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PARTNERSHIP RESOURCE GUIDE

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Version: 1
Last Update: 01/12/17
Created by: Andrey Jabour Venuto
Contact Email: ave@odoo.com

All information is subject to change

This document has no legal value and is strictly informative
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Contents
1. Partnership Program .......................................................................................................................................... 8
1.1. Partners Commitment................................................................................................................................ 8
1.2. Benefits for a Partner ................................................................................................................................. 8
1.3. Partnership Level........................................................................................................................................ 9
1.4. Enterprise Licenses for a Partner ............................................................................................................... 9
1.5. Starting the Partnership – First Steps ........................................................................................................ 9
1.5.1. Your Account Manager for your Partnership ..................................................................................... 9
1.5.2. Partnership Subscription Number...................................................................................................... 9
1.5.3. Onboarding ...................................................................................................................................... 10
1.5.4. Your Account Manager for your Enterprise Licenses....................................................................... 10
1.6. Renewing your Partnership...................................................................................................................... 10
2. Partners Portal ................................................................................................................................................. 10
2.1. First Access ............................................................................................................................................... 10
2.2. Your Portal ............................................................................................................................................... 11
2.2.1. Your Contracts .................................................................................................................................. 11
2.2.2. Your Leads ........................................................................................................................................ 11
2.2.3. Your Opportunities ........................................................................................................................... 12
2.2.4. Your Sales Orders ............................................................................................................................. 12
2.2.5. Your Support Packs .......................................................................................................................... 12
2.2.6. Your Invoice and Payments .............................................................................................................. 12
2.2.7. Your Issues ....................................................................................................................................... 12
2.3. Github....................................................................................................................................................... 12
2.3.1. Adding your Github user .................................................................................................................. 12
2.3.2. Github 101........................................................................................................................................ 13
3. Commissions & Discounts ................................................................................................................................ 13
3.1. Commissions ............................................................................................................................................ 13
3.1.1. Receiving the Commission ................................................................................................................... 13
3.2. Discounts / Multiyear Contract ................................................................................................................ 13
4. Website and Country Visibility ......................................................................................................................... 13
4.1. Publishing a reference on the website..................................................................................................... 13
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4.2. Extra visibility – Generating extra Leads ................................................................................................. 14

4.2.1. Visibility in an additional country..................................................................................................... 14
4.2.2. Partnership level in extra visibility ................................................................................................... 14
5. Odoo Tour - Marketing Together with Partners .............................................................................................. 14
6. Communication Strategy with your Account Manager ................................................................................... 14
6.1. Communication by Email ......................................................................................................................... 14
6.2. Calls and Meetings ................................................................................................................................... 15
7. Managing Leads ............................................................................................................................................... 15
7.1. Leads ........................................................................................................................................................ 15
7.1.1. Sending a Message/Calling a lead .................................................................................................... 16
7.1.2. Identifying good leads ...................................................................................................................... 16
7.1.3. Converting a lead into an Opportunity: ........................................................................................... 16
7.2. Opportunities ........................................................................................................................................... 16
7.3. Contacting the prospect client (opportunity) .......................................................................................... 17
7.4. Managing Opportunities .......................................................................................................................... 17
7.5. Editing Opportunities ............................................................................................................................... 18
7.6. Scheduling events or marking as lost/won .............................................................................................. 18
7.7. Adding an opportunity in the system....................................................................................................... 19
7.8. Managing Opportunities and leads in a CRM other than Odoo’s ............................................................ 19
8. Making a Sale – Asking for a Quotation ........................................................................................................... 19
8.1. Generating the quotation directly from the website............................................................................... 20
8.2. Quotation expiration date ....................................................................................................................... 20
8.3. Payments .................................................................................................................................................. 21
9. Products and Prices .......................................................................................................................................... 21
9.1. Odoo Licenses & Prices ............................................................................................................................ 21
9.1.1. Prices for renewing .......................................................................................................................... 21
9.1.2. Renewing conditions (all apps old model) ....................................................................................... 22
9.2. Q&A about Odoo Subscription................................................................................................................. 22
9.3. Official Modules (Apps) Pricing ................................................................................................................ 23
9.4. Database is expiring ................................................................................................................................. 23
9.5. Odoo Community vs Odoo Enterprise ..................................................................................................... 23
9.6. Partner Success Packs .............................................................................................................................. 24
9.6.1. Success Packs Prices ......................................................................................................................... 24
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9.6.2. Dedicated Business Analyst.............................................................................................................. 24

