Odoo v10 was released on October 5, 2016 and has generated quite a buzz in the Odoo community. Odoo v10 comes with quite a few feature additions and enhancements. The focus in this version is more on manufacturing businesses and their business processes.

Odoo 10 is more of a MRP (Manufacturing resource planning) software which controls all major functions of manufacturing be it production, quality, operations, maintenance, or human resource. In brief, it’s a master software catering to all the requirements of your business on a single platform.

In this blog post we will explain why should migrate to Odoo v10, if at all, and spell out the migration steps for you in case you have decided to migrate.

Why Migrate to Odoo v10?

Before the ‘how’ of anything, the question that arises is ‘Why?’ If your ERP system is fully functional and fulfilling your requirements for the moment, why would you put in your efforts to migrate it to another version? If you are using Odoo V9 and are satisfied with the results chances are you will not immediately jump into the new version. But still here are a few reasons why you may still consider migrating to Odoo v10:

  • While Odoo v9 is already rich with features and functionalities, Odoo 10 has been further developed to make it easier to setup and use.
  • Odoo v10 offers an option of showing up multi images along with magnifier. You can now showcase your product from different angles which will help your ecommerce in trust building. The more closely a customer can judge the product, the more chances of him buying it.
  • With the new dashboards and menus in Odoo 10, you can now monitor your whole website from a single screen.
  • The checkout process has also been revised to make it quicker and swifter.
  • New payment options have been introduced including Stripe and PayUMoney. Also, now the customers can save their card details for easy checkout on their next purchase. The placing of an order and invoice validation is a fully automated process in Odoo 10.

How To Migrate To Odoo v10?

Now, let’s talk about the ‘How?’ Given below are 10 steps you should follow to migrate to Odoo v10.

1. Backup the current system and make demo copy

The first and foremost step before you initiate the migration is to backup the current system. Setup your demo server from production server with all modules and database. This is a failsafe against errors that may lead to a failed migration process and data loss. Odoo requires an uninstallation of the previous version and cleaning of system registries in order to install the newer version. So it becomes essential to migrate the data step by step from the old format to the new.

2. Understand the existing system

Understand how your current version works. Proper understanding of the current version would let us properly understand the necessity of migrating to Odoo10. While migrating to an upgraded version should not be very difficult, still some precautions need to be taken for a hassle free upgrade. The site promises a single point solution so the software is loaded with features as a solution to all the problems. It is a new solution to the old problem of manufacturing. Provide all custom module development documents. These sets of data would vary with each customer order on MRP. Then provide all paid module list.

3. Deploy a demo copy with new version

Setup latest v10 version with all basic modules which are in your current setup. Demo data is a setting that is turned on/off at the time of creating the instance. If a command is given to import demo data at creation, it cannot be later turned off. A new instance with demo data, on every module installation will import the demo data. This will ensure that we safely carry over our existing data in Odoo v9 to the upgraded version.

4. Migrate the modules

Create new module which are created as custom development. Migrating modules are step by step process. It requires good understanding of the existing system and the nature of inter-modular interaction within the system. To make it simple we need to understand how the data flows in and out of various departments within the organization. Thereafter we have to find paid modules and check if new version is available or not. If a newer and better version exists, we have to be sure enough of the safe transfer of the data from old to new system.

5. Migrate the database

Migrating old data base is a sophisticated process where in we have to be careful about data extraction, that are stored in different locations often with help of third party software and add-ons. Now this data migration process sometimes leads to incorporation of errors into the data set which needs to be cleaned by use of various data cleansing processes. Migrated database of a newer version and test with the migrated code like this: https://upgrade.odoo.com/database/upload.

6. Integrity Check

This step ensures that the migration is complete and the dataset is clean. Do an integrity check to see if there are any issues to be fixed.

7. Fix issues

Fix the issues, if found any during the previous step.

8. Deploy demo setup on server

To simply get a hang of Odoo 10, demo instances are available. These shared instances are only live for a few hours and can be used to browse and experiment with things with no commitment. Demo instances require no local installation, just a web browser.

9. Do for production server if everything goes perfect

For more careful and suspicious users, if a demo version is satisfactory, he may move on to implementing the changes as mentioned above, step by step for his production server.

10. Provide basic training

Lastly, but definitely one of the most vital steps is to provide basic training to the users. A training package is always helpful for new users and users migrating to an upgraded version. It familiarizes the users with the changes in various modules. This step ensures a smooth running of the system and provides satisfactory results.

Following the above steps with precision will lead to a successful migration of your community edition to Odoo 10; you are now all set to enjoy all the upgraded functionalities Odoo 10 has on offer. But if you are not sure of all the aspects involved in the migration process or don’t want to go through the effort of migration yourself, you can always avail of our cost effective Odoo development and migration services. With our help all you need to do is sit back and relax!