# ERP Discovery Questionnaire

Use this questionnaire during initial Odoo discovery workshops. Assign sections to the relevant department leads and consolidate answers into a scope document.

---

## 1. Company Overview

- Legal entity structure (single company, multi-company, multi-currency):
- Number of users by role (sales, warehouse, accounting, management, etc.):
- Industry and primary business model:
- Current ERP or systems in use:
- Primary reason for evaluating Odoo:
- Target go-live timeframe:

**Notes:**

---

## 2. Sales & CRM

- [ ] Lead and opportunity management
- [ ] Quotations and sales orders
- [ ] Pricing rules and discount policies
- [ ] Subscription or recurring billing
- [ ] Customer portal
- [ ] Commission tracking

- Average orders per day/week: _______________
- Sales channels (direct, retail, ecommerce, distributors): _______________
- Pain points with current sales process:

**Notes:**

---

## 3. Purchasing & Vendors

- [ ] Purchase requisitions and approvals
- [ ] RFQ and vendor comparison
- [ ] Blanket orders or contracts
- [ ] Three-way matching (PO, receipt, bill)
- [ ] Vendor portal or EDI

- Number of active vendors: _______________
- Pain points with current purchasing process:

**Notes:**

---

## 4. Inventory & Warehouse

- [ ] Single warehouse
- [ ] Multi-warehouse with transfers
- [ ] Barcode scanning
- [ ] Lot and serial tracking
- [ ] Drop-ship and cross-dock
- [ ] Consignment inventory

- Approximate SKU count: _______________
- Pain points with current inventory accuracy:

**Notes:**

---

## 5. Manufacturing (if applicable)

- [ ] Bills of materials
- [ ] Manufacturing orders
- [ ] Subcontracting
- [ ] MRP / planning
- [ ] Shop-floor tracking

_Skip if not applicable._ See the Manufacturing Discovery Questionnaire for detail.

**Notes:**

---

## 6. Accounting & Finance

- [ ] General ledger and chart of accounts
- [ ] Accounts payable and receivable
- [ ] Bank reconciliation
- [ ] Multi-currency transactions
- [ ] Fixed assets
- [ ] Budget management
- [ ] Consolidated reporting

- Fiscal year end: _______________
- External auditor requirements:
- Pain points with current financial close:

**Notes:**

---

## 7. Human Resources (if applicable)

- [ ] Employee records
- [ ] Leave and attendance
- [ ] Payroll (in Odoo or external)
- [ ] Expense claims
- [ ] Recruitment

**Notes:**

---

## 8. Website & Ecommerce

- [ ] Odoo website builder
- [ ] Online store
- [ ] Shopify or external platform integration
- [ ] Marketplace integrations (Amazon, eBay, etc.)

- Current ecommerce platform: _______________
- Daily online order volume: _______________

**Notes:**

---

## 9. Integrations

List systems that must connect to Odoo:

| System | Direction (in/out/both) | Data exchanged | Real-time or batch | Priority |
|--------|-------------------------|----------------|--------------------|----------|
|        |                         |                |                    |          |
|        |                         |                |                    |          |

---

## 10. Reporting & Analytics

- Standard reports required at go-live:
- Custom dashboards or KPI needs:
- External BI tools in use (Power BI, Tableau, etc.):
- Regulatory or compliance reports:

**Notes:**

---

## 11. Technical & Security

- Preferred hosting model (cloud, on-premise, Odoo.sh):
- Concurrent user peak estimate: _______________
- Single sign-on (SSO) required?
- Data residency or compliance requirements (GDPR, HIPAA, etc.):
- Existing IT team capacity for administration:

**Notes:**

---

## 12. Success Criteria

Define what a successful implementation looks like:

1.
2.
3.

**Top 3 must-have capabilities at go-live:**

1.
2.
3.

**Acceptable phasing for nice-to-have items:**

---

**Discovery consolidation**

| Module | In scope (Phase 1) | Future phase | Out of scope |
|--------|--------------------|--------------|--------------|
| Sales | | | |
| Purchasing | | | |
| Inventory | | | |
| Manufacturing | | | |
| Accounting | | | |
| HR | | | |
| Ecommerce | | | |