KEMBAR78
Custom Odoo ERP Modules: Build & Implement Guide | PDF
How to Build and Implement Custom
Odoo ERP Modules
How to Build and Implement Custom Odoo ERP Modules
Odoo is known for its flexibility and modular design. It covers most common business processes
through ready-made apps. But as your company grows, you might need more than the default
features. This is where custom modules come into play.
Instead of switching platforms or managing workarounds, you can shape Odoo to fit your exact
needs. With the right Odoo Implementation Services, you can build custom modules that let
your team work faster, make fewer errors, and reduce double entries. This guide covers how to
build and implement one the right way.
What Is an Odoo Module?
An Odoo module is a set of files that adds new features to the Odoo system. It can also change
how existing apps work. Every module includes basic parts like:
● Data structure (such as customers, invoices, or projects)
● User interface (what you see on the screen)
● Business logic (rules and workflows)
● Permissions and user access
Odoo comes with many default modules like Sales, Accounting, HR, and Inventory. But when
those don't fully support your process, you need a custom module.
Why Do You Need a Custom Module?
Why Do You Need a Custom Module
Custom modules solve real business problems. Here are some signs you might need one:
● Your team uses spreadsheets outside of Odoo.
● You want to add extra steps or approvals to a workflow.
● You manage manual tasks that Odoo doesn’t handle.
● Your reports are built from multiple disconnected sources.
A custom module helps your software match your workflow—not the other way around.
Plan First Before You Build
Jumping into development without planning leads to waste. You need to start with a clear
problem and a clear solution.
Talk to the Right People
Start by speaking to those who use the system daily. Find out what slows them down or causes
confusion.
List the Gaps
Document what’s missing in the current system. Be specific. For example, “We need a 3-step
approval for large purchases.”
Check What Already Exists
Sometimes, the feature already exists but is not activated. Or a similar module might already be
available. Make sure you’re not rebuilding something that can be added through configuration.
Also read: How Can Odoo Implementation Fix Stock and Delivery Issues?
Steps to Build a Custom Odoo Module
Steps to Build a Custom Odoo Module
Once you're sure you need a new module, follow this path.
1. Write Down the Requirements
Start with a list of what the module should do. Break it into steps. For example:
● Create a new screen for leave requests
● Add an approval button
● Show request status on the employee dashboard
This list becomes the foundation for design and development.
2. Design the Data and Process
Figure out what data you want to store. Think about what fields are needed—like names,
amounts, dates, or types.
Map the flow. Who creates the entry? Who approves it? What should happen at each step?
3. Set Up a Test Environment
Don’t build on your live system. Set up a copy for development and testing. It should match your
real setup but with test data.
This environment helps you check the module without breaking anything important.
4. Build the Module
Your developer or Odoo partner will use these requirements to build the module. They’ll create
the screens, workflows, and permissions.
You should review early drafts. Check if the screens are easy to use and if the process matches
what you planned.
5. Test Everything
Test the module with different users and different use cases. Try to break it. Use edge cases.
Make sure it works well with other modules.
Fix bugs, update labels, and remove any extra steps that confuse users.
Also read: How Odoo ERP Helps You Manage eCommerce Operations Better
Security and Access Control
Every custom module must follow strong access control rules. You don’t want a junior employee
to view sensitive data. Or a customer support rep to approve financial transactions.
During setup, define:
● Who can view the data
● Who can edit or approve entries
● Who can delete records
Also, make sure these rules apply in all views—list, form, and report screens.
How to Roll Out a Custom Module
A custom module needs more than just technical setup. You have to roll it out correctly.
Train Your Team
Show users how the new module works. Create a quick guide or video. Walk through common
tasks. Answer questions. Gather feedback early.
Start with a Soft Launch
Don’t push the module to everyone on day one. Start with a few users or one department. Let
them test it in real work. Fix anything that’s confusing.
Go Live with Support
Once it’s stable, roll it out fully. Keep support available during the first week. Answer questions,
fix minor issues, and help with transitions.
Keep Your Module Updated
Odoo releases a new version every year. When you upgrade, your custom module might need
updates too.
Here’s how to stay ready:
● Keep your module clean and simple.
● Write clear comments and version notes.
● Test it on the new version before you upgrade.
● Work with a developer who understands version gaps.
This makes future upgrades smoother and cheaper.
