Key Integrations in Odoo ERP to aid Effective Management Of the Ebo Mart Website
Tech Stack
- Confluene
- Github
- HDFC Bank-supported Payment Gateways
- Jira
- Magento 2 Community
- Odoo
- Odoo.sh
- OMS
- PostgreSQL
About Client
The client is an eCommerce startup in the home-improvement terrain and deals in tiles, paints, and faucets. The Indian client follows a multi-seller marketplace approach to offer home improvement material to retailers, architects, and general consumers under one roof. The client approached us to manage their CRM, sales, helpdesk, inventory, purchase, accounting, PoS, employee, documents, and approval to help the client’s business function more efficiently.
About Product
The client leveraged our Retail Ecommerce Solutions
to add several complex functionalities to their business and make it easy to manage their website. First, we created a system that validated users after several intricate checks. Then, our experts developed an invoice engine that helped in recording sales in Odoo ERP . We further built an option to track open invoices whose payment had to be collected from third-party logistics providers. Besides this, we created an analytics tracking system that helped the admin track the profit and loss statement of a particular product category from a specific location and sales channel.
Creation of Vendor Approval Process
The client wanted to create an approval process wherein the ‘makers’ would update information about a vendor. This information would then go for approval to the ‘checkers’ only after which a vendor would be onboarded
Our team created an approval system assigning ‘makers’ and ‘checkers’ their designated roles. We created different groups in the Purchase module and gave the maker and checker access to the merchandising and finance team for traded goods.
Solution
The Challenges
Result
- Complex Approval SystemVendors were onboarded after complying with several requirements like GST number, Pan number, and so on. A user could create a purchase order for a vendor only when they got approved.
- Easier Analytics ViewingAn admin could easily view the Profit and Loss of a particular product category through a specific product channel to refine the future course of action.
- Precise Inventory ManagementDirect API triggered to Odoo for invoice posting helped in inventory management. It meant that any mismatch found during invoice posting would display error logs.
- Accurate Maintenance of AccountsRecording the amount received by the third party logistics as the amount to be received and making corresponding accounting entries helped keep the accounts clean.
Product Screens
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