Project Overview

The company provides furniture for schools, offices and healthcare organizations.

Furniture manufacturing is a competitive industry, with many producers manufacturing their items in other states at lower costs.

The industry Provides different services like designing, manufacturing, distributing, the sale of functional and artifact objects and other miscellaneous functions.

The client wanted to enhance business productivity by combining offline and online sales processes for their sales representatives.

They wanted to integrate the existing system to CRM to execute strategies that help in the retention of customers.

Odoo text and image block
Odoo image and text block

Services

Furniture industry, involved in the design, manufacture, distribution, and sale of functional and decorative objects of household and office equipment. They provide a range of indigenous furniture available for residential and offices. The popular form of furniture includes the garden, office, kitchen, bedroom, etc.  and the contract furniture in wood metal, plastic, cane, and bamboo. This furniture is available in a variety of finishes.

  •  Supply Chain Management

  • Manufacturing

  • Warehouse and Logistics

  • Scrap Management

  • Marketing and Sales management  

  • Customer Order Management

How We Did It

Challenge: Migrate Products and Customers

The client is dealing with the largest customer base. To manage a wide range of products. It was difficult to migrate all data from the existing system. 

Solution:

Our experts created different API for product and customer. APIs developed are strong to reflect the real-time synchronization in product and customer module. This also leads to the efficient and successful migration of all inventory details.

Challenge: Maintain Existing Accounts

With different types of furniture like office furniture, classroom furniture, etc. the clients having different types of customers in their customer base. They also have a different quantity based on different discount schemes that specifically designed for the specific account type.

Solution:

With efficient programming techniques, our experts found the desired solution for the client. The client separately managed their account in CRM. This helped the client to manage accuracy in order to specific account types. The system automatically triggers the discount rules based on the placed order.

ChallEnge: Product Integration

The client is dealing with a wide range of products so it’s difficult to categorize and place a different type of integration on CRM. we need to much carefully manage the product integration.

Solution:

Our experts found the simple solution for this we categorized products according to diverse client requirements. The complete process gives an easy and accurate flow and prepares the quote on CRM.

Challenge: System Integration

Replacing a  10-year-old system and integrating existing and partly automated manufacturing software and manual systems.

Solution:

We have a big challenge to integrating the whole system in Odoo but our team will find the solution for that and integrate API with Odoo. Custom development by Caret IT to implement their complex customer order requirements. Use of Odoo’s email facilities to keep customers informed. Two-way integration to the existing manufacturing system.

Result

Separated Sales Channel

It will develop easier to distinguish in a variety of customer requirements for both online and offline sales.

Streamlined Business Processes

Due to efficient Odoo implementation, all transactions, requirements, and customer interactions managed well and the business process becomes streamlined.

Efficient Order Automation

End-to-end order processing and automated task resulted in increased order and sales. The products have so many variations that prior to Odoo ERP only one or two users could reliably enter orders.

Automated Email and reporting

Customer communication improved through automated emails. Better and more timely management reporting.

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