The challenge
Chetan Plastics coordinated Sales, Purchase, Inventory, Manufacturing, and CRM across departments — but the system of record was a shared Excel file. Custom print jobs with dynamic block-based pricing were calculated by hand, quotations were re-keyed for repeat orders, and nothing linked a CRM job to its sales order, purchase order, or delivery paperwork.
- Sales, purchase, delivery, and receipt records maintained in Excel — unworkable at scale
- No traceability from source documents to purchase orders and approvals across departments
- Quotation validation done manually, with missing business-logic controls causing process errors
- Price calculations for block-based print jobs performed in a separate spreadsheet
- No WhatsApp integration and scattered email workflows; delivery challans, barcode stickers, and advance payments all handled manually
- Repair orders, their status, and parts movement tracked with no system support
Our approach
iVentureTeam engineered a customized Odoo ERP where every department's quirks — block pricing, two-stage approvals, secondary units of measure, vendor messaging — were built into the modules rather than worked around.
Sales, CRM, and purchase workflow engineering
- Multi-level validation before and after order confirmation, on both sales and purchase sides
- CRM auto-tagging, referral tracking, and job linking down to individual sales-order lines, with quotation templates that pre-fill job lines
- Purchase wizard with vendor filtering, a vendor-selection pop-up before PO creation, prior-RFQ visibility, and automated PO creation from sales-order lines with status checks
- The Excel block calculator rebuilt inside sales and purchase order lines, with auto-updating calculation notes for traceability
Delivery, barcode, and repair operations
- Delivery-line customization with weight, rate, and completion tracking, plus merged multi-destination instructions linked to job data
- TSC barcode printer setup with 100×75mm labels that pull product data automatically; QR-coded stickers for inventory tracking
- A new repair workflow with automated stock moves created and closed on confirmation and completion
- Secondary UOM fields added across sale, purchase, invoice, and stock, enforced per product
Finance, communication, and reporting
- Advance-payment logic across SO, PO, and pro-forma flows, vendor-bill round-off, and auto-set payment terms
- Email wizard with CC/BCC and partner-address visibility, plus automatic WhatsApp messages to vendors carrying PO and note details
- Redesigned report formats for quotations, sales orders, purchase orders, pro-formas, and RFQs
Outcomes
Chetan Plastics now runs quote-to-cash and procure-to-pay on one connected system. Data moves between Sales, Purchase, Manufacturing, Inventory, and Accounting without re-entry, and validation gates catch errors that spreadsheets used to let through.
- Shorter order cycles from streamlined, linked sales-purchase workflows
- Fewer human errors thanks to validation controls, auto-generated notes, and job-line linkage
- Vendors get instant WhatsApp updates; internal teams get chatter-logged follow-ups
- Consistently formatted, professional reports for clients and every department
“Odoo now works the way our factory actually runs. Production, stock, and billing talk to each other, and we spend our time making products instead of reconciling registers.”
Managing Director · Chetan Plastics