Dear Mr. Dela Cruz, here is what we heard and what we recommend.
Thank you for the discovery call on 28 October with Ms. Ana Reyes, your Finance Manager, and your branch heads. Sample Trading Corp. issues about 2,400 sales invoices a month from booklets at three sites, keeps its books in spreadsheets typed in from those booklets, and closes each month about twelve working days after month-end. Your accountant has advised you to move to a Computerized Accounting System (CAS), so that invoices come from the system and the books follow from the entries.
We recommend Odoo 20, set up for BIR requirements at your head office in Quezon City and your Cebu and Davao branches, with your CAS application samples printed from the Odoo you will actually use. You file at your RDO; we prepare the system description, sample invoices, books and audit trail printout with you, and stay on call for the RDO's questions.
The investment is PHP 434,560 including VAT, paid in three milestones, with go-live planned for Monday 4 January 2027, the first working day of your 2027 books. One cut-over at year-end means one set of opening balances and no mid-year migration.
Jeric BulayunganBusiness Development, your contact
RJ SarrealProject Manager, your project leadOne set of books for three sites.
Invoices, journals and BIR reports come from the same entries, by branch, in one database.
Your CAS application, prepared from your own Odoo.
Sample invoices, books, reports and the audit trail printout, reviewed with you before you file.
A team that stays on.
Thirty days of hypercare are included, then a support plan with response times in writing.
- Investment
- PHP 434,560
- VAT included, 3 milestones
- Odoo apps
- 5 apps
- Accounting, Invoicing, Sales, Purchase, Inventory
- Plan
- 7 weeks to go-live
- Kick-off 16 Nov 2026
- After go-live
- 30 days hypercare
- Then Priority support
Where Sample Trading Corp. is today, and where Odoo takes you.
Drag the divider. On the left, First, October's sales book as your team keeps it now. On the right, Then the same month as Odoo prints it, from posted invoices.
Today: spreadsheet book
Sales Book - Oct 2026 (HO) FINAL v3.xlsx · typed in from booklets 2 and 3
| Date | Inv. no. | Customer | TIN | Gross | VAT | |
|---|---|---|---|---|---|---|
| 1 | 01/10 | 4512 | Northpoint Hardware | 000-000-101-000 | 18,480.00 | 1,980.00 |
| 2 | 01/10 | 4513 | Bayside Builders | to follow | 6,720.00 | 720.00 |
| 3 | 02/10 | 4513 | Mabini Depot | 000-000-214-000 | 12,320.00 | 1,320.00 |
| 4 | 02/10 | 4515 | Northpoint Hardware | 000-000-101-000 | 9,856.00 | 1,056.00 |
| 5 | 03/10 | 4514? | spoiled, see booklet | |||
| 6 | 03/10 | CEB-0881 | Cebu branch total | waiting file | ||
| 7 | 04/10 | 4516 | Lakeview Trading | 000-000-330-000 | 22,400.00 | 2,400.00 |
| 8 | TOTAL | #REF! | 7,476.00 |
With Odoo: Book of Accounts
Accounting / Reporting / Book of Accounts: Sales Journal
Swipe the table sideways for the net and VAT columns.
