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Odoo ERP for Retail - Planning and Implementation Solutions

Odoo ERP for Retail – Planning and Implementation Solutions

What is Odoo Retail or Odoo for Retail?

Odoo is an open-source and cloud-based business management software. It allows the integration of applications used for managing various business functions and processes like manufacturing, supply chain, logistics, inventory, finance, HR, CRM, etc. These features apply to retail management as well. Odoo allows retailers to bring the management of their core processes under one unified and integrated platform. Odoo applications support the following important retail functions/areas:

Odoo ERP Application Support:

    • Inventory
    • CRM
    • ECommerce
    • Purchase
    • POS
    • Website building
    • Marketing Automation
    • Accounting
    • Recruitment
    • Social Marketing
    • Invoicing
    • Appraisals
    • IoT

And more.

The biggest contemporary benefit of Odoo to retailers is that it enables them to integrate their omnichannel operations management and deliver a seamless and superior customer experience. With Odoo ERP, retailers can further improve customer experience with simplified and quick check-out where customers do not have to fill up multiple fields every time or keep navigating through pages to complete the check-out process. Retailers get the flexibility of adding a wide range of payment solutions to their customers as that has become a norm in retail and eCommerce. It is also easy and intuitive to design appealing eCommerce pages with Odoo. For other core and support operations, Odoo ERP for retail covers inventory, purchase, sales, finance, HR, etc. And being a cloud-based application, a business can be also managed remotely.

In a nutshell, Odoo ERP provides retailers with all the fundamental features that any modern-day ERP for retail management needs to have.

Challenges in Implementing Odoo ERP

Inaccurate Mapping of Business Requirements vis-à-vis the ERP Solutions

One of the most important traits of successful ERP implementation is that the application delivers the intended performance and output. For this, the right ERP application must be chosen and customised as per the business requirements. And to have the right ERP solution in hand, the business requirements must be accurately mapped in the backdrop of the potential ERP solutions in consideration. And the default applications available in the market come in a universal shape. The preliminarily chosen product must allow for the necessary customisations to suit the specific business and functional requirements. The challenge is acute with small and medium businesses that usually do not maintain an in-house IT team. Even for big enterprises with IT departments, ERP implementation is a separate skill set. The right time to be looking for expert Odoo implementers or Odoo consultants is during the early stages of contemplation.

Budget Overruns

ERP implementations require a project-oriented approach that encapsulates the need to have proper budgetary plans. It is also important that these budgets are realistic and carry the necessary provisions for budget escalations. This helps businesses to contain their actual project expenditure within the allocated budget. Not having a planned and realistic budget for an ERP implementation project could result in temporary halts and extensions of the project timelines.

Budget overruns are more common than casually assumed. Amid ERP implementation projects, there arise situations where improvisations and customisations are called for or become necessary. When such contingencies emerge, the scope of implementation and the project timelines get extended. More resources have to be poured in causing to inflate the original budget. So, if the Odoo implementation cost has to be contained, the principles of financial and project management have to be followed.

Data Migration

To make use of the existing data, businesses transfer or migrate this data to the new ERP platform or software application. This data contains a lot of useful information but not all of it is necessary. This is a challenge as well as a mistake that businesses end up making when they have to sort the required information from their old databases or they choose to simply move all of the old data to the new software. There is no point in storing data that has no relevance for business in the present day. Besides, data storage comes with a price. Old data can also get mingled with the information processing of the new software to produce unnecessary reports and insights in them. It can confuse the users who are already trying to cope with the new workflows and interfaces. A majority of the old data might have also got redundant.

Undermining Training and Support

The users need to be made convergent and comfortable using a new ERP application. There are new interfaces, new workflows, new links and tabs, new terminologies, new reports and formats, etc. With the presence of external trainers or consultants, things may seem going north. But when responsibilities begin to fall back into the users’ laps, the clouds of doubts and confusion also begin to hover. It is during this stage that the organisational adaptability of the ERP begins to speak. Without the necessary training, support, and initiatives for change management concerning the user-employees, drawing the benefits of the ERP becomes unsustainable for businesses.

