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I’m ready to roll out Odoo company-wide and need an experienced hand to turn the vanilla install into a solution that mirrors our exact processes. The scope touches every core area we run through Odoo—inventory and warehouse flows, sales & CRM pipelines, and full accounting—so you should be comfortable treating the platform as a true ERP. Here’s what I’m looking for: • Fresh installation (or migration if you prefer) of the most stable Odoo version, configured for our single company environment. • Deep form and workflow tailoring in Inventory, Accounting, and CRM: custom fields, automated stages, approval rules, document templates, and smart buttons created in Studio. • Global Settings tweaks—number sequences, user roles, email gateways, multilingual support, and any other fine-grained adjustments required to make day-to-day work frictionless. • Clear, modular customisations so future upgrades stay painless; no hard-coded hacks that break on the next release. • A short hand-over session plus concise documentation explaining what was changed, how to extend it, and where in Studio to tweak further. Acceptance criteria 1. All requested fields and automated actions appear in the specified modules and behave as demonstrated during testing. 2. Transactions flow end-to-end: purchase → stock move → sale → invoice → payment, with our bespoke checkpoints captured. 3. No user with defined access rights can see or edit data outside their role. 4. Zero critical errors in the log after a full UAT cycle. If this matches your skill set and you enjoy building neat, business-ready Odoo environments, I’d love to hear how you’d tackle it and a rough timeline.
Project ID: 40514680
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Full Odoo rollouts across inventory, CRM, and accounting live or die on the data model decisions made in week one. Custom fields added through Studio stay upgrade-safe; anything touching Python models directly needs careful scoping or it becomes a liability on every version bump. The purchase to stock to sale to invoice to payment flow you described is the standard Odoo happy path, but the "bespoke checkpoints" are where the real configuration work sits. Approval rules and automated stage transitions in particular need mapping against your actual process before touching Studio, or you end up rebuilding them twice. Which Odoo version are you on, and is this a fresh install or an existing instance that needs reconfiguring?
$15 AUD in 40 days
4.9
4.9
123 freelancers are bidding on average $21 AUD/hour for this job

As a seasoned Accounting Professional and an experienced Odoo specialist, I am highly competent in transforming raw ERP installations into custom-tailored solutions aligned with unique business processes. With a keen understanding of financial operations and expertise in the full suite of Odoo functionalities, including Inventory and Warehouse management, Sales and CRM pipelines, and complete Accounting, I am your go-to choice for treating Odoo as a comprehensive ERP solution. My service goes beyond implementing your desired functionalities. By utilizing my skills in PHP and Software Architecture, I ensure that all customizations are not only fully adjustable within the current environment but also future-ready with no compatibility issues during updates so your system stays efficient and reliable indefinitely. Additionally, my highly-professional consulting methods prioritize knowledge transfer and user-friendly documentation to empower you to extend or tweak these improvements yourself through Studio. Your complete satisfaction, down to zero critical errors in the log after thorough testing, is my unwavering endeavor. Partner with me to build a solid Odoo foundation that seamlessly encompasses your company's entire workflow.
$25 AUD in 40 days
8.9
8.9

Good to see this project, I will set up Odoo with tailored modules — Inventory, Accounting, and CRM — including custom fields, automated stages, approval rules, and role-based access via Studio. All customizations will be modular and upgrade-safe. I will structure every change as a Studio overlay rather than server-side code, so future version updates do not break your workflows. Questions: 1) Which Odoo version are you on — Community or Enterprise? 2) Do you have existing data that needs migrating? Looking forward to your response. Best regards, Kamran
$21 AUD in 40 days
8.4
8.4

Hi there, I can help you turn your vanilla install into a tailored ERP solution that meets all your needs. With 8+ years of experience in Odoo setup and customization, I can handle fresh installations or migrations seamlessly. I’ll configure the necessary modules such as Inventory, CRM, and Accounting, ensuring custom fields and automated workflows work flawlessly. I believe in crafting clear, modular customizations to ease future upgrades, and I’ll provide you with documentation and a handover session for smooth transitions. Let’s discuss how we can optimize your Odoo setup to enhance your operations. Best, Priyanka
$20 AUD in 40 days
8.4
8.4

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in PHP, Python, Accounting, Software Architecture, CRM, ERP, Inventory Management, Odoo, Sales Management, Technical Documentation and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$30 AUD in 5 days
8.9
8.9

