Tasks set within the implementation of Odoo 18

As part of the project for implementing the ERP system Odoo 18, a number of strategic tasks were identified, aimed at automating and optimizing the company's business processes.

One of the main priorities has become the improvement of the procurement process: automation of order formation, control of deliveries, and fulfillment of supplier obligations. This has allowed for reducing the risks of resource shortages and increasing the efficiency of interaction with suppliers.

In the area of sales and customer relationship management, the task was set to implement a full cycle of customer interaction — from the first contact to invoicing — with a focus on automating commercial proposals, orders, and payment control.

It was also planned to implement an effective warehouse accounting system. The main tasks included transparent control of goods turnover, automatic updating of warehouse balances, and simplification of inventory processes.

In the financial part of the project, the task of integration with bank accounts was defined for the automation of payment accounting, report generation, and financial flow management. A separate block was the introduction of a flexible expense accounting tool with detailed analytics for assessing financial efficiency and optimizing expenses..

In conclusion, an important component was the creation of a reliable IT infrastructure for the stable operation of Odoo 18. Among the key tasks are the configuration of the server environment, optimization of the access system and user rights, implementation of backup, and ensuring integration with external services..

Results of implementing Odoo 18

Thanks to Unitsoft's professional work, we have successfully automated key business processes, significantly increasing operational efficiency..

Main implemented modules:

 Procurement and supplier management

The procurement process has been automated, including order creation, delivery tracking, and supplier obligation control. This has significantly reduced the risk of material shortages and improved collaboration with suppliers.

 Sales and customer management

Odoo 18 allowed us to manage customer relationships more efficiently, from the first contact to invoicing. Automation accelerated the process of creating quotes, processing orders, and tracking payments..

 Warehouse and logistics

The warehouse management module provided a transparent overview of inventory movement. The system automatically updates inventory levels and simplifies conducting inventories.

 Financial accounting and banking integration

The system was integrated with our bank accounts, which allowed for the automation of payment tracking, report generation, and financial flow control.

 Expense tracking

A detailed expense tracking mechanism has been implemented, which has allowed us to better understand our financial performance, analyze expenses, and identify opportunities for optimization..

 IT infrastructure setup

In addition to configuring Odoo modules, Unitsoft helped us with the implementation and optimization of IT infrastructure, in particular:

• • Configuration of server equipment and database for stable operation of Odoo 18;
  • Optimization of user access and permission levels to enhance security;
  • Implementation of a backup system to ensure data security;
  • Organization of integration with third-party services.

Plans for the future

After the successful implementation of the main modules, we plan to continue the development of the system, in particular, to implement a production management module. This will allow us to automate production planning, cost calculation, and resource usage control..

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