Sales
Customer Credit Control
Live credit exposure from receivables and un-invoiced orders, with limits, overdue rules and finance approval for exceptions.
View solutionIndustry experience
Odoo for Trading & Distribution
Trading businesses live on margin, stock turns and credit discipline. Our Odoo work for trading and distribution focuses on controlling exposure, procurement and stock movement across branches.
Industry challenges
Problems we solve
- Orders confirmed for customers already over their credit limit
- Purchase orders approved informally
- Vendor documents and bank details unchecked
- Branch stock requests handled by phone
- Receiving discrepancies discovered late
Business workflow
The end-to-end process in Odoo
- 1 Quotation
- 2 Credit check
- 3 Order
- 4 Procurement
- 5 Receipt
- 6 Delivery
- 7 Invoice
MRM solutions
Solutions for this industry
Automation
Multi-Level Approval Engine
Configurable approval flows for purchase orders, expenses, payments or any Odoo model, with unlimited levels, delegation, escalation and audit.
View solution
Purchase
Vendor Onboarding & Compliance
Supplier self-registration, mandatory documents with expiry monitoring, multi-department review and controlled bank-detail changes.
View solution
Inventory
Stock Requests, Transfers & Material Requests
Simple internal stock requests with approvals, sending and receiving across warehouses, plus material requests and goods received notes.
View solution
Reporting
MIS, Budget & Executive Reporting
MIS packs with budget variance and prior-year comparison, dynamic budget drill-down and management Excel reports.
View solutionRelevant Odoo applications
- Sales
- Purchase
- Inventory
- Accounting
- Contacts
Typical integrations
- Bank statements
- Email and messaging notifications
Benefits
What changes for your business
Lower credit risk
Exposure checked at confirmation.
Procurement control
Approvals before commitment.
Stock visibility
Requests and transfers tracked.
Clean vendor master
Documents and banks verified.
Related projects
Case studies
MRM product
Inventory Request & Inter-Branch Transfer System
A request-based stock transfer process for non-warehouse users, with approval, sending and receiving steps.
- Odoo 19
- Python
- XML
MRM product
Universal Multi-Level Approval Engine
A configurable approval framework that attaches to any Odoo model, replacing hard-coded approval levels with configuration.
- Odoo 19
- Python
- OWL
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.