Skip to content

Odoo implementation and training

Treasury forecasting, CRM rollout and staff training for companies running Odoo

Alongside module development, I work on Odoo implementations for Soprosys clients: modelling cash flow, gathering CRM requirements, reviewing custom reports and training staff.

The problem

Clients use Odoo for day-to-day operations but need help turning its data into decisions and getting staff to use new modules.

What I built

Hands-on engagements that combine Odoo configuration, spreadsheet models built from Odoo exports, written procedures and training sessions.

Results

  • Treasury forecasting model and standard operating procedure for a printing company, in French and English.
  • An 8 to 10 hour Odoo 16 marketing training programme for pharmacy staff with no technical background.

Features

  • Cash flow forecasting from Odoo accounting data
  • CRM module requirements and rollout
  • Marketing module training: email, SMS, segmentation and automation
  • Code review of a point-of-sale commission report
  • Technical proposals for ERP projects

Related projects

  • Odoo 16 purchase order P00013 for Wood Corner with a Voir process d'achats button in the header, an Acomptes smart button counting one advance, and totals ending with Montant d'acompte −3 000 € and Montant restant 8 016 €
    Odoo & ERP2025

    Advance payments module for Odoo 16

    Soprosys clients

    Odoo module that manages supplier and customer advances end to end, from attachment to reconciliation

    Solo buildOdoo 16PythonDocker
  • Soprosys home page hero, Enterprise Solutions Built for Growth, with Start Your Project and Explore Services buttons and an Odoo badge
    Web apps2026

    Soprosys website

    Soprosys S.A.S.

    Corporate site for an Odoo and software consultancy, shipped as a Docker image

    Solo buildNext.jsReactTailwind CSS+2