SA Baxter

Complete setup of the Odoo ERP system, ready for use by the company's key personnel

SA BaxterSA Baxter
Industry
Design Studio & Foundry
Location
New York, USA
Client Since
2024
Team Size
10+

Project overview

SA Baxter sought Solvve's expertise to transition from NetSuite to Odoo. The company needed to configure its accounting, sales, purchase, and manufacturing processes within the Odoo platform. Additionally, it was essential to adopt new printing forms and customize the Odoo workflows to meet the company's unique requirements.

Solutions

Odoo specialists transitioned data from the NetSuite ERP system to Odoo. To facilitate this move and ensure smooth data transfer, standard Odoo import tools were utilized to import contacts, addresses, invoices, balances, and inventory adjustments, guaranteeing accurate and efficient data migration. Following this, Odoo workflows were tailored to meet the company's specific needs.

Odoo Studio was used to create new fields, enhancing data collection and customization within the ERP system. Improved forms for printing quotations, sales orders, and production orders were established, enabling the generation of quotes with additional order fields and line-level details, correct PDF form printing, and the initiation of production orders. These enhancements improved information presentation and increased work efficiency.

Solvve integrated Odoo contacts across various entities, such as sales orders, CRM, and invoices, facilitating better communication and data consistency. This allowed the accounting department to manage invoices, payments, and checks using appropriate printed forms effectively.

To streamline production processes, automatic merging of draft orders was implemented, and all the necessary specifications for the production process have been created. These configurations simplified process organization in production, reduced errors, and optimized resource allocation.

Solvve also assisted the company in enhancing its financial processes with Odoo by configuring customized deposit and discount processes, which are expected to improve cash flow management and customer relationships. Additionally, integrations with the client's primary logistics partners have been seamlessly set up in Odoo, optimizing logistics operations, potentially reducing shipping costs, and improving delivery times.

Features

  • Successfully done company data transfer into Odoo ERP
  • Utilized Odoo Studio to create new fields
  • Enhanced quotations, sale orders, and manufacturing orders printing form  
  • Integrated Odoo contacts across various entities
  • Auto-merge draft orders and created dummy Bill of Materials
  • Customized deposit processes and discounts
  • Configured shipping providers within Odoo
  • Training and adapting the team to work in Odoo
SA Baxter

Project results

  • The fully configured Odoo platform is prepared for use by key personnel, with the team swiftly trained and adapted to operate within the system.
  • Automated processes save time, allow employees to focus on important tasks, and minimize human error.
  • Improved data organization creates simple structures, facilitates search, and increases data availability, enabling informed decision-making and ensuring effective data use throughout the organization.

Technologies

Odoo 16, Odoo 17

What our great customers say

We prioritize driving our clients' business growth by leveraging technical expertise and business acumen.

“They’re very good at what they do.

The team delivered good results, producing a high-quality platform that is scalable, and they may work on expanding the product to new regions. They are skilled in development but lack good resources in project management.

Chairman,

Gaming Company, Saudi Arabia

“It’s been a great experience for us.

Since engaging with SOLVVE, the client has now streamlined and corrected their processes through a platform that meets their needs. They lead a communicative approach to work closely with the team for constant reports and summaries on the project. The client also praises their competitive pricing.

Executive,

Stone+Lain, Сanada
Delmar

“We’re 100% satisfied with their services.

Since partnering with SOLVVE, network downtime and technical issues have been minimized, much to the delight of internal stakeholders. The team performs well from a project management standpoint.

Avraham Gniwisch,

Healthy Longevity Cafe, Czech Republic

“They really care about making the app better.

SOLVVE successfully delivers all the promised deliverables on time and within the discussed budget. They communicate timelines and costs very clearly via Zoom, ensuring an effective workflow.

Chad Jones,

Firm Foundation Academy, USA
LedPax

“The team is great when it comes to complex development tasks.

SOLVVE’s turnaround times have also been greatly commended. Thanks to their work, the company now has more time to generate business. Their project management has also been excellent, and they provide unique ideas to the firm.

Controller,

Manufacturing Company, New York, USA
Healthy Longevity Cafe

“SOLVVE works quickly and communicates seamlessly with our team.

Thanks to the SOLVVE team, the client can now track and manage customers, inventory, and user data more efficiently. The client appreciated how the vendor provided quick and clear communication and timely fixes.

Executive Assistantto CEO,

Healthy Longevity Cafe, Czech Republic
Tevico

“They delivered on time, assessed needs, and found solutions if none was apparent.

SOLVVE delivered the project on time, meeting the client's expectations. They communicated frequently and promptly via email and virtual meetings, ensuring an effective workflow.

Executive,

Terrae Voluntas, Texas, USA