9.6.3. Explaining the Pack .......................................................................................................................... 24
9.6.4. Service Conditions ............................................................................................................................ 25
9.6.4.1. Help to answer RFI's or RFP's ....................................................................................................... 25
9.6.4.2. Gap Analysis ................................................................................................................................. 25
9.6.4.3. On-site or remote intervention .................................................................................................... 25
9.7. Custom Development (Developers on demand) ..................................................................................... 25
9.8. Odoo SH ................................................................................................................................................... 25
9.8.1. Client’s production database on Odoo.sh............................................................................................ 26
9.8.2. Signing up ............................................................................................................................................. 26
9.9. Python ...................................................................................................................................................... 27
10. Official Localizations (Americas) .................................................................................................................. 28
11. Versions ........................................................................................................................................................ 28
11.1. Odoo Versions ...................................................................................................................................... 28
11.2. Odoo 11 release notes - What is new .................................................................................................. 28
12. Training and Events (online and in person) ................................................................................................. 28
12.1. Events ................................................................................................................................................... 28
12.2. Technical Training ................................................................................................................................ 28
12.3. Webinar (US) ........................................................................................................................................ 28
12.4. Odoo Functional Training (E-Learning Platform) ................................................................................. 28
12.5. Odoo Knowledge database .................................................................................................................. 29
12.6. Partner Certification ............................................................................................................................. 29
12.7. Extra resources ..................................................................................................................................... 29
12.7.1. YouTube ............................................................................................................................................... 29
12.7.2. Forum (Community) ............................................................................................................................. 29
13. Most Common Services offered by partners ............................................................................................... 29
13.1. Implementation document: ................................................................................................................. 30
13.2. Odoo Products offered by a partner .................................................................................................... 30
14. Apps & Modules ........................................................................................................................................... 30
14.1. Third party Apps and Apps Store ......................................................................................................... 30
14.2. Odoo Apps (modules)........................................................................................................................... 31
15. Migrations & Upgrades ................................................................................................................................ 32
15.1. Migrations - from Community to Enterprise........................................................................................ 32
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15.2. Upgrades – from any versions.............................................................................................................. 32

16. Source Code ................................................................................................................................................. 32
17. Technical and Commercial Documentation: ................................................................................................ 32
17.1. User Guides .......................................................................................................................................... 32
17.1.1. Applications .......................................................................................................................................... 32
Accounting, CRM, Sales, Website, eCommerce, Discuss, Purchase, Inventory, Manufacturing, Point of Sale,
Project, Expenses, General............................................................................................................................... 33
17.1.2. Practical Information............................................................................................................................ 33
On-premise Database Management, Legal...................................................................................................... 33
17.1.3. Business Mementos ............................................................................................................................. 33
Accounting Memento (US GAAP), Double-Entry Inventory, Inventory Valuation (Continental Accounting),
Inventory Valuation (Anglo-Saxon Accounting) ............................................................................................... 33
17.2. Developer Documentation ................................................................................................................... 33
17.2.1. Tutorials ............................................................................................................................................... 33
Theme Tutorials, Building a Website, Building a Module, Building Interface Extensions ............................... 33
Webservices ......................................................................................................................................................... 33
External API, In-App Purchases, Database Upgrade ........................................................................................ 33
17.2.2. Setting up ............................................................................................................................................. 33
Installing Odoo, Deploying Odoo, Deploying with Content Delivery Networks, From Community to
Enterprise ......................................................................................................................................................... 33
17.2.3. References............................................................................................................................................ 33
ORM API, Data Files, Actions, Views, Modules, Command-line interface: odoo-bin, Security in Odoo, Testing
Modules, Web Controllers, Qweb, Javascript, Translating Modules, Qweb Reports, Workflows, Mixins and
Useful Classes, Odoo Guidelines, Upgrade API, Mobile Javascript .................................................................. 33
17.3. White Papers (Comparison with other software) ................................................................................ 33
ERP comparison, MRP comparison, CRM comparison, Accounting comparison, eCommerce comparison ... 33
17.4. Installing Odoo ..................................................................................................................................... 33
18. Support ......................................................................................................................................................... 34
18.1. Commercial .......................................................................................................................................... 34
18.2. Technical (and bug fixes) ...................................................................................................................... 34
19. Best Practices ............................................................................................................................................... 34
19.1. Sales Strategy ....................................................................................................................................... 34
19.2. Marketing - Using Odoo Content ......................................................................................................... 34
19.3. Crafting a demo.................................................................................................................................... 34
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19.4. Odoo Trial period ................................................................................................................................. 35

19.5. Clients References ................................................................................................................................ 35
19.6. Client Success Stories ........................................................................................................................... 35
20. Odoo Enterprise Legal Agreement ............................................................................................................... 35
21. Odoo Partnership Legal Agreement............................................................................................................. 35
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1. Partnership Program
The Odoo ecosystem is designed to offer the best customer experience to Odoo users, from the product to
implementation services. In order to guarantee that, the Odoo Partner Program ensures that official partners
have the resources and knowledge required to offer Odoo implementation services.

