Project Name
Streamlining Order Processing in the Furniture Industry with a Custom Odoo Solution
Overview
Our client operates in the custom furniture and interior design business and is also engaged in trading and subcontracted manufacturing of a diverse range of products. Fulfilling a single order was complex and challenging due to unique customization for each customer. Additionally, the client was utilizing multiple applications to manage and process orders, requiring them to constantly switch between them. They were looking for a centralized platform to manage all processes, reduce errors, and boost productivity.
Challenges
The following are the major challenges faced by our client:
- No central repository for storing all data.
- Absence of a unified dashboard or reporting tool for senior management to monitor sales and inventory performance and challenges.
- No tracking of lead stages with the old application.
- Lack of real-time alerts, notifications, and report access for the purchasing team, warehouse team, and sales team to manage POs, upcoming stock, and ready products.
- No centralized system for managing all business operations.
- Manual updates of discounts and margins in sales orders.
- Unstructured data with no visibility for management regarding sales, cash flow, order status, and volume.
- The complexity of multi-step processes with varying workflows was time-consuming.
- No integration between procurement and accounting applications.
- Data duplication due to multiple entries for a single customer.
- Difficulty with validation and error checking, leading to additional rework.
- More time was required to process an order due to different approval matrices.
Our Solution
To address the above client challenges, our Odoo experts designed a robust solution on the Odoo platform with custom features, as follows:
- Integrated all client functions within Odoo, utilizing its multi-capability for Sales, HRMS, Inventory, CRM, and Accounting.
- Customized lead stage tracking and automated the progression of leads to the next stage.
- Designed workflows and provided necessary fields to capture relevant customer, order, and product information for streamlined order processing.
- Linked the procurement and accounting modules for seamless PO and payment validation.
- Migrated data from legacy systems to the Odoo database, ensuring that functional heads can access relevant information tailored to their needs.
- Implemented notifications to alert the warehouse team about incoming stock, internal transfers, and stock replenishment needs.
- Created discount logic based on various criteria, with automated approval alerts for timely order processing.
- Developed a comprehensive dashboard and reporting feature for senior management using the Dashboard Ninja module developed by us, providing custom department-wise reporting for sales, inventory, projects, CRM, and purchases.
- Customized the lead flow to include details such as salesperson, architect, and management, integrating with Odoo’s standard functionality.
- Leveraged the catalog feature to store multiple images of each product.
- Used Odoo’s default warehouse feature to synchronize inventory between showrooms and warehouses, allowing the internal team to check product availability.
- Tailored PO, GRN, and product matching processes to enhance internal user efficiency and expedite order delivery.
- 20% reduction in operational costs by integrating various applications under Odoo.
- 30% improvement in collaboration with centralized data access.
- Enhanced decision-making and reduced errors with streamlined processes.
- 15% improvement in conversion rates with customized lead stages.
- 10% reduction in the sales cycle due to better lead management.
- The sales team prioritized leads more effectively, improving customer satisfaction.
- 25% decrease in order processing time.
- 20% drop in errors.
- 15% faster payment processing, improving cash flow.
Data Flow Diagram
Conclusion
Our Odoo solution with custom features worked as a game-changer for the client, helping them reduce operational costs and streamline various business processes. By utilizing Odoo, we integrated all client operations, including sales, accounting, and CRM, and streamlined order processing by centralizing customer information. Moreover, our top-rated, highest-grossing Odoo product, Dashboard Ninja, helped the client create comprehensive reports, providing all the required information at their fingertips. Overall, the client reduced the operational costs significantly with our solution.
Streamline Your Business Operations
with Custom Odoo Solutions!
Streamline Your Business Operations
with Custom Odoo Solutions!
