Challenge: A manufacturing company was plagued with fulfillment issues, particularly during peak seasons, while relying solely on QuickBooks Desktop for bookkeeping and management. They experienced frequent order shortages, mispackaging, and incorrect deliveries, compounded by disparate methods of receiving orders (emails, faxes, messages, EDI, phone calls, etc.). Manual processing led to consolidation in QuickBooks only at the shipping stage, making real-time tracking and efficiency nearly impossible.
Solution: To remedy these challenges, I recommended the adoption of the Odoo platform with the integration of specific modules: Sales (to centralize incoming order processing), Website (to offer an ordering portal for customers), Accounting (eliminating the need for third-party accounting software integration), and Inventory & Barcode (streamlining order fulfillment with barcode scanning). Business System Integrators was chosen for EDI integration, leveraging their expertise to establish seamless data exchange.
Implementation: The full implementation of the Odoo ERP solution, including the migration of historical data from QuickBooks to Odoo, was accomplished in three weeks. The flexibility of Odoo allowed for customization aligning with the company's specific operational needs and ensured sustainable use by staff.
Result: Post-implementation, the company observed a significant uptick in on-time delivery rates, from 74% to 91%. The elimination of order entry errors and the real-time visibility of order statuses fundamentally enhanced production planning, packing efficiency, and overall operational synchronization. The reduction in repetitive tasks for office staff unlocked additional resources for customer support and marketing initiatives.