Key Takeaways

✓4-phase testing: Functional → Integration → UAT → Performance (skip any = post-launch problems)

✓Testing costs $4,000-$7,000; skipping costs $48,000-$107,000 in emergency fixes

✓One day of proper testing prevents 5-10 days of post-go-live crisis firefighting

✓ALL checklist items must pass before go-live—no exceptions

✓Get written sign-offs from Sales, Warehouse, and Finance teams before launch

Quick Answer

Testing your Odoo configuration requires 4 phases: (1) Functional Testing - verify Sales, Inventory, Accounting modules work individually, (2) Integration Testing - verify Shopify/Amazon sync, order-to-cash workflow, inventory-to-GL posting, (3) User Acceptance Testing - real users test real workflows, get team sign-offs, (4) Performance Testing - verify reports load in <10 seconds, sync completes in <30 minutes. Investment: $4,000-$7,000. Cost of skipping: $48,000-$107,000.

The Reality: Most Brands Skip Testing

We've watched this movie too many times. A brand spends 10 weeks configuring Odoo. Everything looks good in demos. Then go-live Monday hits.

By Tuesday afternoon, Shopify orders aren't syncing. By Wednesday, inventory is wrong across all channels. By Thursday, the finance team is manually reconciling invoices because GL postings are broken.

The math is brutal:

One day of proper testing before go-live prevents 5-10 days of crisis firefighting after.

The 4-Phase Testing Strategy

Testing has four phases. Skip any phase, and you'll discover problems post-launch.

Functional Testing

Does it work? Test individual features in isolation. Does the GL account structure post correctly? Does the order-to-invoice workflow work?

Integration Testing

Do the pieces talk? When an order is created, does it automatically create an invoice? Do integrations (Shopify, Amazon) sync correctly?

User Acceptance Testing

Does it match business processes? Real users test real workflows. Sales processes an order start-to-finish. Finance closes the books for a month.

Performance Testing

Can it handle the load? Can Odoo handle 100 simultaneous orders? Do reports load in <10 seconds? Does Shopify sync keep up during peak hours?

Cost of doing all four phases correctly: 40-60 hours = $2,000-$3,000 in labor + $2,000-$4,000 consultant time = $4,000-$7,000 total

Cost of skipping testing: 200+ hours emergency fixes + lost revenue = $40,000-$107,000

Phase 1: Functional Testing Checklist

Sales Module Testing

Create a test order with multiple line items

Verify order total calculated correctly, taxes applied correctly (test taxable and non-taxable items), discount calculation works

Convert test order to invoice

Verify invoice amounts match order exactly, GL accounts correct (Revenue, Tax, Receivables), create and post the invoice

Test order state workflow

Draft → Confirmed → Shipped → Invoiced — verify each state transition works

Inventory Module Testing

Create a test product

Verify product can be assigned a category, has a price, has a reorder level

Create a stock move (simulating a sale)

Pick a product, decrease quantity by 5 units, verify inventory updated correctly, verify GL posting happens

Test stock valuation

Set product cost at $50, verify GL shows correct inventory valuation

Accounting Module Testing

Verify GL account chart is correct

Revenue accounts (1000-1999), Expense accounts (2000-2999), Asset accounts (3000-3999), Liability accounts (4000-4999)

Create a test journal entry

Debit Revenue $100, Credit Receivables $100, verify entry posts correctly

Test bank reconciliation

Create test bank statement, match to actual orders, verify reconciliation balances

Shopify Integration Testing

Test order sync (Shopify → Odoo)

Create test order in Shopify, wait 15-30 minutes, verify order appears in Odoo with correct customer info and amounts

Test inventory sync (Odoo → Shopify)

Set product to 50 in Odoo, wait for sync, check Shopify shows 50. Decrease to 30, verify Shopify updates

Test order fulfillment sync (Odoo → Shopify)

Create order in Shopify, ship in Odoo with tracking, verify Shopify shows shipped status with tracking

Phase 2: Integration Testing Checklist

End-to-End Order-to-Cash Workflow

Complete this entire workflow without stopping. If any step fails, the integration is broken.

Create Shopify order (test)

Order appears in Odoo automatically

Create invoice from order

Post invoice to GL

Mark order as shipped (tracking)

Shipping syncs to Shopify

Create payment entry

Payment posts to GL

Receivables = zero

Bank reconciliation balances

Inventory-to-GL Integration

Start with inventory at 100 units

Sell 10 units → verify inventory decreased to 90

Verify GL posting: COGS charged, Inventory account reduced

Verify P&L: if product cost is $50, COGS should show $500 (10 × $50)

Multi-Channel Integration (Shopify + Amazon)

Set master inventory in Odoo to 100 units

Sync to Shopify: verify shows 100 available

Sync to Amazon: verify shows 100 available

Sell 30 units on Shopify → Odoo shows 70 → both channels sync to 70

Sell 20 units on Amazon → Odoo shows 50 → both channels sync to 50

Phase 3: User Acceptance Testing (UAT) Checklist

Sales Team UAT

Process order start-to-finish

Run top 3 reports

Cross-check with old system

"Can you do this in Odoo?" If no, it's broken.

