Streamlined Processes with Odoo ERP System
About Project
The client, a DNA Lab Testing service provider specifically catering to camels, was searching for solutions to efficiently handle payment records for customers who visit without prior appointments and monitor the status of lab testing for camels. They needed a smooth payment procedure, real-time camel activity (lab testing) status updates, effective walk-in customers and their camel's management, an automated notification system integrated with Odoo ERP, and seamless customer communication.
Web
Platform/OSOthers
Category
Brief
We seamlessly integrated Whatsapp with Odoo for customer communication and integrated local software to streamline lab test processing in Odoo ERP. Our solution utilized Odoo's inventory management to manage multiple locations efficiently. We also customized the ERP system to include customer credit limits and invoicing approval based on those limits. We also exceeded the credit limit that requires finance approval for invoicing.
Highlights
Our team successfully implemented modules in the ERP system to meet the client's requirements, including inventory, project, invoicing, and contact management. We streamlined camels' lab testing by integrating job card creation, WhatsApp notifications for payment links, lab test reports, and status updates. Our key features included automated WhatsApp responses, customizable reports, DNA testing integration, and tracking camels' medical history and identification.
Case StudyFeatures
Customized Reports:
Modify reports to meet specific customer requirements.
DNA Testing Notifications:
Receive alerts for DNA testing samples through WhatsApp integration with Odoo.
Comprehensive Camel Tracking:
Track medical history, camel ID, chip numbers, and more for efficient management.
Job Card Creation:
Automatically generate job cards upon invoice posting for streamlined operations.
Tech Stack
Odoo
Odoo.sh
Whats App Integration