Also read: How to Build a Custom POS Module in Odoo
Real Business Use Cases for Custom Modules
Here are a few examples of how custom modules support real business needs:
Business
Function
What the Custom Module Does
Sales
Management
Adds approval for quotes above a set
amount
Procurement Adds a 3-step purchase request process
HR Onboarding Triggers tasks and email alerts after hiring
Inventory Control Tracks items with batch number and expiry
Support Tickets Adds internal priority levels and customer
SLAs
These examples show how small features can save time across many departments.
Cost of Building Custom Odoo Modules
Cost depends on three things:
● Complexity of the feature
● Number of screens or workflows
● Testing and support time
For example:
Type of Module Estimated Range (USD)
Simple report or field
change
$300 – $500
Approval workflow module $800 – $1,200
New app with screens &
flows
$1,500 – $3,000+
This is a one-time investment that saves time across months or years.
When to Use Odoo Implementation Services
You might not have the team or time to handle module building. This is when Odoo
Implementation Services come in. A good service provider handles everything from design to
testing.
They know which features need a module and which ones can be added through configuration.
This saves time and reduces errors. You also get documentation, support, and version control.
Why Businesses Trust Shiv Technolabs for Odoo
Implementation Services
Shiv Technolabs offers expert Odoo Implementation Services tailored for businesses that need
more than just out-of-the-box ERP features. Whether you're starting fresh or looking to extend
your existing system, our team builds custom Odoo modules that match your unique workflows.
We don’t just write code—we solve real business challenges with reliable, scalable ERP
solutions.
With our Odoo experts, you get:
● Custom module development for any business process
● Clean setup with version compatibility and future-proof structure
● Full testing and rollout support with no disruption to your live system
● Ongoing support, training, and updates
Looking to build a module that actually works the way your team does? Contact us and let's
talk about how Shiv Technolabs can help.
Conclusion
Building and implementing custom Odoo modules requires a solid understanding of both your
business logic and Odoo’s technical framework. From defining requirements and designing the
data model to setting permissions and running end-to-end testing, each step must be planned
and executed with care.
A clean module structure, proper version control, and thorough testing help avoid future issues
during upgrades. If you're working with multiple apps or complex workflows, it's always smart to
involve a team experienced in Odoo Implementation Services to avoid delays and rework.

Custom Odoo ERP Modules: Build & Implement Guide

  • 1.
    How to Buildand Implement Custom Odoo ERP Modules How to Build and Implement Custom Odoo ERP Modules Odoo is known for its flexibility and modular design. It covers most common business processes through ready-made apps. But as your company grows, you might need more than the default features. This is where custom modules come into play. Instead of switching platforms or managing workarounds, you can shape Odoo to fit your exact needs. With the right Odoo Implementation Services, you can build custom modules that let your team work faster, make fewer errors, and reduce double entries. This guide covers how to build and implement one the right way. What Is an Odoo Module? An Odoo module is a set of files that adds new features to the Odoo system. It can also change how existing apps work. Every module includes basic parts like: ● Data structure (such as customers, invoices, or projects)
  • 2.
    ● User interface(what you see on the screen) ● Business logic (rules and workflows) ● Permissions and user access Odoo comes with many default modules like Sales, Accounting, HR, and Inventory. But when those don't fully support your process, you need a custom module. Why Do You Need a Custom Module? Why Do You Need a Custom Module Custom modules solve real business problems. Here are some signs you might need one: ● Your team uses spreadsheets outside of Odoo. ● You want to add extra steps or approvals to a workflow. ● You manage manual tasks that Odoo doesn’t handle. ● Your reports are built from multiple disconnected sources. A custom module helps your software match your workflow—not the other way around.
  • 3.
    Plan First BeforeYou Build Jumping into development without planning leads to waste. You need to start with a clear problem and a clear solution. Talk to the Right People Start by speaking to those who use the system daily. Find out what slows them down or causes confusion. List the Gaps Document what’s missing in the current system. Be specific. For example, “We need a 3-step approval for large purchases.” Check What Already Exists Sometimes, the feature already exists but is not activated. Or a similar module might already be available. Make sure you’re not rebuilding something that can be added through configuration. Also read: How Can Odoo Implementation Fix Stock and Delivery Issues? Steps to Build a Custom Odoo Module Steps to Build a Custom Odoo Module
  • 4.
