Agri & Forestry - Odoo Upgrade v16 to v18
Introduction
A prominent distributor of agricultural, forestry, gardening, and construction products successfully upgraded from Odoo Version 16 to Version 18. The goal of this migration was to streamline complex distribution workflows, enable scalable multi-warehouse operations, and enhance customer engagement across digital channels. The updated system now supports better automation, real-time visibility, and optimized inventory and sales processes tailored to the client's diverse product portfolio.
Key Objectives of Migration
Leverage new Odoo v18 features for improved efficiency
Streamline business processes with automation
Enhance user experience across web, sales, CRM, POS, inventory, and accounting
Improve integration with external platforms and APIs
Scope of Migration
Inventory Management
Inventory Management
Feature
Pickings Prioritization
Auto Activity Creation
Bulk Packaging
Warehouse Authorization
Shipping Integration
Barcode Extension
Description
Auto-prioritize transfers per warehouse based on priority and complexity.
Create activities tied to specific warehouse operations.
Enable bulk packaging & palletizing for quicker dispatch.
Restrict transfers to authorized users only.
Integrated with Estafeta to show live delivery options and prevent mis-shipments.
Prevent duplicate lines, and display products in alphabetical order.
Crm & Sales
CRM
Auto-stage updates based on deliveries, auto-archive lost leads.
Example
A customer places an urgent international pre-order. The system automatically assigns the fastest delivery method, checks multi-warehouse availability, and allows portal-based cancellation - all without manual intervention.
Sales
Minimum price controls across POS, SO, Invoice
Multi-warehouse SO creation
E-wallet payments
Auto-create monthly SO via scheduler
Urgent order flagging for faster flow
Pre-orders with delivery visibility
Portal order cancellation & stock visibility
Accounting Enhancements
Assets: Custom fields added for real-time condition tracking.
Invoices: Auto-send signed invoices with custom CFDI formats.
Bills: Automatically created & updated from purchases.
Reports: Credit bureau report generated for risk evaluation.
Partner Management
Dealer request flow with documentation
Multi-pricelist support
Lock specific customers from creating SO or repair requests
Website & Portal
- New Arrival tag with buy option
- Delivery status synced to SO status
- Custom registration with email verification
- reCAPTCHA added for login/signup
- Public product visibility restricted
Point of Sale (POS)
- Show/hide products based on stock
- Allow sales of out-of-stock items
- Display real-time inventory in POS
Employees & Time Off
- Enhanced attendance reports with integrated leaves
- HR-linked API for leave creation
- Auto-progress recruitment stages based on rules
User Experience
Admins can log in as any user to support troubleshooting
Connectors
Integrated Mirakl Connector for marketplace automation
Payment Integration
Installment payments enabled via Mercado Pago and Stripe
Purchase
Auto-track and update purchase statuses
Enabled scheduler for any model
Integrated with 3rd-party systems via APIs
Display products/brands by country setup for localized marketing
Portal users submit product claims; internal team receives automated notifications with required info
Migration Approach
Assessment Phase: Comprehensive analysis of all custom modules, workflows, and third-party connectors.
Data Backup & Testing: Sandbox environment used for pre-migration tests.
Module-wise Migration: Critical modules like Inventory, Sales, and Accounting migrated first to minimize risk.
Customizations Rebuilt: All business-specific workflows re-engineered to be compatible with v18.
UAT & Training: User acceptance testing and team training to ensure smooth adoption.
Benefits to the Customer
Increased Automation: Drastically reduced manual efforts with scheduled jobs and auto-activity triggers.
Improved Decision Making: Real-time reports and dashboards, including credit evaluation.
Enhanced User Experience: Clean, intuitive interface across sales portal, website, and POS.
Reduced Errors: Permission-based controls, duplicate prevention, and enhanced validations.
Scalability: Country-based product segregation and marketplace integration prepare for expansion.
Conclusion
This migration from Odoo v16 to v18 successfully transformed operations across departments, paving the way for smarter workflows,
faster decision-making, and better customer service. With expanded integration and automation capabilities, the client is now future-ready.
