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Client Master Data Form

Thank you for choosing Prime Shift.

This form helps us collect the essential information about your business before starting your Odoo implementation.

The information you provide will be used to configure your database, reduce implementation time, and ensure the system is tailored to your business from day one.

Please complete the form as accurately as possible. Most fields can be updated later if needed.

A short name or abbreviation used internally for your company.

The official legal name of your company.

Select the industry or sector your company operates in (e.g. Manufacturing, Retail, Healthcare, Construction).

Select whether your business serves other businesses (B2B), consumers (B2C), or both (B2B & B2C).

The country where your company is registered.

List all company branches or business locations.

Your company's tax identification number.

Indicate whether you manage more than one company.

Your official business registration number.

List your company's departments (e.g. Sales, HR, Finance).

List the job titles used in your company.

Languages used by your employees or business.

Currencies your business uses for transactions.

Tax rates or tax categories you use.

Payment methods accepted or used by your business.

Standard payment conditions for customers or suppliers.

Financial journals you want to manage in Odoo.

Tax mapping rules for different customers or regions.

Cost centers or analytic accounts used for reporting.

Customer or product pricing lists you use.

Sales labels or tags used for classification.

Teams responsible for sales activities.

Units used for products (Piece, Kg, Box, etc.).

Warehouses or storage facilities you manage.

Internal inventory locations inside your warehouses.

Categories used to organize your products..

Tags used to classify or filter products.

Your current or previous ERP/business management system.

Main reasons for moving to Odoo.

Approximate number of employees who will use Odoo.


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