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Practical, plain-English guides to getting real value from Odoo, across inventory, manufacturing, purchasing, sales, CRM and accounting, written by a certified Odoo consultant. Browse the guides below, or jump straight to how I can help with your Odoo project.

Odoo consulting & services

Odoo Consulting

Vendor-neutral advice on choosing, scoping and getting value from Odoo.

Odoo Implementation

End-to-end implementation, configured to how your business really runs.

Odoo Migration

Move onto Odoo or upgrade versions, tested on a copy, then a clean cut-over.

Odoo Customization

Custom modules and workflows for the gaps standard Odoo does not cover.

Start here: popular guides

Why Odoo? A Consultant's View
How Much Does Odoo Cost? A Straight Answer
SAP vs Odoo: Which Fits Your Business?
Odoo vs Microsoft Business Central
ERP vs CRM: Do You Need Both?
Odoo Implementation Checklist
Odoo 20: What to Expect and How to Prepare

Inventory & Warehouse

Stock control, warehouses and locations, reordering, lots and serial numbers, valuation and removal strategies.

Automating Purchasing in Odoo: Reordering Rules and Lead Times
Inventory Valuation and Landed Costs in Odoo
Removal Strategies in Odoo: FIFO, LIFO and FEFO Explained
Shipping and Receiving in Odoo: Inbound and Outbound Flows
Inventory Adjustments and Cycle Counts in Odoo
Reordering Rules and Replenishment in Odoo Inventory
Warehouses, Locations and Operation Types in Odoo
Lot and Serial Number Tracking in Odoo Inventory
Product Types, Units of Measure and Packaging in Odoo
Odoo Inventory: A Complete Guide to Warehouse Management
Odoo for Manufacturing: A Practical Introduction to MRP
Common Inventory and Warehouse Problems (and How ERP Fixes Them)
Getting Inventory Management Right with ERP

Manufacturing (MRP)

Bills of materials, work centers, manufacturing orders, subcontracting and quality control.

ERP for Subcontracting Businesses: Problems It Solves
ERP for a Coffee Business: Problems It Solves
ERP for the Steel Industry: Problems It Solves
ERP for Manufacturing: The Problems It Solves
Growing Pains? How Odoo Scales With Your Business
Odoo Sales: From Quotation to Sales Order
Automating Purchasing in Odoo: Reordering Rules and Lead Times
Quality Control in Odoo: Checks and Control Points
Subcontracting in Odoo Manufacturing
Manufacturing Orders: The Production Workflow in Odoo
Work Centers and Work Orders in Odoo Manufacturing
Bills of Materials in Odoo: Kits, Variants and Multi-Level BoMs
ERP vs CRM: What's the Difference (and Do You Need Both?)
Odoo for Manufacturing: A Practical Introduction to MRP
Odoo vs Microsoft Business Central: How to Choose
Why Odoo ERP?

Purchase & Procurement

RFQs to purchase orders, vendor bills and three-way matching, pricelists and purchase automation.

Automating Purchasing in Odoo: Reordering Rules and Lead Times
Vendor Pricelists and Purchase Agreements in Odoo
Vendor Bills and Three-Way Matching in Odoo
Odoo Purchase: From RFQ to Purchase Order

Sales

Quotations to sales orders, product variants, pricelists, invoicing policies and subscriptions.

Promotions, Coupons and Upselling in Odoo eCommerce
Product Pages, Variants and Catalog in Odoo eCommerce
Odoo eCommerce: Setting Up Your Online Store
Subscriptions and Recurring Revenue in Odoo
Invoicing Policies in Odoo Sales: Ordered vs Delivered
Pricelists and Discounts in Odoo Sales
Product Variants and Optional Products in Odoo Sales
Odoo Sales: From Quotation to Sales Order

CRM

Pipeline management, lead generation and mining, predictive lead scoring, activities and forecasting.

Activities, Forecasting and Reporting in Odoo CRM
Predictive Lead Scoring in Odoo CRM
Lead Generation and Lead Mining in Odoo CRM
Odoo CRM: Managing Your Sales Pipeline
Losing Leads and Customers? How Odoo CRM Keeps Them
Getting Your Team to Actually Use the CRM
Odoo vs Salesforce vs Microsoft Dynamics 365: Which CRM Is Right for You?
ERP vs CRM: What's the Difference (and Do You Need Both?)

Accounting & Finance

Customer invoicing, vendor bills, taxes, bank reconciliation, analytic accounting and financial reporting.

Payments and Checkout in Odoo eCommerce
Assets, Deferred Revenue and Expenses in Odoo
Financial Reporting in Odoo: P&L, Balance Sheet and More
Analytic Accounting in Odoo: Tracking Profitability
Chart of Accounts and Journals in Odoo Explained
Bank Reconciliation in Odoo
Taxes and Fiscal Positions in Odoo
Vendor Bills and Payments in Odoo Accounting
Customer Invoicing in Odoo: From Invoice to Payment
Odoo Accounting: An Overview for Business Owners
Invoicing Policies in Odoo Sales: Ordered vs Delivered
Vendor Bills and Three-Way Matching in Odoo
Slow Invoicing Hurting Cash Flow? How Odoo Speeds It Up
Inventory Valuation and Landed Costs in Odoo

Odoo 20 & Migration

Upgrading Odoo versions and migrating onto Odoo, planned, tested and delivered cleanly.

Odoo 20 Migration: Should You Upgrade, and When?
Upgrading to Odoo 20: A Practical Migration Guide

Planning an Odoo project?

Whether it is a fresh implementation, a migration, customization or just a straight second opinion, I can help. Let's talk about what you are trying to achieve.

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