What a clearing agent should expect from job-file software
A job file is where a clearing and forwarding business runs or leaks. Here is what good software should do for documents, money and customer updates.
Spreadsheets are a reasonable way to run a young business, and a poor foundation once you have stock, staff and customers to keep track of. Moving to Odoo is mostly a data project. The software is the easy part. This checklist gives the order we recommend.
Not everything needs to come across. List what you need on day one: customers, suppliers, products, prices, stock levels, open invoices and bills, opening balances. Leave behind anything you only keep out of habit. Old transactions can stay in an archive you can still open.
Open each spreadsheet and ask:
Write the problems down. This list becomes your cleaning plan.
Fix the spreadsheet before you load it, not after. Remove duplicates, agree on one name per customer and product, give every product a code, and put one value in each cell. A clean file loads in minutes. A messy one creates problems you find weeks later.
For every column, write down where it goes in Odoo, or that it does not move. This mapping document is also how you explain later where a number came from. Decide early how you will handle things like units of measure, tax settings and currencies.
Load a copy of your data into a test database, never the live one. Check a sample by hand: pick twenty customers, ten products and five invoices, and compare them with the spreadsheet. Fix the mapping and try again until the sample is right.
Totals must match, and the people who own those numbers should confirm them. Typical checks:
Anything that does not match is explained and fixed, not rounded away.
Pick a date, freeze changes in the old files, load the final data, run the checks once more, and decide in advance how you would roll back if something is wrong. Tell your team when the old spreadsheets stop being the source of truth.
A migration is finished when the person responsible for the numbers, usually finance, signs off the opening balances. Until then, it is not done.
Keep the spreadsheets read-only for a while, and watch the first month-end closely. People will keep asking where a number came from, and your mapping document will answer them.
If you are planning a move like this and want a second pair of eyes on the plan, talk to us.
A job file is where a clearing and forwarding business runs or leaks. Here is what good software should do for documents, money and customer updates.
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Book a free consultation and we will tell you honestly whether Odoo fits your business.