Simplifying Field Sales Workflow for Manufacturing Company with Odoo

A leading plastic products manufacturer overcame production delays and inconsistent sales tracking with our custom Odoo ERP solution. The flexible setup boosted productivity by 80%, cut development time by 20–30%, and reduced errors by up to 40%.

The client is a recognized manufacturer of precision plastic components for industries such as packaging, automotive, and consumer goods. Known for their durable products and consistent quality, they leveraged Odoo ERP to optimize manufacturing, sales, and reporting, which in turn strengthened their position as a trusted supplier of plastic products globally, enabling scalable growth and improved customer satisfaction.

Number of employees 50-100

Project Brief

A leading manufacturer of plastic products worked with Surekha Technologies to fix system problems on their Odoo ERP platform. The company was struggling with slow processes, lack of visibility, and limited scalability, which affected daily work. To solve this, we provided easy solutions for manufacturing, sales, project management, and reporting. This included automating production tasks, improving sales and order management, making project tracking and resource use simpler, and creating better reports for quick insights.

After this implementation, the company was able to finish tasks faster, use resources more effectively, and expand their ERP system for future needs. The improved system also helped different teams work together more smoothly and gave them the flexibility to manage growing business demands. As a result, the manufacturer improved its operations and strengthened its position as a trusted supplier of high-quality plastic parts.

Business Needs / Challenges

Manufacturing & Scheduling

Production delays occurred due to untracked or lost molds, jigs, and dies. Tool unavailability in scheduling disrupted manufacturing flow.

Sales & Communication

Lack of real-time sales forecasts and commission tracking slowed planning. Rigid email templates and open Chatter caused inconsistent customer communication.

Projects & Operations

Rigid project workflows delayed pre-sales activities like site visits and quotations. Managing multiple Odoo projects increased setup and testing efforts.

Reporting & Technical Limitations

EDI file generation and PDF formatting issues caused interruptions. Limited inventory batch tracking reduced accuracy and decision speed.

Technology Stack

Implementation Overview

Manufacturing Excellence

Tools such as molds, dies, and cutters were tracked as part of the BOM, ensuring they were returned after use. Integrating tool availability with production schedules improved efficiency, raising on-time deliveries from 70% to 95%.

Smarter Sales & Commission Management

A real-time dashboard in Odoo Documents provided sales forecasts and automated commission calculations. Managers could monitor performance instantly without manual reporting.

Reliable Communication

OWL JS alerts in Odoo Chatter prevented accidental external emails. A reusable module enabled dynamic many-to-many fields in templates for personalized client messages.

Reporting & Document Quality

XML-based EDI generation was restored, and PDF formatting issues were fixed. Reports and documents became consistent, professional, and reliable for clients and partners.

Flexible Project Setup

Projects could now be created at any stage, even before all details were finalized. This allowed teams to start pre-sales activities like site visits and cost estimation earlier, speeding up project execution.