From opportunity to quotation
Create a quotation from a CRM opportunity when Sales is installed. Train the handoff, customer details and order status as part of the workflow.
Create and send quotations — Odoo 19.0 ↗
ODOO SERVICES · CANADAOdoo implementation.
Built around
your business.
Connect the work. Prepare your people. Start with a business needs review, scope your implementation and help your team use Odoo with confidence.
Serving all of Canada English-language services
THE CONNECTED BUSINESSWorkflow illustration
odooYOUR OPERATIONS, CONNECTED
Sales & CRM
Start the conversation.Opportunity → quotation → order
Inventory
Keep work moving.Purchase → receive → deliver
Operations
Bring the plan to life.Plan → produce → track
Finance
Connect the numbers.Invoice → reconcile → report
ReviewImplementTrain
01 / FIND YOUR STARTING POINT
Business needs review
Turn your workflows, challenges and priorities into a clearer project scope.
Explore the review02 / CONNECT THE WORK
Odoo implementation
Bring agreed processes into Odoo with clear responsibilities and acceptance criteria.
Explore implementation03 / PREPARE YOUR PEOPLE
User adoption & training
Build everyday skills through role-based practice, useful job aids and readiness checks.
Explore user trainingFind your workflow.
Industry-specific decisions, records and acceptance tests.
Explore industries ACROSS CANADAStart with your location.
13 provinces and territories. 100 community planning guides.
Explore Canada 300 PRACTICAL ANSWERSWork through a question.
Direct answers and useful checklists for your next decision.
Find an answerA GOOD PLACE TO STARTMake your next move
Make your next move
an informed one.
Compare your options, understand the costs and work through the practical questions before choosing your next step.
01
What could our Odoo project cost?
Build a budget from your own subscription, implementation and operating-cost assumptions.
OPEN THE CALCULATOR02
Odoo or QuickBooks: which fits?
Compare accounting needs with the work you want to connect across your business.
COMPARE THE OPTIONS03
How do we move from QuickBooks?
Plan the records, opening balances and reconciliations needed for a controlled transition.
READ THE MIGRATION GUIDE04
How does Odoo connect with Shopify?
Map products, inventory and orders before choosing an integration and its owner.
EXPLORE THE REQUIREMENTS05
How do we choose an Odoo consultant?
Use a practical scorecard to compare scope, delivery evidence and responsibilities.
USE THE SCORECARD06
Can Odoo handle Canadian payroll?
Check documented coverage and the requirements your payroll owner needs to validate.
REVIEW THE PAYROLL GUIDEA CANADIAN PERSPECTIVEAcross Canada.
Around your business.English-language services
All provinces and territories
Across Canada.Around your business.English-language services
All provinces and territories
GLOBAL SOFTWARE. LOCAL QUESTIONS.Built for the questions
Built for the questions
Canadian businesses ask.
Tax setup, CAD and multi-currency transactions, payroll requirements and hosting choices deserve a place in your plan from day one.
FIND YOUR WORKFLOWDifferent businesses.
Explore industry guides Different businesses.
Different starting points.
YOUR PROJECT, AT A GLANCE
1Choose your starting point
2Map your operational priorities
3Get your project checklist
A useful brief.
Before the first conversation.
Before the first conversation.
FROM RESEARCH TO A REAL PLANStart with clarity.
Start with clarity.
Build from there.
Use the project planner to identify your priorities and prepare the right questions. Get a tailored checklist you can copy or download.
Build my project brief Your checklist, without an email gate.THE FIELDGUIDEGood questions.
Browse all guides Good questions.
Straight answers.
FIELD NOTES / 01
PlanningOdoo implementation in Canada: phases, roles and timeline
Plan an Odoo implementation with clear phases, named responsibilities, standard-versus-custom decisions, migration rehearsals and measurable launch criteria.
Read the guideFIELD NOTES / 02
PlanningOdoo pricing and implementation costs in Canada
Separate Odoo subscription pricing from implementation costs. Build a Canadian project budget with clear currency, billing, renewal, hosting and scope assumptions.
Read the guideFIELD NOTES / 03
CanadaOdoo Canadian accounting: a configuration review checklist
Prepare an Odoo accounting rollout in Canada with a practical checklist for localization, tax scenarios, opening balances, controls, and month-end testing.
Read the guideUSER ADOPTION & TRAININGA new system.
A new system.
Everyday confidence.
Help your people understand the work, practise the exceptions and know where to get help. Scope Odoo training around the roles and workflows your team actually uses.
Explore user adoption training For rollouts, current Odoo teams and new employees.A PRACTICAL STARTING POINTShow it. Practise it.
Show it. Practise it.
Review it together.
- Choose a role and a routine task.
- Include an exception using sample records.
- Agree what a correct result looks like.
- Record questions and follow-up ownership.
CAPABILITIES YOU CAN VERIFYClear explanations.
Browse the capability reference Clear explanations.
Official sources.
From receipt to vendor bill
Purchase control policies can base a draft bill on received quantities. A partial receipt is a useful training exercise; draft bills still need review.
Control policies — Odoo 19.0 ↗From task to time entry
Timesheets supports manual and timer entries against projects and tasks. Confirm employee access, project settings and the billing review process.
Timesheets — Odoo 19.0 ↗Software facts above are based on Odoo 19.0 documentation. The suggested practice approach is ours to scope with you. Your installed applications, permissions and configuration determine what needs to be tested.
Start with the essentials.
How much does Odoo implementation cost in Canada?+
Your budget combines the software subscription, implementation work and ongoing operating costs. The amount depends on your workflows, data, connected systems and agreed scope. Confirm current software pricing with Odoo, including currency and renewal terms, and use our cost calculator to organize your own assumptions.
How long does an Odoo implementation take?+
The timeline depends on the first release, data readiness, integrations and the availability of decision-makers. A useful plan sets milestones and acceptance criteria before committing to a launch date. PlanMyERP scopes timing and responsibilities around the work your business needs.
How do we know if Odoo is right for our business?+
Start with the work you want to improve and test representative workflows, including exceptions. A business needs review can help you define requirements, assess what needs validation and decide whether to proceed to implementation.
What does PlanMyERP offer?+
We offer Odoo implementation, business needs reviews and user adoption training for businesses across Canada, in English. Your engagement scope, deliverables, responsibilities and commercial terms are agreed before work begins.
Can Odoo work for a business in Canada?+
Odoo provides a Canadian fiscal localization. Your project still needs configuration and testing of the relevant taxes, invoices, currency, reporting and operational workflows. Have the responsible accounting owner validate the setup for your actual transactions.
YOUR NEXT CHAPTERA clearer plan.
A clearer plan.
A better Odoo project.
Review your business needs and define the next step worth taking.