    Once you're sureyou need a new module, follow this path. 1. Write Down the Requirements Start with a list of what the module should do. Break it into steps. For example: ● Create a new screen for leave requests ● Add an approval button ● Show request status on the employee dashboard This list becomes the foundation for design and development. 2. Design the Data and Process Figure out what data you want to store. Think about what fields are needed—like names, amounts, dates, or types. Map the flow. Who creates the entry? Who approves it? What should happen at each step? 3. Set Up a Test Environment Don’t build on your live system. Set up a copy for development and testing. It should match your real setup but with test data. This environment helps you check the module without breaking anything important. 4. Build the Module Your developer or Odoo partner will use these requirements to build the module. They’ll create the screens, workflows, and permissions. You should review early drafts. Check if the screens are easy to use and if the process matches what you planned. 5. Test Everything Test the module with different users and different use cases. Try to break it. Use edge cases. Make sure it works well with other modules. Fix bugs, update labels, and remove any extra steps that confuse users. Also read: How Odoo ERP Helps You Manage eCommerce Operations Better
  • 5.
    Security and AccessControl Every custom module must follow strong access control rules. You don’t want a junior employee to view sensitive data. Or a customer support rep to approve financial transactions. During setup, define: ● Who can view the data ● Who can edit or approve entries ● Who can delete records Also, make sure these rules apply in all views—list, form, and report screens. How to Roll Out a Custom Module A custom module needs more than just technical setup. You have to roll it out correctly. Train Your Team Show users how the new module works. Create a quick guide or video. Walk through common tasks. Answer questions. Gather feedback early. Start with a Soft Launch Don’t push the module to everyone on day one. Start with a few users or one department. Let them test it in real work. Fix anything that’s confusing. Go Live with Support Once it’s stable, roll it out fully. Keep support available during the first week. Answer questions, fix minor issues, and help with transitions. Keep Your Module Updated Odoo releases a new version every year. When you upgrade, your custom module might need updates too. Here’s how to stay ready: ● Keep your module clean and simple.
  • 6.
    ● Write clearcomments and version notes. ● Test it on the new version before you upgrade. ● Work with a developer who understands version gaps. This makes future upgrades smoother and cheaper. Also read: How to Build a Custom POS Module in Odoo Real Business Use Cases for Custom Modules Here are a few examples of how custom modules support real business needs: Business Function What the Custom Module Does Sales Management Adds approval for quotes above a set amount Procurement Adds a 3-step purchase request process HR Onboarding Triggers tasks and email alerts after hiring Inventory Control Tracks items with batch number and expiry Support Tickets Adds internal priority levels and customer SLAs These examples show how small features can save time across many departments. Cost of Building Custom Odoo Modules Cost depends on three things: ● Complexity of the feature ● Number of screens or workflows ● Testing and support time
  • 7.
    For example: Type ofModule Estimated Range (USD) Simple report or field change $300 – $500 Approval workflow module $800 – $1,200 New app with screens & flows $1,500 – $3,000+ This is a one-time investment that saves time across months or years. When to Use Odoo Implementation Services You might not have the team or time to handle module building. This is when Odoo Implementation Services come in. A good service provider handles everything from design to testing. They know which features need a module and which ones can be added through configuration. This saves time and reduces errors. You also get documentation, support, and version control. Why Businesses Trust Shiv Technolabs for Odoo Implementation Services Shiv Technolabs offers expert Odoo Implementation Services tailored for businesses that need more than just out-of-the-box ERP features. Whether you're starting fresh or looking to extend your existing system, our team builds custom Odoo modules that match your unique workflows. We don’t just write code—we solve real business challenges with reliable, scalable ERP solutions. With our Odoo experts, you get: ● Custom module development for any business process ● Clean setup with version compatibility and future-proof structure ● Full testing and rollout support with no disruption to your live system ● Ongoing support, training, and updates
  • 8.
    Looking to builda module that actually works the way your team does? Contact us and let's talk about how Shiv Technolabs can help. Conclusion Building and implementing custom Odoo modules requires a solid understanding of both your business logic and Odoo’s technical framework. From defining requirements and designing the data model to setting permissions and running end-to-end testing, each step must be planned and executed with care. A clean module structure, proper version control, and thorough testing help avoid future issues during upgrades. If you're working with multiple apps or complex workflows, it's always smart to involve a team experienced in Odoo Implementation Services to avoid delays and rework.