Accounting / Reporting / Book of Accounts: Sales JournalSample Trading Corp. · TIN 000-000-000-00000 · Branches 00000, 00001, 00002 · October 2026 · Odoo 20
| Date | Invoice | Customer | TIN | Net | VAT | |
|---|---|---|---|---|---|---|
| 01/10 | INV/HO/000412 | Northpoint Hardware | 000-000-101-000 | 16,500.00 | 1,980.00 | Posted |
| 01/10 | INV/HO/000413 | Bayside Builders | 000-000-187-000 | 6,000.00 | 720.00 | Posted |
| 02/10 | INV/HO/000414 | Mabini Depot | 000-000-214-000 | 11,000.00 | 1,320.00 | Posted |
| 02/10 | INV/HO/000415 | Northpoint Hardware | 000-000-101-000 | 8,800.00 | 1,056.00 | Posted |
| 03/10 | INV/CEB/000088 | Coral Bay Supply | 000-000-245-000 | 14,200.00 | 1,704.00 | Posted |
| 04/10 | INV/HO/000416 | Lakeview Trading | 000-000-330-000 | 20,000.00 | 2,400.00 | Posted |
| Total, all branches | 76,500.00 | 9,180.00 | ||||
Duplicate and skipped numbers, missing TINs, a branch file that has not arrived.Sample data
| What we heard on the call | What the BIR rules expect | What Odoo 20 does about it |
|---|---|---|
| Booklet invoices at three sites, each with its own manual series. | Under a CAS, the system generates the invoices with a running series, and they carry your Acknowledgement Certificate (AC) control number.RMO 9-2021 · RMC 5-2021 | One invoice series per branch, six running digits, the AC control number on each invoice and "REPRINT" on copies. |
| Books in spreadsheets, typed in from the booklets. | Books of accounts follow from the recorded transactions, with an audit trail.RMC 5-2021 Annex B | Posting an invoice writes its journal entry; the Book of Accounts for CAS prints from posted entries. |
| 2307s for suppliers prepared by hand. | Withholding agents issue BIR Form 2307 for the tax they withhold. | The Philippine localisation prints the 2307 from the withholding on the vendor bill. |
| SLSP, SAWT and QAP compiled each quarter from three files. | Quarterly lists in the BIR's formats. | SLSP, SAWT, QAP and the 2550Q summary come from the same entries. |
| Corrections overwrite cells, with no record of who changed what. | An audit trail; posted entries are corrected by reversal, not edited.RMC 5-2021 Annex B | The audit trail logs changes; posted entries are secured with a hash chain and lock dates. |
| Branch results arrive by email, so the close waits. | Each branch reports under its own branch code. | One database for head office and branches; reports by branch or combined, the same day. |
What re-keying invoices into the books costs you today.
Sample inputs: change them to yours- Hours a month spent re-keying
- 80 hours
- What that costs a year
- PHP 211,200
Your numbers, not our promise. In Odoo the journal entry is written when the invoice is posted, so this step goes away; review and approval stay with your team.
One Odoo database, from the sales order to the BIR report.
Five Odoo apps on Odoo's Philippine localisation. Each step writes the record the next one needs, so nothing is typed twice. Pick a step to see what it does for you.
Purchase: vendor bills with withholding
Bank reconciliation
Studio: your invoice layout
Sales: one price list, three sites.
Quotations, price lists and credit limits per branch. A confirmed order reserves stock and tells billing what to invoice, so the invoice never starts from a blank booklet.
- Price lists and payment terms per customer group
- Credit limits checked before an order is confirmed
- Sales by branch, salesperson and product, live
Sales orders today Sample data
| S00412 | Northpoint Hardware | 18,480.00 | Confirmed |
| S00413 | Bayside Builders | 6,720.00 | Confirmed |
| S00414 | Mabini Depot | 12,320.00 | Quotation |
Inventory: stock valued as it moves.
Receipts, deliveries and transfers between Quezon City, Cebu and Davao. Each move posts its value, so the books carry inventory without a month-end upload.
- Three warehouses with their own locations
- Inter-branch transfers with in-transit tracking
- Average-cost valuation posted automatically
Transfers Sample data
| QC/OUT/00231 | To Northpoint Hardware | Done |
| QC/INT/00044 | Quezon City to Cebu | In transit |
| DVO/IN/00019 | Receipt from supplier | Ready |
Invoicing: the system issues the invoice.
Odoo issues the invoice from the delivered order, on a series per branch, with the information the EOPT rules require, your AC control number once issued, and "REPRINT" on any copy.
- Series per branch, six running digits
- Invoice layout reviewed with you and your accountant
- Credit notes reverse, never edit, a posted invoice
INV/HO/000412 Sample data
| Customer TIN | 000-000-101-000 |
| Branch | Head office (00000) |
| AC control no. | Issued by your RDO |
| Net / VAT 12% | 16,500.00 / 1,980.00 |
Accounting: the books follow from the entries.