The Odoo Official Partner label is dedicated to companies that offer quality services on Odoo.
From a customer point of view, working with an official partner guarantees that the partner:

1.1. Partners Commitment

● Train their staff by following Odoo training sessions
● Become a Certified Odoo Partner
● Have dedicated resources assigned to Odoo projects
● Be available for periodic review meeting with Odoo SA Account Managers
● Be the first level of support for his Odoo customers and use Odoo SA for the second level of support
(mostly for bug fixes)
● Promote Odoo Enterprise to its customers

1.2. Benefits for a Partner

● The Odoo Enterprise GitHub repositories for all his developers
● The ability to report bugs to be fixed by Odoo on behalf of his customer (Enterprise contracts only)
● Access to an Account Manager at Odoo SA to discuss strategic, sales and service issues
● Visibility and recognition, by being listed as an official partner on Odoo.com Partners page
● Up to 20% commission on Odoo Enterprise sales, depending on the partnership level
● Yearly upgrade training sessions when a new version is released
● Access to the Partners Portal
● Odoo sales training session
● Access to the Odoo Knowledge Base
● Access to odoo.sh (see conditions)
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1.3. Partnership Level

Partners are ranked according to their level of experience on Odoo. Ready partners are new partners that have a
limited number of references. Silver partners have experience deploying Odoo and have a significant number of
implementations. Gold partners are amongst the top 15% most active partners in the Odoo eco-system.

Only new licenses and upsells (up to 9 months after the subscription starting date) are taken into consideration
at the partnership level upgrade. Renovations don’t count.

We suggest each partner control the number of licenses sold so as to match with the information your Account
Manager have in order to be considered for a Partnership level upgrade.

1.4. Enterprise Licenses for a Partner

Your Partnerships doesn’t come with any licenses for internal use. Contact your Account Manager if you’re
interested in buying Odoo Enterprise for internal use.

You don’t need internal licenses to develop or customize Odoo for your client

1.5. Starting the Partnership – First Steps

After accepting all the terms of the Partnership Program, you will receive an introductory email from the Sales
Manager, introducing your Account Manager and giving you your Partnership Subscription Number.

1.5.1. Your Account Manager for your Partnership

The assigned Account Manager will provide you with support in all things related to your partnership. He or she
will have a commercial role and will not be able to provide technical support (see 9.6 Partner Success Pack).

1.5.2. Partnership Subscription Number

The Partnership Subscription number is your contract number. It can be used to register at odoo.sh (create a
new .sh project) and/or to register an Odoo Enterprise Database for Demo/Testing/Development
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1.5.3. Onboarding
You’ll have the chance to define your business strategy and know your Account Manager in the Onboarding call.

1.5.4. Your Account Manager for your Odoo Licenses

Your Account Manager for your Odoo Licenses will be the one who made the sale. After 9 months it will be
assigned to a Customer Success Account Manager (note this is not a change on your Account Manager for the
Partnership).

1.6. Renewing your Partnership

Your Account Manager will send you a quotation to renew your Partnership about 1 month before it expires.
You can always ask your Account Manager for a quotation for renewing. The payment has to be made before
the Partnership expires.

2. Partners Portal

2.1. First Access

Your Account Manager has to grant you access to the portal. You can choose to give access to as many email
addresses as you want for logging in. Once you receive access, an automatic email will be generated so you can
define a password.

Alternatively, you can go to https://www.odoo.com/web/login, type your email and click on “reset password”.
You’ll receive in your email a link to redefine a password.

After logging in, click on your name on the top right and then “My Account”, you’ll see the following
information:
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2.2. Your Portal

2.2.1. Your Contracts
Partnership Contract, Sales Contracts to Final Customers as a Partner. If a sale doesn’t appear in this
section, ask your Account Manager to add it.

2.2.1.1. Problem using the code in a database

Click in the contract that you have experiencing problems. Scroll down. You can unlink a database from a
subscription code in this section, so the code will be free to be used to register another databse.

2.2.2. Your Leads

Leads that you might receive from Odoo are listed in this section. If interested in a particular lead, the
partner needs to reach out the client and, if moving along with the project, convert it into an
opportunity. (See 7.1 Leads)
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2.2.3. Your Opportunities

Your Account Manager knows your opportunities and will follow-up with you regarding them. (See 7.2
Opportunities)

2.2.4. Your Sales Orders

Quotations that are open in the system, waiting for payment.

2.2.5. Your Support Packs

Check how many hours from your support pack has been used. Check acquired Support Packs (See
section 9.5.1)

2.2.6. Your Invoice and Payments

Check payments made, and invoices generated

2.2.7. Your Issues

Follow tickets opened at odoo.com/help

2.3. Github
“GitHub is a development platform inspired by the way you work. From open source to business, you can host
and review code, manage projects, and build software alongside millions of other developers”1

You are responsible to create your Github user, and you’ll need one user to access Odoo.sh

2.3.1. Adding your Github user

Access “My account” and then “Your contracts”. Click on your partnership contract. Scroll down and you will see
a field to add your GitHub user. Up to 4 users can be added. If you need extra users please contact your Account
Manager. It might take a couple of days to synchronize the users.

1
www.github.com
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2.3.2. Github 101

Link: http://product.hubspot.com/blog/git-and-github-tutorial-for-beginners

3. Commissions & Discounts

3.1. Commissions
After closing an Odoo Enterprise sale, the Partner is eligible to receive a Commissions, depending on the
Partnership Level:

✓ Ready: 10%
✓ Silver: 15%
✓ Gold: 20%

3.1.1. Receiving the Commission

The commission can be paid in three ways:

✓ As a discount in the sales order final price

✓ After the sale, by a money order issued by Odoo
✓ Credit to be used in Odoo products (licenses, renovations…)
For the money order you’ll have to send a Purchase Order and an invoice to your account manager so he or she
can process the request.

