This is the documentation for older versions of Odoo (formerly OpenERP).

See the new Odoo user documentation.

See the new Odoo technical documentation.


Requirements analysis and planning are the keys to the success of an implementation. At this stage you should set up a management team to define the costs and benefits of the project, select a project team, and set out the detailed stages that will have to be carried out.

Open ERP is so easy to start using that it's not always obvious, particularly to IT staff, that a clear requirements plan is necessary for implementing the system successfully. The difficulty isn't particularly in installing the software nor in configuring it, but rather more about:

  • 知道如何配置,

  • deciding if you should adapt the software or perhaps change your method of working, for some of your specialized processes,

  • 可以在的一些特定变动和工作上形成团队,

  • 确保你的用户都致力于变更。

ERP system implementation is a project carried out using information technology but it's a business project rather than an IT project in itself. The challenge of this type of project is in changing the behaviour of those involved at all levels of the enterprise.

People in the IT department will certainly be an integral part of the project but they should be managed by someone in a senior position who both understands the business impact across the organization and has experience of technical projects. Ideally the project manager should know the company well, both its specific quirks and its different standard cross-company processes.

If the enterprise doesn't have its own IT group, you're probably better off opting for an SaaS offer. This means that you subcontract all the difficult technology, from the installation of the server to its maintenance, all the while being assured of the installation of a robust architecture with its redundancy, backed-up servers, and separation of authentication and data.

Planning methods

Planning methods vary in their degree of complexity, formality and level of automation. It's not the intention of this chapter to steer you towards one method or the other.

Open ERP's menus are organized to lead you through an implementation in a sensible order, so that information that has to be entered first is encountered first in the menu system. Forms are also organized so that if you enter data in the natural order you'll get later fields completed automatically by the earlier ones where possible. And demonstration data illustrates how Open ERP's functional areas are linked from one to the other

The menus themselves hint at several helpful implementation suggestions, for example the submenus of Administration ‣ Configuration are useful for the configuration of the software. New functions such as the Module Recorder enable you to significantly accelerate the configuration of data.