Executive Sponsorship

The involvement of the top-level management is vital when a change as big as incorporating a new ERP in an organisation is concerned. This role could be played by the owner himself or his/her close aides in the case of a small or medium enterprise, or the CEO or COO or CTO of the company. This is not just for keeping the morale in check or getting everyone’s support in the project but also to streamline internal activities required for the implementation. With the support of a senior executive, it becomes easier for a project manager to get things done within and outside the organisation that contributes to the successful implementation of the ERP solution.

Finding the Right Vendor/Channel Partner

Just because you are dealing with the vendor or channel partner of any top-notch IT brand does not mean you may get reluctant with the vendor selection standards and criteria. The standards apply to all potential vendors who could or claim to provide you with the right ERP product. Any reluctance here lands businesses in ending up with poor deals. The ill consequences could arise in the form of higher purchase and maintenance costs, poor after-sales services, slower turnaround, lack of professional commitment and dedication, etc. Businesses end up with the wrong vendors because of not having a vendor selection strategy and process in the first place.

How YRC can help

We provide Odoo implementation services to retail and eCommerce business enterprises. The service design and delivery are carried out by expert and experienced Odoo ERP consultants. Our professionals adhere to planned and improvised processes from the beginning to the end of the implementation exercise. We work with zero tolerance for aberrations from the established standards and requirements of implementation. We cover the following key service areas in this service module.

Need Validation and Feasibility Analysis

In need validation and feasibility analysis, our team works to justify and define the client’s business case for implementing Odoo ERP solutions in their organisations. We always recommend and seek to answer some of the most fundamental questions that help clients set the vision for having Odoo ERP.

– What end results are being targeted?
– How will it impact the business model and customer experience?
– Which retail functions/processes are to be altered?
– Are there ideal solutions in the market?
– Are the internal resources and support systems available?
– How will the purchase and maintenance of the ERP be funded?
– What are the existing skills of the users and what kind of user training will be required?

It is important to answer these and other root questions to provide a sense of direction to the Odoo ERP implementation exercise.

Support in Mapping Requirements and Customisation

Odoo comes with unique software solutions for unique business functions. Unlike other software suites in the market, Odoo’s offerings are simple and straightforward. It is easier for businesses to pick an Odoo product. But Odoo is an open-source platform. The customisation part often emerges as a challenge for businesses that do not have internal IT expertise. This is where our Odoo consulting services fit in. Our experts help clients not only choose the right product but also act as their extended IT-business support wing to deal with the vendor or channel partner in customising the chosen product to meet the business requirements. Prior to that, the team shall map these business requirements by working in close coordination with clients or their representatives.

Development of Vendor Search and Selection Process

Having a sound vendor selection process is a healthy business practice. It is a step to ensure that businesses do not end up forging long-term ties with incompatible vendors. Even if there is only one channel partner/vendor, businesses still should prioritise following due diligence in screening the vendor. Our role here is to design and develop the vendor selection process for our clients. Apart from mapping the procedures for search and selection, various screening criteria incorporated in this process include experience in handling similar projects, implementation capacity, professional commitment and dedication, after-sales support and services, etc. We put clients’ business requirements first in developing this process and making the assessments and putting forth our recommendations.

Testing and Implementation

After mapping business requirements, vendor appointment, completing the purchase, and software customisation, we move to design the actual implementation plan and execute the implementation. Testing remains a part of the entire implementation exercise as we adopt a planned and systematic approach to reach the final goal of taking the software platform live. A host of suitable implementation strategies are considered here to arrive at the best-fit strategy. An implementation plan is designed based on the products to be implemented, business requirements and constraints. SOP-driven processes are developed and executing this implementation plan. Standards and timelines are defined for every activity. The roles and responsibilities of all involved stakeholders are outlined including those of the vendor/channel partner. An expert team of Odoo functional consultants oversees and carries out this entire implementation exercise. Deviations and inconsistencies are reported to the partner/vendor team for necessary corrections. Clients remain informed during the entire implementation journey with our active and transparent feedback mechanism.

