ERP update and creation of new modules with Odoo

By lmartinez, 18 June, 2024

Challenge

 

The company already had an ERP system where they managed their internal work processes, but as time went by it became outdated and they had not been able to connect correctly with a software agency to update it.

 

The client approached Rootstack looking for help upgrading their enterprise management system, ERP. The solution was offered to migrate to a new ERP system working with Odoo and thus have a more modern platform, where its collaborators could execute any process quickly and safely.
 

 

Our solution

 

Based on a consulting phase, where all the project objectives and timelines were defined, the work was satisfactory. Communication between the Rootstack team and the client was essential for things to happen correctly.

 

odoo erp

 

First, the main problems presented by the current ERP were detected, which no longer had the necessary functions for correct administration and urgently needed to update its modules.

 

odoo erp

 

Rootstack's engineering team got to work: they began by creating modules from scratch for the company's accounting, inventory, sales, and purchasing functions, in addition to updating some aspects of the existing ERP. All this work was done with Odoo, which we will talk about later.

 

Custom reports

 

One of the most important features of this ERP update is the ability to create custom reports for traceability. This type of report provides visibility and operational efficiency of great value, valuable information when processing purchases, sales, and inventory management.

 

odoo erp

 

Technology

 

As we mentioned before, for the update of the ERP system the Rootstack team decided to use Odoo. Odoo is a set of open-source business management applications (ERP) designed to be fully customizable and easy to use.

 

It consists of an impressive set of business applications such as sales, e-invoicing, Acounting, inventory, human resources, projects, CRM, e-commerce, and much more. All integrated with each other.

 

Rootnet was also applied in the project to keep track of time, tasks, and everything worked on by the team.
 

Content
Testimony
Author Role
CFO
Author
Construction Company
Quote

“Mastering business data is key to define strategies that have an impact. Working with Rootstack, we were able to take control of our data and analyze it purposefully to help us advance in the right direction.”

Author Role
CTO
Author
Financial Institution
Quote

“Working with Rootstack has been a wonderful experience. They have truly helped us improve our site design and performance, allowing our business to grow and stand out in the online world”

Title
Testimony
Margin
With Margin vertical
With title
Off
Title
Check out some of our success stories!
Text Alignment
Center
Text Color
Dark Indigo
Items Alignment
Center
View
Success Stories
Item style
Success Story Card
Items Limit
4
Show Filters
No
Margin
With Margin vertical
With Background
Off
Tags
Title
Let's start the conversation!
Margin
With Margin vertical
Title
Our main services
Text Alignment
Center
Text Color
Dark Indigo
Items Alignment
Center
View
Services
Item style
Service Card
Items Limit
3
Show Filters
No
Margin
With Margin vertical
With Background
Off
PDF Document
Weight
2
Image
gss
Hero
Title
ERP update and creation of new modules with Odoo
Image
Image
Description

For a water company, Rootstack worked on updating its ERP platform, using Odoo tools.

Text Color
White
Text Alignment
Left
Size
Medium
Overlay effect
Hide overlay effect
Margin
With Large margin bottom