Resources · Guides
Practical, hands-on content about Odoo, ERP, business intelligence and AI automation, written for the way companies in Chile and Latin America actually operate.
43 guides written by the KPB Solutions team, an Odoo Gold Partner, based on real projects with companies in Chile and Latin America. Each one answers a specific question —how much an Odoo implementation costs, which processes to automate first, how to build a dashboard people actually use— with steps, examples and decision criteria.
They are grouped by topic. If you are evaluating an ERP, start with implementation; if you already run Odoo, see the guides by industry and module; if you want to cut manual work, go to automation and AI.
Costs, timelines, common mistakes and how to pick a partner: what to know before and during an Odoo implementation in Chile, including SII electronic invoicing. 12 guides
A practical 2026 guide to implementing Odoo in Chile: the phases of an ERP implementation, realistic timelines, costs by project scope and why SII tax localization is the key to success.
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A practical guide to what it really costs to implement Odoo in Chile: license pricing, implementation costs for SMBs and the factors that drive your budget.
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A clear guide to Odoo implementation timelines: phases, timeframes by company type and the factors that speed up or delay go-live in Chile.
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The 7 Odoo implementation mistakes that sink the most projects in Chile, with concrete best practices and a focus on change management so your ERP actually works.
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Choosing the right Odoo partner in Chile determines whether your ERP succeeds. This guide gives you a practical checklist with the criteria that separate a good implementer from one that will cost you time and money.
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A practical guide to choosing an ERP for an SMB in Chile: step-by-step evaluation criteria, a comparison table, real costs and the most common mistakes that derail a successful implementation.
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If you spend more time reconciling spreadsheets than making decisions, your company has probably already crossed the line. These are the 10 signs you need an ERP like Odoo.
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A practical guide to migrating from Excel to an ERP in phases without bringing your business to a halt: when to make the move, how to prepare your data and a step-by-step plan built for Chilean SMBs.
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A practical 2026 guide to planning your Odoo version upgrade step by step: phases, costs, risks and a checklist to upgrade without bringing your operation to a halt.
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A practical guide to calculating Odoo ROI for your company: the formula, an example with Chilean figures, measurable benefits, and how to justify the investment to management.
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Everything you need to issue electronic invoices and receipts with Odoo certified by Chile's SII: requirements, CAF files, DTE types and go-live.
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A practical guide to integrating Odoo with Chile's main payment providers (Transbank Webpay, Mercado Pago, and Getnet), with methods, a comparison, and best practices for automating reconciliation.
Read guideHow construction, distribution, manufacturing, retail, service and restaurant companies use Odoo, and what its CRM and inventory apps solve. 8 guides
A guide for contractors and subcontractors in Chile: the progress payment workflow from measurement to collection, how to track retainage and job costs, and what Odoo does out of the box versus what requires custom development.
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A practical guide to running a distribution business in Chile: the complete B2B flow from presales to collections, what Odoo handles natively, what requires third-party apps and which KPIs to track.
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A practical guide to Odoo manufacturing for Chilean industrial SMBs: how the MRP module replaces spreadsheets with bills of materials, work orders, and production planning connected to inventory, purchasing, and the SII.
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How Odoo brings point of sale, inventory, and your online store together on one platform so your retail business sells with synced stock and an omnichannel experience in Chile.
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A practical guide to Odoo for service companies in Chile: how to connect project management, timesheets, hourly billing and project profitability tracking in a single flow, from the proposal to the DTE filed with the SII.
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A guide for restaurant groups with multiple locations, brands, or legal entities: typical architecture, restaurant POS, recipe costing, waste, multi-company in Odoo, and a checklist for choosing between a specialized POS and an ERP.
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A practical guide to getting the most out of Odoo CRM in Chile: organize your sales funnel, manage leads with clear criteria and automate sales work to close more deals without losing opportunities along the way.
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A practical guide to Odoo Inventory: real-time stock control, lot and serial number traceability, multi-location warehouse management and automatic replenishment for companies in Chile.
Read guideWhich processes to automate first, how to choose a provider and tools (Power Automate, n8n, MCP, Zoho Creator), and where AI saves real work in finance, documents and customer service. 12 guides
A step-by-step guide to automating repetitive tasks with artificial intelligence and RPA in Chilean companies: which processes to prioritize, how to measure ROI and where to start without disrupting operations.
