SCOPE OF SERVICE
A solution according to your specification.
Connection of e-shop with ERP and warehouse
Products, prices, customer discounts, availability and orders can pass between the e-shop and the company system automatically. We will determine the main source of each data, the rules for stock reservation and the processing of cancellation or return of goods. For multiple sales channels, we set uniform identifiers so that the same order does not occur twice.
CRM, e-mail and orders in one place
A salesperson needs to see enquiry, communication, supply and order status together. Connecting e-mail and client records can match messages to the correct record and transfer approved data to the next agenda. We will agree on the identification of the client, the rules for common mailboxes and situations when the correct assignment is not clear.
Payments, invoicing and accounting documents
We will propose the matching of payments, the transfer of billing data and documents to the accounting program. Issuance of the document follows on from a pre-arranged event and a check of the necessary data. Number ranges, rates, discounts and accounting rules are taken from the agreed setup. Separate companies have separate documents and accounting agendas.
Odoo and other systems according to connection options
With Odoo and with other ERP, we will check the specific version, available interfaces, used modules and license conditions. We will also assess the e-shop, accounting program, supplier price lists and carriers. We will propose integration through a supported interface or managed import and export. We will confirm the list of working connections and their limitations before pricing.
Reliable transmission and traceable errors
In the event of a connection failure, it must be clear what has been transferred and what is still waiting. We'll suggest duplicate checks, processing history, error alerts, and retrying failed steps. Before starting, we will also verify the change of the already sent order, the missing product, invalid data and the restoration of operation after an outage.
Lower costs for data management and further operation
We will evaluate the time spent on rewriting, fixing and finding differences between applications. We will compare the savings with the price of integration, licenses and its maintenance. The goal may be less overtime, a smaller scope of external administration, or handling growing sales without the same growth in routine tasks. We will verify the specific benefit on your data.
