Business Workflows
& ERP Strategy.
Map your business processes to Odoo with precision. O2C, P2P, R2R, and the "Truth" of ERP implementation.
Advisor Roadmap
ERP Jargon Decoder
| Term | Full Form | Definition |
|---|---|---|
| L2C | Lead to Cash | The entire process of finding a customer and getting paid. |
| P2P | Procure to Pay | Buying raw materials from a vendor and paying them. |
| R2R | Record to Report | The accounting cycle from transactions to financial statements. |
| BoM | Bill of Materials | The 'Recipe' for a product listing all raw materials. |
| COGS | Cost of Goods Sold | Direct cost of producing goods (Material + Labor). |
| WIP | Work in Progress | Partially manufactured goods (Asset on Balance Sheet). |
Lead to Cash (L2C) — Sales & CRM
Create Prospect in CRM
No financial impact. Entry in CRM funnel.
Draft Quotation
Price commitment, No GL impact.
Confirm Sales Order
Stock reservation (Inventory). SO created.
Warehouse Fulfillment
Inventory moves to 'Packing' zone.
Validate Shipping
Debit: COGS / Credit: Stock (Asset decreases).
Post Customer Invoice
Debit: Accounts Receivable / Credit: Revenue.
Register Payment
Debit: Bank / Credit: Accounts Receivable.
Bank Statement Match
Finalizes the cash-flow loop.
Procure to Pay (P2P) — Purchase & Inventory
Create Purchase Requisition
Internal demand tracking.
Send Request for Quote
Vendor price comparison.
Confirm Purchase Order
Financial commitment created.
Validate Goods Receipt
Debit: Stock / Credit: Stock Interim (Received not Invoiced).
Post Vendor Bill
Debit: Stock Interim / Credit: Accounts Payable.
Verification
Compare PO vs Receipt vs Bill to prevent fraud.
Register Vendor Payment
Debit: Accounts Payable / Credit: Bank.
Design to Deliver (D2D) — Manufacturing
Define BoM & Routing
Sets the 'Recipe' and 'Cost' structure.
Generate MO (from SO or MTO)
Demand planning triggers component check.
Confirm MO
Raw Materials reserved in stock.
Work Order Completion
Time tracked at Work Centers (Labor Cost).
Produce & Post
Debit: Finished Goods / Credit: WIP + Raw Materials.
Hire to Retire (H2R) — HR & Workforce
Applicant Pipeline
Recruitment cost tracking.
Employee Contract
Legal & payroll liability setup.
Timesheet/Attendance
Capture billable hours or labor cost.
Generate Payslip
Debit: Salary Expense / Credit: Liabilities.
Full & Final Settlement
Clearing all employee-related accruals.
Project to Profit — Prof. Services
Service Product SO
Creates Task/Project automatically.
Timesheet Entry
Records billable effort.
Invoicing based on TS
Revenue generation based on actual hours.
Record to Report (R2R) — Financial Control
"R2R is the final check and balance, ensuring all operational cycles (L2C, P2P) accurately reflect on the Balance Sheet."
Subscribe to Renew (S2R) — Recurring Revenue
Confirm Recurring SO
Creates a recurring revenue stream.
Recurring Invoicing
Auto-posts invoices every month/year.
Renewal Management
Alerts sales team for upcoming contract renewals.
Odoo vs SAP vs NetSuite
| Criteria | Odoo 19 | SAP B1 | NetSuite |
|---|---|---|---|
| Cost (10 users) | ~$300/mo | ~$3,000/mo | ~$2,500/mo |
| Implementation | 2-6 months | 6-12 months | 4-8 months |
| Customization | Full Source CodeHigh | SDK (Limited)Med | SuiteScriptMed |
| Manufacturing | Strong | Very Strong | Basic |
| POS/E-comm | Built-in | None | Add-on |
Workflow Mastery Checklist
- ✓ Map L2C Debit/Credit Impact
- ✓ Understand P2P 3-Way Matching
- ✓ D2D: WIP to Finished Goods Logic
- ✓ H2R: Timesheet to Billing Sync
- ✓ R2R: Financial Close Lockdown
- ✓ Compare Odoo vs Competitors
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