Project Name
How a Retail Client Achieved a 65% Efficiency Boost with Odoo Enterprise v17 Migration
Our client was a leading accessories retailer that specialized in producing high-quality, durable products like laptops, tablets, and phones. They purchase the goods from China and sell in the UK and US. With the growing customer base and expanding operations, they require an advanced business management solution to scale their business. They were operating their entire business on Odoo Enterprise v14 but want to migrate to Odoo Enterprise v17 version to improve performance, speed, and scalability.
The challenges faced by our client include:
- Hosted software was becoming outdated, causing lags in performance and slower processing times.
- Unable to explore the advanced features of Odoo Enterprise v17, such as better automation and data visualization tools.
- Maintained most of their inventory and warehouse data in Excel, which led to inefficiencies and manual data handling.
- Multiple warehouses across different countries posed a challenge in managing inventory and orders, as each warehouse handled specific products.
- The absence of real-time analytics hindered effective decision-making, and there was a need for customized reports based on regions and sales metrics.
- Lack of a unified view of customer interactions, such as calls and chats, to enhance customer service.
We provided a comprehensive solution to the client. Here’s how we helped:
- Migrated their existing codebase and database from Odoo Enterprise v14 to Odoo Enterprise v17. This allowed them to take full advantage of the latest enterprise features, ensuring better performance and speed.
- Customized the list view by adding new fields to improve readability, making it easier for users to view and manage critical information such as orders and invoices. This automation ensured that when an order was placed, the invoice was generated automatically, streamlining the process. We implemented the solution without any downtime which made the operations work smoother.
- Ensured a seamless and accurate transfer of all data from their old system to the new Odoo v17 system. This included detailed customer data, distributor information, and inventory data.
- Sales representatives had a clearer view of their distributors and buyers. We enabled a feature to display buyer details linked to specific distributors, enhancing transparency and relationship management.
- Integrated customer calls and chats within Odoo, giving the client a consolidated view of all interactions, allowing for better tracking and improving the overall customer service experience.
- Created automated actions that remove regular tasks and automate business functioning. This helped the client to maintain a clean and up-to-date customer database.
- Offered better visibility and management by transitioning the client’s inventory and warehouse data from Excel to Odoo. Each country’s warehouse could now track orders, manage inventory, and fulfill orders more efficiently, all within Odoo. A custom feature was added to show which warehouse the order was picked from.
- Added a customization that allowed unit prices to be manipulated based on customer-specific pricing agreements. The price would change dynamically as per the customer’s profile and order history.
- Developed country-specific reports based on order data. This allowed us to generate and analyze reports for each region, enabling better insights into sales performance by location.
- Implemented Dashboard Ninja to offer real-time analytics on their sales, orders, deals, and overall sales metrics. Our app provided sales representatives with detailed insights into performance, including the number of deals won or lost and the reasons behind them.
The migration to Odoo Enterprise v17 led to a 65% boost in operational efficiency for our client, streamlining retail and warehouse management. Improved system performance, real-time analytics, and automated processes enhanced decision-making and customer service. With optimized multi-warehouse operations and dynamic pricing, the client is now better equipped for future growth, achieving faster response times and improved scalability. This seamless transition not only improved the response time by 90 milliseconds but also equipped the client with the tools needed to navigate a rapidly expanding business landscape.
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