Odoo Setup Questionaire
Kindly answer the question based on your company rules and policy.
You can skip or leave any question blank if not related to your company.
For further questions or clarification kindly write your input below per page.
General Settings
Company Name
Address
Website
Phone
Email Address
Tax No. or ID
Currency
Custom Company logo
Please provide the link or upload the sample logo file below:
Upload Company Logo
1. Manage multiple companies?
If Yes, kindly download and use the template available on this link Download
Upload Multi-Companies
2. Allow multi currencies?
Currency list input below:
3. Report paper format or size
4. Report custom header?
Upload Custom Header Report
5. Report customer footer?
If Yes, provide and upload the sample report below:
Upload Custom Footer Report
6. Allow multi language?
Language list input below:
7. Configure outgoing mail?
Outgoing server input below:
SMTP Server:
SMTP Port:
Connection Security:
Username:
Password:
8. Alias Domain or URL
9. Activate the customer portal?
10. Date format YYYY/MM/DD
11. Time format HH:MM:SS
12. Decimal Accuracy or decimal point
13. Enable password reset from Login page?
14. Allow external users to sign up?
Notes:
All template or document can be sent to support@tsba.mobi
Contact Person: Name/Phone/Email
Foundation
1. Import User Login(s)?
If Yes, kindly download and use the template available on this link Download
Upload User Login(s)
2. Do you have custom Chart of Account?
If Yes, kindly download and use the template available on this link Download
Upload Chart of Account
3. Import of Customer Database?
If Yes, kindly download and use the template available on this link Download
Upload Customer Database
4. Import Vendor Database?
If Yes, kindly download and use the template available on this link Download
Upload Vendor Database
5. Import Product Database?
If Yes, kindly download and use the template available on this link Download
Upload Product Database
Notes:
All template or document can be sent to support@tsba.mobi
Contact Person: Name/Phone/Email
Accounting Module
1. Do yo have custom Invoice template (Customer and Vendor)?
If Yes, provide and upload the sample Invoice template below:
Upload Invoice Template
2. Do you have custom Financial Journal
Journal Type input below:
3. List of Bank Account(s)
Account Number:
Bank Name:
Currency:
BIC:
IBAN:
Routing Number:
Branch:
Tax ID or TRN No.:
Address:
Phone:
Fax
Email:
4. List of Taxes
Tax Name:
Tax Scope:
Tax Computation:
Tax Amount:
Tax Account:
Tax Account on Refund:
Tax label on Invoice:
5. Payment Terms for Customer and Vendor
List down the payment terms used for customer and vendor below:
6. Are we using Asset Management?
If Yes, TSBA will share the template for the Asset type configuration
7. Are we using Analytical account or cost center?
If Yes, list down the analytical account or cost center
Analytical account or cost center list input below:
8. Allow analytical account or cost center on Purchasing?
9. Are we using Budget Management?
10. Allow pro-forma invoices?
Notes:
All template or document can be sent to support@tsba.mobi
Contact Person: Name/Phone/Email
Sales Module
1. Are we using Customer Relationship Management (CRM)?
2. Are we integrating the lead creation directly on Odoo Website platform?
3. Use leads if you need a qualification step before creating an opportunity or a customer?
4. Are we using variants have several attributes (Example: size, color…)
5. Are we using multiple Unit of measurements?
6. Default sales invoicing Policy?
7. Sales pricing policy
8. Are we using different Pricelist per customer?
If Yes, provide and upload the different pricelist per customer or group below:
Upload Customer Pricelist
9. Do you have custom Sales Quotation and Order report template?
If Yes, provide and upload the sample Sales Quotation/Order template below:
Upload Custom Sales Quotation/Order Template
10. Do you have default Terms and Condition in your Sales Quotation and Order?
If Yes, write down your Terms and Conditions
Terms and Condition input below:
11. Sales Quotation and Order, address policy?
12. Allow modification on confirmed Sales Order?
13. Tax display policy
14. Allow to insufficient or 0 quantity for Sales Order and Delivery?
15. Allow to edit Sales price in Sales Order and Invoice?
16. Default Invoice date policy that came from Sales order
17. If E-commerce was in used, expiry date period when Sales Quotation will be cancelled
Input No. of day(s) below: Numeric value only!
18. If E-commerce was in used, allow customer to approved and pay online their Sales Quotation
19. Default shipping policy, allow back orders?
Notes:
All template or document can be sent to support@tsba.mobi
Contact Person: Name/Phone/Email
Purchase Module
1. Are we using Purchase requisition to received multiple quotes from different vendor?
2. Do you have custom Request for Quotation (RFQ) and Purchase Order report template?
If Yes, provide and upload the sample Requestion for Quotation or Purchase Order template below:
Upload Custom Request for Quotation or Purchase Order Template
3. Purchase lead time
Input No. of day(s) below: Numeric value only!
4. Allow modification on confirmed Purchase order?
5. Allow double validation or approval to confirm Purchase order?
If Yes, provide the validation amount. Numeric value only!
Validation amount input below:
6. Cost method policy
7. Default Purchase invoicing policy
8. Allow products to be purchased from any vendor?
9. Allow to input global discount on Purchase order?
9. Dropshipping policy to customer
Notes:
All template or document can be sent to support@tsba.mobi
Contact Person: Name/Phone/Email
Inventory Module
1. Warehouse and Location usage level
Provide and upload your Warehouse structure below:
Upload Warehouse or Location Structure
2. Are we using Lot and Serial number to track the product?
3. Are we defining the Expiration date on Serial number?
4. Are we using packaging of product?
5. Are we using Landed cost in product costing computation?
6. Inventory valuation method
7. Allow reservation of product immediately after Sales Order confirmation?
8. Are we using Barcode Nomenclatures?
Provide and upload your barcode rules below:
Upload Barcode Nomenclature(s)
9. Are we using automatic Reordering rules per product?
10. Are we using product Scrap management?
If Yes, provide the default Expense account for Inventory loss
Expense account input below:
Notes:
All template or document can be sent to support@tsba.mobi