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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:


Requirement Gathering &
Gap Analysis

Module Customization & Development

Data Migration & System Configuration

User Training &
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

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