3.2. Discounts / Multiyear Contract

There are no discounts on Odoo Licenses. However, depending on the number of licenses, your Account
Manager can analyze the possibility of giving a discount. To count the number of licenses, you also have to
multiply by the number of years. Example: 90 licenses for 2 years is considered 180 licenses for the purpose of
analyzing the discount and upgrading partnership level.

The Partner can choose to give its commission as a discount to a client. Ask your Account Manager when you
want the discount to reflect on the final quotation.

4. Website and Country Visibility

The partner can decide whether to list its company on the Odoo official website:
https://www.odoo.com/partners. Contact your Account Manager if you need any changes or updates.

4.1. Publishing a reference on the website

Contact your Account Manager and provide:

- Short Paragraph: about the project (which process and apps used are important)
- Logo: of the client’s company.
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This is one of the requirements to become a GOLD partner

See section 19.5 to check how to access the database of all references

4.2. Extra visibility – Generating extra Leads

4.2.1. Visibility in an additional country
The partnership fee includes activities in one country. If you want to extend the agreement to different
countries, we charge $1,500* / year per extra country

Another company will be created in the system to potentially receive leads; however, everything is managed by
the main registered company. The new company will also appear in the corresponding country section in Odoo
website https://www.odoo.com/partners.

Contact your Account Manager to discuss the strategy regarding each company.

4.2.2. Partnership level in extra visibility

The sales are summed up to compute the total number of licenses in the last 12 months. When achieved the
number to upgrade to the next level, the partner decides in which country to apply the upgrade.

Example: 25 licenses in Chile and 80 Licenses in Peru. Total 105 licenses, which qualifies for GOLD (100). The
partner chooses where to have the Gold level. Additional 45 licenses would bring the other office to SILVER
(totaling 150; 100 for the gold and 50 for silver).

5. Odoo Tour - Marketing Together with Partners

Odoo Tours (formerly known as Roadshows) are events organized in a collaborative marketing effort between
Odoo and our partnership with the aim to attract quality leads.

Those are frequently the events with the best ROI as the majority of Tours generate several closed deals within
the following 5 months. The average event attracts between 60 and 150 companies, depending on several
factors such as the location of the event and its promotion. More than 80% of the total attendees are decision
makers. For More information refer to the Odoo Tour 11 brochure.

6. Communication Strategy with your Account Manager

6.1. Communication by Email

Official email: will appear on your profile, in Odoo Website Partnership Section, as the contact of your
company. Clients may try to reach your company by this email., This is the email in which you will potentially
receive leads from Odoo.

Communication email: the email in which your Account Manager will directly communicate with you and
send you Announcements.

Partner Maillist email: will be used to communicate with all other partners we have, to share information.
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6.2. Calls and Meetings

When you receive an invite from your Account Manager, there will be a link to a google meet access.
Alternatively, you can use skype

Quick questions can be answered in Skype. Contact your Account Manager to decide the best communication
strategy.

7. Managing Leads

7.1. Leads
Lead: A potential client who shared contact details when downloading or contacting Odoo. Leads have low
visibility for your Account Manager. Lead is the stage before Opportunity.

After receiving a lead, the Partner can check the contact information and reach out the client. (See “Your leads”
at 2.2.2.)

a. Click on the lead to see the contact information

b. Contact the lead (email or phone, your strategy)
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c. If you decided to move forward with that client/project, you have to convert it into an opportunity, by
clicking on “I’m Interested”
d. You should click on “I’m not interested” and the comment in three cases (it’s important to follow this
order, click first and then comment on the box that will appear):
i. the client doesn't show interest in Odoo (Delete)
ii. you don’t want/have skills for the project. Also, comment if the lead should be reassigned to
another partner (Reassign)
iii. The client wants Odoo Enterprise but doesn’t need support of a partner (Self Implementation)
Comments showed in parenthesis

7.1.1. Sending a Message/Calling a lead

Present yourself and your company stating that you are an Official Partner in the country. If you’re sending an
email, also provide your contact details and try to schedule a call. Ideally, you would call all leads.

7.1.2. Identifying good leads

Look for company names. Generally, it is more effective to reach out to people on those companies by calling
them since they don’t usually respond marketing emails.

7.1.3. Converting a lead into an Opportunity:

After the conversion, your Account Manager will have visibility of that new opportunity and will make follow-ups
to help you with the prospect.

7.2. Opportunities
Have high visibility for your Account Manager, are organized in different stages.

Territory: 1st stage after converting from a lead. Some clients reach this stage directly without starting as a lead,
which means that our algorithms identified it as a potential sale from the beginning.