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A guide to comparing AI automation vendors with sound judgment: what fast delivery really means, what to ask before signing and which signs show that a proposal promises more than it can deliver.
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What a workflow is and how to automate it: its six components, how it differs from BPM, RPA, iPaaS, AI agents, and BOAT, ten examples by department, and a checklist for choosing your first workflow.
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A method for automating finance and accounting without losing control: which workflows to prioritize, how to design them with rules, approvals, and exceptions, and how to measure the results at a Chilean company.
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A guide to automating customer service with AI without losing the human touch: which tasks to delegate, the six types of support automation, and a 30-60-90 day plan with metrics you can track.
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What intelligent document processing is, how it differs from OCR, and where it helps a Chilean company: customer purchase orders, foreign invoices, expense reports, and contracts, with an Odoo example and metrics to measure it.
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MCP is the open standard that lets an AI assistant query and operate your systems. We explain how it works, how it differs from an API, what Odoo 20 includes, and how to use it without granting more access than necessary.
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What n8n is, how to apply it by department, what its fair-code license allows, what it costs in the cloud or self-hosted, how it connects to Odoo, and when Power Automate, Zapier, or Make is a better fit.
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Twelve templates from the official Power Automate gallery grouped by process, each answering the key question: does it work with Microsoft 365, or does it require premium connectors? Plus SharePoint automation, Copilot, limits, and how to connect Odoo.
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Which Power Automate license you need based on how your flow is built: what Microsoft 365 includes, when to pay for Premium or Process, how pay-as-you-go works and what changes with AI Builder on November 1, 2026.
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What Zoho Creator is, the eight workflow types it offers, how it differs from Zoho Flow and Zoho CRM workflow rules, and when Power Apps, AppSheet, Airtable or Odoo Studio makes more sense.
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A neutral overview of Tungsten Process Director, formerly Kofax and ReadSoft: what it automates inside SAP, where each name comes from, when it makes sense, and what alternatives exist depending on your ERP and company size.
Read guideManaging the sales team, leads, key accounts, quotes (CPQ) and meetings, plus what changes under Chile’s Data Protection Law 21,719. 7 guides
How to organize and lead a sales team of 2 to 20 people: which roles you need for your size, how to set goals from your sales history, which quota and commission mistakes to avoid and which KPIs to review every week.
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What lead management is, how leads, MQLs, SQLs, and opportunities differ, and how to organize the process in 6 stages. Includes a sample lead scoring model, a marketing–sales agreement, and what's worth automating.
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A practical guide to key account management: how to choose your strategic accounts, build an account plan and prepare your quarterly QBR with ERP data instead of a hand-built PowerPoint.
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A CPQ guide for small and midsize businesses: what configure, price, quote means, the problems it solves, when a dedicated CPQ makes sense, and what Odoo quotations cover.
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Agenda templates for four types of sales meetings, a checklist of what should be logged in the following 24 hours, and a comparison of AI meeting assistants based on one criterion: whether the information reaches your CRM.
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A practical inventory of 12 sales tasks that separates what AI can do from what the sales rep decides, with a focus on prospecting, LinkedIn and logging activity in the CRM.
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An operational guide to Law 21.719: what changes in your CRM, prospecting, meeting recordings and customer service with AI agents, with a table by process and a compliance checklist for SMBs.
Read guideWhat BI means for a small or midsize business, the trends that actually apply, automatic alerts on your KPIs, and how to keep a clean 360° customer view. 4 guides
A practical guide to business intelligence for SMBs: what it is, how to implement it in 6 steps, and how to turn your data into dashboards and decisions that grow the business.
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Five BI trends that are changing how companies make decisions in 2026, with their maturity level, what each one requires, and which ones an SMB can take advantage of today without a data team.
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A practical guide to stop combing through reports and get notified only when a KPI goes out of range: the pattern behind every alert, how to set the threshold, and four ways to implement it.
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A practical guide to bringing quotes, orders, invoices, tickets, and conversations into a single record per customer, and keeping it clean: no duplicates, a RUT on every record, and everything properly linked.
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