Hi As a highly skilled and experienced team, we firmly believe that every successful project starts with a deep understanding of the client's business goals—this ethos would be crucial to transforming your Odoo implementation into a bespoke, business-ready ERP platform. With a strong command over the skills you're looking for - CRM, ERP, Odoo, PHP, and Python to name a Key few - we have consistently delivered top-notch digital solutions for businesses worldwide. This is complemented by our proven ability to integrate specialized workflows and advanced features by adhering to best practices while ensuring future upgrades remain hassle-free. Furthermore, I understand the significance of providing detailed documentation along with effective training sessions to help all users adeptly navigate the changed structure/domain. Our team has always excelled in providing scalable software solutions paired with excellent training to end-users which allow them to maximize the potential of their ERP system without any interruptions or glitches. With our proficiency in backend development (especially PHP, Python) and expertise in database architecture, we provide you not just robustness but utmost stability while also ensuring complete data security. Thanks...
$15 AUD in 40 days
8.1
8.1

Hi I can configure and customize Odoo as a full ERP for your single-company setup, covering Inventory, Warehouse, Sales, CRM, Accounting, Studio customizations, access roles, email gateways, sequences, and document templates. The main technical challenge is tailoring workflows deeply enough to match your real operations while keeping the system modular and upgrade-safe. My approach is to map the purchase-to-stock-to-sale-to-invoice-to-payment flow first, then configure custom fields, approval rules, automated stages, smart buttons, and role permissions around that process. I can use Odoo Studio where appropriate and avoid hard-coded changes unless a clean custom module is genuinely needed. For Inventory and Accounting, I can make sure stock moves, valuation, invoices, payments, and reporting stay consistent through the full transaction lifecycle. For CRM, I can customize pipelines, checkpoints, activities, and user visibility so each team only sees what they should manage. I will also provide concise documentation and a handover walkthrough so your team understands what was changed and how to adjust it later. Thanks, Hercules
$50 AUD in 40 days
7.5
7.5

Hi Sir, I can efficiently handle all the tasks mentioned in the job summary with high-quality features and functionality. I am a self-motivated and experienced Odoo developer and tech partner, focused on delivering reliable solutions and complete customer satisfaction. I assure you of 100% quality work and timely delivery. Let’s connect to discuss further. Thanks,
$20 AUD in 40 days
7.8
7.8

Hello, Your project is a great fit for our Odoo ERP implementation and customization expertise. We specialize in transforming standard Odoo installations into scalable, business-ready ERP solutions that align with real operational workflows across Inventory, CRM, Sales, and Accounting. We can help with: ✔ Odoo installation, configuration, and migration ✔ Odoo Studio customizations (fields, forms, smart buttons, workflows) ✔ Inventory, warehouse, CRM, and accounting process automation ✔ User roles, permissions, and approval workflows ✔ Email gateways, multilingual setup, and system configuration ✔ Upgrade-friendly customizations with clean architecture ✔ Documentation, training, and handover sessions We're experienced with: ✔ Odoo ERP & Odoo Studio ✔ Python-based Odoo customization ✔ Inventory and warehouse management ✔ CRM and sales pipeline automation ✔ Accounting workflows and reporting ✔ ERP implementation and optimization Deliverables: ✔ Fully configured Odoo environment ✔ Custom workflows and automations ✔ Role-based security setup ✔ End-to-end transaction testing ✔ Documentation and knowledge transfer Quick questions: 1. Are you starting with a fresh Odoo installation or migrating from an existing system? 2. Do you have documented workflows for Inventory, CRM, and Accounting, or should we help map and optimize them? Regards, Doomshell Software Pvt Ltd (20+ Years of Experience)
$20 AUD in 40 days
7.4
7.4

Hello, We are a team of experienced Odoo consultants and developers specialising in ERP implementations, customisation, and process automation. For your project, we would begin with a detailed discovery workshop to map your Inventory, CRM, Sales, and Accounting workflows. Based on this, we will deploy the latest stable Odoo version, configure your single-company environment, and implement all required customisations using Odoo Studio and upgrade-safe development practices. Our approach includes: • Custom fields, approval workflows, automated actions, smart buttons, and document templates. • Role-based security and access control configuration. • Accounting, inventory, sales, and CRM process alignment with your business rules. • Email integration, multilingual setup, numbering sequences, and global settings optimisation. • End-to-end UAT covering purchase → inventory → sale → invoice → payment flows. • Documentation, knowledge transfer, and post-deployment support. Estimated timeline: 3–4 weeks, depending on customisation complexity and UAT feedback. We would be happy to discuss your requirements in detail and provide a phased implementation plan. Best regards
$20 AUD in 40 days
7.2
7.2