Every posted document writes its journal entry. Odoo's Book of Accounts for CAS and CBA prints your journals and ledger, with the audit trail, hash-secured entries and lock dates behind them.
- General journal and general ledger
- Cash receipts, cash disbursements, sales and purchase journals
- Bank reconciliation and branch reports
Journal entry INV/HO/000412 Dr = Cr
| Accounts receivable | Dr 18,480.00 |
| Sales | Cr 16,500.00 |
| Output VAT | Cr 1,980.00 |
BIR reports: from the same entries.
The Philippine localisation's reports come from what you already posted, so the quarterly lists match the books. Your accountant reviews them before you file.
- BIR Form 2307 from vendor bills
- SLSP, SAWT and QAP in the BIR's file formats
- 2550Q summary of output and input VAT
Q4 2026 reports Sample data
| SLSP, sales | .DAT | Ready |
| SAWT | .DAT | Ready |
| QAP | .DAT | Draft |
| 2550Q summary | Draft |
Accounting
Invoicing
SalesPurchase
Inventoryon the Philippine localisationRecommended hosting: Odoo Online on the Custom plan, which includes Studio for your invoice layout. Cloud set-ups register too: you and the provider sign a joint sworn statement that the system cannot suppress sales. We confirm the hosting with you at kick-off, because it decides what goes in your application.
Scope of work, clause by clause.
Seven workstreams, each with what we do, what you receive and how it is accepted. Anything outside these clauses is estimated in writing before any work starts.
4.1Discovery and registration pathWorkshops, CAS or CBA, branch and invoice inventory
Week 1
What we do
- Three workshops: finance, billing and sales, warehouse
- Confirm with your accountant whether you register a CAS or a CBA
- List branches, TIN branch codes, invoice types and current booklets
- Plan the cut-off for booklet invoices at each site
You receive
- Business Requirements Document (BRD)
- Registration path for head office and branches
- Cut-over calendar
Accepted when
Your project owner signs the BRD. Sign-off is due within three working days of handover.
4.2Accounting and Philippine localisationChart of accounts, taxes, journals, controls
Weeks 2 to 4
What we do
- Company and two branches with TIN branch codes
- Chart of accounts mapped from your current trial balance
- VAT 12%, expanded withholding and ATC codes, fiscal positions
- Journals per branch, audit trail, secured journals, lock dates
- User roles for 24 users, password rules and two-factor sign-in
You receive
- Configured Odoo test database
- Configuration guide
- Roles and access matrix
Accepted when
The test scripts for this clause pass in user acceptance testing (clause 4.6).
4.3Sales, purchase, inventory and invoicesThree warehouses, branch series, invoice layout
Weeks 2 to 4
What we do
- Price lists, payment terms and credit limits
- Warehouses in Quezon City, Cebu and Davao, with transfers
- Vendor bills with withholding, ready for 2307
- Invoice series per branch; layout with EOPT fields, AC control number and "REPRINT" on copies
You receive
- Three invoice layouts approved by you and your accountant
- Sales-to-invoice and purchase-to-payment flows
Accepted when
Your finance manager approves the invoice layouts in writing and the flows pass UAT.
4.4Data migrationOpening balances as of 31 December 2026
Weeks 3 to 7
What we do
- About 1,800 customers, 420 vendors and 3,200 products
- Opening trial balance, open receivables and payables
- Stock on hand per warehouse
- Two trial loads, then the final load on 2 to 3 January
You receive
- Import templates and a data checklist
- Reconciliation report: Odoo against your closing balances
Accepted when
Your finance manager signs the reconciliation report for the final load.
