PROJECT SCOPE
Super Cool Air Conditioning Trading LLC specializes in the trading and wholesale of air conditioners and related products. The company required a robust and scalable ERP solution to streamline its trading, sales, warehouse, accounting, and HR functions with a multi-company setup. This report summarizes the implementation scope and modules configured in Odoo to optimize their operations.
KEY FEATURES
MULTI-COMPANIES
Multi-Company Setup
• Overview: A multi-company setup was established to allow seamless operations across various branches and subsidiaries.
• Functionality: The configuration enables distinct financial reporting and operations for each entity, while supporting inter-company transactions and consolidated reporting.
B2B SALES MANAGEMENT
• Quotations: Automated creation and management of quotations with email dispatch capabilities directly from Odoo.
• Delivery Orders: Workflow for generating and managing delivery orders from confirmed sales orders.
• Invoicing: Systematic invoicing linked to sales orders for accurate and timely billing.
• Sales Price List: Multiple price lists created based on client categories and sales regions.
• CRM for Lead Management: Odoo CRM module integrated for tracking new leads and conversion.
POINT OF SALE (POS)
• Retail Sales: POS system configured to handle retail transactions with product availability checks in real-time.
• Payment Methods: Multi-payment method setup (cash, card, etc.), with an auto-validation feature to confirm delivery orders upon payment confirmation.
• Discounts & Returns: Options for managing product returns and applying discounts.
• Accounting Integration: Sales entries are automatically posted in the accounting module.
• Shift Closing & Reconciliation: Shift-end closing configured for cash and card payment reconciliations.
PURCHASE MANAGEMENT
• Purchase Orders (PO): Automated PO creation based on demand forecasts.
• Stock Receipt: Full and partial receipt management with backorder creation as needed.
• 3-Way Matching: Validation process to match POs, bills, and receipts for accurate billing and stock updates.
WAREHOUSE MANAGEMENT
• Delivery Scheduling: Planned delivery schedules to optimize dispatches.
• Serial Tracking & Barcode Scanning: Serial numbers used for product identification with barcode scanning for stock receipts and deliveries.
• Internal Transfers: Facilitated internal stock movements between company warehouses.
• Delivery Documentation: Client signature capture and document upload functionality implemented for delivery order verification.
ACCOUNTING
• Comprehensive Financial Reporting: Automated reporting for P&L, balance sheets, cash flow, executive summaries, and cash flow forecasting.
• Automated Follow-ups: Invoice payment statuses monitored with automatic follow-up reminders.
• Approval Matrix: Approval workflows set up for invoices, bills, and payments.
• Reconciliation and General Ledger: Bank reconciliation, aged receivables/payables reports, and full general ledger with trial balance reports.
• Prepayment Schedules: Prepayments tracked, and schedules maintained.
• Asset Depreciation: Asset management module configured to handle automatic depreciation entries.
HUMAN RESOURCE MANAGEMENT
• Employee Records & Contract Management: Configured to store detailed employee records and contract terms.
• Leave and Attendance Management: Attendance tracking integrated with leave management for better workforce oversight.
• Payroll & Accounting Entries: Automated payroll with accounting entries generated for salary disbursements