Knowledge Hub
Resources
Printable markdown checklists and worksheets. No signup required.
checklist
Migration Checklist
A structured pre-migration and cutover checklist for Odoo version upgrades — covering data, modules, testing, rollback, and hypercare planning.
Open resource →worksheet
Customization Planning Worksheet
A decision worksheet for evaluating Odoo customization requests — scope, upgrade impact, configuration alternatives, and maintenance cost.
Open resource →questionnaire
Manufacturing Discovery Questionnaire
Discovery questions for Odoo manufacturing implementations — BoMs, routings, subcontracting, quality, inventory, and shop-floor workflows.
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Warehouse Rollout Checklist
A warehouse go-live checklist for Odoo logistics — locations, barcode setup, receiving, picking, shipping, and inventory accuracy controls.
Open resource →checklist
POS Go-Live Checklist
A point-of-sale launch checklist for Odoo POS — hardware, payments, fiscal settings, offline mode, inventory sync, and store training.
Open resource →checklist
Performance Audit Checklist
A production performance audit checklist for Odoo — worker sizing, database health, slow queries, cron load, caching, and monitoring baselines.
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Implementation Readiness Checklist
An ERP implementation readiness checklist — executive sponsorship, process ownership, data quality, change management, training, and cutover prerequisites.
Open resource →questionnaire
ERP Discovery Questionnaire
A broad ERP discovery questionnaire for Odoo projects — organization structure, core processes, integrations, reporting, and success criteria.
Open resource →template
Project Kickoff Template
A kickoff meeting template for Odoo projects — objectives, scope, roles, communication cadence, milestones, risks, and next steps.
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Go-Live Validation Checklist
A final go-live validation checklist for Odoo — UAT sign-off, data migration verification, integration smoke tests, access controls, and support readiness.
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