4.5CAS application pack, prepared with youThe Annex A checklist, from your own Odoo
Week 4
What we do
- System description and process flow
- Draft sworn statement, or joint sworn statement for a cloud set-up, for your lawyer and notary
- Sample invoices and supplementary documents
- Sample books (GJ, GL, CRJ, CDJ, SJ, PJ) and reports
- Audit trail printout and the Annex B requirements checklist, reviewed with you
You receive
- The full pack, printed and as PDF, for you to sign, notarise and file
- A briefing on what the RDO may ask
Your part
You sign, notarise and file at your RDO, in person or by email. We stay on call for the RDO's questions. The registration decision and its timing are the RDO's.
4.6Training and user acceptance testingFour role-based sessions, recorded
Week 5
What we do
- Finance and accounting, including BIR reports
- Billing and sales at each branch
- Purchasing and warehouse
- Management reports for you and your branch heads
You receive
- Recordings of every session
- Quick guides per role
- UAT scripts and results log
Accepted when
Your project owner signs the UAT results. Open items are listed with an owner and a date.
4.7Go-live and 30 days of hypercareCut-over at year-end, daily check-ins in week one
From 4 Jan
What we do
- Cut-over plan and booklet cut-off at each site
- On site at head office on go-live day; branches by video call
- Daily check-ins in week one, then twice a week
- First month-end close in Odoo, done with your team
You receive
- Go-live checklist
- Hypercare log of every issue and fix
- Handover to your support plan
Accepted when
The January close is done in Odoo and the hypercare log has no open critical items.
Not included
- The Odoo subscription, billed to you directly by Odoo
- Filing or registering anything with the BIR, BIR fees and notarisation
- E-invoicing: Odoo has no built-in connection to the BIR's EIS, and TechNext has not built one. If you are covered, we assess the options with you and quote any connection separately
- Payroll, custom modules and hardware such as printers
- Transactions before 2027 beyond opening balances (optional below)
Assumptions
- 24 users at three sites; one company, two branches
- Data volumes as listed in clause 4.4
- You name one project owner with authority to sign off
- Sign-offs within three working days, data in our templates by the agreed dates
- Remote delivery from Taguig City, with one on-site day at head office
What the BIR checks in your system, and who covers each part.
The functional and technical requirements in RMC 5-2021 Annex B. The RDO evaluates them after it issues your certificate, so we check them with you before you file. Pick a column to see one party's part.
Requirement
Standard in Odoo 20
Set up by TechNext
Your part
Audit trail, printable and protected
Audit trail logs changes to accounting records
Turn it on, limit who sees it, print the sample
File the printout with your application
Posted entries corrected, never edited
Hash-secured journals and reversals
Secure every journal; lock dates after each close
Approve the monthly lock-date routine
System-generated invoice numbers
Sequences per journal
Series per branch, six digits, AC control number, "REPRINT"
Send us the AC control number when it is issued
A user stamp on every record
Created and changed by, with time
Roles and rights for 24 users
Name an administrator; approve the roles
Report headers with TIN and branch code
Company and branch details on reports
Headers with TIN, branch code and software version
Confirm branch codes from your registration
Lists in the BIR's formats; 2306 and 2307
Philippine localisation reports
Map ATC codes; test SLSP, SAWT and QAP exports
Your accountant reviews the first quarter
Unique user IDs and password rules
Named users, access rights, two-factor
Password policy and two-factor for finance
No shared logins at any site
Records kept for ten years
Database export on request
A yearly archive routine: export and storage plan
Keep each yearly archive for ten years
Sources: RMC 5-2021 Annex B, the Odoo 20 release notes and Odoo's documentation. Whether a set-up meets every item depends on its configuration and hosting, which we review with you before you apply; the RDO makes the evaluation.
Who does what, from the first workshop to your yearly books.
TechNext sets up the system and prepares the samples with you. You register, your accountant advises on tax, and the RDO decides.
Swipe sideways to see all seven steps.
