Run the business from one set of figures, not five.
Most small firms get to a point where the books, spreadsheets and a few apps don't show the owner the whole picture. Connect sales, stock and money early, so growth doesn't add paperwork.
Subscription syndrome: ten apps, ten logins, and still nobody knows where anything is. One Odoo login does the lot.
Step 2 of 3
What does your business do?
Situations we hear
- Your accounts package is up to date, but stock and orders live in spreadsheets.
- Customers wait while someone checks stock or prices.
- Month end means copying figures from one place to another.
- You want yesterday's figures without phoning anyone.
Journeys we would explore with you
Each journey shows who does what, the information that follows the work, and how decisions improve. Existing systems you want to keep stay in place.
Are opening balances, responsibilities and the switch date agreed?
Spreadsheet data is inconsistent. Imports are tested on a copy first and duplicates resolved before the day you switch over, so bad data is not carried over.
The objective. The owner wants each sale, purchase and payment entered once and reflected in stock and the accounts at the same time.
How the work flows
- Owner and bookkeeper Agree the chart of accounts, opening balances and the date to switch over. Decision: Are opening balances, responsibilities and the switch date agreed?
- Office manager Imports customers, suppliers and products with prices from the existing spreadsheets.
- Sales Creates quotations and orders in the system, which reserve stock and lead to invoices.
- Warehouse Receives purchases against orders, updating stock and creating supplier bills to check.
- Bookkeeper Reconciles bank transactions fed from the bank against invoices and bills.
- Owner Reviews profit and loss and stock value from the same records at month end.
What must stay connected
- Opening balances and chart of accounts
- Customer prices and product costs
- Stock quantities
- Invoices, bills and bank transactions
When it doesn't go to plan
Spreadsheet data is inconsistent
Imports are tested on a copy first and duplicates resolved before the day you switch over, so bad data is not carried over.
Accountant prefers to keep working in their own tools
The accountant is given access to the ledger or receives standard reports, so their role continues without rekeying.
Why it matters. Month end becomes a review rather than a reconciliation exercise, and stock value and margins come from the same records as the accounts.
Core apps
Optional but recommended
- Expenses So claims are approved and posted, not re-keyed.
- Documents So supplier bills are captured, not typed.
- Sign So quotes are accepted and signed online.
How TRC delivers it
- Standard in Odoo Sales, purchase, inventory and accounting sharing the same records.
- Standard in Odoo Bank synchronization and reconciliation.
- Standard in Odoo · TRC configures Chart of accounts, taxes and product import from existing spreadsheets.
What we would prove before you commit
- Import a sample of real products and customers into a test database.
- Run one week of test orders, receipts and payments through to reconciled accounts.
Odoo 20 documentation: Chart of accounts (Odoo 20.0) opens odoo.com ↗ · Import products (Odoo 20.0) opens odoo.com ↗ · Bank reconciliation (Odoo 20.0) opens odoo.com ↗
Open this journey on its own page
Can the first shop release stock without creating its own shortage?
Point of sale closing does not match cash counted. The difference is recorded at closing so it can be investigated rather than hidden.
The objective. The owner wants both shops selling the same products at controlled prices, with stock visible across them and one set of accounts.
How the work flows
- Owner Sets up the second shop as a warehouse and point of sale using the existing product catalog and prices.
- Shop staff Sell through the point of sale; each sale reduces stock at that shop.
- Shop staff Check stock at the other shop when a customer asks, and request a transfer.
- Owner Approves the transfer and the goods move between shops with a record of who sent and received them. Decision: Can the first shop release stock without creating its own shortage?
- System Posts each shop's closing to accounting with payments by method.
- Owner Compares sales and margin by shop from one report.
What must stay connected
- Shared product catalog and prices
- Stock by shop
- Transfers between shops
- Daily takings per shop
When it doesn't go to plan
Point of sale closing does not match cash counted
The difference is recorded at closing so it can be investigated rather than hidden.