Qualified: stage in which your Account Manager already contacted and qualified the customer.
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Qualified Sponsor: stage in which your Account Manager has contacted and qualified the customer, and
assigned a Partner or in which the Partner contacted and qualified the customer. It means the customer needs
customized solution/implementation or any support from a partner.

Proposition: A quotation is already generated and sent.

Negotiating: Negotiating prices and conditions.

Won: Client purchased licenses.

Lost: Client did no purchase/is not interested

7.3. Contacting the prospect client (opportunity)

Sometimes your Account Manager will directly receive an opportunity, which will also be under the partner's
name. The Account Manager will do the first contact with the client, and then pass it to the partner. Wait until
this process is complete before contacting the client. If the client does not respond the Account Manager, you
can try to contact

7.4. Managing Opportunities

Select an opportunity to manage

After clicking on an opportunity, you can change stages or other information.

7.4.1 Expected revenue

The expected revenue is the monthly (total purchase /12) revenue expected to be generated
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7.5. Editing Opportunities

7.5.1. Scheduling events, making comments or marking as lost/won

Once inside one opportunity, click on “Edit opportunity” and in “Next Activity” select “To Do”. In details write
down information about the next event.

To mark as “lost”, you can comment “Delete” in “Details Next Activity”. You can add any extra information on
details. It would be visible for your Account Manager
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7.6. Adding an opportunity in the system

Adding an opportunity in the system is important so your Account Manager can provide you with support. Also,
if the customer reaches Odoo directly, we’ll already know that he or she is working with a particular partner, so
we don’t assign another one.

Under “My opportunities” click on the (+) sign and input the information of the new opportunity

We suggest the following:

Title: Name of product - Name of Client - Name of Partner

Ex: OE - Andrey Venuto - Odoo Partner Name

7.7. Managing Opportunities and leads in a CRM other than Odoo’s

If you use your own CRM or just don’t want to use this system, define a communication/lead conversion
strategy with your Account Manager.

8. Making a Sale – Asking for a Quotation

All sales will be done in the name of the final client and all invoices will be generated on the client’s name. By
default you should always ask your Account Manager when you need a quotation, providing the following
information.

✓ Number of licenses (users)

✓ Monthly or Yearly (and number of years)
✓ Applications (which apps)
✓ Name of the final customer and a contact name (with email and phone number)
✓ To whom you want the quote to be sent (partner, customer or both)
✓ If you want the commission to be given as a discount or not
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The partner/client can estimate directly from the website.

8.1. Generating the quotation directly from the website

a. Access www.odoo.com/pricing
b. Choose number of users and Applications (some Apps depends on other Apps to work correctly)
c. Contract type (Annually / Monthly)
d. Hosting Type (Cloud Hosting = SaaS / On-Premise = Enterprise / Dedicated = Odoo.sh). Make sure you
select your company as the Integrating partner

The cloud version has also the option to be payed monthly. There is no additional cost for the On-Premise but
the client needs to have a hosting server. The On-Premise version is more flexible, and it’s suited for projects
that needs customizations and developments (or localizations).

The dedicated Cloud is the Odoo.sh, only clients who wants to purchase Odoo.sh service directly from Odoo
should choose this option. If you, as a Partner, wants to offer Odoo.sh to your client, you’ll have to do it with the
intermediation of Odoo.

e. Choose your implementation Service

f. Click on buy now and continue the process

8.2. Quotation expiration date

After a quotation expires, you can check with your Account Manager whether it’s possible to extend the
deadline.
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8.3. Payments
We accept:

✓ Credit Card
✓ Wire transfer
✓ Paypal

For a wire transfer payment, refer to the bottom of the sales order document (.pdf) for bank details.
Communicate with your Account Manager to check whether Odoo received the payment and send the receipt.
After the confirmation your Account Manager will start the subscription and generate the invoice.

9. Products and Prices

9.1. Odoo Licenses & Prices

We currently have 2 types of software products:

1. Odoo Online (SaaS)

2. Odoo Enterprise (on-premise)
✓ Enterprise (on premise) – you decide the server to deploy
✓ Enterprise on the .sh (PaaS) – deployed on odoo.sh server
And two types of contracts:

✓ Annual
✓ Monthly
The prices per users are (not including price per app or server)

NORTH AMERICA LATAM

Initial Users Annualy (x12) Monthly Annualy (x12) Monthly
Odoo Online (Saas)
Odoo Enterprise (on premise) $20.00 $24.00 $6.00 $7.50
Odoo Enterprise .sh (server)
Added user
Odoo Online (Saas)
Odoo Enterprise (on premise) $25.00 $30.00 $8.00 $10.00
Odoo Enterprise .sh (server)
*Updated on 10/25/17 – Prices may differ, check current prices on https://www.odoo.com/pricing

Note that the price to add a user to an existing contract is higher than the price to initiate a contract.

See 9.8 Odoo.sh for strategy on how to charge your client for hosting on you Odoo.sh platform

9.1.1. Prices for renewing

Refer to the legal agreement, section 5.2:
https://www.odoo.com/documentation/user/11.0/odoo_enterprise_agreement_v5.pdf
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9.1.2. Renewing conditions (all apps old model)

If you have a contract with the old business model (all apps are included) nothing changes in the renewal
process, the client/you keeps the same model.

