Upgraded for Excellence
Elec-Mec’s Smooth Transition to Odoo 18
Introduction
Elec-Mec is a UK-based wholesale supplier and training center that provides a wide range of products for the building services industry, including electrical, plumbing, heating, ventilation, bathrooms, kitchens, tiles, and tools. With branches in Stanmore and Park Royal, they primarily serve trade professionals such as installers and contractors.
Beyond distribution, Elec-Mec enhances industry skills by offering official training sessions, including Daikin HVAC training, helping professionals stay current with modern tools and technologies. Their goal is to provide a one-stop solution for both quality materials and expert education.
Key Objectives of Migration
Upgrade from Odoo Version 17 to Version 18 to benefit from new features, performance enhancements, and long-term platform sustainability.
Ensure a smooth and secure transition with no data loss and minimal business interruption.
Maintain all custom workflows and modules while leveraging Odoo 18’s enhanced usability.
Scope of Migration
Sales & CRM Management
Quotation and Sales Order Management
Custom Quotation Template
Tax and Fiscal Position Configuration
Sales Team and Pipeline Tracking
Activity planning and scheduling (calls, meetings, follow-ups)
Integration with CRM, Inventory, and Accounting
Purchase Management
Request for Quotation (RFQ) and Purchase Order Management
Vendor Management
Multi-level Approval Workflows
Manage Vendor Bills
Receipt and Delivery Status Tracking
Inventory Management
Warehouse and Location Management
Product Categorization and Variant Handling
Stock Moves and Transfer Operations (Internal, Incoming, Outgoing)
Lot and Serial Number Tracking
Barcode Integration
Accounting Management
Customer Invoicing and Vendor Bill Processing
Multi-Currency Management
Bank Synchronization and Reconciliation
Payment Terms and Follow-Ups
Tax Configuration and Reporting
Chart of Accounts and Journal Entries
Asset Management and Depreciation
Website & eCommerce Development
Product catalog with category-wise browsing
Advanced product filtering (brand, size, color, finish, etc.)
Wishlist management
Customer-specific pricing (Login required to view prices)
Product variant handling
Real-time stock visibility on website
Add to cart and checkout process
Product detail pages with specifications
Manage Customer Account
Customer login and registration
Login-gated pricing for B2B users
Contact forms linked with CRM
Migration Approach
Pre-Migration Analysis
Evaluated existing modules, customizations, and database structure
Code Refactoring
Updated and optimized custom modules to align with Odoo 18's framework
Data Migration
Transferred historical data including products, partners, transactions, and workflows with precision
UAT (User Acceptance Testing)
Conducted extensive testing with key users to validate functionality and ensure operational continuity
Training
Provided in-depth user training for functional aspects
Go-Live & Post-Migration Support
Executed a smooth and planned go-live with real-time support for any immediate concerns
Offered comprehensive post-go-live support including issue resolution, user feedback handling, and documentation
Continuous monitoring and fine-tuning of performance and workflows
