High Level Overview
Order Intake & Confirmation
High complexityCustomer POs arrive by email and are keyed into Odoo, with stock, credit, and pricing checked by hand before the order is confirmed and released to the warehouse. Highest-volume workflow, and the one where mistakes cost the most.
Purchasing & Replenishment
High complexityReorders and POs raised in Odoo off a reorder Google Sheet, weekly and ad hoc. Reactive — stock is usually reordered after it has already run out.
Returns & Credit Memos
High complexityReturns and credit memos handled in Odoo and Gmail with no written policy. The most undocumented workflow in the department — every rep does it slightly differently.
Vendor Invoice Processing (AP)
Medium complexitySupplier invoices arrive by email and are matched against POs and receipts in Odoo by hand. About 200 a month, all handled by a single AP clerk.
Customer Onboarding & Credit
Medium complexityNew customers set up in Odoo with credit terms agreed over email between Finance and Sales. Slow credit setup is what later strands orders at the credit check.
Inventory Cycle Counts
Medium complexityWarehouse cycle counts recorded in Odoo on a monthly cadence. The cleanest of the six — well-bounded and low-exception.