9.2. Q&A about Odoo Subscription

What does the subscription include?
You get access to our scalable cloud infrastructure including hosting, incremental daily backups on two
continents, email integration, top-notch security, 24/7 monitoring and a control center to manage your Odoo
environment. Your Odoo instance is upgraded on demand to benefit from new features at your convenience.
You get access to our support by email or live chat in the application. Our support teams are available from
Monday to Friday, 24/5, in English and French.

How do you define a paying user?

A user is defined as an employee or a supplier who has or will have access to Odoo in creating and/or edit mode.
External users (such as clients or suppliers who are portal users) are not counted in the number of users. For
example:
✓ An employee who reports their expenses or timesheet is counted as a user;
✓ A third party accountant who uses Odoo to work on your numbers will be counted as a user;
✓ Customers and suppliers that have access to their invoices on-line will NOT be counted as users;
✓ Visitors to the Odoo website will NOT be counted as users.

What kind of support does the self-subscription (without a Success Pack) include?
We provide functional support and bug fixing services on standard features, 24/5, in English via email.
A dedicated consultant is available in our Success Packs only.

Why do some apps automatically require the selection of other apps?

Some Apps are built on top of others, meaning those Apps require their parent App to operate. For example,
eCommerce is dependent on the Website and Sales Apps. In order to activate eCommerce, you will also need to
install Sales and Website to inherit their parent functionalities.

Can I easily switch from a hosted plan (Odoo Online) to an on-premise plan (Odoo Enterprise) or the other
way around?
When using Odoo Online, you can download a backup of your database at any time through the control center.
You own your data!
Our cloud infrastructure runs on the latest version of Odoo with regular upgrades. On-premise users must use
the latest stable version of Odoo. If you would like to switch from Odoo Online to Odoo On-Premise, the best
time to make this change is immediately following the release of the newest stable version.
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Odoo also provides a service to help you switch from Odoo On-premise to Odoo Online free of charge if your
local database uses the latest stable version. For more details or questions, please feel free to contact us.

How do I select the right implementation service Success Pack?

Fill in the above form and the page will offer you the best Success Pack according to your needs. According to
our experience with preceding projects, we recommend the right business pack so that 80% of our customers
can deploy Odoo successfully for the required scope with only one success pack.
The most common reasons a customer would buy an extra Success Pack for their initial implementation are data
import issues (due to unorganized merge data or abnormally large volume of data to import), unnecessary
customizations (resulting in longer lead times), or need additional training for employees prior to completion of
implementation.
Some customers may also elect to purchase an additional Success Pack after implementation because they want
to make their solution evolve over time as the company grows (support hours never expire).

Can I use my own domain name for my website?

Of course! Our support team is able to guide you during implementation in order to setup your domain using
Odoo based on how you plan to manage your emails using the same domain name.

What is the price of apps that are not listed on this page?
Some Apps in Odoo are offered free of charge such as Survey, Discuss, Notes, Chat, and Employees. Other Apps
are bundled with others such as Blog, Forum, Live Chat, and Slides within the Website App and will not appear
on this page.
I use the stand-alone offer for one free app, what happens when I download another app?
As soon as you install an additional app on your database, your account will transition into the Odoo Online
pricing. An estimate of your monthly pricing can be generated at www.odoo.com/pricing.

9.3. Official Modules (Apps) Pricing

Refer to the website for module prices: https://www.odoo.com/pricing

If the module doesn’t appear there, it means it comes together with the purchase of a linked module or is simply
free - it comes when purchasing only licenses.

9.4. Database is expiring

If you have a contract in progress but you see that the database is expiring earlier than when it should expire, it
means the contract have upsells – more users or more apps than originally purchased. To fix that you/the client
has to pay for the upsell quotation or delete the extra apps/users.

9.5. Odoo Community vs Odoo Enterprise

Refer to https://www.odoo.com/page/editions for the full comparison
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9.6. Partner Success Packs

Coaching, Implementation Assistance, and Customizations

9.6.1. Success Packs Prices

✓ For Partners: https://www.odoo.com/page/partner-success-packs
9.6.2. Dedicated Business Analyst
We assign a functional consultant to every Partner Success Pack, as a single point of contact.

Your consultant can answer functional questions, advise on implementation decisions, help you with demos, etc.

All consultants have access to technical resources (developers or system administrators). They will put you in
contact with them if you need technical help.

