Mechanical Products IL

Client Overview: Mechanical Products IL

Mechanical Products IL specializes in the precision machining and assembly of custom components, and they are facing significant operational challenges in importing product data into Odoo. They need a streamlined process for importing new products, updating existing products with accurate pricing and product inventory information for all the processes, like automated PO creation from SO.

Client Problems

The client's primary problems are a complex and often manual process for handling their product lifecycle. They struggled with:

• Inefficient Data Management: The import process for new products was inaccurate, leading to incorrect manufacturer assignments, inconsistent date formats, and errors in creating, updating, or archiving products.
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• Inaccurate Pricing: The system failed to accurately update sales and cost prices during product imports, leading to discrepancies in quotations and purchase orders (POS). The vendor prices were not consistently reflected in new POS.
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• Operational Disconnect: There were issues with the integration between Sales Orders and Purchase Orders, specifically regarding how product prices were transferred and updated. The drop-ship configuration also did not correctly assign the parent company to purchase orders.

Solutions Provided by CandidRoot Solutions

CandidRoot Solutions provided a comprehensive set of custom Odoo solutions to address these challenges, transforming the client's data management process. Our key contributions included:

Custom Product Management Module: We developed a dedicated module to handle three key scenarios:

• Price Update: Automatically updating the standard price for existing products from an Excel sheet.
• Product Creation: Creating new products if their codes were not found in the existing database.
• Product Archiving: Archiving products that were no longer present in the imported sheet.

Automated Data Processes: We implemented custom logic and cron jobs to automate critical data tasks. This included creating new cron jobs to update standard_price fields and scripts for seamless data writing, ensuring prices and other key information were always up-to-date.

Purchase and Sales Integration Fixes: We overrode key Odoo methods to ensure that purchase orders generated from sales orders or replenishment triggers always reflected the correct, latest vendor price. This also included fixing the dropship routing to assign the parent company on purchase orders correctly.

Business Smoothness After Odoo

After successful Odoo implementation in Mechanical Products IL, they experienced a notable improvement in their operational efficiency and data accuracy.

• Streamlined Operations: The custom module to import the data into system and automated processes drastically reduced the operation time and manual efforts to manage their products.
• Accurate Financials: The accuracy in updating the product price led to correct quotations, sales orders, purchase orders, and overall improved financial data integrity across the business flow.
• Enhanced Reliability: The stable bug free Odoo system provided a reliable platform to manage their day-to-day operations.
• Reduced Errors: The custom module with new automated system minimized human error which leads to more dependable and trustworthy product database.

Conclusion

By providing a custom automation, Odoo customization services, and system optimization, CandidRoot Solutions successfully resolved Mechanical Products IL’s most pressing Odoo challenges. We have replaced their manual process and provided solutions with automated product management workflow with pricing accuracy, seamless sales to purchase process and reliable product lifecycle control with improved operational efficiency and data consistency with stable, scalable environment to support future growth.