ERP implementation
Connect sales, stock, purchasing and finance around the same business record. Start with the work people need to complete; configure the system around it.
Westbay Interiors
Two locations to coordinate
Tax and freight excluded
Planning date in this example
Choose the workstream
Each workstream needs a delivery output and someone from your team who can confirm it is correct.
4 workstreams
Sales & order control
Order states, price approvals, customer terms and release rules.
Commercial terms and approval limits belong to your business.
Inventory & warehouses
Item masters, locations, stock movements and picking handoffs.
Your warehouse team validates opening quantities and physical counts.
Purchasing & replenishment
Purchase requests, supplier records, approval steps and receipts.
Supplier selection, buying authority and payment approval remain yours.
Finance handoff
Customer references, invoice draft inputs, exception checks and export requirements.
Your finance adviser confirms tax treatment, statutory settings and reporting.
Design for the exception
The order value and warehouse allocation are known. A credit approval exception is still open. The warehouse team needs a visible hold, not a private message.
Process first. Platform second.
Odoo and Microsoft Dynamics 365 may be scope candidates. Edition, localisation, integrations, licensing and the skills required for delivery need a separate fit assessment.
Platform names describe possible scope; no partnership or certification is claimed.
Put the next step in focus
An ordinary transaction often reveals more than a long feature list. Start with your people, records and recurring exceptions.