9.6.3. Explaining the Pack

This service aims at helping our partners grow and transferring our knowledge to partners. The partner Success
Pack is the perfect service to get up-to-speed on Odoo. Your dedicated business analyst can help you with pre-
sales effort:
● Prepare customer demonstrations
● Coach your Odoo team and train you on new features
● Answer RFIs

and help you succeed your first implementation projects:

● Advice on critical decisions
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● Provide functional and technical support

This service cannot be used to subcontract a project to Odoo. Our goal is to help our partners become
autonomous and be able to deliver future projects without our help.
9.6.4. Service Conditions
9.6.4.1. Help to answer RFI's or RFP's
● The RFI/RFP qualification request form needs to be filled in by the partner. This qualification request
includes a checklist on the overall feasibility (Is the partner in contact with the decision makers? Does the
partner can undertake the execution of RFP? Can he ensure a good realization of the project if accepted?...).
Odoo retains the right to refuse RFI/RFQ work in case of low success rate.
● The partner needs to inform Odoo about the RFI/RFP minimum 2 weeks before sending it through the
RFI/RFP qualification request form.
● Odoo has a minimum of 2 weeks upon RFI/RFP receipt, to provide the feedback/answer on the open RFI/RFP
questions to the partner.
9.6.4.2. Gap Analysis
Performed hand in hand with the partner (partner remains responsible for the project).
9.6.4.3. On-site or remote intervention

● Travel time is deducted from the Pack.

● Travel expenses are charged separately.
● For technical remote intervention, SSH access required (connectivity tested upfront by partner).

9.7. Custom Development (Developers on demand)

Odoo offers developers on demand. Go to https://www.odoo.com/page/developers-on-demand?& for more
information

*Price on 10/25/17. Go to https://www.odoo.com/page/developers-on-demand?& for updated prices

9.8. Odoo SH
Odoo sh is a cloud platform for Developers, Testers, Project Managers and System Administrators. It’s a benefit
that currently comes with Odoo Partnership.
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Access https://www.odoo.sh/ for more information.

9.8.1. Client’s production database on Odoo.sh

Only licenses in the new model – apps and users – can be hosted on Odoo.sh. The Partner can decide whether to
charge or not the client for hosting, and decide how much to charge.

9.8.2. Signing up
Use your GitHub user to sign up. See section 2.3 if you don’t have a Github access to Odoo Repository
 27

Use your Partnership Subscription code to access the platform

9.9. Python
Odoo 11 works with Python 3.2
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9.10. Runbot
“A runbot is a very handy module that is integrated into Odoo to provide build status from the Github code. By
deploying a runbot you can easily see what recent code changes do and if they will work fine”.

http://runbot.odoo.com/runbot

10. Official Localizations (Americas)

✓ Unites States
✓ Canada
✓ Mexico: https://www.odoo.com/documentation/user/11.0/es/accounting/localizations/mexico.html

11. Versions

11.1. Odoo Versions

Available versions: https://www.odoo.com/page/download

11.2. Odoo 11 release notes - What is new

What’s new in Odoo 11 https://www.odoo.com/page/odoo-11-release-notes

12. Training and Events (online and in person)

12.1. Events
Go to https://www.odoo.com/event?type=all to check all Odoo Events

12.2. Technical Training

From time to time Odoo offers onsite/technical training held in San Francisco: Technical Training

Alternatively, the partner can purchase the training from Vauxxo, which has the same content but it’s in Spanish

Link: http://training.vauxoo.com/courses/odoo-backend

12.3. Webinar (US)

Those are online events with the participation of different people at Odoo, presenting Partnership Program,
News, Modules, and Apps. They are offered in English, Spanish and (a few) in Portuguese.

12.4. Odoo Functional Training (E-Learning Platform)

The purpose of this 'Odoo functional' training is to enable students, partners and clients to understand how Odoo
works in his different modules and being able to explain it to third parties. The majority of the time in the training
will be spent learning the different interaction between Odoo apps.
 29

At the end of this training, you will have been provided with an overview of the major functionalities within Odoo
Business App.
Access the training at https://odoo.thinkific.com/courses/odoo-functional/. Create an account and click on “buy
now”

Click on “Have a coupon” and enter the coupom code received from your Account Manager. The same process
has to be done for the Knowledge Database

12.5. Odoo Knowledge database

Link: https://odoo.thinkific.com/courses/odoo-partners

12.6. Partner Certification

In order to strengthen the partner's position as an Odoo Expert, you can decide to take an exam to become
Odoo Certified Partner. The customers will be able to see on Odoo’s website which Partners are certified. The
certification is a requirement to upgrade your partnership level.

12.7. Extra resources

12.7.1. YouTube
Odoo official youtube channel: https://www.youtube.com/user/OpenERPonline

You can also take at some youtube channels from our partners, which share content related to Odoo, such as
classes, explanations, demos, etc.

12.7.2. Forum (Community)

https://www.odoo.com/forum/help-1. .See section 18.2

13. Most Common Services offered by partners

(not exhaustive)
 30

13.1. Implementation document:

http://odoo.thinkific.com/courses/take/odoo-partners/pdfs/466898-implementation-methodology

13.2. Odoo Products offered by a partner

✓ Odoo Enterprise License
✓ Odoo Functional training
✓ Odoo Technical training (English and Spanish)
✓ Odoo.sh (to host a client’s project)

14. Apps & Modules

14.1. Third party Apps and Apps Store

The partner can develop apps and sell/provide them at our app store https://www.odoo.com/apps

Before developing, the partner can check whether it’s better to acquire an already developed app to resell to
the final client. If you want to do so, you should contact the partner/company who developed the app.

