Accounting
Sales
Inventory
Process-to-app map
Your flows drawn against Odoo apps, with the hand-offs marked.
step 1 of 4
Discovery: understand before we configure.
We sit with the people who do the work — finance, sales, warehouse — and map how an order, a stock movement and a payment travel through the company today. Then we match each step to an Odoo app and write it down.
what happens
Three sessions, one document.
01
Process walk-through
Order to cash, procure to pay, stock in to stock out — as they run now, including the workarounds.
02
App mapping
Each step assigned to a standard Odoo feature. Gaps flagged as configuration, integration or custom development.
03
Scope and sequence
Which apps first, what data moves, who needs training, what hosting fits — in a written scope you can act on with or without us.
you leave with
Deliverables.
Written scope
Phases, apps, data migration list, integrations, training plan, hosting recommendation.
Quotation
Priced against the scope, so the number follows the problem — not the other way round.
then
Next: Training.
Once the scope is agreed and the system configured, each team learns its own screens on your data.