Chetan Plastics

Client Overview

Chetan Plastics is a leading manufacturing and distribution company based in Ahmedabad that specializes in the printing industry with multiple departments—Sales, Purchase, Inventory, Manufacturing, and Customer Relationship Management (CRM). The company handles complex sales cycles, custom product jobs, and dynamic pricing models and requires efficient synchronization across departments to ensure timely production, delivery, and client satisfaction.

Client Problems

Prior to implementing Odoo ERP with customization, Chetan Plastics faced several operational inefficiencies, including:

• Manual Process : Managing their Sales, Purchase, Delivery, Receipt using A Excel file so it is difficult to manage at large scale. 
• Disconnected Sales and Purchase Workflows: Due to manual process it is difficult to trace source documents, purchase orders and approvals across different departments. 
• Complex Quotation & Validation Process: Manual validation without proper controls, re-validations, and missing business logic, leading to process errors.
• Inconsistent Reporting: It is difficult to generate accurate reports for each department. 
• Manual Communication: No integration with WhatsApp, scattered email workflows, and lack of visibility into recipient addresses.
• Lack of Template and Job Management: Manual entry of repetitive quotation data, same products re-order, no synchronization between CRM jobs and SO/PO entries.
• Missing Automation in Delivery & Invoicing: Delivery Challan, Barcode Stickers, Advanced payments were manually managed which is error-prone.

Manual Repair Management: Difficulties in tracking repair orders, their status, and parts movement during the repair lifecycle.

Solutions Provided by CandidRoot Solutions

CandidRoot Solutions partnered with Chetan Plastics to develop a robust, fully customized Odoo ERP ecosystem, delivering enhancements in every core module:

Sales & CRM Customizations:

• Multi-level validation (initial & post-confirmation) with confirmation control.
• Auto-tagging in CRM, referral tracking and job linking to Sales Order lines
• Generate quotation templates with auto-filled job lines
• Block Calculator Integrated In Sales Order Line 
• Price Calculation added in Odoo which was done in Excel file
• Sale Order Filters: RFQ Pending/Partial/Created, PO Partial/Created.
• Quotation And Sales Order Report Customization

Purchase Management Enhancements:

• Purchase Wizard Customization
• • Vendor Filtering 
  • Vendor selection pop-up before PO creation 
  • Visibility of previous RFQs 
  • Print Label for Purchase Order And Receipt 
• Two steps validation before and after RFQ confirmation
• Automated PO creation from SOL with status checks
• Line-wise PO/ RFQ button visibility and filters
• Enhanced purchase reporting (e.g., voucher number, supplier invoice number).

Block Calculator Integration:

• SO & PO lines linked with block calculator and dynamic note creation
• Auto-note update on value change, improving traceability and accuracy

Delivery & Inventory Flow:

• Delivery line customization with weight, rate, and completion tracking
• One vs. multi-destination formatting with bold logic and KGS handling
• Merged delivery instructions with linked job data
• Inventory sticker customization and structured remarks-only calculation notes
• Stickers, barcodes, and delivery-part printing structures

Barcode System Implementation

• Setup of TSC Barcode printer
• Designed and implemented 100x75mm barcode labels with automated product data fetching

Finance & Billing:

• Round-off in vendor bills, and 2-digit rounding in invoice/bill amounts
• Purchase and sale advance payment logic in SO/PO/Proforma flows
• Invoice tree view sequence with bold fields and editable invoice numbers pre-confirmation.
• Payment terms auto-set and editable
  
  

Email & WhatsApp Communication:

• Email wizard enhancements with partner email visibility, CC/BCC support
• Preventing blank email record creation on failure
• Auto WhatsApp messages to vendors with PO and note details

Repair Management Enhancements

• New repair workflow with some additional fields
• Automated creation and completion of stock moves upon confirmation and repair completion.

Dynamic UOM & Secondary UOM Integration

• We have added secondary UOM fields to sale, purchase, invoice, and stock modules.
• Default secondary UOM selection enforced per product.

Report Customization

• We have redesigned and customized reports as per customers' specific needs.
• Report format development for Sales, Purchase, Pro-forma and RFQ reports 
• QR barcodes and sticker printing to track inventory

Business Smoothness After Odoo

We have deployed the fully customized Odoo ERP as per specific requirements of Chetan Plastics which results to measurable operational improvements,

• Faster Sales-Purchase Process : Streamlined sales and purchase workflows with Odoo Customization which reduces order cycle time and boosts operational efficiency.
• Improvement In CRM to Sales Flow : Improvement in business inquiry to Quotation, Sales Order workflow.
• Centralized Data Flow: Information now seamlessly moves between Sales, Purchase, Manufacturing, Inventory, and Accounting.
• Improved Decision-Making: Dashboards, reports, and on-click details improve operational visibility and insights.
• Professional, Accurate Reporting: Clients and internal teams receive consistently formatted reports, saving time and improving perception.
• Real-Time Communication: WhatsApp integration and chatter-based activity logs ensure nothing is missed and follow-ups are automatic.
• Increased Operational Accuracy: Validation control, automatic note creation, and detailed job line linkage reduce human error significantly.
  
  

Conclusion

The journey of Chetan Plastics with Odoo ERP has transformed the business using Odoo Sales, Purchase, CRM, Inventory, Manufacturing, Repair Management. 

By partnering with CandidRoot Solutions, they moved beyond basic ERP functionality to a deeply integrated, workflow-optimized, and communication-enabled system. Each module now contributes to a connected digital backbone that supports real-time decision-making, reduces manual dependency, and enables business scalability.

By leveraging the power of Odoo and the expertise of CandidRoot Solutions, Chetan Plastics transformed its manual, error-prone processes into a digital, automated, and efficient workflow. This successful ERP implementation enabled the client to focus on business growth with confidence in their back-end systems.