Project Name
Odoo ERP Implementation for Pharma & Trading Management
The client is a leading pharmaceutical and healthcare equipment trading company that imports and distributes medicines and equipment to pharmacies, distributors, and resorts. They required an integrated ERP system to manage complex inventory operations, streamline pharmacy sales linked with insurance plans, handle department-specific transactions, and implement customized payroll policies. Leveraging our deep Odoo expertise, we designed and deployed a tailored ERP solution to centralize and optimize the client’s business operations.
The key challenges faced by the client are as follows:
- Managing Inventory Across Multiple Units of Measurement (UOM): This requires seamless tracking and valuation of inventory with varied UOMs for the same product across different departments.
- Streamlining Pharmacy Sales Linked with Insurance: Needed a specialized system to manage pharmacy sales transactions and insurance cost breakdowns, beyond standard POS capabilities.
- Migrating Stock Movement from Legacy Systems: Sought an integrated way to manage inventory movement across multiple departments, replacing siloed proprietary software.
- Department-Wise Order Sequencing: Required department-specific sales and purchase orders with independent sequences to ensure operational clarity.
- Simplifying Bulk Payments and Discounts for Insurance Companies: Wanted an efficient process to manage bulk invoice payments and apply discounts easily.
- Customizing Payroll for Leave Deductions Based on Allowances: In these payroll configurations, leave deductions were to be calculated based on allowances rather than the base salary.
Ksolves implemented the following features to solve the client’s challenges:
- Seamless Multi-UOM Inventory Management: Implemented Odoo’s lot/serial number tracking, configured multiple warehouses, and integrated landed cost functionality to ensure precise inventory tracking and accurate cost valuation.
- Custom Pharmacy Sales and Insurance Handling App: Developed a bespoke application to manage pharmacy sales linked with insurance plans, allowing automatic cost splits between customers and insurers and POS-style session handling.
- Integrated Department-Wise Stock Movement: Configured departments as customers within Odoo, enabling smooth generation of internal sales orders and real-time inventory movement across departments.
- Department-Specific Sales and Purchase Sequences: Created independent departmental sequences for sales and purchase orders and implemented department-based user configurations to streamline operational workflows.
- Batch Payment and Discount Management for Insurance Companies: Activated Odoo’s batch payment functionality with integrated discount write-offs to simplify and accelerate bulk invoice settlements for insurance partners.
- Payroll Customization for Allowance-Based Leave Deductions: Designed flexible payroll rules to handle leave deductions based on employee allowances rather than base salaries, aligning payroll processing with the client’s internal policies.
We revolutionized the client’s pharma and trading operations by delivering a robust and fully integrated Odoo ERP solution. The system now ensures seamless inventory management across UOMs, enables pharmacy sales linked to insurance breakdowns, and automates payroll deductions as per allowances. Department-specific transaction handling has improved operational transparency, while bulk insurance payments are now processed smoothly. The result was streamlined processes, better financial management, and centralized control over operations, empowering the client to drive growth efficiently.
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