Lane
1. Map the path
2. Set up Odoo
3. Prepare samples
4. File
5. Certificate
6. Go live
7. Every year
TechNextYour project team
WorkshopsBRD and registration path
ConfigureMigrate, test, train
Print samplesDraft system description
On callFor the RDO's questions
Cut-overHypercare, first close
ExportsBook exports from Odoo
Sample Trading Corp.Project owner and users
ShareProcesses and data
TestUAT and sign-off
ReviewSign the sworn statement
FileAt your RDO, in person or by email
ReceiveThe AC control number
IssueFirst system invoices
RegisterYour books in ORUS
Your accountantTax adviser
ConfirmCAS or CBA
ReviewSample books and reports
ReviewThe first close
ReviewQuarterly lists
Your RDOBIR
ReceivesYour application
DecidesIssues the AC; evaluates later
The RDO issues the Acknowledgement Certificate and evaluates the system afterwards. Its timing and its decision are the RDO's.
Seven weeks to go-live, planned around your year-end.
Kick-off on Monday 16 November, the CAS pack in your hands on 11 December, and the first system invoices on Monday 4 January 2027. Select a bar or a milestone for details.
Indicative plan, confirmed at kick-off
Swipe sideways to see all twelve weeks.
Workstream
16 NovW1
23 NovW2
30 NovW3
7 DecW4
14 DecW5
21 DecW6
28 DecW7
4 JanW8
11 JanW9
18 JanW10
25 JanW11
1 FebW12
4.1 Discovery
4.2 to 4.3 Configuration
4.4 Data migration
4.5 CAS application pack
You file at your RDORDO's timing
4.6 Training and UAT
Parallel runHolidays shaded
4.7 Go-live and hypercare
Go-live waits for your certificate. If your Acknowledgement Certificate has not arrived by 4 January, go-live moves to the first Monday after it does, and your booklets stay in use until then.
Plan ruleTechNext workData and practiceHypercareMilestonePaymentHoliday
The people who scope it are the people who set it up.
Our own team in Taguig City, not subcontractors. You will meet each of them at kick-off.
RJ SarrealProject Manager
17 years running ERP projects. In earlier roles, prepared clients' POS accreditation applications to the BIR.
Owns the plan, scope and weekly updates
Neil MatanSenior Functional Lead
24 years moving more than 80 companies onto ERP, ten years of it on Odoo, including local tax set-up.
Leads the finance design and workshops
Jett BalanzaFunctional ERP Consultant
Turns requirements into a working Odoo set-up: configuration guides, testing and training.
Configures, runs UAT and training
Philip GallanOdoo Developer Expert
Builds and connects Odoo on every version from 14 to 19.
Invoice layouts, imports and exportsJeric BulayunganBusiness Development
Helping Philippine businesses choose their software since 2016.
Your contact for this proposal
Pia CacholaGeneral Manager
Runs TechNext day to day and signs this proposal for TechNext.
Executive sponsor and escalationService levels after go-live, in writing.
Hypercare covers the first 30 days. Then pick the support plan that fits; the response times below and the price in section 10 follow your choice.
| Priority | What it means | First response | Workaround or fix | Updates |
|---|---|---|---|---|
| P1 | Critical. Invoices cannot be issued at any site. Odoo hosting incidents are raised with Odoo at once. | 2 business hours | Within 8 business hours | Every 2 hours |
| P2 | High. A BIR report or a key process fails for one branch. | 4 business hours | Within 2 business days | Daily |
| P3 | Normal. A question about a user, layout or report, with a workaround. | 1 business day | Within 5 business days | On change |
| P4 | Request. A change or a new report, drawn from plan hours. | 2 business days | Scheduled with you | Weekly |
Support hours: Monday to Friday, 8:30 am to 6:00 pm Philippine time, except regular holidays. Unused hours roll over for one month; extra hours are PHP 2,200 each. Response times start when a ticket is logged.
Level 1Your support consultantJett Balanza
Level 2Project ManagerRJ Sarreal
Level 3General ManagerPia Cachola
Your investment, line by line.
Fixed prices for the scope in section 4, in Philippine pesos. Add optional items below and the totals, the payment schedule and the summary on the left update as you go.
