Destination requirements
Review required fields, identifiers, and relationships.
POS to Odoo ERP
Define the retail records your Odoo ERP environment needs before planning the transfer.
Review my ERP migrationRecords to assess
Conceptual migration planning. Record support is confirmed before booking.
Review required fields, identifiers, and relationships.
Agree how destination data will be matched and reviewed.
Define counts, quantities, and the treatment of exceptions.
Review version, edition, installed modules, companies, warehouses, and opening stock. Identify custom modules and the hosting environment; Odoo POS setup and ERP master data require separate ownership.
The assessment starts with the intended retail records and the destination team’s approved requirements. A complete ERP deployment has its own configuration, accounting, and operational work.
Decide whether Shopify ecommerce remains in place. A matching plan should identify the existing product and variant records before any new catalog is loaded.
The sample review covers products, options, variants, existing Shopify IDs, and inventory locations. Keep customer contacts, order history, and outstanding customer balances as separate datasets. Confirm how sales channels and location assignments will be checked after a test.
Name the ERP implementation lead and the retailer’s finance owner. They approve company structures, posting decisions, opening balance policies, and the receiving templates.
Use representative items, customers, and quantities to prove the agreed map. Compare the source totals with destination results and identify effects on connected systems before the final transfer.
Historical transactions, financial ledgers, open purchasing commitments, and integrations require explicit decisions. None should be assumed to follow from importing master records.
Share the source platform, intended ERP environment, implementation owner, locations, and required records. We review the available files and proposed destination method before confirming feasibility, scope, or price.
The standard retail POS data package does not imply a complete ERP implementation or that every ERP project fits the same fee.
$2,999 for the confirmed data migration scope.
ERP configuration is a separate workstream.
Accounting history and balances need individual assessment.
Confirm my project scope