Odoo 18 Release: How to Upgrade and What to Consider

TEAM-BASSAM
October 1, 2024
Odoo-18-release

The Business world is eagerly waiting for the release of the Odoo 18. The wait is to have a glance at the features and functionalities and to upgrade their existing ERP solutions. Odoo, a leading ERP platform, that has been transforming the business landscape with comprehensive business management solutions, will grow even more powerful with the new version. Businesses embracing Odoo 18 will have an opportunity to upgrade to a more powerful, efficient, and feature-rich platform. This blog will explain the ways to upgrade your system to Odoo 18.

Importance of Odoo 18 Release and Expected Features

Every year, the ERP industry and the business world wait keenly for the release of the new edition of Odoo to check the innovative features. It is highly anticipated due to its potential to transform the way businesses manage their operations. Similarly, this new version is expected to introduce a range of improvements across its modules, enhancing user experience and operational efficiency.

Odoo 18: Expected Features

The new Odoo version brings you the following features:

Odoo 18 will align with industry leaders like MailChimp with the support of the Enhanced Marketing Module. This feature will help the users with better contact integration and improved email servers. Besides, it reduces spam. Furthermore, we can also get simplified marketing automation and automatic linking of survey results.

With Odoo 18 sales can set individual sales targets for team members and generate comprehensive reports analysing the target and actual sales. Improved mobile usability of Odoo 18 eases CRM and quote creation. Other features like quick opportunity searches and optimized display fields are also available with the new edition. It also supports an intuitive interface for note-taking and quote management.

Along with other key features Odoo 18 also ensures enhanced support for non-financial reporting, particularly to meet sustainability objectives. The Website Builder is expected to adopt a more structured and navigable UI, while new activity completion features could streamline task management. Furthermore, we can also find improvements in Gantt views and the integration of OCR technology for Visa/Mastercard statement scanning.

How to Upgrade Your Odoo ERP to Odoo 18?

Are you worried about upgrading your Odoo ERP to Odoo 18? Set aside all your worries as Odoo has designed the transformation efficiently and seamlessly.

Step 1: Request a Test Upgrade

Place a test upgrade request to ensure that your current system and configurations are compatible with the new version of Odoo. At this phase, you will be able to make a copy of your system, including all the data and customizations, and upgrade the same to a test environment.

Automated Process: After submitting the test upgrade request, the system will start the test upgrade process. This process may require one hour or more. Sometimes, it may also require manual intervention.

Technical Support: If you face any technical issues during the test upgrade, Odoo’s Technical teams will help you adjust the necessary scripts to resolve the problems.

Step 2: Test Database Verification

 On completing the test upgrade, you will get access to a test database. This is the platform that will be similar to the final upgraded version. This test upgrade will help you identify the features of Odoo 18 and list out issues and discrepancies.

Testing the System: At this step, we can test all essential modules and workflows to ensure accurate functioning. The users can report errors or issues reported at this step.

Rectification and Re-verification: At this stage, the technical team will fix any errors and provide a new version of the test database for final verification.

Step 3: Schedule the Production Upgrade

Schedule a production upgrade, after completing the rectification. At this step, your live system is upgraded to Odoo 18.

Stop Operations Temporarily: Don’t forget to halt all internal operations, data entries, and other system-dependent activities before performing the production upgrade to avoid data loss.

Official Upgrade Request: Place an official request for the production upgrade after stopping all operations.

Restoring Operations: On completing the upgrade the system will be restored with all the new features of Odoo 18.

Step 4: Post-Upgrade Verification

Verify that all data has been transferred correctly and that the system functions after the upgrade.

What to Consider During the Upgrade?

Customizations: Make sure that all your customizations are compatible with Odoo 18.

Data Backup: Ensure that you back your data before proceeding with any upgrade.

Downtime: Schedule the upgrade at a time when business operations are less.

Training and Adaptation: As Odoo 18 is expected to introduce new features and UI changes offer proper training sessions for quick transition.

How Can Bassam Infotech Help in Upgrading to Odoo 18?

Let Bassam Infotech help you with your Odoo 18 upgrade. We offer the following support:

Expert Guidance

The expert team of professionals at Bassam Infotech offers you complete support for managing your upgrade. Our team members have 26 years of experience in managing ERP upgrades and ERP implementation. Once you approach us we will help you assess your current system, list customization requirements, and review business needs to ensure a seamless upgrade to Odoo 18.

Customization Support 

Once you partner with Bassam Infotech you can ensure that all your customizations are compatible with Odoo 18. Our team members will also extend support if any adjustments are required to handle customization issues.

Data Security and Backup

A team of persons trained by Odoo, Bassam Infotech ensures that your data is fully backed up before starting the upgrade process. We follow best practices to safeguard your data.

Post-Upgrade Support and Training 

An important feature of our service is the ongoing support to resolve any issues that may arise after the upgrade. Besides, your team gets extensive training on the features and functionalities of Odoo 18.

Minimal Downtime 

Downtime will hurt the business. Our team is capable of working efficiently and minimizing downtime during the upgrade.

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