A product is priced locally for a promotion
A price list or promotion is set for that shop only, so the main price is unchanged.
Why it matters. The second location runs on the same catalog, prices and accounts, so opening it adds a shop, not a parallel business to administer.
Core apps
Optional but recommended
- Email Marketing So a receipt can become a returning customer.
- Purchase So reordering starts from real stock.
- Documents So delivery notes and bills are captured, not typed.
How TRC delivers it
- Standard in Odoo Multiple points of sale and warehouses in one database.
- Standard in Odoo · TRC configures Transfer routes between shops and shop-specific price lists.
What we would prove before you commit
- Configure two test shops and show a sale, a transfer and both closings in one report.
- Show a cash difference recorded at closing.
Odoo 20 documentation: Point of Sale (Odoo 20.0) opens odoo.com ↗ · Warehouses (Odoo 20.0) opens odoo.com ↗
Open this journey on its own page
Is stock available to promise across both sales channels?
Last item sells in the shop while in a web basket. Stock is updated on each sale and the store can be set to block out-of-stock purchases.
The objective. The owner wants online orders to draw on the same stock, appear with shop orders, and be invoiced and paid without rekeying.
How the work flows
- Owner Publishes selected products to the online store from the existing catalog.
- Customer Orders and pays online through a payment provider.
- System Creates the sales order, reserves stock and creates the delivery for packing. Decision: Is stock available to promise across both sales channels?
- Packer Picks, packs and ships, recording the shipment.
- System Registers the payment and the invoice against the order.
- Owner Reviews online and shop sales together.
What must stay connected
- Stock shared between shop and web
- Product descriptions and prices
- Online payments matched to orders
- Shipments and tracking
When it doesn't go to plan
Last item sells in the shop while in a web basket
Stock is updated on each sale and the store can be set to block out-of-stock purchases.
Customer returns an online order to the shop
Staff process the return against the original order so stock and refund stay linked.
Why it matters. Online sales grow without a second back office, and the owner sees one view of demand.
Core apps
Optional but recommended
- Live Chat So shoppers get an answer before they leave.
- Purchase So reordering starts from real stock.
- Documents So delivery notes and bills are captured, not typed.
How TRC delivers it
- Standard in Odoo eCommerce on the same product, stock and accounting records.
- TRC connects Payment provider and carrier connectors chosen to suit the business.
- Standard in Odoo · TRC configures Online availability rules and shipping methods.
What we would prove before you commit
- Place test web orders and shop sales against the same item to show shared stock.
- Show a paid web order reaching a delivery and invoice with no rekeying.
Odoo 20 documentation: eCommerce (Odoo 20.0) opens odoo.com ↗ · Order handling (Odoo 20.0) opens odoo.com ↗ · Payment providers (Odoo 20.0) opens odoo.com ↗
Open this journey on its own page
Are yesterday's figures complete enough to act on?
A site forgets to close the point of sale. The dashboard shows the open session, so the gap is visible rather than silently missing from the figures.
The objective. The owner wants sales, cash and key costs from the day before ready each morning in one place.
How the work flows
- Managers Close the point of sale each evening; takings and payment methods post automatically.
- System Bank transactions arrive by synchronization and are matched to recorded sales and bills.
- Bookkeeper Records supplier bills as they arrive so costs are current.
- Owner Opens a dashboard or spreadsheet built on live data showing sales by site, cash position and overdue items. Decision: Are yesterday's figures complete enough to act on?
- Owner Follows up exceptions, such as a site with low takings or an unpaid supplier, directly from the record.
What must stay connected
- Daily takings per site
- Bank balance and unmatched transactions
- Supplier bills and due dates
- Margin by site
When it doesn't go to plan
A site forgets to close the point of sale
The dashboard shows the open session, so the gap is visible rather than silently missing from the figures.
Bank feed is delayed
Figures show the last synchronized date so the owner knows how current they are.
Why it matters. The owner spends less time collecting figures and more time acting on them, from data that managers and the bookkeeper already maintain.
Core apps
Optional but recommended