Blog
Field notes on choosing, implementing and running Odoo and Microsoft Dynamics 365.
- Accounting software for nonprofit organizations in CanadaAccounting software for nonprofit organizations in Canada is a fund-tracking choice with a filing deadline attached.23 min read
- Multi-entity accounting software: Business Central vs OdooMulti-entity accounting software keeps a separate set of books per legal entity and produces consolidated statements.24 min read
- Financial ERP: what finance modules cover and costFinancial ERP means the general ledger, payables, receivables, bank, assets, and budgets, posted from the documents that create the journal. See what ERP means if you want the wider definition.23 min read
- Custom CRM: build, buy, or customize a platformA custom CRM is one of three choices. Configure when stages, fields, and approvals fit standard objects.24 min read
- Best CRM for small nonprofits: cost, fit, and discountsMicrosoft sells discounted nonprofit licenses only to organizations with recognized charitable status equal to US 501(c)(3).24 min read
- AI CRM: what each sales step does and costsAn AI CRM add-on is worth paying for when the seat that includes it matches the step you want automated, and your records can feed it.27 min read
- SaaS warehouse management: cloud WMS or the ERP moduleSaaS warehouse management for a US company of 20 to 100 people is a choice between the warehouse tools in your ERP and a separate cloud product.24 min read
- RFID in warehouse management: when barcodes are enoughFor a one-building US distributor with about 20 to 100 people, barcode scanning still covers piece picks, mixed cartons, and supplier labels.24 min read
- Distribution software: how ERP, WMS and EDI fitDistribution software for a wholesaler is four layers, each owning a different record. The ERP holds items, customers, prices, on-hand quantity, costing, purchasing, and the general ledger.24 min read
- Distributed ERP: running multiple sites and entities on one systemDistributed ERP, for a company with a handful of sites, means shared items and customers across those sites, with a separate set of books for each legal entity.24 min read
- Cloud based ERP cost for a 40-person companyFor a 40-person company, cloud based erp license cost over three years splits into two stacks.23 min read
- Accounting software for multiple companies: when to moveFor a US group of two to ten legal entities, keep separate files when month-end is a short management-fee reconciliation.23 min read