Odoo ERP Implementation in Udupi

Odoo ERP implementation in Udupi for family groups whose sister concerns in Kundapura, Karkala and Mangaluru keep separate books today. Symake brings them into one database, keeps each company's ledger clean for the auditor, and adds branches one at a time.

Sister concerns and Odoo ERP implementation in Udupi
200+ Projects Delivered

What you get

  • Each concern keeps its own GSTIN and ledger
  • Inter-company entries created on both sides
  • Branches added one at a time, not all at once

Sister concerns and Odoo ERP implementation in Udupi

Udupi groups often run two or three sister concerns, one on Car Street, another in Manipal and a third in Kundapura or Mangaluru, each with its own books and its own accountant. The owner adds them up by hand at year-end, and a partner in the Gulf waits for the totals. With the move to Odoo, each concern stays a separate company with its own GSTIN and ledger, but customers, products and reports are shared. Transfers between concerns create matching entries on both sides, which careful auditors appreciate. Branches are added one at a time, so Brahmavar can follow once the main office is steady.

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What changes for Udupi family groups

Separate companies, shared records and books the auditor can follow

Company per concern

Company per concern

Each sister concern is its own company in Odoo, with its own GSTIN, bank accounts and ledger.

Shared masters

Shared masters

Customers and products are entered once and used by every concern, so names and codes stay consistent.

Inter-company sales

Inter-company sales

A sale from one concern to another creates the matching purchase on the other side automatically.

Group reports

Group reports

The owner can see sales and receivables for each concern or for the whole group, without adding sheets.

Period locks

Period locks

Once the accountant closes a month, entries for that period are locked against later edits.

Change history

Change history

Every change keeps the user and time, which makes the auditor's sampling quicker and cleaner.

Branch rollout

Branch rollout

New branches join one by one, each with its own godown location, its own sales team and a training day.

Partner access

Partner access

A partner in the Gulf gets read-only access to the group reports they need and nothing else.

Bank matching per concern

Bank matching per concern

Statements for each concern's accounts are imported and matched, leaving short lists to explain.

Why careful Udupi owners agree to the move
Why careful Udupi owners agree to the move screenshot

Why careful Udupi owners agree to the move

Symake has delivered more than 200 projects, including many family groups with several companies. Before setup we write down which concern owns which bank account, which transactions cross between concerns and who signs off each ledger. Odoo's multi-company feature needs the Custom plan on Odoo's pricing, and we say so before you buy. A named consultant handles the setup, and a named support owner stays with the group after go-live.

  • Company structure agreed before setup
  • Custom plan need explained upfront
  • Each ledger signed off by its accountant
  • Same support owner for every concern
Map your group →

Bringing sister concerns together

How Udupi groups move to one database, one concern at a time

Map the group

We list each concern, its GSTIN, bank accounts, accountant and dealings with the others.

Main concern

The largest concern moves first, with its masters, open items and balances loaded and checked.

Shared records

Customers and products are merged so every concern uses the same names and codes.

Next concern

The second concern joins with its own ledger, and inter-company rules are switched on.

Branches

Branch godowns and teams are added one by one once the head office is steady.

Audit check

Before the first audit, the auditor reviews a sample of entries from each concern with us.

What changes in Udupi when the ERP goes live

In Udupi the change owners notice is that group figures no longer need a weekend with a calculator. Symake has made this switch for hotels, real estate, healthcare, retail, education, FMCG, manufacturing, and distribution and logistics groups. Karnataka GST returns are drawn per company from posted entries, e-way bills are raised above Rs 50,000 for movement within Karnataka or across its borders, and e-invoicing is ready for turnover above Rs 5 crore. Training is given in Kannada, and staff can ask questions in the language they prefer.

Group totals without a weekend of adding up
Karnataka GST returns prepared per company
E-way bills above Rs 50,000 from each invoice
Kannada training, questions in your own language

What Udupi groups get from Symake

Experience with family groups that grow one branch at a time, a written design showing each company and ledger, and plain Odoo facts: multi-company and Studio need the Custom plan, and Odoo Online allows no custom code.

✓ Family group experience
✓ One database, separate ledgers
✓ Auditor-friendly records
✓ Kannada-speaking trainers
✓ One support owner for the group
✓ Branch-by-branch rollout
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What Udupi groups get from Symake
Built for Indian Business

Bring your Udupi sister concerns into one view

List your concerns and branches and we will show how they sit in one Odoo database with separate books.

Frequently Asked Questions

Can each Udupi sister concern keep its own GSTIN in Odoo?

Yes. Each concern is a separate company with its own GSTIN, tax settings, bank accounts and ledger. GST returns are prepared per company, and the owner can still see group totals.

Do we need the Custom plan for several companies?

On Odoo's own pricing, multi-company needs the Custom plan, which also allows Studio and Odoo.sh hosting. With one concern only, the Standard plan may be enough. We confirm this before you buy.

Will our auditor find inter-company entries easy to follow?

Yes. A sale from one concern to another creates the matching purchase automatically, with references on both. The auditor can trace both sides and see that they agree.

Can our Mangaluru office join later?

Yes. We usually start with the main Udupi concern, then add others such as Mangaluru or Kundapura once the first is steady. Each joins with its own opening balances.

Our Udupi staff speak Tulu or Konkani at work; how is training given?

Our trainers teach in Kannada, with English screen labels. Staff can ask questions in the language they prefer and we answer as clearly as we can, but formal sessions are in Kannada or English.

Can a partner in the Gulf see only the group reports?

Yes. We create a user with read-only rights to the reports they need. They can open them on a phone without being able to change any entry.

How are stock transfers between concerns recorded?

A transfer between two companies is a sale on one side and a purchase on the other, so stock and GST are correct for both. Within one company, transfers between godowns are simple stock moves.

How do we know the group rollout worked?

The owner can see each concern's figures and the group total without adding sheets, the auditor's queries drop, and each accountant closes the month in Odoo without waiting for another concern.

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