New
AI agents
Agents create and update records, answer questions about a file and run from automated or scheduled actions. Every AI feature uses Odoo credits.
a walkthrough
What is Odoo?
One suite of business apps on one database. What it is, how it fits together, and one order followed from lead to cash.
Presented by an Odoo Ready Partner
→ or click to begin · O all slides
the problem it solves
Five tools and a spreadsheet, or one order typed once.
TodayFive tools, joined by people
Standalone CRMno stock viewtyped
Spreadsheetsre-keyed every weektyped
Stock appmanual countstyped
Accounting softwaremonth-end lagtyped
Email and chatorders get losttyped
Times one order is typed0
With OdooOne database, every team
Salesquotation becomes the order
Warehousestock reserved, delivery ready
Invoicinginvoice from the order
Accountingentries post, payment matchesone customer · one product list · one set of books
Times one order is typed1
Illustrative sample order
new in odoo 20
Odoo 20, in six changes.
New
An MCP connector
Outside AI tools connect to your Odoo database through MCP, the Model Context Protocol.
New
Offline mode
Create, edit, archive and delete records without a connection, and rerun earlier searches.
Moved
Field Service is now in Planning
The Field Service app is discontinued. Its live map, routing, travel fees, website form and worksheets live in Planning.
Changed
Accounting
Parent accounts replace account groups, account codes become optional, and bill lines are suggested from past bills.
Changed
Payroll
A dashboard built around warnings, test print of pay runs and net-to-gross simulation. Work entries are removed.
Where we work
SingaporeGST taxes refined to prepare for InvoiceNow, IRAS GST reports, SFRS statements
PhilippinesBIR-compliant invoices and ledgers, 2306 and 2307 certificates, a basic payroll package
VietnamCircular 99 chart of accounts, the 01/GTGT declaration, SInvoice e-invoices from POS
From Odoo's Odoo 20 release notes. We test what you use on a copy of your database before an upgrade.
Step 1 of 6
CRM
The lead comes in and moves to proposal.
A request from the website form becomes a lead, assigned to a salesperson by rule, with the next call already planned.
- Created the lead from the website form
- Assigned it to a salesperson by rule
- Opened a quotation with the customer filled in
CRMSalesLeadsReportingConfigurationMRPipeline
My pipeline
New
Harbourlight BistroPOS for three outlets
★★☆S$18,400MR
Qualified
Sunbird ClinicsInventory and billing
★★★S$24,800AK
Proposition
Riverton LogisticsFleet and maintenance
★☆☆S$12,900JT
Won
Maple & Moss CraftsOnline store
★★☆S$7,600JT
Lumen Trading Pte Ltd20 ergonomic office chairs
Website form · just now
★★☆S$6,240JT
Call · todayQuotation S00042 created for Lumen Trading Pte Ltd
Step 2 of 6
Sales
A quotation is sent, then confirmed.
Prices come from the pricelist and GST from the tax settings. The customer accepts online, and one click confirms the order.
- Priced it from the pricelist, with 9% GST
- Reserved 20 chairs in the warehouse
- Created the delivery order, WH/OUT/00017
SalesOrdersTo InvoiceProductsReportingJTQuotations /S00042
QuotationQuotation SentSales Order
1 Delivery
S00042
Lumen Trading Pte Ltd
28/09/2026
Standard (SGD)
30 days
Order LinesOther Info
| Product | Quantity | Unit Price | Taxes | Amount |
|---|---|---|---|---|
| [CHR-ERG] Ergonomic office chair | 20.00 | 312.00 | 9% GST | S$6,240.00 |
Untaxed AmountS$6,240.00
GST 9%S$561.60
TotalS$6,801.60
Order confirmed · delivery WH/OUT/00017 created
Step 3 of 6
Inventory
The warehouse picks, packs and ships.
The delivery was waiting before anyone asked. The picker scans the chairs, validates, and stock updates on the spot.
