Project Name
How Ksolves Optimized Inventory Management for a Machinery Manufacturer with RollUp Magic
Our client operates as a machinery manufacturer and uses Salesforce to serve customers better and faster by integrating customer, product, and asset data. With the limitation of the standard Salesforce roll-up summary fields, the client was not able to gain real-time insights into the inventory at various stages of the supply chain. They were looking for a solution to help them create roll-ups on any Salesforce data.
The major challenges encountered by our client were:
- Disorganized Inventory Management: Fragmented inventory data across procurement, warehouse, production, finance, sales, and supply chain operations.
- Stock Inaccuracy: Challenges in maintaining accurate stock levels due to a complex network of components and assemblies, causing delays, over-ordering, and higher holding costs.
- Lack of Real-Time Insights: Absence of aggregated data in Salesforce, leading to ineffective inventory monitoring.
Initially, the client had a basic website developed using Odoo Community but wanted to achieve the necessary customizations. With our expertise in Odoo, we developed a bespoke solution to address the client’s challenges and meet their requirements:
- Real-Time Inventory Insights: RollUp Magic enabled real-time visibility into inventory at different supply chain stages.
- Aggregated Stock Data: The app rolled up data from child objects, including components, assemblies, and orders.
- Enhanced Inventory Monitoring: Real-time roll-ups provided up-to-date stock levels across warehouses, purchase orders, and production lines.
- Improved Decision-Making: The manufacturer reduced stockouts by using real-time inventory insights to make better purchasing decisions.
- Reduced Costs: Holding costs dropped due to more accurate inventory management and a reduction in overstocking.
- Efficiency Gains: The team no longer needed to rely on manual data aggregation, saving hours per week in labor and improving response times.
- Transparency: Cross-departmental visibility into inventory levels allowed sales and production teams to align more effectively, reducing delays in the supply chain.
RollUp Magic proved to be a game-changer for the precision machinery manufacturer by offering real-time, automated rollups that streamlined their inventory management. As a result, the client experienced enhanced operational efficiency, improved inventory accuracy, and a substantial reduction in costs. For manufacturers aiming to optimize inventory control and maintain a seamless production flow, RollUp Magic proves to be an invaluable tool.
Gain Real-Time Insights into Your Salesforce Data with RollUp Magic!