Warehouse Team UAT

Pick an order from list

Create shipment with tracking

Verify inventory updates

"Is this workflow comfortable?" If not, adjust.

Finance Team UAT

Close month in Odoo

Run GL trial balance

Verify P&L matches (within 1-2%)

Assets = Liabilities + Equity. Must balance.

Stakeholder Sign-Off Required: Each team signs off in writing: "This system works for our process." If anyone says "not ready," address their concern before go-live. Get email confirmation.

Phase 4: Performance Testing Checklist

Test	Expected Result	Pass/Fail
Report with 50,000 orders	Load in <10 seconds
Report with 5,000 customers	Load in <5 seconds
Shopify sync (slow hours)	Complete in 5-15 minutes
Shopify sync (peak hours)	Complete in 15-30 minutes
Simulate peak order volume (100/hr)	No slowdown
8 concurrent users	Page load <5 seconds
Database backup (5GB)	Complete in <30 minutes
Database restore (5GB)	Complete in <1 hour

If sync takes >30 minutes: API rate limits or server capacity issues. If reports are slow: Database needs optimization (indexing, query tuning). Fix before go-live.

The Complete Verification Checklist

Area	Test Case	Expected Result
Sales	Create order with 3 items	Order total = correct
Sales	Apply 10% discount	Discount calculated correctly
Inventory	Sell 10 units	Inventory decreases by 10
Accounting	Bank reconciliation	Bank balance = GL balance
Shopify	Sync order	Order appears in Odoo (<30 min)
Reports	P&L report	Matches business reality
UAT	Sales team sign-off	Team confident (email)
UAT	Warehouse team sign-off	Team confident (email)
UAT	Finance team sign-off	Team confident (email)

Pass Criteria: ALL Items Must Show "Pass"

If any item fails, fix it and retest. No exceptions. Do not go live with failed tests.

The Cost-Benefit Analysis

✓ Cost of Proper Testing (Before Go-Live)

40-60 hours of testing$2,000-$3,000

Consultant time$2,000-$4,000

Total$4,000-$7,000

❌ Cost of Skipping Testing (Post-Live)

Emergency consultant (80+ hrs × $150)$12,000

Lost productivity$18,000-$35,000

Lost orders (downtime)$8,000-$20,000

Data corruption recovery$10,000-$40,000

Total$48,000-$107,000

ROI of Testing: One Critical Issue Prevented = $50,000+ Saved

The math is simple. Testing pays for itself 10x over.

Your Action Items

4 Weeks Before Go-Live

Schedule 2-week testing window. Assign testing responsibility (QA person, consultant, or internal lead). Create test data (fake customers, test orders, test products). Print the verification checklist.

2 Weeks Before Go-Live

Phase 1 testing: Functional tests (4 days). Phase 2 testing: Integration tests (3 days). Document any failures and fixes.

1 Week Before Go-Live

Phase 3 testing: UAT with real users (4 days). Collect sign-offs from each team. If any team says "not ready," delay go-live.

Go-Live Week

Phase 4 testing: Performance testing (1-2 days). Final verification before Monday. Go/No-Go decision: Can we launch?

Frequently Asked Questions

How long does Odoo pre-launch testing take?

Complete testing takes 2 weeks: Phase 1 (Functional) = 4 days, Phase 2 (Integration) = 3 days, Phase 3 (UAT) = 4 days, Phase 4 (Performance) = 1-2 days. This is 40-60 hours total effort.

What happens if we skip testing and go live anyway?

Skipping testing typically costs $48,000-$107,000 in emergency fixes, lost productivity, lost orders during downtime, and potential data corruption recovery. One day of proper testing prevents 5-10 days of crisis firefighting.

Who should perform UAT testing?

Real users from each team: Sales team processes orders start-to-finish, Warehouse team picks and ships orders, Finance team closes the books. Each team must sign off in writing before go-live.

What if a test fails during the final week?

Delay go-live. Fix the issue and retest. Going live with known failures guarantees post-launch problems. A 1-week delay costs far less than $50,000+ in emergency fixes.

How do I test Shopify integration with Odoo?

Test three workflows: (1) Order sync - create test order in Shopify, verify it appears in Odoo within 30 minutes, (2) Inventory sync - change inventory in Odoo, verify Shopify updates within 15 minutes, (3) Fulfillment sync - ship order in Odoo, verify tracking appears in Shopify.

Stop Guessing If Your Odoo Configuration Works

Most D2C brands discover they're missing critical tests. One pre-launch assessment prevents $40,000-$100,000 in post-launch firefighting.

Free Pre-Launch Testing Assessment

We'll execute the complete testing checklist, identify configuration issues before they hit production, verify all integrations (Shopify, Amazon, etc.) work correctly, and sign off on go-live readiness.

Launch with confidence. Not crossed fingers.

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