Systems and Odoo

Make the way the business runseasier to see, manage and improve.

I map the operation as it runs today, then implement Odoo and connected business systems around how the team quotes, sells, fulfils, delivers and reports.

Patchwork tools hide the state of the operation.

Quoting lives in one place, stock in another, delivery on paper and reporting in whoever remembers to update the spreadsheet. Everything works until it has to work together.

This is done-for-you implementation. I map the operation, configure a useful first release, connect the right services and work through adoption with the people responsible for the process. The result is a clearer operational system with less manual stitching and better visibility from enquiry to fulfilment.

What I implement around the operation.

The scope can begin with one blocked workflow or a wider Odoo rollout. The important part is defining what must work together and releasing it in an order the business can absorb.

Odoo and ERP implementation

Configure the core applications, access, approvals and records around the operation rather than forcing the team into a generic setup.

Process mapping

Trace how work moves now, including the handovers, exceptions and workarounds a clean diagram usually misses.

CRM

Shape customer management so enquiries, account history, ownership and next actions stay visible.

Quoting and sales

Connect qualification, pricing, approvals, quotes, orders and follow-up around a clear sales workflow.

Stock and fulfilment

Make availability, purchasing, picking and fulfilment easier to follow from the same operational record.

Delivery and jobs

Build the booking, assignment and completion steps that help work move without relying on memory or loose notes.

Portals

Give customers, account holders or staff an appropriate view of the information and actions they need.

Integrations

Connect the services worth keeping so information can cross system boundaries with clear ownership and failure handling.

Automation

Remove repetitive handoffs where a reliable rule can do the work, while keeping important decisions visible to people.

Reporting

Create views that show the current state of sales and operations without asking the team to rebuild the picture manually.

Data migration

Plan, clean, test and reconcile the records needed for a useful first release instead of moving old clutter by default.

Training and handover

Work with the people using the system so roles, everyday actions and exception paths are understood before handover.

Enter it once, use it everywhere.

Enquiry, quote, stock, delivery, follow-up and reporting all work from the same record. Nothing gets retyped and nothing gets lost between steps.

01

Enquiry

Capture the useful context once.

02

Work

Move quoting, stock and delivery together.

03

Follow-up

Keep people and next actions visible.

04

Reporting

See the state of the operation clearly.

Odoo 19 extensions

Built and packaged for Odoo 19

Small recurring gaps in an Odoo workflow can create disproportionate manual effort, so these extensions solve focused operational needs cleanly.

  • Meta Offline Sales event handling
  • Direct sales prices on product variants
  • Required shipping method before sales confirmation

Start with what helps most, then improve from how the team uses it.

The work moves in manageable stages, with the people, data and handover considered alongside the configuration.

01

Map the operation

I map how work moves through the business now.

02

Shape the first release

I define the first useful release and the decisions it must support.

03

Implement and test

I configure and connect the workflows in manageable stages.

04

Train and improve

I test the system with the people who will use it and refine the handover.

Send Luke the operational mess.

Describe the workflow that keeps breaking, the platform you have, or the Odoo rollout you need built.