Blog
Field notes on choosing, implementing and running Odoo and Microsoft Dynamics 365.
- CRM for wealth managers: requirements, options and costFor a US RIA of about 20 to 100 staff, choose a wealth CRM that already stores households, or configure Dynamics 365 Sales or Odoo to do it.26 min read
- CRM insurance: what to require and what it costsA CRM for an insurance agency is the system for lead capture, producer pipeline, close ratios, drip outreach and renewal reminders.26 min read
- Automotive CRM and ERP for parts suppliers and shopsSearch results for automotive CRM, as of October 2026, describe software for car dealerships that tracks leads, automates communications, and manages vehicle lifecycles, then connects to…22 min read
- Ecommerce inventory management when plugins stop workingShopify tracks inventory per location, and those quantities do not pool. A product is sellable only where it is active.24 min read
- ERP in production: planning, shop floor, and costingERP in production means the system that plans what you will make, records what the floor used, and explains why finished-goods cost moved.22 min read
- ERP for pharmaceutical industry: records and validationBusiness Central and Odoo can record lots, expiration dates and component consumption for a small US finished-drug or dietary-supplement plant.25 min read
- Odoo EDI for Walmart, Target and Home Depot suppliersA Walmart, Target, or Home Depot compliance letter is a document deadline. The exchange it describes is an inbound 850, an outbound 855, an outbound 856, an outbound 810, and a 997 both ways.21 min read
- ERP for contractors: job costing, WIP and retainageIf you are choosing an ERP for contractors in the United States, judge the ledger by job cost, work in progress, retainage, and owner billings.21 min read
- ERP for Canadian manufacturers: Odoo or Business CentralFor a Canadian plant of 30 to 100 people, the shortlist usually comes down to Odoo or Microsoft Dynamics 365 Business Central.21 min read
- ERP for Canadian distributors: what to look for and what it costsCanadian distributors hit the wall in a predictable order. A second warehouse opens, a retailer sends its supplier pack, and the tax line on an Ontario invoice stops matching the tax line…17 min read
- ERP for manufacturing industry: auto, electronics, and Industry 4.0Manufacturing ERP, for a discrete plant, is one system for multi-level bills of materials, production orders, inventory, and cost.26 min read
- Is Odoo manufacturing a fit for your shopOdoo fits a discrete manufacturer of about 20 to 100 people that wants orders, stock, purchasing, and cost in one system.29 min read