views with agreed filters, calculations and source records.
Make information easier to enter, review and find for the people using the process.
Reduce repeated steps with appropriate rules, notifications and approved actions.
Check the change with users and document its dependencies and maintenance needs.
IS THIS THE RIGHT SERVICE?
Route decisions to the right person with the right information.
Bring an agreed calculation or view closer to the source records.
Add the details customers, suppliers and accounts need.
THE RESULT OF THE WORK
Each engagement has agreed deliverables and a named owner for the next step.
Discuss a customisationOUR APPROACH
Look at the current workflow and expected result.
Check configuration, Studio or a custom module.
Validate normal transactions and exceptions.
Approve the change and hand over the details.
CHOOSE THE LIGHTEST SUITABLE APPROACH
The business outcome comes first. The implementation method follows the requirement, hosting and maintenance responsibilities.
Use existing settings, access rights, approval options and documented workflows first.
Lowest custom maintenanceConsider supported field, view and automation changes when the edition and hosting permit them.
Review portability and limitsUse version-controlled code for defined logic that standard tools cannot meet.
Specify ownership and testsKeep cross-system record ownership, mapping, retries and reconciliation in a separate interface scope.
Plan monitoring and supportUpgrade check: record dependencies, version compatibility, source access and the party responsible for adapting the change later.
A LITTLE MORE DETAIL
We check standard settings first. More involved business logic may need a custom module and a suitable hosting environment. The approach is agreed before work begins.
Custom changes and third-party dependencies may need adaptation on a later Odoo version. We identify those responsibilities in the scope.
Write the business outcome and test examples first, then demonstrate the nearest standard workflow. Approve a change only where the remaining gap has enough value to justify its implementation and future maintenance.
Record the requirement, chosen method, affected models or settings, access rules, dependencies, test evidence, deployment notes, source location where applicable and the party responsible for support and future upgrades.
We first review the source, licence rights, version and current behaviour, then confirm what can be modified.
Configuration and some Studio changes may be possible on the appropriate plan. Arbitrary custom server modules require a different deployment approach.
Bilingual layout requirements can be assessed. Approved translations, required fields and the final exported result need checking with your team.
We agree the source records, filters and expected calculation, then compare the output against an approved sample.
Customisation describes the business change required. Development is the engineering method used when configuration or supported tools cannot deliver it. A customisation may need no code, while development should follow a written specification.
That depends on its design and data impact. The release plan should describe dependencies, stored records, rollback conditions and whether removing the change requires a migration or cleanup step.
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YOUR NEXT ODOO STEP
Share your current setup and what you need to change.