CRM, quotations, online orders, purchase, stock, warranty and receivables in one system. An Odoo-based solution with full accounting integration.
The natural Stage 2 path for a trader moving up from billing.
Business flow
See it working
*For illustrative purpose
Business dashboard. Sales, stock and money owed on one screen.
CRM pipeline. Every enquiry and follow-up, by stage.
| Item | Qty | Price | Amount |
|---|---|---|---|
| Induction motor 7.5 HP | 4 | ₹38,500 | ₹1,54,000 |
| Starter panel | 4 | ₹21,000 | ₹84,000 |
| Coupling set | 4 | ₹6,500 | ₹26,000 |
| Total before GST | ₹2,64,000 |
Quotation. Customer-specific prices, turned into an order in one step.
| Order | Customer | Amount | Stock | Status |
|---|---|---|---|---|
| WEB/0142 | Customer 06 | ₹18,400 | Reserved | To dispatch |
| WEB/0141 | Customer 07 | ₹6,250 | Reserved | Dispatched |
| WEB/0140 | Customer 08 | ₹42,900 | Short by 2 | Waiting stock |
Online orders. Orders from your online catalogue land beside your other orders, with stock reserved.
| Serial no. | Item | Sold | Warranty to | Claim |
|---|---|---|---|---|
| MT-24-0871 | Induction motor 7.5 HP | 12 Mar 2026 | 11 Mar 2027 | None |
| PS-24-0332 | Pump set 5 HP | 04 Jan 2026 | 03 Jan 2027 | Open · site visit |
| VL-25-1190 | Control valve 2 in | 19 Aug 2026 | 18 Aug 2027 | None |
Warranty tracker. Warranty is registered at sale, and claims are raised against it.
Receivables ageing. Who owes what, and for how long.
| Item | Main godown | Branch | Reorder at | Alert |
|---|---|---|---|---|
| Bearing 6205 | 420 | 85 | 200 | OK |
| Valve 2 in | 36 | 4 | 50 | Reorder |
| Motor 7.5 HP | 12 | 3 | 6 | OK |
Stock by location. Stock in every godown and branch, with reorder alerts.
What it covers
Capture enquiries, follow-ups and a pipeline by stage.
Customer-specific pricing, converted to orders.
Track every order to dispatch.
Online catalogue and ordering linked to stock and accounts.
Register warranty at sale, raise and track claims.
Vendor comparison, goods receipt and vendor bills.
Stock in every location, with reorder alerts.
Ageing and credit limits.
GST-ready invoices, ledgers, bank reconciliation, statements.
Margin by item and customer, stock valuation, outstanding.
Tailored to you
Each solution came from real workflows. Each one fits into the journey and is tailored in the discovery workshop.
Open source means the software itself carries no per-user licence fee. You pay for the expertise: understanding your business, setting it up, hosting and supporting it.
We add your unique logic as separate modules on top, so Odoo's core is never edited and upgrades stay safe.
Odoo is a trademark of Odoo S.A.
Green Techno Solutions is an independent implementation partner and is not affiliated with or endorsed by Odoo S.A.
Questions
It is connected to the same stock, pricing and accounts; scope agreed in the workshop.
Yes.
Registered at sale, claims raised against it; rules tailored to your terms.
Yes, in stages.
Other solutions
From enquiry to commissioning, with project-wise profit.
View Business Flow →On Odoo Community edition · full accountingBills of material, production orders, stores and costing, with full accounts.
View Business Flow →Standalone appWork orders, technicians and service contracts.
View Business Flow →Book a discovery workshop. We'll look at how your business runs, show you a working demo, and tell you honestly what to do first, and what can wait.