We suggest buying Modules from our Partners, especially Gold Partners

 31

14.2. Odoo Apps (modules)

Odoo officially provides a number of apps.

In order to buy/add more official Odoo apps (modules), click on Apps

 32

If you select a module that you did not purchase, you’ll receive an alert message, start your trial period, and
after that, you’ll have to pay to continue using that specific module.

15. Migrations & Upgrades

15.1. Migrations - from Community to Enterprise

There are no fees to transfer your database from a community version to an enterprise version. See section
17.2.3

15.2. Upgrades – from any versions

All upgrades from older Odoo versions to newer versions are free. To do so, go to
https://upgrade.odoo.com/database/upload and follow the instruction. You’ll have to send a duplicate of your
database to check the compatibility and fix any issues, then you will submit your production database.

Odoo doesn’t upgrade developments and modifications. Contact the owner of the modification for more
information regarding those upgrades.

16. Source Code

You need a Partnership or an Enterprise Subscription to have access to the code

● Log in to your GitHub

● Log in Odoo and access the download page

17. Technical and Commercial Documentation:

17.1. User Guides

Link: https://www.odoo.com/documentation/user/11.0/index.html

17.1.1. Applications
An introductory guide for Odoo end-users. Easily locate functional tutorials, helpful tips, and reference
information for a wide array of apps and processes.
 33

Accounting, CRM, Sales, Website, eCommerce, Discuss, Purchase, Inventory, Manufacturing, Point of
Sale, Project, Expenses, General

17.1.2. Practical Information

On-premise Database Management, Legal

17.1.3. Business Mementos

Accounting Memento (US GAAP), Double-Entry Inventory, Inventory Valuation (Continental
Accounting), Inventory Valuation (Anglo-Saxon Accounting)

17.2. Developer Documentation

The advanced developer guide will assist you with core technical details for modules, workflows, actions,
security, and other operational/developmental functions.

Link: https://www.odoo.com/documentation/11.0/index.html:
17.2.1. Tutorials
Theme Tutorials, Building a Website, Building a Module, Building Interface Extensions

Webservices
External API, In-App Purchases, Database Upgrade

17.2.2. Setting up
Installing Odoo, Deploying Odoo, Deploying with Content Delivery Networks, From Community to
Enterprise

17.2.3. References
ORM API, Data Files, Actions, Views, Modules, Command-line interface: odoo-bin, Security in Odoo,
Testing Modules, Web Controllers, Qweb, Javascript, Translating Modules, Qweb Reports, Workflows,
Mixins and Useful Classes, Odoo Guidelines, Upgrade API, Mobile Javascript

17.3. White Papers (Comparison with other software)

Link: https://www.odoo.com/page/odoo-white-paper

ERP comparison, MRP comparison, CRM comparison, Accounting comparison, eCommerce comparison

17.4. Installing Odoo

Link: https://www.odoo.com/documentation/11.0/setup/install.html:
 34

18. Support

18.1. Commercial
Your Account Manager is your Commercial Support (not Technical). You can include him/her in your initial
offering to strengthen your position as a Partner

18.2. Technical (and bug fixes)

If you believe you have a bug or a technical problem, you can check our community
https://www.odoo.com/forum/help-1 or Github page https://github.com/odoo. If you still don’t find a solution,
you can open a ticket at www.odoo.com/help,

19. Best Practices

19.1. Sales Strategy

All partners are responsible to define the sales and pricing strategy. You can discuss that with your
Account Manager. Good sales always have a demo and an ROI analysis

19.2. Marketing - Using Odoo Content

✓ https://www.odoo.com/page/brand-assets
✓ https://www.odoo.com/page/tour
✓ https://www.odoo.com/page/odoo-white-paper
For co-marketing with Odoo see section

19.3. Crafting a demo

http://odoo.thinkific.com/courses/take/odoo-partners/pdfs/652660-how-to-make-a-good-demo
Try using real data from your client and check the specific needs of the project.
There are 2 types of demo:

✓ Online: https://demo2.odoo.com/web
✓ On-Premise (downloaded) You can start a demo database in your Odoo Enterprise Installation,
just select “load demonstration database”:
 35

19.4. Odoo Trial period

The new database has 14 days of trial. The partner can use the subscription code to extend this period. It’s
recommended to not give the code to the client, but access the database and use the code. There is a limit on
extending databases.

19.5. Clients References

To look for clients references, go to https://www.odoo.com/customers. You can search by client’s name or
sector. See section 4.1 to check how to add reference.

19.6. Client Success Stories

Access: https://www.odoo.com/blog/customer-reviews-6

20. Odoo Enterprise Legal Agreement

Link: https://www.odoo.com/documentation/user/11.0/legal.html

21. Odoo Partnership Legal Agreement

Link: https://www.odoo.com/documentation/user/11.0/odoo_partnership_agreement_v5.pdf

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