Odoo Case Study (Trading Company)
learning by Practicing
About "Elsaka for Trading" Company
Elsaka is egyptaion company, it is stablished @2018, they are importing 2 brands of Camera (HIK & EAZYVIZ)They have a sales team for every brand, also they have 2 warehouses, and every warehouse has a seprate room for every brand, They want to implement Odoo @Jan 2022
Client's Requirement
1- Every sales man see his customers & quotations
2- They have 3 pricelists (0% & 10% & 20% discount)
3- Sales persons cant's change the price from quotation, also has a limit of discount till 5 for pricelist 1, and 15% for pricelist 2 , and 25 % for pricelist 3
4- Specific person how can see cost of product,
5- Needing to track cameras with serial number
6- Every housekeeper see only his warehouse
7- There is additional cost for the incoming shipment should be added to the cost of item
8- There are other local vendors for supplying HDDs
9- The currency of external vendor is USD and for the local vendor is EGP
10- Invoicing policy is based on ordered for purchasing and based on delivery for selling items
Needing Reports
1- Profit/ lost per Customer group or customer and per product category or product.
2- Sales Quantity per sales team and persons
3- Best product sale (QTY)
4- cash amount inside company,
5- Lability (Payable)
6- Opening Customer Invoices
Assumption
You can assume number of products, prices, customers, sales persons to show the case....etc