Digital Transformation for a Precision Component Manufacturer Using Odoo ERP
Client Background
The client is a reputed manufacturer and exporter of precision components such as pulleys, pistons, valves, and automotive accessories. Serving OEM and export markets, the company is known for its consistent quality. Their product range supports machine tools, repair and installation of machinery, and motor vehicles. Their core philosophy focuses on continual improvement in quality,
cost-efficiency, and productivity.
Problem Statement
Previously reliant on a traditional ERP system, the client struggled with:
Limited integration across departments
Manual data entry and fragmented workflows
Inadequate tracking of production, quality, and packaging
Lack of export document automation
Inefficient payroll and HR handling
No support for dual unit of measure or detailed packaging control
These challenges impacted their operational efficiency, production planning, and global compliance.
Implementation:
Setu Consulting implemented a full-fledged Odoo ERP system tailored for OEM and export industries. The deployment covered end-to-end operations, custom workflows, and integrations to streamline procurement, production, quality assurance, packaging, export, and HR functions
A phased rollout was adopted:
Gap Analysis
Go-Live Support
Ongoing Support & Enhancements
Operations Implemented
CRM & Sales
Lead and opportunity tracking with activity scheduling
Online Quotation Sending & Approval
Manage product, quantity, annual volume, development cost, and MOQ from CRM.
Manage Pre-Schedule Multiple deliveries
Product tracking from CRM to Sales and Invoicing
E-Way Bill and E-Invoice
Invoice policy based on product delivery status
Purchase Management
Vendor Management
Request for Quotation (RFQ)
Purchase Order Management
Vendor Bills Management
Generate quality check reports to ensure product standards are met.
Provide internal and external quality control inspections for assessment.
Internal products transfer between different company entities.
Purchase Management
Vendor Management
Request for Quotation (RFQ)
Purchase Order Management
Vendor Bills Management
Generate quality check reports to ensure product standards are met.
Provide internal and external quality control inspections for assessment.
Internal products transfer between different company entities.
Purchase Management
Vendor Management
Request for Quotation (RFQ)
Purchase Order Management
Vendor Bills Management
Generate quality check reports to ensure product standards are met.
Provide internal and external quality control inspections for assessment.
Internal products transfer between different company entities.
Inventory Management
Real-time tracking across multiple warehouses.
Barcode-enabled inventory movement and lot/serial number tracking.
Automated reordering rules and stock adjustments.
Packaging:
Create and manage different types of packaging (boxes, pallets, etc.)
Define packaging units for each product
Define Corrugated boxes & Wooden boxes
Generate Labels for the boxes
Manufacturing Management:
Auto production planning based on delivery
Manage BoM, routing, work centers
Hourly production logging
Define production time slots and allow extra time logging if exceeded.
Reverse lot traceability to trace finished products back to their raw materials
Define a configurable cost structure to compute product costs
Rework process management and cost structure tracking
Manage Subcontracting
Quality Control & Maintenance
In-process quality checkpoints for production, delivery, and receipt.
Preventive and corrective maintenance scheduling.
Equipment status and lifecycle management.
Equipment/Tools Management
Dual UoM handling with unit conversions
Manage raw materials in kg and finished goods in quantities
Convert inserts to corners
Track complete inserts and loose corners for accurate stock visibility
Accounting
Country-specific chart of accounts.
Automated customer/vendor invoicing and reconciliation.
Multi-currency support and bank integration.
Asset and tax management.
Store Management
Store Management To track tools usage and production cost
Implement barcode-based management for the store warehouse
Configure barcodes for locations and products
Enable reverse searching of locations based on products
Configure locations to allow only specific products
Export Management:
- Incoterms
- Container Management
- Container loading with barcode
- Export Document Generation
- Commercial Invoice
- Export Invoice
- Packing List
- WaySlip
- RoDTEP Report
- VGM (Verified Gross Mass) Document
- Duty Drawback
Employee Management:
- Employee profiles with personal & professional details
- Department, job position, manager assignment
- Employee documents management (ID proof, certificates)
Attendance Management:
- Biometric/RFID/Manual attendance integration
- Overtime & working hour tracking
- Monthly attendance reporting
Leaves Management:
- Define custom leave types (Sick, Casual, Earned, etc.)
- Leave request, approval, and validation workflow
- Leave accrual policies
Payroll Management:
- Employee salary structure setup
- Allowances, deductions, and bonuses
- Monthly payroll processing
Currency Calculator for Cash Salary:
- Provide currency calculator in Payslip Batch for cash salary structures
- Calculate required currency notes for total cash payout
Loan Management:
- Manage employee loans with interest rate, and tenure
- Integrate loan data with payroll for EMI deductions
- Apply accounting entries for loan disbursement and recover