Quotation S00147
Sample figures| Description | Qty | Unit price | Disc. | Amount |
|---|---|---|---|---|
| Implementation and set-up | ||||
| Discovery and registration pathWorkshops, BRD, CAS or CBA path (clause 4.1) | 1 | 38,000.00 | 38,000.00 | |
| Accounting and Philippine localisationChart of accounts, VAT and withholding, journals, controls (4.2) | 1 | 96,000.00 | 96,000.00 | |
| Sales, purchase and inventoryPrice lists, three warehouses, vendor bills with withholding (4.3) | 1 | 72,000.00 | 72,000.00 | |
| Branch invoice series and invoice layoutPer site: series, EOPT layout, AC number, REPRINT (4.3) | 3 | 9,000.00 | 27,000.00 | |
| Data migration | ||||
| Opening balances and master dataTwo trial loads and the final load, reconciled (4.4) | 1 | 54,000.00 | 54,000.00 | |
| CAS application pack | ||||
| CAS application pack, prepared with youSystem description, sworn statement draft, samples, audit trail (4.5) | 1 | 48,000.00 | 48,000.00 | |
| Training, go-live and hypercare | ||||
| Role-based training sessionsRecorded, with quick guides and UAT (4.6) | 4 | 6,500.00 | 26,000.00 | |
| Go-live and 30 days of hypercareIncluded at 25% off with the implementation (4.7) | 1 | 36,000.00 | 25% | 27,000.00 |
Prices are in Philippine pesos and exclude VAT, which is added at 12%. The Odoo subscription is not in these totals; Odoo bills it to you directly. Monthly support starts when hypercare ends.
- Untaxed amount
- PHP 388,000.00
- VAT 12%
- PHP 46,560.00
- Total
- PHP 434,560.00
- Support plan, monthly
- PHP 32,000.00 + VAT
Optional items
Add any of these to the quotationAdditional branch set-upSeries, journal, warehouse and invoice layout for one more site
PHP 22,000 each
Philippine payroll set-upOdoo Payroll with 1601-C, 2316 and 1604-C, for up to 120 employees
PHP 65,000
2026 transaction historyTwelve months of 2026 invoices and bills, for year-on-year reports
PHP 45,000
Management dashboardBranch profit and loss, sales and receivables ageing on one screen
PHP 24,000
BIR audit records packLedgers, lists and exports prepared from Odoo when a Letter of Authority arrives
PHP 28,000
50% on signingPHP 217,280
Down payment, invoiced when you sign.
30% on CAS pack handoverPHP 130,368
Target Friday 11 December 2026.
20% on go-livePHP 86,912
Target Monday 4 January 2027.
Paid to Odoo, not to TechNext: your Odoo subscription.
24 users on Odoo's Custom plan, billed to you by Odoo at its published price for the Philippines. It is separate from this proposal; we size the plan with you before you subscribe, and current prices are on odoo.com/pricing.
We advise first, then deliver the whole solution.
Your trusted expert adviser for ERP and compliance: an Odoo Ready Partner with its own consultants and developers, from the first workshop to support after go-live. You don't need to hire your own team.
Odoo Ready PartnerSingapore142ERP projects
90+enterprise clients
25+countries with clients
3 officesSingapore HQ, Taguig City, Ho Chi Minh City
Diagnose before we prescribe.
We map how your books, branches and invoices work today before we recommend a set-up.
Own the whole solution.
Configuration, data, the CAS samples, training and support come from one team.
Expertise you can name.
You know who does what on your project, by name, before you sign.
We stay after go-live.
Hypercare, a support plan in writing and the yearly books, with the same people.
Some of the clients we work with
- Casa Escondida AnilaoPhilippines
- Immaculate ConnectionsPhilippines
- St. Clare College of CaloocanPhilippines
- JR-Tech SolutionMalaysia
- BHD AsiaSingapore
- HummingBeingSingapore
- nivellipso®Switzerland
- HDH AGSwitzerland
Terms of this proposal.
