Project Overview

The client required a comprehensive overhaul of their Odoo ERP system to enhance operational efficiency, improve communication channels, and simplify regulatory and workflow processes. Their existing system faced several challenges, including manual communication, rigid payment structures, and technical limitations in procurement, invoicing, and CRM modules.

CnEL India was chosen to execute this project due to their proven track record in complex Odoo customizations, seamless integrations, and robust process automation. The goal was to create a smooth, user-friendly, and scalable ERP ecosystem.

Key Challenges

• Manual customer installation confirmations leading to delays.
• Excel-based user rights not reflecting across modules.
• Lack of automated external communication triggers.
• Integration required between Smarteo.pl and CRM.
• Additional regulatory checks needed for quotation acceptance.
• Meeting scheduling communication errors.
• Invoicing and procurement workflow inefficiencies.
• Complexities in modifying the Customer Portal layout.
• Hardcoded payment terms causing rigidity in transactions.
• Validation issues with WH/IN and WH/OUT processes.

Our Solution

The CnEL India team addressed the challenges with a strategic, module-wise execution plan:

• Digitized customer installation confirmation to improve accuracy and speed.
• Developed a dynamic user rights system to reflect Excel permissions across all Odoo modules.
• Integrated CRM email templates with external communication links and manual trigger functionality.
• Implemented Smarteo.pl CRM integration for smooth data synchronization.
• Added regulatory compliance checks to the quotation acceptance workflow.
• Resolved meeting scheduling communication errors with automated alerts.
• Optimized invoicing and procurement workflows to eliminate manual errors.
• Customized the Customer Portal layout for a better user experience.
• Switched to Odoo generic payment terms to remove rigid 50% hardcoding.
• Fixed validation process issues in WH/IN and WH/OUT.

Why CnEL India Was the Right Choice

• Proven Odoo Expertise: Experienced developers with deep functional and technical knowledge.
• Custom-Fit Solutions: Every problem was solved with precision, keeping scalability in mind.
• Seamless Communication: Regular client updates and transparent project tracking.
• Quality & Speed: Timely delivery without compromising functionality or performance.

Client Testimonial

“Working with CnEL India has been an excellent experience. Their team understood our operational pain points quickly and delivered highly effective solutions. The integration with Smarteo.pl, payment term flexibility, and communication automation have significantly streamlined our processes. Their professionalism and expertise in Odoo are truly impressive.”

– Client Representative

Project Outcome

• 100% digitized customer installation confirmations.
• Faster workflows with real-time communication and automation.
• Enhanced compliance and regulatory processes.
• Significant reduction in manual errors and operational delays.
• Improved client satisfaction with a smoother ERP experience.

Conclusion

This project highlights how CnEL India transforms complex ERP requirements into elegant, efficient solutions. With a focus on customization, automation, and reliability, the team empowered the client to operate with greater agility and control.