Commission Calculation

Scenario: 

The customer provided SSI with specific calculations required based on the product categories. The process of collecting this information and disbursing payment to sales reps was nearly a full time job.

Customization:

• SSI created a sales report that instantly provided the accounting staff with the relevant commission data for each sales rep by period.

• No further excel work or additional hours are required.

Industrial Storage & Billing

Scenario: 

Our customer stores industrial equipment for their customers in multiple warehouses that require monthly maintenance requests and monitoring. Should the customer experience a failure of in-service equipment they will request expedited delivery of their equipment from the storage facility. On a monthly, quarterly, or annual basis each storage customer needs to be invoiced on a square footage basis for the equipment held in storage.

Customization:

• SSI created a link between the base Odoo equipment module and the subscription module.

• Within the equipment module users can place equipment in and out of storage and note the rate, square footage, and effective dates for billing purposes.

• Each month Odoo generates maintenance requests so the staff inspects and verifies the location of the equipment.

• The subscription module evaluates the in / out dates of the equipment and automates billing details for the customer.

Payment Processing

Scenario: 

Our customer had a requirement to process with a payment acquirer not already integrated with Odoo.

Customization:

• Created a new Payment Acquirer module to meet the customer needs. 

Quick Shop (eCommerce)

Scenario: 

The customer has a large volume of repeat buyers on their website who know exactly what they want to order based on known product numbers.

Customization:

• SSI created an enhancement to the Odoo e-commerce platform that allows a shopper to drop down a tile on the homepage and quickly add items by part number directly to their cart.

• The user does not have to navigate through any search boxes, categories, or pages product pages to enter an order.

Order Approval

Scenario: 

The customer has e-commerce users that require approval by their supervisors before purchases can be processed on their website. Purchases are placed by PO.

Customization:

• SSI created an enhancement to the Odoo e-commerce platform that allows a shopper to save a cart and submit it to their manager to approve the purchase amount.

• The manager is provided a list of carts for their users and can process them upon approval.

Job Shop Module

Scenario: 

The customer manages roughly 100 unique jobs each month. The jobs are managed through a series of work orders and manufacturing orders within the Odoo manufacturing module. 

Customization:

SSI integrated the time keeping of the jobs with the Odoo kiosk. Time entries are captured daily and WIP entries are created for labor costing.

• Material can be consumed on sale orders and enter the WIP of the job.

• Maintenance requests can process logistic moves for the job module.

Custom API Integration

Scenario: 

The customer has data about their jobs held in other, specialized databases. Portions of that data need to be made available in real-time to the users in Odoo.

Customization:

• SSI created an API hook to pass data back and forth upon pre-defined triggers in each system. 

• All data is real-time between each system and available from both sides of the transaction.

PDF Merge

Scenario: 

Our customer has a need to provide their prospects with documents that are created outside of Odoo for product specifications. Instead of sending the customer two (or more) attachments as part of a quotation proposal we allow the user to send only one attachment to their customers

Customization:

• New file storage buttons were created in the Sale Order module.

• When the files are uploaded the user can select an option to share the files with customers.

• When sending the quotation PDF, SSI merges the additional documents with the Odoo generated quotation for a single attachment.

Non-Stock Products Workflow

Scenario: 

Our customer runs a make to order manufacturing operation. Depending on the specific job requirements the staff will have to order one time use products specifically for a job. The costs need to be meticulously tracked and flow through proper FIFO accounting standards as well as enter a WIP account upon use in the shop.

Customization:

• SSI enhanced the default Odoo product configurator to allow for the creation of one time use products. 

• Users are given a list of product templates from which to copy

• From within the sale order, users can define key product identifiers, sale price, vendor cost, vendor to buy from, and the product category.

• Products created are archived periodically per the customer's requirement that they be only "temporary" products.