- Took 20 chairs off stock the moment they shipped
- Updated the order's delivery status
- Made the order ready to invoice
InventoryOverviewOperationsProductsReportingWHDeliveries /WH/OUT/00017
DraftWaitingReadyDone
WH/OUT/00017
Lumen Trading Pte Ltd
29/09/2026
S00042
Delivery orders
OperationsAdditional Info
| Product | Demand | Quantity | Unit |
|---|---|---|---|
| [CHR-ERG] Ergonomic office chair | 20.00 | 0.00 | Units |
Scanning…
Ergonomic office chair
On hand120units
Reorder rulemin 40 · max 160
Delivery done · 20 chairs shipped to Lumen Trading
Step 4 of 6
Invoicing
The invoice writes itself from the order.
Every line, price and tax comes from the sales order. Confirming it posts the accounting entries at the same moment.
- Copied every line from S00042
- Posted receivable, sales and GST entries
- Sent it to the customer's portal and email
InvoicingCustomersVendorsReportingConfigurationFNInvoices /Draft
DraftPosted
Draft
Lumen Trading Pte Ltd
29/09/2026
S00042
29/10/2026 · 30 days
Invoice LinesJournal Items
| Product | Quantity | Price | Taxes | Amount |
|---|---|---|---|---|
| [CHR-ERG] Ergonomic office chair | 20.00 | 312.00 | 9% GST | S$6,240.00 |
Untaxed AmountS$6,240.00
GST 9%S$561.60
TotalS$6,801.60
| Account | Label | Debit | Credit |
|---|---|---|---|
| Accounts receivable | INV/2026/00042 | 6,801.60 | |
| Sales | Ergonomic office chair | 6,240.00 | |
| GST output tax | 9% GST | 561.60 |
Invoice INV/2026/00042 posted and sent
Step 5 of 6
Accounting
The payment lands and matches itself.
The bank line comes in with the statement. Odoo suggests the invoice it pays, by amount and reference, and one click reconciles it.
- Matched the bank line to INV/2026/00042
- Marked the invoice paid
- Closed the receivable, no spreadsheet needed
AccountingDashboardCustomersVendorsAccountingFNBank /Reconcile
Not reconciled
Bank statement · SGD current account
LUMEN TRADING PTE LTD06/10/2026 · INV/2026/00042+S$6,801.60
SUNBIRD CLINICS06/10/2026 · INV/2026/00039+S$4,280.00
OFFICE RENT OCT05/10/2026 · standing order−S$3,200.00
TAXI FARE04/10/2026 · card 4412−S$38.40
Suggested match
Paid
INV/2026/00042
CustomerLumen Trading Pte Ltd
Amount dueS$6,801.60
MatchAmount and reference · 100%
Reconciled · INV/2026/00042 is paid
Step 6 of 6
Reporting
Every number, already up to date.
Sales, stock and cash moved as the order did. The dashboard reads the same records, so there is nothing to export or rebuild.
- One order, typed once
- Five linked documents, one record trail
- Reports without exports or re-typing
DashboardsSalesInventoryAccountingMDSales this monthS$84,300+S$6,240 today
Cash receivedS$61,420+S$6,801.60 today
Chairs on hand100reorder at 40
Overdue invoices0all paid on time
Sales by week
The record trail
LeadLumen Trading
S00042sales order
WH/OUT/00017delivery
INV/2026/00042invoice
BNK1/2026/00093payment
with technext
Accounting, Sales and Inventory first, then the rest.
Weeks 1–2Discoverprocesses mapped to Odoo apps; the scope written down
Weeks 3–6Buildthree sprints on a staging copy; your data loaded twice
Weeks 7–9Test & trainkey users test real scenarios; each team trained on its screens
Week 10Go livefinal balances, a planned cut-over, the whole team on hand
AfterRunhypercare, then support and upgrades from the same team
Three apps firstwhere most of the value is; the rest follow on the same databaseStandard before customconfiguration over code; modules only where the process genuinely differs
One team, three officesSingapore HQ, Taguig City and Ho Chi Minh City, from discovery to support
Illustrative plan · your dates are set in discovery
next step
See your own process in Odoo.
Book a 30-minute online discovery call. We'll walk through how your orders, stock and money move, and show you the same flow in Odoo.
Scan to book a call
Discovery Call with TechNext · 30 min online