Map each open commission to its accepted specification, remaining delivery and finance-approved deposit balance. Reconcile customer-level amounts as well as the overall total. Keep the source invoice and payment references so the new system does not request an already received deposit or treat an unfinished commission as fully billed.
Understand the decision
A workshop migrates twelve active commissions. Some customers paid a design deposit, others paid a second instalment, and two projects have approved changes not yet invoiced. The opening records must distinguish cash received, work promised and additional commercial decisions still awaiting completion.
Work through the requirements
- Match deposits to customer and commission references.
- Separate accepted changes from unapproved requests.
- Review opening balances with the accounting owner.
| Record or decision | Why it matters |
|---|---|
| Commission register | List accepted and remaining scope. |
| Deposit reconciliation | Tie receipts to finance records. |
| Change schedule | Identify uninvoiced approved additions. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
A matching bank total can conceal a deposit attached to the wrong commission. Reconcile individual projects and customer statements, and let finance determine the opening accounting treatment rather than inferring it from a workshop progress percentage.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Custom furniture in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: manufacturing product configuration ↗Odoo 19: vendor pricelists ↗Odoo 19: quality control points ↗