Moy Group connects sales, projects, purchasing and finance with Odoo

November 2, 2026

Case study: Odoo ERP & connected operations

Moy Group connects sales, projects, purchasing and finance with Odoo

How Target Integration helped Moy Group move from fragmented systems and manual hand-offs towards a connected Odoo platform spanning sales, projects, purchasing, finance and logistics.

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About the client

Moy Group is a specialist provider of high-performance flat roof waterproofing systems, supporting new-build, refurbishment and critical infrastructure projects across Ireland, the UK and international markets.

Its work combines product supply with technical consultancy, specification support and project services. This creates a business model where sales, purchasing, projects, stock and finance all need to remain closely connected.

The challenge

Before Target Integration became involved, Moy Group was working across a broad mix of separate systems, spreadsheets and manual processes.

Systems including Intact, Excel, Outlook, Teams, iAuditor, HR Locker, MailChimp, Trello and specialist logistics platforms supported different areas of the business, while Excel and email were often used to bridge the gaps between them.

  • Disconnected information: teams were working across separate applications with limited visibility between departments.
  • Duplicate data entry: information frequently needed to be recreated as it moved between Sales, Operations, Purchasing, Finance and Technical teams.
  • Manual administration: spreadsheets, stock checks, invoice processing and email hand-offs created additional work.
  • Complex cross-department workflows: related sales, project and purchasing transactions were difficult to track as one connected process.
  • External logistics: warehouse and stock processes also needed to connect with third-party logistics providers in the UK and Ireland.

The solution

Target Integration implemented Odoo 19 as a central business platform, using a phased approach to connect core processes while helping Moy Group transition away from fragmented systems and manual hand-offs.

Phase 1 focused primarily on CRM, Sales, Projects, Purchasing and Accounting, creating stronger links between commercial, operational and financial workflows.

Connected CRM-to-invoice workflow Customer activity can move from CRM through quotation and Sales Order to stock or procurement, delivery and invoicing within the same Odoo environment.
Project-linked sales and purchasing Projects can be linked with multiple Sales Orders and Purchase Orders, giving teams clearer visibility of the transactions related to each project.
Connected purchasing process Purchase Orders can progress through goods receipt and supplier invoicing without the same information needing to be recreated at each stage.
Third-party logistics integration Odoo connects with Clarus in the UK through an API and Azyra/Rhenus in Ireland through an FTP-based integration to support warehouse and stock processes.
Management visibility Odoo provides management with more centralised access to business information, with additional dashboards and senior management reporting continuing to be developed.
Phased business expansion Following Phase 1, marketing functionality was introduced in Phase 2, with HR planned as the next area for expansion within the Odoo environment.

Connecting Odoo with third-party logistics

Moy Group’s logistics model added another important layer to the implementation.

Target Integration connected Odoo with two third-party logistics providers using different integration methods. Clarus, supporting UK operations, is connected through an API-based integration, while Azyra/Rhenus in Ireland is connected through an FTP-based integration.

These connections help bring warehouse and stock-related processes closer to Moy Group’s wider sales, purchasing and operational workflows rather than leaving them as isolated activities.

The outcome

Phase 1 established the foundation for Moy Group to move away from fragmented systems and manual hand-offs towards a more connected operating model.

  • CRM, Sales, Projects, Purchasing and Accounting brought into one Odoo environment.
  • Projects can be connected with multiple Sales Orders and Purchase Orders.
  • Reduced reliance on Excel-based tracking and duplicated order entry.
  • Less reliance on manual email hand-offs between different business functions.
  • Purchasing, goods receipt and supplier invoicing connected more consistently.
  • UK and Irish third-party logistics operations integrated with Odoo.
  • More centralised access to information for management and operational teams.
  • A platform that can continue expanding into areas including marketing, HR, dashboards and reporting.

Users have been actively working in Odoo since the Phase 1 go-live on 1 April 2026.

As with any significant system change, there was an initial adjustment period as users became familiar with the new workflows and processes. Target Integration supported the team through this transition and continues to provide assistance as requirements evolve.

A phased approach to a complex implementation

The Moy Group project involved more than replacing individual software applications.

The implementation needed to account for fragmented systems and data, complex cross-department workflows, multi-company requirements and external logistics integrations.

Target Integration worked through these requirements using detailed process analysis, defined Odoo workflows, integration requirements and a phased implementation approach.

Phase 1 established the core operational platform, Phase 2 expanded Odoo into marketing, and further work is planned around HR alongside additional management dashboards and reporting.

Ongoing development and support

Target Integration continues to support Moy Group following the initial implementation.

This includes responding to Odoo-related questions, resolving issues, supporting new business requirements and enhancing existing functionality.

Additional dashboards and reports are also being developed to provide management with the information required as the use of Odoo continues to mature across the organisation.

Where else this approach works

The same approach can help organisations that have grown around multiple applications, spreadsheets and disconnected departmental processes.

Building materials Sales, stock, purchasing, projects, logistics and finance connected through one ERP platform.
Construction suppliers Project-linked quotations, orders, procurement, delivery and financial management.
Technical distributors CRM, inventory, purchasing, customer orders and third-party warehouse integrations.
Multi-company groups More consistent processes and information sharing across different companies and teams.
Project-led businesses Projects connected with commercial transactions, purchasing, costs and financial records.
3PL-dependent businesses ERP workflows integrated with external warehouses and logistics providers.

Why this matters for growing multi-system businesses

Businesses often introduce new software as individual requirements emerge. Over time, that can leave Sales, Operations, Finance, Purchasing and other departments working with different information and relying on spreadsheets or email to keep processes moving.

Moy Group’s project demonstrates how Odoo can provide a shared operational foundation, connecting core workflows while allowing additional functions and integrations to be introduced in phases as business requirements evolve.

Running key business processes across disconnected systems?

Let’s map how information moves between your teams and identify where a connected ERP platform could reduce manual work and improve visibility.