Company name: El Bisturí
Location: México
Industry: Trading company
Applications implemented: CRM, Inventory, Purchase, Sales, Invoicing, and more
Number of users: 15
Number of employees: 20
Hosting type: Odoo Online
El Bisturí is a trading company specializing in medical supplies, aiming to meet the needs of both medical personnel and Mexican families. Their catalog includes uniforms, dressing materials, and medical equipment. The company has branches in Mexico City, the State of Mexico, and Jalisco.
Discovering Odoo
El Bisturí initially had an outdated ERP system that was no longer efficient due to the company’s growth, especially in terms of work speed. Faced with these challenges, the company needed a new ERP system that offered more accurate accounting records, reliable inventory information, and improved accessibility for reporting, particularly through dashboards.
While searching for a new ERP system, El Bisturí discovered Odoo due to recommendations from other companies.. After evaluating several options, they decided to implement Odoo for its advantages such as cloud operation, the Point of Sale app, and the ability to work offline.
Implementing Odoo
Yeymy Torres, El Bisturí's manager, highlighted the effectiveness of Odoo's implementation process. Although they initially faced some challenges adapting to the new system while still operating with the old one, it was worth it. Today, all areas of the company are satisfied with the amount of information and new features offered by Odoo.
Working with Odoo
El Bisturí has started using several apps, such as CRM and Project; they also continue to explore new tools. Some of the applications they find more useful include:
CRM: This app organizes sales activity, follows leads, closes opportunities, and provides accurate forecasts. The app also improves the management of daily activities, with meetings and upcoming tasks.
Project: This app manages active projects, plans tasks, assigns activities, and monitors performance.
Point of Sale: This app helps manage stores and restaurants efficiently, even offline. It automatically records inventory movements and provides real-time statistics.
Sales: This app allows you to carry out the entire sales process, including quotations, sales orders, delivery, and invoicing.
Accounting: This app offers integral accounting functions such as AI billing, banking synchronization, and smart suggestions.
Inventory: This app manages inventories and warehouses with advanced features such as barcode readers and automated replenishment routes.
Purchase: This app maintains a record of agreements, quotations, and purchase orders. It also allows you to automate replenishments and monitor calls for tenders.
Benefits Gained with Odoo
Yeymy Torres emphasized that Odoo's Purchase app, along with the consultancy received, has made it possible to implement an efficient process, from creating purchase orders to receiving and validating them in the warehouse. Detailed sales reports by category, product, month, salesperson, and branch provide an overview that facilitates strategic decision making to increase sales and minimize losses.
The accurate tracking history, the effectiveness of the Point of Sale app, and the accessibility to information have provided numerous benefits to El Bisturí. The company not only recommends Odoo to other organizations, but also plans to implement it in sister companies. They highlight the practicality of the accounting reports, the ability to work offline, the ease of billing, and constant innovation.
El Bisturí has found a comprehensive solution with Odoo, which has improved its processes and operational efficiency. This has allowed them to continue growing and offer a better service to their customers.
About El Bisturí
El Bisturí is a trading company with branches in Mexico City, the State of Mexico and Jalisco. The company specializes in medical supplies, including uniforms, dressing materials, and other equipment. They adopted Odoo to modernize their operations. With Odoo, they have improved accounting accuracy, inventory management, and reporting accessibility; which in turn has optimized their efficiency and supports their strategic decision making.
Learn more at www.eldoctorcito.com.mx
Efficiency and Precision: El Bisturí’s New Age with Odoo