A mid-sized company in the consumer goods industry faced numerous challenges with their existing Enterprise Resource Planning (ERP) system, Cin7. The reliance on manual processes and fragmented systems led to inefficiencies and an urgent need for a centralized, automated solution. Traction implemented our QuickStart ERP Migration package, leveraging the Odoo platform, to resolve these challenges effectively.
The primary goals were to replace Cin7 functions entirely, including sales order tracking from Amazon and Shopify, inventory management, and the invoicing processes. By switching to Odoo, we centralized inventory management and order processing with advanced connectors. This change enabled seamless integration of data and streamlined operations by automating various tasks previously managed via manual spreadsheets and external systems. Furthermore, the users were fully trained on the new system. Consequently, the company significantly improved data accuracy, operational efficiency, and decision-making capabilities by having cleaner, real-time data.
Phase 1: Scope and Implementation
The initial phase focused on replicating and enhancing the core functionalities of Cin7 within Odoo ERP. This phase included integrating orders from Amazon and Shopify and automating the return and refund processes. A substantial upgrade was moving from manual spreadsheets to leveraging Odoo's inventory tracking, which provided real-time updates and improved forecasting. Additionally, the built-in invoicing and emailing functions of Odoo replaced the previous reliance on Invoice Falcon, leading to reduced errors and faster processing times.
Customized Configurations and Training
Our team worked closely with the client's business team to set up customized views, fields, and workflows within Odoo to match their specific needs. This was augmented with functions like SendGrid for handling large-scale email communications and integrating tools for seamless coordination between various functions. The comprehensive training provided ensured that the client's employees were proficient in the new system, leading to a smooth transition and immediate productivity.
Final Impact
With the successful implementation of Odoo ERP through our QuickStart Migration package, the company has reported significant improvements in operational efficiency. They are now equipped with a solid and scalable foundation to support their growth and dynamic market needs. The integration of best-practice processes and data automation has set a new pace for their business operations, positioning them well for future success.