Sales, quotations & invoicing
Map the path from a customer enquiry or quotation through the sales order and invoice. Define useful document layouts, handoffs and reporting so commercial information can flow into operations and accounting.
Odoo business systems
Connected systems.
A clearer business.
Bring accounting, sales, inventory, and operations together through business systems shaped around the way you work.
Odoo business systems
Are disconnected systems slowing your team down?
For retail, trading, manufacturing and service businesses that have outgrown disconnected spreadsheets or separate operational systems. Greenlight’s Odoo-based approach starts with the way work moves through your business, then defines the modules, configuration and transition needed.
Purchasing & supplier workflows
Connect requests for quotations, purchase orders, receipt of goods and supplier records. Configure approval points and purchasing triggers around the needs of the business.
Inventory & product management
Map products, locations and the movement of goods through your operating cycle. Define the records and reports needed to improve visibility into stock and support financial reporting.
Manufacturing & work orders
Scope production planning, work orders and quality-control workflows around how your team manufactures. Connect operational records to purchasing, inventory and management information.
Accounting & management reports
Configure financial workflows, document layouts and reports around agreed accounting and operational requirements. Clarify the connections between customer, supplier and inventory activity and the financial records.
Projects, people & payroll workflows
Assess project-management and human-resources needs, and the payroll-related records or integrations required. Confirm local requirements and module fit before committing to a solution.
Practical details
A system your team can work with
The exact outputs depend on the modules and implementation scope agreed with your team.
- A phased implementation roadmap with priority workflows and responsibilities.
- Configured document layouts, roles, operational workflows and management reports.
- A transition plan for existing records and business processes, with agreed checks before rollout.
- Training for key users, supporting user guidance and an agreed support and upgrade plan.
Practical details
Bring a real workflow to the first conversation
A concrete example is more useful than a long feature wish list.
- Your current systems and the spreadsheets or manual handoffs between them.
- Examples of quotations, orders, invoices, purchasing documents and reports used by your team.
- An outline of products, stock locations, production or service delivery processes and relevant integrations.
- Who uses the system, what permissions they need and which changes would have the greatest practical value.
Start with the workflow that needs to work better.
Describe the process, the systems involved and where your team loses time.