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Share your needs — we’ll design the right Odoo setup for your business.

1Your needs
2Your details
3Confirm

1 General & Strategic Company Information

Business type

Do you operate a multi-company structure or need inter-company transactions?

Your three biggest operational challenges (e.g. data silos, inventory errors, delayed financial reporting)How many employees will need access to Odoo?Target go-live dateImplementation budget (if any)

2 Finance & Accounting

Which tax regulations must Odoo follow?

Do you have an existing Chart of Accounts to import?

From which system? (QuickBooks, Tally, SAP, …)Primary bank

Do you need automatic bank-feed sync?

Required payment gateways (Stripe, PayPal, PayTabs, Moyasar, …)

3 Sales & CRM

What is your sales motion?

Approval workflows needed? (e.g. discounts above 10% need manager approval)Multiple price lists? (retail vs wholesale, multi-currency)Connect Odoo to Shopify / WooCommerce / Magento?

4 Inventory & Purchasing

Warehouse layout: multiple locations or bin/shelf management?Shipping providers used, and do you need real-time carrier rates?Inventory costing methodProcurement needs: auto-reordering, dropshipping, multi-level vendor approval?

5 Operations & Manufacturing (MRP)

Production flowBills of Materials: multi-level BoMs, routings, distinct work centers?Tracking required?

Do you send raw materials to third-party manufacturers?

6 Data Migration & Integrations

What data must move to Odoo? (historical sales, open invoices, products, customers)Any HR, marketing, or custom POS systems to sync via APIs?

Answer what you can — every field is optional. The more you share, the better our proposal.

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