Hello, I have extensive experience implementing and customizing Odoo across Inventory, CRM, Sales, Purchase, and Accounting modules. I can configure a fresh Odoo environment (or perform a migration), tailor workflows using Odoo Studio and custom modules where required, set up user roles and approvals, and ensure smooth end-to-end business processes. My approach is to keep all customizations modular and upgrade-friendly, avoiding hard-coded changes that create issues in future versions. I will also provide testing support, documentation, and a handover session covering all implemented features and future maintenance. Based on the scope provided, I estimate an initial timeline of 2–4 weeks after finalizing detailed requirements. I would be happy to discuss your workflows and provide a more accurate implementation plan. Best regards, manoj
$20 AUD in 40 days
6.8
6.8

Hi! My name is Marjan and I'm here to offer you my services as a skilled applicant with over a decade of experience working on Freelancer.com. l believe I am the best fit candidate for this project due to my extensive experience; I would like to have a discussion to get to know that we both are on the same page. Once the scope will be locked, I will start working on it right away.
$20 AUD in 40 days
6.6
6.6

Hello! As a seasoned Odoo specialist with over 9 years of experience, I turn vanilla installs into business-ready ERPs with clean, upgrade-safe customisations. Here's how I can help: - Install/migrate stable Odoo and configure Inventory, Accounting, and CRM with custom fields, automated stages, and approval rules - Set global settings: number sequences, user roles, email gateways, and multilingual support - Build modular Studio customisations with zero hard-coded hacks for painless future upgrades - Deliver end-to-end flow: purchase → stock move → sale → invoice → payment with your bespoke checkpoints I can start immediately. To scope properly: how many users will access the system, and do you have existing data to migrate?
$20 AUD in 40 days
6.5
6.5

Hello Client, I am confident in delivering a comprehensive Odoo deployment tailored precisely to your business requirements. With extensive expertise in ERP implementations and granular customization, I will ensure a robust, scalable Odoo environment that integrates inventory, sales, CRM, and accounting modules seamlessly. My approach includes a fresh installation or careful migration to the most stable Odoo release, meticulously configuring workflows, custom fields, approval rules, and automation using Odoo Studio to match your exact processes. I prioritize modular customizations adhering to best practices, avoiding direct code hacks, thus ensuring smooth future upgrades and maintenance. Global system settings—user roles, email gateways, multilingual support, and number sequences—will be fine-tuned for operational efficiency and data security, maintaining strict access controls aligned with your acceptance criteria. I will validate end-to-end transactional flows rigorously, ensuring error-free operation through user acceptance testing. Upon completion, I will provide concise, clear documentation and a dedicated handover session to empower your team to manage and extend the system confidently. Typical implementation timelines for projects of this scope range from 3 to 5 weeks, depending on complexity and testing cycles. I look forward to discussing your detailed requirements further. Best regards, Lazar
$29 AUD in 40 days
6.6
6.6

Hello, Your requirement reflects exactly how Odoo should be implemented—as a business-ready ERP aligned with real operational workflows rather than a standard installation. We have hands-on experience deploying and customizing Odoo across Inventory, Sales/CRM, and Accounting modules. Our approach focuses on maximizing native Odoo capabilities and Studio customizations while keeping the system upgrade-safe and maintainable. We will configure the latest stable Odoo version, tailor forms and workflows with custom fields, approvals, automated actions, smart buttons, templates, and role-based access controls to match your processes precisely. We'll validate the complete transaction cycle—from purchase to stock movement, sales, invoicing, and payment—ensuring all bespoke checkpoints function correctly. Global configurations including numbering sequences, email gateways, multilingual support, and user permissions will be optimized for a frictionless experience. Deliverables include UAT support, concise technical documentation, knowledge transfer, and a handover session enabling your team to confidently manage future enhancements through Odoo Studio. Estimated Timeline: 4–6 weeks depending on customization depth. Looking forward to discussing your workflows in detail. Best Regards, Jemin sagar
$20 AUD in 40 days
6.4
6.4

Hello! We can set up and tailor Odoo to match your business processes. 1. Which module should be prioritized first: Inventory, CRM, or Accounting? 2. Do you want a fresh setup or migration from an existing Odoo instance? — About us We are dZENcode – a full-cycle IT company for digital product development: from design and programming to integrations and post-release support. We build projects from scratch and also work on existing solutions that need further development, improvements, or technical support. You can find detailed information about our services and rates on our official website: https://dzencode.com. Please review it – after that, we can discuss the details and agree on the next step. ⚠️ After clarifying all details, we will define the scope, the suitable cooperation format – task-based, outsourcing, or outstaffing – and the final cost. Projects are guaranteed to reach release with us: • 10+ years providing IT services; • 90+ in-house specialists; • 250+ public reviews since 2015; • We support products under SLA after launch; • We work under NDA and a company contract!
$20 AUD in 40 days
6.6
6.6

