All products

Kickstart your Odoo implementation journey to ensure success!

This Flow Pack covers the accounting (record-to-report) scope in Odoo. It establishes the core operating model for accounting using standard configuration.

Included in this scope
- Customer invoices and vendor bills
- Payments and bank reconciliation
- Core reports: TB, GL, AR/AP Aging

Assumptions/prerequisites
- Users and access rights defined for the flow
- Core master data ready (partners, products, taxes, journals as relevant)

Out of scope
- Assets, deferred revenue, budgeting, multi-company consolidation, advanced tax reporting

This Flow Pack covers the order-to-cash scope in Odoo. It establishes the core operating model for o2c (order-to-cash) using standard configuration.

Included in this scope
- Lead/Opportunity (optional) → Quotation → Sales Order
- Delivery (goods) OR Service delivery (services)
- Customer invoice → Payment → Bank reconciliation

Assumptions/prerequisites
- Users and access rights defined for the flow
- Core master data ready (partners, products, taxes, journals as relevant)

Out of scope
- Advanced pricing/approvals, subscriptions, advanced credit control, advanced warehouse, EDI

This Flow Pack covers the recruitment (ATS) scope in Odoo. It establishes the core operating model for recruitment using standard configuration and the agreed target flow.

Included in this scope
- Job positions and applicant tracking
- Interviews, offers, and candidate progression
- Baseline templates, automations, and reporting

Assumptions / prerequisites
- Single standardized pipeline per entity with agreed process owners
- Core master data ready (departments, job positions, users) with timely workshop and UAT participation

Typical Phase 2 / out of scope
- People Ops/HR foundation beyond what is required for recruitment
- Job board/social sourcing integrations and external tooling
- Background checks/assessments/e-sign integrations
- Custom code and complex BI/custom reports beyond standard pivots/dashboards