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Odoo Implementation & Managed Support — Official Odoo Partner

Odoo ERP Implementation

Odoo is a powerful all-in-one business platform that can unify your finance, operations,
sales, inventory, and production workflows. SRCA delivers Odoo projects with a finance-first, controls-focused approach—so your Odoo system is not only functional, but also
improves reporting discipline, approvals, audit trail, and decision-making.

What We Provide

End-to-end Odoo implementation

Post go-live stabilization and optimization

Managed support services

FBR POS and compliant invoicing integrations

Why Odoo with SRCA

Finance & compliance alignment

Chart of accounts, tax mapping, approvals, audit trail

Process discipline

Across Sales, Purchasing, Inventory, Manufacturing, and Close

Clean data migration

templates, validation rules, trial imports, sign-offs

User adoption

through structured UAT and role-based training

Go-live + stabilization

Go-live + stabilization

Managed support

with a continuous improvement roadmap

Confidentiality & secure delivery

with controlled access and secure sharing

What We Implement in Odoo

Accounting & Invoicing

• Chart of Accounts design, journals, and controls
• Customer invoicing workflows and approvals
• Supplier bills, accrual discipline, and posting controls
• Bank processing and reconciliations (scope-based)
• Management reporting and close discipline

Sales & CRM

• Lead → opportunity → quotation → sales order workflow
• Pricing control, discounts approvals, and customer segmentation
• Sales performance dashboards and pipeline reporting

Purchasing

• RFQ/PO workflow and approval controls
• Vendor management support and spend visibility
• Receiving discipline and invoice matching support (scope-based)

Inventory & Warehousing

• Warehouse structure design (multi-location support)
• Receiving, internal transfers, deliveries, returns
• Lot/serial tracking (where applicable)
• Stock adjustments with approvals and audit trail
• Stock aging and fast/slow-moving analysis

POS / Retail

• POS setup and workflows
• Multi-branch retail controls (scope-based)
• Stock integration and reporting discipline
• Pakistan compliance (FBR POS) integration option

Projects / Timesheets

• Project structure and task workflows
• Timesheets and service delivery reporting
• Billing support



HR / Payroll Coordination

• Basic HR workflows, attendance/leave structure (scope-based)
• Payroll coordination support and reporting discipline

Dashboards and Management Reports

• MIS reporting packs aligned with management needs
• Segment reporting (branch-wise / product-wise / customer-wise)
• KPI dashboards and performance analytics

Manufacturing (MRP) & Production Reporting

• BOM setup and production workflow design
• Material consumption discipline and scrap handling (scope-based)
• Work center/production tracking options
• Production reporting dashboards (daily/weekly)

Pakistan Compliance Add-On

FBR POS & Invoice Integrated Solutions

For retail and POS-driven operations, SRCA implements FBR POS and compliant invoicing integrations with clean documentation and audit trail.

POS Integration & Invoice Workflows

Invoice Standardization & Documentation

User Training & Governance Controls

Compliance Reporting Packs

Our Implementation Approach

Discovery & Scope

Requirements workshops, pain points, reporting needs, and compliance expectations.

Solution Blueprint

To-be processes, approval workflows, roles, reporting structure, implementation plan.

Configuration & Setup

Module configuration, roles/permissions, workflows, and core reports.

Data Migration

Templates, validation rules, trial imports, reconciliation, and sign-offs.

UAT & Training

UAT scripts, testing cycles, issue tracker closure, role-based training.

Go-Live & Hypercare

Cutover plan, go-live checklist, and immediate support.

Stabilization & Continuous Improvement

Health checks, enhancements, adoption strengthening.

What You Receive

• Scope document / BRD and project plan
• Fit-gap summary and process maps
• Roles & approval matrix (SoD-conscious)
• Configuration workbook and module setup record
• Data migration templates + validation checklist
• UAT scripts + issue tracker
• SOPs and user training materials
• Go-live checklist + hypercare plan
• MIS pack (management reporting) and dashboards baseline

Who This Is For

• Businesses migrating from spreadsheets or legacy systems
• Multi-branch retail and trading businesses needing discipline
• Manufacturing and inventory-heavy companies needing control and traceability
• Services firms needing project visibility and billing discipline
• Growing organizations that require clean reporting for banks/investors

Frequently Asked Questions

We prefer configuration-first to keep upgrades smooth. Customization is delivered only when justified and clearly scoped.

Yes—system integration is available (scope-based) for accounting tools, payment systems, e-commerce, or other operational systems.

Yes—templates, validation, trial imports, and reconciliation sign-offs are part of a disciplined migration approach.

Yes—role-based training with SOPs and user guidance

Yes—managed support models with tickets, monthly reviews, and continuous improvement roadmap.

Yes—where relevant, we implement FBR POS and compliant invoicing workflows as a structured add-on.

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