Odoo & GHL MVP Setup
Budget: €250 – €750 EUR
About Us
Stunning You (Berlin clinic). We run Odoo Enterprise (Cloud) and GoHighLevel (GHL). Goal: fast cashflow, full transparency, standardized lead-to-cash.
Outcomes (what we want delivered)
Cash & Transparency: Daily view of cash/banks, AR/AP, and profit by doctor / procedure / channel / location with 1-click reconciliation of card payouts & fees.
Fast Payments at Front Desk: SumUp terminal in Odoo POS with amount push + approval + refund and printed card receipts (SumUp Terminal or Solo+Printer).
Online Payments: Pay links on invoices (card or bank), status reflected in Odoo.
Lead-to-Cash (GHL→Odoo): Contacts/Qualified/Won become quotes/invoices; when paid, GHL shows paid.
AP & Compliance: One email for bills → OCR drafts, simple approvals, weekly SEPA run, DATEV export.
Inventory: Procedure kits (BoM) auto-deduct consumables; min/max reordering.
People & Access: Roles for Finance, Front Desk/POS, Practitioners, Management.
Scope (MVP)
Accounting (DE): SKR03/04, VAT, DATEV ZIP, dunning, payment terms, layouts; analytic accounts/tags.
Banks/PSPs: Berliner Sparkasse, DKB, Amex feed (via aggregator or CSV/CAMT); SEPA pain.001 payments; fee/payout reconciliation models.
Cards & Terminals: SumUp as primary (with printed receipts); optional wiring for Viva/Stripe/Worldline if needed.
A2A Option: EPC-QR / SEPA Instant on invoices (near-zero-fee bank transfers).
Sales/AR & AP/OCR: Quotes→Invoices; AP email-in + OCR + approvals.
Inventory/Purchase: Products, UoM, BoM kits, min/max, receipts & counts.
GHL ↔ Odoo (n8n/Make):
Contact→Partner (upsert)
Qualified→Quote
Won/Invoice→Customer Invoice
Invoice Posted→Pay link back to GHL
Payment→“paid” back to GHL
Dashboards: Cash/AR; revenue & margin by doctor/procedure/channel/location; COGS/consumption.
Success Criteria (acceptance)
Daily bank/card payouts auto-matched; close < 15 min.
POS: push amount→approve/refund→printed card receipt works reliably; payouts reconcile next day.
GHL “Qualified” → Odoo Quote in <1 min; invoice paid → paid in GHL.
DATEV ZIP accepted by accountant.
POS sale consumes kit; dashboards show correct revenue & margin breakdown.
Data & Access We Provide (Day 1)
Odoo Cloud (staging+prod), SumUp merchant + Business Account, bank/PSP access (NDA), GHL access, CSVs (customers/suppliers/products, BoMs), opening AR/AP & balances.
Timeline
Start ASAP. MVP in 2–3 weeks, then short stabilization.
What to Include in Your Bid (brief)
2–3 relevant Odoo (DE) Accounting/POS projects (with terminals & DATEV).
Your plan to deliver SumUp in Odoo POS with printed receipts (module or approach).
Example reconciliation rule (fee split + payout clearing).
GHL↔Odoo automation experience (n8n/Make).
Earliest start date + milestone-based fixed price tied to our Success Criteria.
Time zone & languages (EN/DE).
(NDA & DPA required.)
Stunning You (Berlin clinic). We run Odoo Enterprise (Cloud) and GoHighLevel (GHL). Goal: fast cashflow, full transparency, standardized lead-to-cash.
Outcomes (what we want delivered)
Cash & Transparency: Daily view of cash/banks, AR/AP, and profit by doctor / procedure / channel / location with 1-click reconciliation of card payouts & fees.
Fast Payments at Front Desk: SumUp terminal in Odoo POS with amount push + approval + refund and printed card receipts (SumUp Terminal or Solo+Printer).
Online Payments: Pay links on invoices (card or bank), status reflected in Odoo.
Lead-to-Cash (GHL→Odoo): Contacts/Qualified/Won become quotes/invoices; when paid, GHL shows paid.
AP & Compliance: One email for bills → OCR drafts, simple approvals, weekly SEPA run, DATEV export.
Inventory: Procedure kits (BoM) auto-deduct consumables; min/max reordering.
People & Access: Roles for Finance, Front Desk/POS, Practitioners, Management.
Scope (MVP)
Accounting (DE): SKR03/04, VAT, DATEV ZIP, dunning, payment terms, layouts; analytic accounts/tags.
Banks/PSPs: Berliner Sparkasse, DKB, Amex feed (via aggregator or CSV/CAMT); SEPA pain.001 payments; fee/payout reconciliation models.
Cards & Terminals: SumUp as primary (with printed receipts); optional wiring for Viva/Stripe/Worldline if needed.
A2A Option: EPC-QR / SEPA Instant on invoices (near-zero-fee bank transfers).
Sales/AR & AP/OCR: Quotes→Invoices; AP email-in + OCR + approvals.
Inventory/Purchase: Products, UoM, BoM kits, min/max, receipts & counts.
GHL ↔ Odoo (n8n/Make):
Contact→Partner (upsert)
Qualified→Quote
Won/Invoice→Customer Invoice
Invoice Posted→Pay link back to GHL
Payment→“paid” back to GHL
Dashboards: Cash/AR; revenue & margin by doctor/procedure/channel/location; COGS/consumption.
Success Criteria (acceptance)
Daily bank/card payouts auto-matched; close < 15 min.
POS: push amount→approve/refund→printed card receipt works reliably; payouts reconcile next day.
GHL “Qualified” → Odoo Quote in <1 min; invoice paid → paid in GHL.
DATEV ZIP accepted by accountant.
POS sale consumes kit; dashboards show correct revenue & margin breakdown.
Data & Access We Provide (Day 1)
Odoo Cloud (staging+prod), SumUp merchant + Business Account, bank/PSP access (NDA), GHL access, CSVs (customers/suppliers/products, BoMs), opening AR/AP & balances.
Timeline
Start ASAP. MVP in 2–3 weeks, then short stabilization.
What to Include in Your Bid (brief)
2–3 relevant Odoo (DE) Accounting/POS projects (with terminals & DATEV).
Your plan to deliver SumUp in Odoo POS with printed receipts (module or approach).
Example reconciliation rule (fee split + payout clearing).
GHL↔Odoo automation experience (n8n/Make).
Earliest start date + milestone-based fixed price tied to our Success Criteria.
Time zone & languages (EN/DE).
(NDA & DPA required.)
Related categories:
Python
Accounting
Software Architecture
ERP
Inventory Management
Odoo
API Integration
Payment Processing
Invoicing