Project Name

Unlocking Efficiency: Odoo's Integrated Solution for the Service Industry

Industry

Service

Technology

Odoo, Python, CSS, XML, Rest API, JS

Overview

Our client was working in the Service industry. They require a solution for handling perpetual sales with periodic maintenance. They need a single platform to run the business operations and to manage the resources for a smooth process.

Challenges

The challenges faced by our client in this industry were multifaceted, with specific hurdles categorized by modules:

Difficulty in product management, tracking customer-procured products, verifying product authenticity for warranty checks, and handling Gantt views.
Tracking perpetual sales, managing free trials, addressing payment token failures, and handling the delivery of parent deliveries for free trials.
Integrating sign documents with sales orders, establishing a sequence for internal employees and customers to sign agreements.
Challenges in tracking older sales order details during revisions, manual handling of delivery and internal transfer processes, and managing advance payments with refunds and transfer options.
Ensuring the customer support team has easy access to the latest customer transactions in terms of sales, transfers, invoices, helpdesk tickets, activities, and emails sent.

Our Solution

Ksolves provided a comprehensive solution tailored to each module's specific challenges:

Introduced field service templates for automatic product addition, smart widgets, and a convenient list view for tracking customer procurements with lot tracking.
Integrated multiple subscription templates with differentiated options for paid and free trials.
Seamlessly integrated signing documents with sales quotations in a sequential process.
Customized the sales order revision process to accommodate both old and new sales orders. Implemented advance payment handling and reconciliation.
Recorded all activities and recent customer transactions in a single form with a list view feature.

Data Flow Diagram

Conclusion

On implementing this integrated solution, it helped the customer to overcome all the manual methods of handling their Sales & Field service process. Also, helped them to streamline all their processes to integrate into a single software. Better visibility helped them to increase sales and increased customer support as well. Now, they efficiently handle customer data, product warranties, subscriptions, and maintenance within a single application (Odoo). Moreover, our Advanced Dashboard Ninja module empowers management with insightful analytical reports, making decisions swiftly, and reviews.