Field notes for teams running Odoo.
Guides, comparisons, and how-tos on Odoo, ERP, and manufacturing systems.
Practical articles for the engineers and operators who work with Odoo and the systems around it.
Not all business is one-off. Some is recurring: a customer relationship that repeats on a regular cycle. This piece is about recurring orders and contracts in Odoo Sales. What recurring business is Re...
Read postA business needs to understand its sales, both what has happened and what is likely to come. Sales reporting and forecasting cover those two. This piece is about both in Odoo. Sales reporting: underst...
Read postA sale is not complete when the order is confirmed; the goods still have to be delivered. Connecting sales to inventory and delivery is what makes that flow. This piece is about it in Odoo. The flow f...
Read postAn Odoo Sales setup can serve a business well or fight it, and the struggles tend to come from a recognisable handful of mistakes. This piece sets out the common mistakes in configuring Odoo Sales and...
Read postA CRM pipeline organises opportunities into stages, and the whole pipeline is only as useful as those stages are right. This piece is about designing a CRM pipeline in Odoo that matches your sales pro...
Read postA lead is only worth having if someone works it, and that means leads have to reach the right salesperson. This piece is about lead assignment and routing rules in Odoo CRM. The problem of getting lea...
Read postA sales team has limited time, and not every lead deserves an equal share of it. Lead scoring estimates which leads are most promising. This piece is about lead scoring setup in Odoo CRM. What lead sc...
Read postA business's website is a source of leads, and a lead from the website is only worth anything if it reaches the sales team. This piece is about capturing website leads into Odoo CRM. The website as a ...
Read postA great deal of selling happens by email, and email that is disconnected from the CRM is communication that lives apart from the opportunities it concerns. This piece is about email integration with O...
Read postDeals are rarely won in one contact; they are won through consistent follow-up. Activities and next steps are how a CRM keeps that follow-up happening. This piece is about them in Odoo CRM. Why follow...
Read postEvery opportunity a business pursues ends one of two ways: won or lost. The pattern of those outcomes, and the reasons behind them, is worth understanding. This piece is about won and lost analysis wi...
Read postA business often has leads and contacts already, in spreadsheets or another system, and importing them into Odoo CRM is a natural step. Doing it cleanly matters. This piece is about importing leads an...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.