What Odoo covers
Too deep?
Odoo provides the connected platform. TRC brings the experience to shape and deliver it.
What happens next?
- 1 An inquiry arrives
- 2 It becomes an order
- 3 Stock is allocated or production starts
- 4 A purchase order is raised if needed
- 5 Delivery is arranged
- 6 The invoice goes out
- 7 Payment is reconciled
What changes when it connects
- Orders typed again into finance
- Stock checked by phone or spreadsheet
- Purchasing based on last month's guess
- Month-end spent reconciling systems
- An order updates stock, delivery and the invoice
- Availability visible to sales and customers
- Purchasing driven by real demand and lead times
- Finance sees the activity behind the numbers
Six areas, one business
Marketing
Turn interest into opportunity.
Bring your website, campaigns, events and appointments closer to the customer relationships they create.
- Websites
- Email and social marketing
- Events
- Live chat
- Appointment booking
- Marketing Someone discovers your business at an event or online
- Marketing They book a conversation in your calendar
- Sales The conversation becomes a proposal
- Documents and approvals The proposal is accepted and signed
- Operations Ongoing support builds on the relationship
Sales
Make doing business with you feel effortless.
Connect the first conversation with the quotation, the purchase and the relationship that follows.
- CRM
- Sales
- eCommerce
- Point of sale
- Subscriptions
- Rentals
- Sales A customer requests a service
- Operations The request becomes scheduled work
- Operations Time, materials and completion details are recorded
- Finance They support an accurate invoice
- Sales And the next customer conversation
Operations
Connect every promise to the work behind it.
Bring demand, materials, capacity, people and quality checks into a coordinated operation.
- Purchasing
- Inventory
- Manufacturing
- Quality
- Projects
- Field service
- Maintenance
- Customer support
- Sales A customer order sets the requirement
- Operations Materials are planned and bought
- Operations Production and quality checks follow
- Operations Delivery is arranged
- Finance The invoice reflects what was delivered
Manage staff
Give your people more room to do their best work.
Make everyday tasks easier, responsibilities clearer and useful knowledge easier to find.
- Recruitment
- Employee records
- Planning
- Leave
- Appraisals
- Learning
- Shared knowledge
- Manage staff A vacancy is published and the right applicant is hired
- Documents and approvals The offer is signed electronically
- Manage staff Onboarding tasks and equipment are ready on day one
- Manage staff They find the knowledge articles and a short course they need
- Operations Their first assignment arrives, with time recorded against it
Finance
Understand what is coming in, going out and creating value.
Connect financial information to the activity behind it, helping your team understand performance and act with confidence.
- Accounting
- Invoicing
- Expenses
- Reconciliation
- Financial reporting
- Finance A receipt is photographed on a phone
- Documents and approvals The manager approves it in a tap
- Finance It's reimbursed and posted to the accounts
- Operations The cost lands on the right project
- Finance Project margin is visible without a spreadsheet
Documents and approvals
Keep decisions, documents and conversations moving.
Help people find what they need, get the right approval and move work forward.
- Documents
- Electronic signatures
- Approvals
- Messaging
- Automation
- Documents and approvals Someone requests new equipment
- Documents and approvals The right manager approves it on mobile
- Operations A purchase order goes to the supplier
- Operations Delivery is received and checked
- Finance The supplier bill is matched and paid
The journeys are illustrations. We establish how each step would work for your business, including configuration, integrations and any specialist systems you keep.
Tell Brad about your business, and we'll start from what you've just read.