Industrial Equipment Supplier

The client is a US-based company specializing in the distribution of industrial supplies, equipment, and materials such as air distribution and indoor air quality (IAQ), heating and AC equipment, HVACR (Heating, Ventilation, Air Conditioning, and Refrigeration) parts, HVACR supplies, hydronics, refrigeration, thermostats, tools and instruments, and A2L compatible tools. Besides the US, they represent several large brands and have over 200 employees and 12 warehouses across the US.

The client serves a diverse range of industries, including manufacturing, construction, and maintenance sectors. The client prides itself on its commitment to quality, competitive pricing, and timely delivery. Over the years, Our Clients has built long-standing relationships with suppliers and customers, solidifying its position as a key player in the industrial supply market.

For five years, our client utilized a specialized manufacturing and distribution application that eventually proved inadequate for their growing business requirements. They encountered several critical limitations:

  • Lack of dynamic pricing capabilities: Their pricing module was manual, complex, and challenging to customize. It prevented them from effectively calculating order values across brands, industries, states, and profit margins.
  • Localized and inflexible infrastructure: Their existing price module was cumbersome, expensive to maintain, and incapable of scaling with their business.
  • Limited departmental integration: The client wanted a comprehensive ERP that included modules such as Order Fulfillment, Accounting, Inventory Management, and Truck Management, which they could adopt as their business grew and customize to their needs.
  • Technology gap: They desired an AI-enhanced ERP solution adaptable to their evolving operational needs.

As their license with the previous application approached expiration, the client approached Navabrind IT Solutions, seeking a solution offering deeper automation across multiple departments. Particular emphasis was placed on implementing a price matrix module to streamline quote generation and reduce manual workload. AI integration was a priority throughout their operations.

Our Approach
We conducted a thorough needs assessment through iterative consultations despite challenges stemming from the client’s limited technical documentation and knowledge of their existing pricing application. Our team:

  1. Documented the features and workflows of the client’s existing pricing module
  2. Collaborated closely with their IT team to understand hardware, software, security, and application integrations
  3. Recommended Odoo v18 for its exceptional customization capabilities and comprehensive module offerings aligned with the client’s requirements

Odoo ERP Modules implemented

  • Odoo price matrix
  • Order Fulfillment
  • Accounting
  • Inventory management
  • Truck Management

Price Matrix Module
Our implementation began with meticulously mapping the client’s pricing requirements against Odoo’s native capabilities. This detailed analysis enabled us to identify and develop customizations across 81 parameters, tailored to the client’s complex pricing structure. We created automated workflows throughout the system while strategically maintaining user flexibility for final price adjustments, balancing efficiency with necessary human oversight. Before deployment, we conducted extensive validation and testing to ensure absolute data accuracy and correct pricing calculations across all possible scenarios.
The data migration from the legacy system to the Odoo price matrix involved cleaning, converting and transferring over 10 million data points with zero critical data loss. We leveraged Odoo ERP’s built-in migration tools alongside additional custom solutions to streamline this complex transfer process, ensuring data integrity while minimizing system downtime during the transition.
The Odoo Price Matrix implementation delivered immediate value, providing simplified management of complex pricing with enhanced accuracy.

Key Features of Odoo Price Matrix

  • Advanced filtering options for precise product pricing
  • Bulk price updates via import functionality
  • User-friendly data management (upload, search, download)

Additional Odoo Module Implementations

Truck Management

  • Optimized planning for internal product transfers across 16 U.S. warehouses
  • Enhanced delivery scheduling and driver route creation
  • Improved fulfillment processes with real-time order tracking

Accounting Integration

  • Deployment of Odoo’s accounting module for retail sales via PoS
  • Web sales management
  • B2B bulk order processing

Value Delivered

  • 70% faster quote generation
  • 15% improvement in planning
  • 23% reduction in IT maintenance costs

increase in revenue due to a responsive Price Matrix

20%

more accurate in order pricing

32%