Hi There!!! ★★★★ (End-to-End Odoo ERP Setup & Workflow Customization for Business Operations) ★★★★ I carefully reviewed your project and understand that you need a complete Odoo implementation tailored to your company processes, covering CRM, Sales, Inventory, and Accounting. The system must be fully customized with workflows, approvals, roles, and automation while staying upgrade-safe and well documented. ⚜ Fresh Odoo Installation or Migration Setup ⚜ CRM, Sales & Inventory Workflow Customization ⚜ Accounting Configuration & Automation Rules ⚜ Studio-Based Custom Fields & Smart Buttons ⚜ User Roles, Security & Access Control Setup ⚜ Email, Sequences & Global System Configuration ⚜ Documentation & Handover Training Session I have strong experience implementing and customizing Odoo ERP systems for end-to-end business operations. I work with Python, Odoo Studio, and modular ERP design principles to ensure systems remain scalable, clean, and upgrade-friendly without breaking future versions. My approach would be to analyze your workflows, configure Odoo base modules, implement custom automations in Studio, and ensure smooth integration across purchase-to-payment cycles. I will also validate access rights and perform full UAT testing to ensure stability. I’d be happy to discuss your current processes and suggest the best structure for a clean, efficient Odoo setup. Warm Regards, Farhin B.
$15 AUD in 40 days
6.6
6.6

As an experienced professional, I understand the integral nature of a well-tailored and streamlined ERP system for organizational success. My name is MOHD SADAB, and my team has an in-depth knowledge of ERP systems, particularly Odoo. We ensure that every aspect of your business processes aligns perfectly with the Odoo setup, from inventory management to sales pipelines and accounting. Moreover, not only do we have a proven track record in fresh installations or migrations of the stable Odoo version, but we are also skilled in utilizing the features of Studio for deep customization to meet specific demands. Our philosophy revolves around providing clean, modular customization solutions so that future upgrades don't compromise your system's integrity. Instead of hard-coded hacks, we deliver efficient solutions. Lastly, our proficiency extends beyond just launching a system; we firmly believe in empowering our clients to be self-reliant in managing their systems. So along with hand-over sessions, we provide comprehensive documentation elucidating changes made and how to extend them. If you seek an expert who prioritizes functionality as well as longevity for your ERP project, then look no further!
$20 AUD in 40 days
6.5
6.5

Hey, I'd start with a clean Odoo 17 install, then use Studio and custom Python modules to wire up your inventory flows, CRM stages, and accounting rules to match your actual processes, keeping everything upgrade-safe with proper module packaging instead of core edits. The end-to-end transaction chain you described (purchase through payment) is basically my checklist for every rollout. Happy to walk you through a rough timeline, but first, are you migrating existing data or starting fresh?
$15 AUD in 40 days
5.7
5.7

Rolling Odoo out company-wide is really about making the platform mirror how you already work, not bending your team to a vanilla install, so the real craft is in the Studio tailoring and keeping it upgrade-safe. I would deploy the most stable version for your single-company setup, then tailor Inventory, Accounting, and CRM with custom fields, automated stages, approval rules, document templates, and smart buttons, wire the global settings like number sequences, user roles, email gateways, and multilingual support, and keep every customisation modular so future upgrades never break, closing with a hand-over session and clear documentation. Building systems that mirror a company's exact processes, including full internal operating systems, is the kind of work I focus on, so an Odoo setup where purchase to stock move to sale to invoice to payment flows end to end with strict role-based access is right in my lane. Tell me your must-have checkpoints in each module and your current data source if you are migrating, and I will map the configuration approach before we start.
$20 AUD in 40 days
6.5
6.5

I’ve completed several full Odoo setups where the challenge was exactly matching complex workflows across inventory, sales, accounting, and CRM. My approach would start with a fresh install of the latest stable version to ensure clean baseline performance and easier upgrades later. From there, I’d map your processes directly into Studio, creating custom fields, approval rules, and automated stages exactly as you described. Modular design is key—I use Odoo’s native customization tools with minimal code to keep upgrades smooth and avoid breaking changes. For user roles and data visibility, I’d carefully configure record rules and security groups to lock down data access by role. I also recommend testing transaction flows step-by-step early, to catch any gaps between modules—purchase through payment—and confirm each checkpoint triggers as expected. Do you have a preferred testing environment or dataset for UAT? Also, would you consider a phased rollout, starting with one module to validate customizations before expanding? Based on similar projects, I expect the full setup and documentation to take around 3-4 weeks. I’m ready to get started and deliver a clean, maintainable Odoo environment tailored for your company.
$25 AUD in 7 days
5.9
5.9

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