Separate configuration from development
Review standard functions and settings before proposing new code. Permissions or module configuration may cover the need. Odoo Studio offers tools for some customizations; availability and the suitable plan depend on edition, hosting and subscription.
Document the reason for each change
Identify the user, problem and required outcome. For example, a particular request cannot move to delivery without approval. Discuss delays and exceptions, then choose the simplest implementation that meets the need.
Plan for upgrades early
Custom modules need compatibility checks when moving between Odoo versions and may require maintenance changes. Agree support responsibility, document modifications and avoid making core work depend on undocumented behavior.
Test changes before live use
Check roles, missing information, errors and connected integrations. Agree deployment, backup and verification steps before release. Good customization makes daily work dependable rather than simply adding more screens.
