Deep Vision

Odoo audit: is your existing Odoo set up correctly? A 20-point checklist

Is your existing Odoo configured correctly? Use this 20-point audit checklist to review the technical base, finance, inventory, data quality and integrations.

Published: 6 min read
Short answer: An Odoo audit is a structured review of whether your existing Odoo is configured correctly, whether its data can be trusted and whether it is ready for future upgrades. With the 20-point checklist below you can find the main problems yourself in a day or two. When you need a deeper review, Deep Vision, an official Odoo Gold Partner in Tashkent, runs the audit with certified consultants.

Your Odoo went live a year ago, yet nobody trusts a report until it has been checked against Excel. Stock on hand in the system does not match the shelves. And when someone mentions upgrading to the next version, the developer warns that "a lot will break". If that sounds familiar, you need an Odoo audit. This article gives you a practical checklist to assess the system objectively, no matter who implemented it.

What is an Odoo audit and when do you need one?

An Odoo audit is an independent review of your Odoo database, configuration, custom modules and day-to-day usage against your business requirements and Odoo's own standards.

An audit makes sense when:

  • 6–12 months have passed since go-live and the results are below expectations;
  • you are planning a move to a newer Odoo version;
  • you are considering switching partners or handing the system to an in-house team;
  • financial reports and stock levels do not reconcile;
  • the system has slowed down and staff keep spreadsheets on the side.

Gartner expects that more than 70% of recently implemented ERP initiatives will fail to fully meet their original business goals by 2027. Most of the time the problem is not the software itself but how it was configured and how it is used. That gap is exactly what an audit uncovers.

How to audit your Odoo yourself: a 20-point checklist

The checklist is split into five blocks, and each point tells you how to check it. Sit down with a colleague who has administrator rights and you can get through most of it in a single day.

Technical foundation: version, server and backups

  1. Version. The Odoo version is shown at the bottom of the Settings page. A very old version may no longer receive security fixes and makes the eventual upgrade more expensive.
  2. Edition. Confirm whether you run Community or Enterprise and whose name the subscription is in. It should belong to your company, not to an intermediary. More on the difference: Odoo Community vs Enterprise.
  3. Backups. When was the last backup taken, and has anyone actually restored from it? A backup that has never been restored is an assumption, not a safeguard.
  4. Speed. How many seconds do your most-used screens take to open, such as a sales order or the stock report? Slowness usually comes from poorly written custom code or an undersized server.

Custom modules and security

  1. Custom module inventory. In the Apps menu, list every non-standard module. Why was each one built, and could a standard Odoo feature replace it?
  2. Do you hold the source code? The code of your customizations should live in your own repository, or at the very least you should have a copy.
  3. Access rights. Does each user see only the menus they need? Sales staff should not see cost prices, and warehouse staff should not see accounting.
  4. Number of administrators. One or two people with full admin rights is enough. Have the accounts of former employees been closed?

Finance and inventory

  1. Chart of accounts. Odoo 19 includes an official accounting localization for Uzbekistan. Does your chart of accounts follow it and your accounting policy, or have random accounts crept in?
  2. Taxes. Are VAT rates correctly assigned to products and services? Details: taxes and VAT in Odoo.
  3. Inventory valuation. Do your product categories use the right costing method (standard, average or FIFO) and the right automatic journal entries? A mistake here distorts cost of goods sold and profit.
  4. Stock count spot check. Pick 20 random products and compare system stock with physical stock. If more than 2–3 items differ, there is a process problem.
  5. Bank and cash reconciliation. Are last month's bank statements fully reconciled?

Data quality

  1. Duplicate contacts. Is one customer recorded under three different names? Sort the contact list by name and look.
  2. Duplicate products. The same item in two product records breaks both stock levels and sales analysis.
  3. Required fields. Do product records have barcodes, units of measure and categories filled in?

Automation, integrations and usage

  1. Automated actions. Which automation rules and scheduled actions are running? "Hidden" automation that nobody remembers setting up is a frequent source of errors.
  2. Didox and Asl Belgisi. Are e-invoices and digital marking codes sent straight from Odoo, or re-entered by hand? Related reading: Didox integration and Asl Belgisi digital marking.
  3. Shadow spreadsheets. Do departments keep Excel files outside Odoo? Every parallel spreadsheet signals something missing in the system.
  4. Documentation and training. Are there process descriptions, user guides and an onboarding routine for new staff?

How do you score the audit results?

Mark each point with a colour: green (fine), amber (needs improvement), red (a risk to the business). The usual logic is:

  • any red point in the finance and inventory block is fixed first, because it affects reporting and tax;
  • red points on backups and access rights are a security matter and cannot wait;
  • data quality issues are cleaned up step by step;
  • if more than five custom modules duplicate standard features, review them before any version upgrade.

If you count more than five red points, the problem is probably not a handful of mistakes but the implementation approach itself. We covered the typical causes in 7 mistakes in ERP implementation.

Who should carry out an Odoo audit?

An objective audit is done by someone independent of the original implementation team who understands both Odoo and business processes.

When choosing an auditor, check:

  • whether the company is listed in the odoo.com partner directory, and at which tier;
  • whether the people doing the audit hold Odoo certifications;
  • whether the team includes consultants who understand finance and industry processes, not only programmers;
  • whether you get a written report with priorities and an estimated scope;
  • whether the auditor avoids locking you in: the report should be useful to any team.

How Deep Vision runs an Odoo audit

Deep Vision is an official Odoo Gold Partner based in Tashkent. Our partner page on odoo.com lists 7 Odoo-certified experts (v17–v19), 20+ client references and an 89% customer retention rate. The Gold tier minimum is 80%, which you can verify on Odoo's partner programme page.

Our audit covers:

  • Kick-off conversation: your business, the main pain points and your goals.
  • Technical review: version, customizations, code quality, access rights, backups.
  • Finance and inventory review: chart of accounts, taxes, valuation methods, reconciliations. Our team includes experienced, senior specialists who know industries and finance, not only programming.
  • Integrations: we have ready-made Odoo modules for Didox and Asl Belgisi, so we assess these connections from hands-on experience.
  • Report: red, amber and green points, a recommended order of fixes and an estimated scope.

We have moved companies to Odoo from 1C, SAP and scattered tools, and we have worked on systems configured by other teams. So our report is not built around "redo everything" but around closing the biggest risks at the lowest cost. Request an audit through the brief form or read about our Odoo implementation service.

Frequently asked questions

How long does an Odoo audit take?

For a mid-sized company the core review takes a few working days. The exact time depends on the number of users, customizations and integrations.

Do we need to stop using the system during the audit?

No. The review is usually done on a copy of the database with administrator access, and your staff keep working.

Will you audit an Odoo that another company implemented?

Yes. That is when an audit is most useful. The report is written so that any team can act on it.

Will we have to rebuild everything after the audit?

Usually not. Most issues are solved by correcting settings, cleaning data and training users. A re-implementation is recommended only when the core structure is wrong.

How often should we audit Odoo?

First 6–12 months after go-live, then before every major version upgrade.

Sources

Want a second opinion on your Odoo? Request an audit or call +998 77 093 00 07.