Marine Spare Parts and OEM Supplier
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The Customer
Based in Singapore, our client is a globally recognized leader in marine spare parts and OEM supply, with over 20 years of industry expertise. They cater to a vast international market, providing high-quality marine spare parts for vessels of all sizes, from commercial fleets to specialized marine operations. Their supply chain spans the globe.
With a steadfast commitment to quality, safety, and reliability, our client sources marine spares exclusively from trusted global manufacturers. Every component undergoes rigorous assessment by their team of marine experts to ensure it meets the highest industry standards.
Beyond their extensive product range, the client brings deep industry insights and a customer-first approach, streamlining procurement and logistics for marine businesses worldwide. Their expertise spans genuine marine spares, OEM equipment, and tailored solutions.
The Challenge
Our client approached us to upgrade to a newer version of Odoo, as their existing system was plagued with bugs. These technical limitations were forcing them to manage critical business data through offline Excel files—leading to inefficiencies and lost productivity.
Navabrind IT Solutions quickly analyzed the requirements, assessed the existing Odoo platform, and identified key areas where automation and system optimization could significantly enhance operations. Our goal was to eliminate manual data entry, improve system stability, and streamline business processes for better efficiency.
For businesses with a global presence, consolidating information into a unified platform is crucial. However, our client faced challenges in tracking, coordinating, and centralizing critical data from vendors, customers, and multiple locations. Their fragmented system made it difficult to monitor operations, speed up deliveries, and ensure accuracy across business functions.
Key challenges included:
- Data fragmentation: Information from vendors and customers was scattered, making real-time tracking difficult.
- Manual operations: Many processes, including order returns and refunds, were handled manually, leading to inefficiencies.
- Multi-company configuration issues: Incorrect setup created operational inconsistencies across different business entities.
- Excel dependency: Reliance on spreadsheets made tracking and managing business transactions cumbersome.
- Lack of transactional data storage: The system lacked proper provisions to store and process essential business data.
- Limited Odoo functionality: The platform was running on a base version of Odoo, which did not support their specific business needs.
- Order processing inefficiencies: Issues with order creation, invoicing, receipt printer connectivity, cancellations, pickings, and reversals disrupted workflows.
- Duplicate records: The system had duplicate orders and customer entries, leading to confusion and operational delays.
- Inaccurate reporting: Reports generated were incorrect, resulting in misleading business insights and hindering growth.
- Inventory discrepancies: Mismatches between retail and warehouse inventory led to stock mismanagement.
- Gaps in the installation service process: Crucial steps in the service workflow were missing, leading to inefficiencies.
- Financial year closing challenges: Accounting issues made it difficult to finalize and reconcile financial records.
- Unstable POS system: The Point of Sale (POS) system was chaotic, requiring a complete restructuring to ensure seamless transactions.
Our client needed a robust, scalable, and fully integrated ERP system to address these challenges. Navabrind IT Solutions stepped in to bridge these operational gaps, ensuring a smooth transition to a newer version of Odoo ERP.
The client wanted easy and faster access to information related to:
- Vessel details
- Dropship vendor details
- Customer details
- Product information with its vendor price + margin
- Currency of sale
- Priority of the order
- Pickup & destination countries
- Email notifications to the vendors and customers
- Reduced manual tasks to reduce time and errors
The Solution
- Optimized Multi-Company Configuration: Effectively configured multi-company details, significantly streamlining business operations.
- Automated Supplier Communication: Implemented automated communication with suppliers, including auto-cancellation of supplier quotes upon confirmation of an alternative quote.
- Dynamic Discount Automation: Enabled automated application of multiple discount types based on customer-specific criteria.
- Multi-Currency Pricing Management: Successfully implemented multiple price listings with seamless multi-currency management.
- Payment Terms & Incoterms Management: Provided end-to-end management of various payment terms and incoterms for smoother transactions.
- Master Data Management: Ensured accurate and duplication-free management of key master records such as Equipment, Maker, and Models.
- Quotation Expiry Implementation: Successfully introduced an automated quotation expiry feature to enhance sales efficiency.
- Order Tracking Enhancement: Closed critical gaps in the order tracking system by ensuring real-time status updates for shipped orders.
- Custom Vendor Quote Import: Developed a feature to import vendor quotes directly from Excel, enabling faster quote creation and confirmation.
- Dropshipping Enablement: Introduced a dropshipping feature, which was previously missing, allowing for more efficient order fulfillment.
- Automated Document Generation: Provided downloadable custom templates in Excel and PDF, eliminating the need for manual data entry.
- Advanced Reporting & Analytics:
- Designed custom reports to analyze sales, purchase history, inquiries, and deliveries, offering better business insights.
- Implemented workflow analysis reports, improving overall operational efficiency.
- Introduced Readiness Reports, Delivery Instructions Reports, and Delivery Notifications & Warnings to enhance logistics coordination.
- Added provisions to attach Proof of Delivery (POD) directly to respective orders for better tracking and compliance.
These enhancements transformed the client’s operational workflow, ensuring efficiency, accuracy, and scalability.