Erpmate use cases by role, industry and Odoo module
Three ways in, one for each kind of visitor. Every use case follows one format: the business, the pain, what the free reading found, what Erpmate does every day, and the goals the owner tracks.
Last reviewed:
Choose your path
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By role
I run the business
What does it change in my numbers, and is it safe?
CEO, COO, CFO, sales head, IT head
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By industry
My industry
Will it work for a business like mine?
Trading, manufacturing, services, retail and groups
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By module
My Odoo modules
What does it do in Sales, Inventory, Accounting…?
Module owners and Odoo admins
Twenty everyday situations, and what Erpmate does
Real situations from Odoo businesses, and the agent that handles each. Filter by agent.
- #1 Guard
A quote goes out at a price below the last three sales to that customer
Erpmate: Flags it on send with the last three prices and the segment median
- #2 Guard
A salesperson promises delivery in 5 days; stock arrives in 14
Erpmate: Warns before the quote is sent, showing available stock by date
- #3 Guard
A customer with three overdue invoices places a new order
Erpmate: Warns on confirm with overdue balance and payment history
- #4 Guard
The same vendor bill is entered twice
Erpmate: Flags the duplicate before it is posted
- #5 Guard
A buyer orders from a costlier vendor out of habit
Erpmate: Shows the cheaper vendor with their real delivery record
- #6 Operations
A best-seller will run out before the next delivery arrives
Erpmate: Proposes a higher reorder point and drafts the purchase order
- #7 Operations
A vendor is consistently a week late
Erpmate: Proposes the real lead time and lists the open POs at risk
- #8 Operations
Goods received but no vendor bill after 30 days
Erpmate: Lists the receipts and nudges accounts
- #9 Operations
A lot expires in 20 days with stock on hand
Erpmate: Flags the lot and the value at risk
- #10 Operations
A vendor raised prices 8% but your sale prices did not move
Erpmate: Shows the products and margin lost since the rise
- #11 Cash
A customer always pays 25 days late
Erpmate: Times the reminder to their real pattern and drafts it
- #12 Cash
A payment arrived but is not matched to an invoice
Erpmate: Lists it with the likely invoice match
- #13 Cash
Month-end is approaching with drafts and open items
Erpmate: Builds the open list so close starts early
- #14 Cash
Two invoices with near-identical amounts and dates
Erpmate: Flags them as possible duplicates for review
- #15 Sales
A customer sends a PO by email as a PDF
Erpmate: Drafts the quotation and flags lines that differ from your price list
- #16 Sales
A promise is made in a meeting ("we'll send samples Friday")
Erpmate: Creates a follow-up activity with the quoted sentence
- #17 Sales
A deal moves to "Proposal" with no pricing ever discussed
Erpmate: Flags the stage change as unsupported by evidence
- #18 Sales
A regular customer has not reordered on their usual cycle
Erpmate: Alerts the account owner with their usual basket
- #19 All agents
The same customer exists three times in Odoo
Erpmate: Proposes a merge with field-by-field choices; a person confirms
- #20 Sales
A new salesperson takes over accounts
Erpmate: Writes a handover brief per account from history
Chained actions, once earned. When individual rules have each proven themselves, Erpmate can run them together as one playbook with one undo. Example: a vendor is late twice → update their lead time → propose an alternative vendor → propose new dates on their open POs.
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