Optimize Odoo Retail Accounting for small business
Budget: $10 – $30 USD
I run a agrovet retail store that already uses Odoo, but the Accounting area is still a patchwork of half-finished settings. I need an experienced Odoo accountant who can jump in and get everything fully configured, tuned, and running smoothly.
Scope of work
• Configure inventory management so stock movements flow cleanly into accounting.
• Tighten the link between POS sales transactions and the books, including automatic tax postings.
• Build a solid expense-tracking workflow that captures vendor bills and employee expenses in real time.
• Complete the Accounting core setup: chart of accounts, fiscal positions, taxes, and default journals.
• Perform initial reconciliation to bring bank, cash, and credit-card balances in line with the live system.
• Set up clear, insightful financial and inventory reporting dashboards.
Acceptance criteria
• All inventory, sales, and expense entries post correctly to the general ledger without manual intervention.
• Chart of accounts matches the structure we agree on and passes my accountant’s review.
• Bank reconciliation shows a zero-difference balance on delivery.
• Standard and custom reports (P&L, balance sheet, inventory valuation, sales by category) run without errors and reflect accurate figures.
Please tell me about similar retail Odoo projects you have completed and how quickly you can deliver the initial configuration.
Scope of work
• Configure inventory management so stock movements flow cleanly into accounting.
• Tighten the link between POS sales transactions and the books, including automatic tax postings.
• Build a solid expense-tracking workflow that captures vendor bills and employee expenses in real time.
• Complete the Accounting core setup: chart of accounts, fiscal positions, taxes, and default journals.
• Perform initial reconciliation to bring bank, cash, and credit-card balances in line with the live system.
• Set up clear, insightful financial and inventory reporting dashboards.
Acceptance criteria
• All inventory, sales, and expense entries post correctly to the general ledger without manual intervention.
• Chart of accounts matches the structure we agree on and passes my accountant’s review.
• Bank reconciliation shows a zero-difference balance on delivery.
• Standard and custom reports (P&L, balance sheet, inventory valuation, sales by category) run without errors and reflect accurate figures.
Please tell me about similar retail Odoo projects you have completed and how quickly you can deliver the initial configuration.
Related categories:
Data Entry
Accounting
SAP
ERP
Inventory Management
Financial Analysis
Xero
Odoo
Sales Management
Bank Reconciliation