Driving Retail Efficiency: Chetu's Odoo Experts Slash Operational Costs With Custom ERP Solution

How It Works

There are six modules to navigate through: Customer, Transactions, Reports, References, Change Logs, and Admin.

We started with the customer module first. The registration asks for basic information such as a customer's full name, contact information, username and password, DOB, gender, preferences (favorite products, categories), payment information, and marketing preferences.

The customer tab allows one to edit, add, or delete a new customer when they enter the system. If they are new, they get a new profile. If they are returning customers, the employee can search the database by clicking the search tab in the customer record. After hitting the search button, a customer popup will appear where we can filter the existing customer.

In the transaction section, various buttons serve different functions, such as creating new transaction records, saving records, sending reviews via email, Google, or text, manually unlocking records, and deleting records. Additionally, there are options for navigating through records, including the "First," "Next," and "Last" buttons.

Users can also utilize the "Quick Quote" button within the transaction interface to search for products and view their prices.

After completing a transaction, users can access its details, which are then redirected to the associated purchase order for further reference or action. These functionalities streamline transaction processes and enhance user efficiency within the system.

Inventory management includes adjustments, cost/value adjustments, physical counts, and QC reports. Melting processes are detailed, addressing the issue of allocating funds from smelting transactions.

The admin tab is exclusive and deals with flagged transactions, bank balances, and permissions; the references module provides instructional documents, while change logs allow users to track system modifications manually.