How to use Odoo in a manufacturing company
4. Customer’s needs
1. How to use Odoo in a simple Manufacturing company Benjamin Gautier, Functional Consultant
2. SUMMARY Introduction 1 CRM 2 Sales 3 Warehouse 4 Manufacturing 5 6 Demo
6. How to use Odoo in a Manufacturing company Manufacturing Warehouse Sales Introduction CRM He needs a CRM app: • To manage his new leads ; • To assign one of his seller to a specific lead ; • To schedule and log his calls and meeting ; • To monitor his sales performance.
8. How to use Odoo in a Manufacturing company Manufacturing Warehouse Sales CRM Introduction He needs a Warehouse app: • To manage his stock ; • To manage his replenishments thanks to minimum and maximum rules ; • To manage his inventory value ; • To track the traceability of his products.
9. How to use Odoo in a Manufacturing company Manufacturing Warehouse Sales CRM Introduction He needs a Manufacturing app: • To manage the production of finished products ; • To schedule his productions ; • To assign a responsible of the production ; • To easily see what he has to produce according to his sales (Make to order/Manufacture products).
5. How to use Odoo in a Manufacturing company Hank started his business 6 years ago He started to use Odoo 1 year ago He works with: • Two sellers ; • 3 manufacturers and warehouse managers ; • A secretary. Manufacturing Warehouse Sales CRM Introduction
11. Manufacturing Order Sale Order Purchase Order Production Delivery Order PROCESS SLIDE o Sale Order triggers a manufacturing order o Forecasted quantity of Raw material < Minimum quantity => Purchase order Delivery Order
7. How to use Odoo in a Manufacturing company Manufacturing Warehouse Sales CRM Introduction He needs a Sales app: • To easily make quotations for his customers ; • To send them to his customers and to follow - up the offers ; • To apply discounts for several customers. He wants to use pricelists ; • To group his customers by sale teams and evaluate their performances.
3. How to use Odoo in a Manufacturing company Presentation of one of my business case General needs of the customer: • Manage customers and communication ; • Manage sales ; • Invoicing ; • Manage stock ; • Make to order manufacturing. Manufacturing Warehouse Sales CRM Introduction
13. Summary Time to production : 1 month Number of users : 7 Number of Sale Orders / month : between 50 and 100 In the next few months • Multi - companies • Integrate inter - company transfer
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