An Odoo ERP tailored for a furniture manufacturer and trader

Before the Odoo rollout, Parshwa Furniture faced several operational bottlenecks across their tools and workflows.

• 1Existing system limitations - Parshwa Furniture had experimented with Zoho CRM and other local CRM cum ERP solutions but were dissatisfied, especially with the quotation templates. They were using a custom Excel-based quotation template, which was crucial for closing more business compared to standard templates. However, it was incompatible with online tools, complicating quote generation from mobile devices.
• 2e-Way Bill generation - Generating e-Way bills on the go was challenging as it required a laptop or desktop, limiting mobility. The Indian government mandates electronically generated documents for goods movement exceeding Rs. 50,000, necessitating a reliable solution.
• 3Multiple software dependencies - At the start of their software transformation journey, Parshwa Furniture relied on multiple software solutions, including Zoho, local Excel sheets for quotations, and Tally for end-to-end accounting.

After thoroughly reviewing their end-to-end software needs, we recommended Odoo ERP, focusing on inventory, sales, accounting, and other relevant apps. Approximately 85% of their business workflows could be handled with standard Odoo Apps, while the remaining 15% required minor customization.

• Requirement gathering - analyzed departmental workflows and mapped them with Odoo Apps and best practices; set up inventory, sales, manufacturing, projects/tasks/timesheet, accounting, and other relevant Odoo Apps; and configured the product catalog with descriptions, images, attributes/variants, different pricing, HSN codes, reordering rules, and more.
• User group configuration - created six different user types with relevant permissions to access the Odoo web and mobile applications, established across four main groups: Admin (all rights), Sales (sales rights with visibility to own data), Accounting (access to sales and accounting apps), and general users (rights for their created or assigned data).
• e-Way Bill & e-Invoice setup - configured these features through Odoo IAP services, ensuring compliance with India’s e-Way Bill requirements by setting up billing and shipping addresses for every invoice.
• Data migration - migrated real product categories, SKUs, inventory, manufacturing areas, and employee data before going live.
• Custom quotation template - the client’s primary decision-making point was the need for a custom quotation template that no standard solution could offer. We developed a custom quotation template within Odoo ERP that allowed for attaching relevant product catalogs in both single and two-column layouts. This customization was critical for their business, as it mimicked their previously successful Excel-based template but was now integrated into the ERP system.
• Sales and production workflow customization - we mapped out the entire sales and production workflow, incorporating custom user groups and permissions to ensure only relevant users could access specific data and actions.
• Research on future needs - we conducted research and practical trials for future requirements, including digital signatures for Indian tax filing and an Odoo-to-Tally connector; document access controls that exclude sales and accounting documents for designers, production managers, and delivery personnel; dynamic visibility controls for chat messages, as per the logged in user types; and password-protected PDF generation.