Automation Guides
Learn how to automate key business processes with Odoo. Each guide includes step-by-step setup instructions, time and cost savings estimates, and before-vs-after comparisons.
How to Automate Your Accounting with Odoo
Manual accounting drains finance teams with repetitive data entry, copy-pasting between spreadsheets, and chasing down receipts. Bank reconciliation alone can take hours each week when done line-by-line, and month-end closings often stretch into days of overtime. Human error in journal entries leads to costly discrepancies that multiply through financial statements.
How to Automate Inventory Management
Managing inventory manually means spreadsheet-based stock counts, delayed reorder decisions, and constant guesswork about what is in which warehouse. Teams waste hours reconciling physical counts with system records, and stockouts or overstocking cost businesses thousands in lost sales and carrying costs. Without real-time visibility, purchasing decisions are always reactive rather than proactive.
How to Automate Order Processing
Manual order processing means re-keying orders from emails, phone calls, and marketplace portals into your ERP, one by one. This creates bottlenecks during peak periods, introduces data entry errors that lead to wrong shipments, and delays fulfillment times. Customers expect same-day or next-day shipping, but manual workflows make that nearly impossible to achieve consistently.
How to Automate Employee Onboarding
Manual onboarding is a paperwork nightmare that frustrates new hires and buries HR teams. Collecting tax forms, setting up payroll, assigning equipment, provisioning IT access, and scheduling training involves dozens of emails, physical documents, and follow-ups. New employees often wait days for a laptop or system access, creating a poor first impression. HR staff spend so much time on administrative onboarding tasks that they have little capacity for strategic people initiatives.
How to Automate Invoicing & Billing
Manual invoicing is slow, error-prone, and directly impacts cash flow. Finance teams spend hours creating invoices from sales orders, double-checking line items, and sending them by email or post. Late invoices mean late payments, and without automated follow-up, outstanding receivables pile up. Subscription and recurring billing adds another layer of complexity when handled manually, as missed billing cycles translate directly into lost revenue.
How to Automate Purchase Orders
Manual procurement is a bottleneck that causes production delays and stockouts. Purchasing teams spend hours comparing supplier prices, creating POs in spreadsheets, getting manager approvals via email chains, and following up on delivery dates by phone. Without automated reorder triggers, stock runs out before anyone notices, leading to rush orders at premium prices. Tracking which POs have been approved, sent, or received requires constant manual status updates.
How to Automate Email Marketing
Running email marketing manually means spending hours building individual campaigns, segmenting contact lists by hand, and trying to remember when to send follow-up sequences. Marketing teams copy-paste content between tools, lose track of who received what, and cannot personalize at scale. Without automation, high-value triggers like abandoned carts, post-purchase follow-ups, and re-engagement campaigns simply do not happen because there is no bandwidth to run them.
How to Automate Customer Support
Manual customer support means shared email inboxes where messages get lost, no visibility into response times, and inconsistent service quality depending on who picks up the ticket. Support managers cannot track SLA compliance because there is no structured data on resolution times. Common questions get answered differently by different agents, and there is no systematic way to identify recurring issues that could be resolved with documentation or product fixes.
How to Automate Warehouse Operations
Running a warehouse with paper-based processes and manual coordination is expensive and error-prone. Pickers walk inefficient routes because there is no optimized path, packers verify items by memory rather than scanning, and receiving staff count incoming goods by hand against printed PO lists. Inventory discrepancies accumulate until the next full physical count, and shipping errors generate costly returns and unhappy customers. Scaling operations means adding headcount linearly because nothing is systematized.
How to Automate Your Sales Pipeline
Sales teams lose deals because leads fall through the cracks in manual pipelines. Reps forget to follow up, spend time on unqualified leads while hot prospects go cold, and managers have no visibility into pipeline health until the weekly spreadsheet update. Without structured processes, every rep runs their own system, making it impossible to forecast revenue accurately or identify bottlenecks in the sales cycle.
How to Automate Payroll Processing
Manual payroll processing is one of the most time-sensitive and error-sensitive tasks in any business. HR and finance teams spend days each pay period collecting timesheets, calculating overtime, applying tax withholdings, processing deductions for benefits and loans, and generating individual payslips. A single error can result in under- or overpayment, employee dissatisfaction, and compliance penalties. The complexity multiplies with different employee types, pay structures, and jurisdictions.
How to Automate Quality Control
Manual quality control relies on paper checklists, inconsistent inspector judgment, and reactive defect detection that catches problems after they have already impacted production or reached customers. Quality data lives in spreadsheets and binders that are impossible to analyze for trends, and non-conformance reports get lost in email threads without systematic follow-through on corrective actions. Without automation, quality management is always firefighting rather than prevention.
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