EnglishHrvatski
Log inFree process analysis

Services

All servicesBusiness automationAI integrationsCRM implementationERP and business systemsCustom softwareWebsites and e-commerceCare and support

Solutions

All solutionsSalesFinance and adminCustomer supportOperations

Work

Use casesExamplesSector stories

Company

About HeapHow we workBlogContact
ENHR
Client loginFree process analysis
All examples

Illustrative example

A 15-person distributor of technical equipment

Stock, purchasing and sales in one system

A distributor moves from spreadsheets and a standalone invoicing tool to Odoo, connected to the webshop and the accountant.

Stock in the ERP

  • PPressure valve DN25Main warehouse · reorder point setIn stock
  • FFlow sensor FS-200Purchase order on the wayLow
  • CControl unit CU-8Reserved for two sales ordersReserved
  • SSealing kit, setMain warehouseIn stock
Typical stack
Odoo, n8n, WooCommerce, your accounting software, PostgreSQL

The situation

Stock lives in a spreadsheet, purchase orders in email, and invoices in a separate tool.

Salespeople phone the warehouse to ask whether something is available. Purchasing notices that an item is running low when a customer is already waiting. The same product has slightly different names in each place.

What we would build

  1. 01

    A workshop to map how goods and documents move today, and what the new system must cover first

  2. 02

    Odoo set up for inventory, purchasing and sales, with reorder rules for the regular items

  3. 03

    Product, customer and supplier data cleaned and imported, with one name and one code per product

  4. 04

    Connections to the webshop for orders and stock, and an export the accountant can use directly

  5. 05

    Training by role and a supported first month, with fixes as real work exposes gaps

What changes

  • Salespeople see availability themselves when they write a quote
  • Purchasing is prompted before an item runs out, not after
  • An order moves from quote to delivery to invoice in one record
  • The owner sees stock and open orders without asking for a spreadsheet

Use cases in this example

OperationsBusiness automationERP and business systems

Orders that reach the warehouse on their own

An order placed in the shop or by email appears in the ERP, on the pick list and with the courier, entered once.

Open use case OperationsERP and business systemsBusiness automation

One stock figure in every system

Stock levels kept in step between the warehouse, the ERP and every sales channel.

Open use case

More examples

Illustrative exampleA 12-person furniture wholesalerFrom enquiry to a drafted quote, without retypingEnquiries from the website and email land in the CRM, and a quote draft with current prices waits for the salesperson.Business automationCRM implementationOpen example Illustrative exampleAn accounting office with 8 bookkeepersSupplier invoices read, checked and queued for approvalInvoices that arrive as PDFs are read automatically, checked against the client’s records and handed to a bookkeeper to confirm.AI integrationsBusiness automationOpen example Illustrative exampleAn online store with a small warehouse teamWebshop orders that reach the warehouse on their ownA paid order becomes a picking task, stock is updated in both systems, and the customer gets tracking without anyone copying data.Business automationERP and business systemsOpen example

Show us one process. We will show you what it could look like.

The analysis is free, takes about an hour of your time, and ends with a written summary you keep.

Book a free process analysisHow we work

Prefer to read first? See examples