- 12.1Validity
This proposal is valid for 30 days, until 3 December 2026. After that, prices and dates are confirmed again.
- 12.2Prices and taxes
Prices are fixed for the scope in section 4, in Philippine pesos, and exclude VAT, which is added at 12%. Taxes are applied on each invoice as the law requires.
- 12.3Payment
50% on signing, 30% on handover of the CAS application pack and 20% on go-live. Invoices are due within 15 days. Support is billed monthly in advance from the end of hypercare.
- 12.4Changes to the scope
Anything outside section 4 is estimated in writing first. No change work starts without your written approval.
- 12.5Your responsibilities
A named project owner, data in our templates by the agreed dates, sign-offs within three working days, and your filing, notarisation and fees at the BIR.
- 12.6Acceptance
Each deliverable is accepted when signed, or five working days after handover if no issue is raised in writing.
- 12.7Warranty
Defects in TechNext's configuration found within 90 days of go-live are fixed at no charge.
- 12.8Confidentiality and data privacy
We use your data only for this project, under the Data Privacy Act of 2012 (RA 10173), and sign your NDA on request.
- 12.9Ownership
Your data and your configuration are yours. Odoo is licensed to you by Odoo S.A. under Odoo's own terms.
- 12.10Ending the engagement
Either party may end it with 15 days' written notice. Work done to that date is billed at the line prices above.
TechNext is an Odoo Ready Partner. We are not affiliated with, accredited by or acting for the BIR or any government agency, and we do not file or register on your behalf. The BIR does not accredit software brands; it registers each taxpayer's use of a system. Registration decisions and their timing are the BIR's. This proposal is general guidance, not tax advice; confirm tax matters with your accountant or RDO.
Questions decision makers ask us.
Is Odoo BIR-accredited?
No software is. The BIR registers each taxpayer's use of a system, not a software brand, and in its advisory of 14 September 2026 it warned against "BIR-accredited" claims. Your business registers Odoo as its CAS and, if the RDO accepts the application, receives an Acknowledgement Certificate.
Who files the CAS application?
You do, at your RDO, in person or by email. We set up the system, prepare the samples, the audit trail printout and the system description with you, and stay on call for the RDO's questions.
What happens if the certificate is late?
Go-live waits for it, and the plan says so openly: your booklets stay in use until the certificate arrives, and go-live moves to the first Monday after it does.
What do we pay Odoo?
Your Odoo subscription, per user, billed by Odoo directly. It is separate from this proposal. We help you choose the plan and the number of users before you subscribe.
Can we start with head office only?
Yes. Each branch registers its own use of the system, so a phased start is possible. We recommend all three sites at year-end, because one cut-over means one set of opening balances.
Do we have to re-register when Odoo upgrades?
A version change that affects the financial side counts as a major enhancement, which needs an updated registration before you use it. Minor changes need only a written notice. We plan upgrades so you can file first.
What if we need more after go-live?
Requests come out of your support plan hours. Larger work, such as payroll or a new branch, is quoted in writing first, like the optional items in section 10.
Ready to start 2027 on Odoo?
Sign below to accept this proposal. Here is what happens next.
- 1You sign this proposalToday, online or on the printed copy
- 2Kick-off call with RJ and NeilWithin five working days
- 3Down payment invoice, 50%Sent with the kick-off agenda
- 4Discovery workshopsFrom Monday 16 November 2026
Accept this proposal
By signing, you agree to the following:
- Accepted on behalf of
- Sample Trading Corp.
- For an amount of
- PHP 434,560
- Support plan
- Priority, PHP 32,000 / month
- Payment terms
- 50 / 30 / 20 by milestone
Signed and accepted
Your signature stays on this page until you close it. Download the signed PDF and send it to us to confirm.
TECHNEXT PTE. LTD. (UEN 202699888G) · 261 Waterloo Street, #03-36, Waterloo Centre, Singapore 180261 · Team in Taguig City · sales@technext.asia