ERP platform for a B2B footwear company

Discovery

Our team worked closely with the customer to identify and prioritize business goals, operational challenges, and solutions’ requirements. While the client initially considered using their existing multi-system setup, our analysis showed that Odoo could meet most of their needs out of the box or with minimal customizations, while easily integrating with third-party plugins or custom modules to expand its native capabilities. This approach would also simplify software maintenance and support while reducing operational overhead. Eventually, we demonstrated this approach and its benefits by delivering a tailored Odoo demo.

ERP implementation

Product management & data integration

We set up product management workflows, including the import of product data, images, and pricelists from various suppliers originally stored in multiple Excel files and configuration of product variants and attributes. Our team also enabled 3D image uploads and added a custom configurator to link images with products without uploading visuals for each product variant, helping save storage and simplify product management. Additionally, we cleaned duplicate and irrelevant records and resolved discrepancies in stock levels and pricing data.

Sales & order management

Itransition’s team configured and customized Odoo’s sales workflows for both off-the-shelf and custom products, ensuring that the sale of each product category is properly handled and the system supports additional fields, attachments, and logic specific to custom orders:

• Restricting pricing visibility to hide product prices by default and show them only to registered and approved users
• Limiting the visibility of certain product categories to selected users
• Splitting off-the-shelf and custom orders during the purchase process
• Support of multiple payment options by integrating Stripe, including card payments, PayPal, and wire transfer
• Enabling the calculation and addition of Stripe commissions to the final product price by implementing a third-party add-on
• Delivery methods enablement, including activating DHL, UPS, and FedEx connectors for product shipping and adding a custom TNT connector to expand delivery options

Warehouse management

We set up effective warehouse management using a combination of default configurations, customizations, and process automation rules to enable:

• Accurate item tracking across warehouses and specific storage locations (rooms, shelves, etc.) setup
• Reliable inventory control using stock counts and inventory adjustments to maintain accurate levels and resolve discrepancies
• Automated FIFO (first in-first out) accounting
• Automated reordering and stock replenishment based on stock levels monitoring and pending orders analysis
• Optimized stock picking by consolidating multiple orders for the same customer into a single shipment, reducing costs and simplifying delivery
• Automated purchasing from suppliers for selected off-the-shelf items triggered by customer orders
• Barcode scanning via smartphones for product receipt and delivery, speeding up warehouse operations and reducing manual entry errors

Accounting & regulatory compliance

Our team worked closely with the customer’s financial advisor to align ERP accounting workflows with Australian financial regulations using standard Odoo features. For this, we connected the customer’s bank and Stripe accounts to Odoo to automate bank statements and transaction data import. We also configured the chart of accounts and fiscal positions and enabled custom tax calculation rules for different contractors. Finally, we set up fixed asset management to simplify asset tracking and depreciation calculation.

Financial reporting

We configured real-time sales dashboards with insights into the company’s key financial metrics, including sales volume, net revenue, average order value, category-level performance, and profit margin analysis. We also enabled sales forecasting by implementing a linear trend model for optimistic and pessimistic projections and set up dashboards to compare actual sales performance to forecasted results.

CRM enablement

To support client relationship management, we set up a CRM module. We also imported existing contact data into the system, enabling the client to link contacts directly to sales orders and communication threads, which simplified opportunities management, client communication, and interactions tracking.