User SOP Training and User Blueprint Manuals

We have already highlighted the significance of user training for ERP or any other business management software application. It is critical to make users (employees) feel comfortable with a new software platform as well as technically confident to use it. One software can drastically vary from another even if their utilities are the same. The users need to know what happens when they click somewhere or where the old functionalities have gone or where to check for something and so on. On a new interface, it can get frustrating. Training and user manuals provide the much needed initial impetus to get the wheel to roll.

We provide the necessary user training and user blueprint manuals for successful and sustainable ERP incorporation to retail and eCommerce businesses. We help businesses effectively manage digital transformations like ERP incorporation in their organisations. We seek to improve the learning curve of employees in adapting to a new software platform. Our goal is not simply to make employees convergent with a new software environment but to also provide them with a fundamental understanding of the software platform and its functioning. The perspectives of different users are duly taken into consideration in designing the training modules and manuals.

We are retail management consultants. After 10+ years of rendering services to 500+ clients in 20+ verticals, today, we are a brand with an international presence in more than ten countries. Every day, our process and SOP solutions for retail ERP implementation continue to relate with businesses from all over the world.

We work only for Visionaries.


The idea of having Ecommerce Consultants on-board from the beginning itself points towards reducing the involvement of the promoters in daily operations. Ecommerce Businesses willing to be a brand reaping profits & sustaining the competition must ensure that most of their processes should be automated. The more the manual intervention, the more would be the errors.

In Ecommerce business, you get only 1 chance to impress the customer & if you mess up there, you lose the customer for long.

Process automation in respect to all the activities pertaining to customers from order receiving to order fulfilment is a must for a seamless experience for the customers.

Task Management is another grey area where most deadlines fail as 90% of the tasks are assigned manually & are forgotten, unheard, misunderstood or mistaken.

YRC Team of Ecommerce Management Consultants helps to make maximum of the processes system-driven to ensure minimalistic manual intervention.


No matter how good your product is, the customer would know only if it looks good.

Photography includes the following steps:

  • Cataloguing your products
  • Cataloguing your images
  • Backup your images (A few cloud storage solutions include Dropbox, Google Drive, Bitcasa, Apple’s Cloud Storage etc.)
  • Choose the right camera & lens (You may also outsource the photography to a third party agency)


Digital Marketing includes SEO & SMM. SEO i.e. Search Engine Optimization includes activities like back-linking, meta tags, blog-writing etc. to ensure your website ranks on the 1st page on Google Search.

Next comes SMM i.e. “Social Media Marketing” which as the name suggests including promoting your products on all the social media sites, email marketing, influencer marketing & several other BTL activities.

These activities are going to be recurring & would decide the traffic on the website, the conversions, whether the right target market is tapped, the likes, the views, the orders, the reviews & much more. YRCs Ecommerce Consultants create a budget for digital marketing right from pre-launch to launch & for each month thereafter.

Building digital marketing strategies in coordination with the agency, selecting them to signing them off would be the role of YRC.

This ensures seamless coordination, detailed interactions & desired execution as it is always advisable to work with a single agency than multiple of them.


Selection of the right software for smooth functioning of back-end operations right from production to webstore display would be suggested and integrated by YRC Team.

YRC’s Team defines SOPs of Product Movement, maps it with the locations & people. They then create a blueprint of all the features required in the software & help in shortlisting & selection.

IT Integration involves connecting your offline inventories with real-time online webstore so when a sale occurs, inventories get deducted real time across offline as well as online platforms.

This helps in accurate inventory management, maintaining the MOQs, re-order levels & achieving the optimum inventory levels.

Some popular software include unicommerce, viniculum for your front-end website management & Genisys for your entire back-end Purchase, Production, Accounting, Invoicing etc. management.


  • How many cities or countries you wish to sell in?
  • Where should your Warehouse be located?
  • Should you have one warehouse in each country or city?
  • Should you be having your own delivery team in your base city?
  • Would the 3rd party vendors be reliable? What happens when they lose or misplace your product during delivery?
  • How should I manage the logistics if my goods are coming from different countries?
  • How should the goods be stored and barcoded?
  • How much space do I require for warehouse?
  • I am sure several such questions must be haunting you while you think of starting your own fashion ecommerce brand.


