Tips to manage Odoo ERP customisations

Odoo ERP comes with thousands of different modules, all of which your business may not need and this makes it necessary to customise the software to accurately meet your business needs. Here’s how you can manage your Odoo customisations, shared by an expert in Odoo in Australia.

Every business comes with a unique and different set of requirements. And this makes ERP customisations an integral part of proper business management. When it comes to implementing an all-in-one integrated and modular ERP solution like Odoo into your business, customising the software becomes highly important. But haphazardly managing the customisations may hamper the long-term viability of the ERP and make the software system incompatible with your business needs and processes.

Odoo ERP comes with more than a thousand different modules for automating and managing different business needs and operations. But your business may not need all the modules and applications of the ERP, right? This means you have to get the ERP properly customised before getting it implemented into your business to ensure you are implementing only the modules and applications your business needs and not the ones that you don’t need for your business to run.

But Odoo ERP customisation is not that easy as you need to consider a lot of things and factors to get it done rightly. Carefully managing the software customisations is important.

And here’s how you can manage your Odoo ERP customisations, shared by an experienced consultant of Odoo in Australia.

Understand the difference between ERP customisation and configuration first:

First of all, you need to know that ERP customisation and configuration are not the same things. There’s a significant difference between the two. Configurations are the changes that are made to the default settings of the software like changes made in the custom fields, access control, preferred units of measurements, etc. And these changes are done on the pre-set list of options on the menu and also this doesn’t mean making any changes in the underlying architecture of the ERP.

And on the other hand, customisation of the ERP involves extensive modifications and choosing and implementing only the modules or applications that the business needs. Also, customisations are more labour intensive. However, if done rightly, the benefits are many. The different types of customisations are user interface customisations, customisations made to the documents and forms, customisations in the integrations, functionality modifications and extensions.

Check the ERP compatibility with your business operations:

Checking the pros and the cons of the ERP, the modules it comes with, and the compatibility of the modules and applications with your business needs and functions, are all important before getting started with the customisations. This will let you know which modules and applications your business need and what customisations need to be made to make the ERP accurately fit your business functions.

Remove the unnecessary customisations:

Now once you have checked the compatibility aspect, you need to remove the unnecessary customisations or the modules and applications your business doesn’t need. Keeping all the modules and apps can simply make your system heavier unnecessarily and can hamper your system performance. You can either remove them entirely, disable or hide them the same, or you can choose not to upgrade them in the newer Odoo version if you think you don’t need the modules or apps.

Proper customisations can ensure enhanced business management and performance. And with these three primary considerations, you can manage your Odoo ERP customisations rightly.

Alex Forsyth is an experienced Odoo functional consultant associated with the most trusted and experienced implementation company of Odoo in Australia, Envertis Software Solutions. The author has written this article to let you know how can you manage your Odoo customisations to exactly meet your business processes and functions.