Project Overview

The client required extensive customization and optimization of their Odoo ERP system to address operational inefficiencies, improve communication, and streamline business workflows. The project scope covered multiple modules including CRM, Procurement, Invoicing, and Customer Portal, with a strong focus on automation, integration, and regulatory compliance.

Challenges Identified

• Digitizing Customer Installation Confirmation for improved tracking and efficiency.
• Ensuring User Rights from Excel were seamlessly reflected across all Odoo modules.
• Improving external communication with CRM email templates and manual email triggers.
• Integrating Smarteo.pl with Odoo CRM for smooth data synchronization.
• Adding regulatory checks during Quotation acceptance for compliance.
• Fixing meeting scheduling communication errors.
• Providing solutions for Odoo management queries and process optimization.
• Enabling secure 1-on-1 client messaging directly within Odoo.
• Resolving invoicing issues related to manual entries.
• Addressing procurement workflow concerns.
• Enhancing Purchase Module screen usability.
• Customizing the Customer Portal layout for a better user experience.
• Replacing hardcoded terms with Odoo generic payment terms for flexibility.
• Clarifying and managing 50% Order Value policies.
• Validating WH/IN and WH/OUT buttons to streamline inventory management.

Our Approach

CnEL India’s expert Odoo developers and business analysts worked closely with the client’s team to deliver tailored solutions:

• Developed a digital installation confirmation system for accuracy and faster workflows.
• Automated user rights import from Excel with module-wide enforcement.
• Enhanced CRM with email triggers and custom templates for external communications.
• Executed Smarteo.pl integration for real-time CRM updates.
• Embedded regulatory checks into quotation workflows for compliance assurance.
• Fixed meeting scheduling errors for reliable communication.
• Built a client messaging feature for 1-on-1 secure communications.
• Resolved invoicing inconsistencies with enhanced validation logic.
• Improved procurement and purchase workflows with screen-level enhancements.
• Customized the Customer Portal layout for branding and usability.
• Implemented flexible payment terms and automated calculations for order values.
• Streamlined warehouse validations with optimized WH/IN and WH/OUT functionality.

Results Delivered

• Improved system efficiency with digital confirmations and automated processes.
• Seamless external communication integrated directly within CRM workflows.
• Enhanced compliance and accuracy in quotation approvals and invoicing.
• Streamlined procurement, purchase, and warehouse workflows.
• Delivered a user-friendly and fully customized Customer Portal.
• Increased flexibility with generic Odoo payment terms replacing hardcoded rules.

Why CnEL India?

CnEL India demonstrated unmatched expertise in Odoo customization, integration, and workflow optimization. By combining deep technical knowledge with practical business insights, we ensured the client’s ERP system was not only customized to their needs but also scalable for future growth.

Client Testimonial

“The CnEL India team transformed our Odoo system into a powerful business tool. From fixing invoicing issues to implementing integrations and regulatory checks, they handled every challenge with professionalism and technical excellence. Their deep understanding of both business processes and Odoo’s technical framework made them the perfect partner for this project.”