At YRC, our warehousing and logistics experts can help you devise a strategy for all of the above mentioned queries and much more.

We design the layout of the Warehouse considering the inward, goods processing, software entry, barcoding, outward, goods return, scrap storage, goods stacking & much more.

Logistics route plan is devised considering the manufacturer to your warehouse and from there to last mile delivery locations.


This Step involves 03 distinct parts:

Part 1: Choosing the right Platform:

From several platforms available in the market right from Shopify to magento, woocommerce, prestoshop, wordpress etc. you must choose the one that fits best for your business

Part 2: UX Designing:

“UX” denotes User Experience, which if put in simple language is building the functional requirements of the website.

UX Designing includes designing the features required in the website, customer journey map, website features, the browsing features, navigation features, ecommerce order management process flow, checkout cart features, catalogue management, ecommerce payment system, cross selling features & much more.

“As per statistics, 68% of the customers abandon the carts before payment”

An interesting UX ensures the customer sticks on to the website for a longer time.

Part 3: UI Designing:

UI stands for User Interface, which means designing the look and feel of the website. UI includes using the right colours, elements and the entire aesthetics of the website.

A good User Interface ensures the user completes the task that he has come for. It navigates the user through the journey of the brand in the simplest but most effective way.

The UX designer maps out the bare bones of the user journey; the UI designer then fills it in with visual and interactive elements.

If User experience is the bare bone, user interface wraps it up with an attractive cape.

At YRC, our team if experts can help you develop the entire User Journey to ensure it is engaging!


This step follows the “Designing” Phase, whether you have an in-house design team, freelance designers or an outsourced design company. It is one of the most exciting phases, as here you see your designs turning into products & your ideas turning into reality.

In most start-up cases, production is outsourced i.e. brands tie-up with the established manufacturers/ job-workers to get their products manufactured.

Sampling involves multiple 04 Stages, Fit-Sample, Prototype Sample, Pre-Production Sample & the Production Sample.

Prototype Sample is the first sample provided to the buyer. It can be in any fabric/ colour. This sample is just to understand whether the product design looks equally great in reality.

Fit Sample, as the name suggests is prepared to check the fit of the garment i.e. the various sizes, length, width etc.

Pre-production is made by the actual production line. Here the stitching quality and other aspects related to manufacturing are checked. This is the last stage where rejection can be accepted.

Production Sample is made before the production which is the replica of what is going to be finally produced.

Once you are through with all this, you are good to go ahead & get your goods manufactured.


Product Designing or Sourcing is the heart of the Ecommerce Fashion Brand.

Product Designing / Sourcing can be done in several ways, as follows:

  • In-house Design Team
  • Freelance Designers
  • Outsourced Design Team
  • Ready Product Sourcing (From Manufacturer or Wholesaler)

At YRC, we evaluate your business strategy & business model to arrive at the decision, which of the above ways would be best-fit for your business. In certain cases, product sourcing may be a combination of the above.

These are the people who are going to build your brand! Whether they are the designers or merchandiser, your brand look is going to be in their hands.

If you are designing each garment from the scratch, the sourcing would play crucial role in developing design identity of your brand.

Sourcing includes fabric, trims, lining & all the raw material required to build the garment.


Branding is the “Look of the Brand”, right from logo to tagline, the colours used, the brand story, the brand communications on social media, the packaging & all the other aspects which speak directly or indirectly to the customers. Branding constitutes the look & feel of the brand & hence must be thoughtfully planned to match with the product that we are selling.

Branding must appeal to our target audience. Example : A golden colour logo depicting finesse, art, richness, premium, however beautiful it may be individually cannot go with a brand selling affordable kids wear products. So, your logo must be in-line with your brand positioning, whether you are an expensive brand or a luxury brand or a value for money brand, it must be depicted from your “Branding”.

It is an integral part to attract the target audience.


Organogram is the “HR Blueprint” of the business which is created at the onset, to map out the team required across each function at various stages of the business. At the launch, only key people need to be got on board to ensure the project gets started & at this stage, all of them need to multi-task. Similarly, certain financial as well as operational goals are set for addition of the further team. Example, for the operations team, we hire 1 operations manager during the pre-launch phase & we add 1 more only when the business kicks-off & we reach a volume of selling more than 1000 pcs/ month or a turnover of more than 0.1 million USD.

SOPs are Standard Operating Procedures, a bible to run the entire organization right from Sales, Purchase, HR, Order receiving to Order fulfilment, Inventory Management, Accounts, Warehouse, Logistics, Supply Chain, Production & all the other relevant functions for the business. Business must be organized from its first day of operations; only then the tasks can be delegated.

At YRC, we design the organization structure, the processes, and approximate time taken to execute each process, job profile of every member within the organization, their KRAs, KPIs & the Reporting Structure.


Critical Pathway Analysis (CPA), is a project management technique which cannot be overlooked while launching an ecommerce fashion brand. Brand launch process is cumbersome with multiple inter-dependent & time-bound tasks involved, which need to be tracked to ensure the project remains on track.

CPA outlines key tasks across the project, their turnaround time (TAT) & the dependencies of tasks upon each other. It identifies the sequence of tasks, their interdependent steps from inception to completion, their criticalities, and their dates of onset, target dates of completion along with the key responsible person for the respective activities. Critical Pathway helps in understanding the unimportant & not urgent tasks which may jeopardize the execution of the project because of an unexpected snag! It also maps out the potential bottlenecks which might be posed because of the dependencies of tasks upon each other & cases where the next task cannot be commenced before the completion of the previous one.

CPA detects the minimum & the maximum time involvement of a particular individual or team to execute the task, thereby arriving at the overall deadlines associated with the project.

At Your Retail Coach, we design the Critical Pathway & review it periodically to ensure the project is on track & the progress is measurable.


Business Strategy includes the vision, mission, goals, business model, business plan & strategy for all the functions within the organization.

Business Strategy is a well-defined plan that outlines who, what, where, why, how & when for the company; for example, who would be the target market, how to attract the target audience, when to launch new products, where to operate from, how to handle competitors, what would be the USP, what would be long term goal of the organization & several other answers to the 5Ws of Strategy.

Business Strategy aligns the organization towards a common goal. Business SWOT helps company to identify & overcome their weaknesses & focus to sharpen the strengths. Business strategy forecasts future risks and helps business in building skillsets to overcome the potential threats.

YRC’s Business Plan focuses on creating a “Blueprint” of the business, thereby deriving the feasibility of the concept & gauge whether the opportunity is lucrative to invest time, energy & effort. Business Plan creates cash flow understanding i.e. building inflow & outflow cash projections from Week zero to week 60 i.e. 05 year projection. Business Plan calculates the capital investment, operating costs, one-time costs, recurring costs & all the other numbers relevant to obtain the breakeven sales, return on investment, return on capital, internal rate of return & several other ratios. Business Plan is also one of the important requirements if you are targeting the “Investor Route”. Fund raising becomes extremely transparent & channelized. With business plan panned out clearly, the business will know until what point must it be stretched & where to stop, which reduces the probability of unplanned investments.


Starting the concept of Ecommerce Fashion brand with Market Research ensures we get detailed understanding of the industry & this research report also acts as a social confirmation for your concept. Market Research helps in understanding the target locations, their population, potential online buyers for your product, competitors for each category, and top selling products of the competitors, competitors’ price range, offers & their responses & much more. Market Research helps in thorough understanding of your brand position as compared to our competitors. It helps in identifying gaps in the market, in your category along with the scope of the said product in the desired market. This will help in validation of your concept & prevents you from making the same mistakes as your fellow brands, eventually saving your time, energy & efforts. This phase is also a make or a break phase, as the market research study may at-times come up with some eye-popping numbers & statistics which might compel you to re-think on your product or category that you are planning to sell or alter your entire concept itself!! Market Research Reports analyse the competitors’ webstore for their traffic, conversion & sales. This is extremely valuable information to derive our inventory budgets & projections, which takes us to our next phase.