Categorieën: Alle - functional - operations - management - manufacturing

door Jason Rainbird 3 jaren geleden

331

Majestic Showers

Majestic Showers is a company engaged in a project to implement the Odoo software system, aimed at enhancing their operational efficiency. Key team members include Steve Hood, Nicola Mayes, Tom King, and Simon Griffiths, who hold pivotal roles in operations, finance, and project management.

Majestic Showers

Majestic Showers

Odoo App / Settings

Category
Productivity

VOIP

Notes

Dashboards

Calendar

Discuss

Data Cleaning

Human Resources

Employee Contracts

Lunch

Payroll

Skills Management

Attendances

Employee Referral

Approvals

Fleet

Appraisal

Planning

Employees

Recruitment

Time Off

Expenses

SMS Marketing

Surveys

Appointments

Marketing Automation

Social Marketing

Events

Email Marketing

Online Jobs

Forum

Live Chat

Blogs

eLearning

eCommerce

Settings

Work Center

Security Lead Time

Master Production Schedule

Operations

Subcontracting

By-Products

Work Orders

Product Lifecycle Management (PLM)

Quality

Maintenance

bpost Shipping

Easypost Shipping

Fedex Shipping

DHL Express Shipping

UPS Shipping

Barcode

Repairs

Accounting
Services

Field Service

Helpdesk

Timesheets

eBay Connector

Amazon Connector

Rental

Contacts

Subscriptions

Sign

Point of Sale

Apps Required

Import Data

Data Source/Record/Type/No. of Records

New Modules

User Defined Fields

Status

Users

Managing Director

Firstname/Surname/Name/Email*/Phone/Mobile/Position/Managed By/Password/Groups/User Access/What does this User need to do in Odoo

Odoo Applications

Projects
Invoices
Sales
Documents
Studio
CRM

Gap Analysis (Phase 1)

Business Need
Smartshower produces unique BOM for each Sales Order

Modify of Odoo to except ETO functionality

  1. As standard Odoo doesn't allow for modified unique active BOM for each sales order
Need

Proposed Solution

Technical Response

Estimated Time

Processes

Quote Builder for Final Quotation

Images selection subject to change every quote

Sign

Signed by Customer and End User

Smart Shower
Specification from survey entered

System produces BOM

Items exported from Smartsh

Marketing

Not required for Phase 1 of project

Finance

On Delivery

Sage Pay in Place
Part Payment - Required
POD Invoice

POD Chasing Process

Automation

Delivery Document

Fitter

signed on app

Signed by own driver

Credit Limits
Sign & Pay
Sign Only
Proforma

40%

Customer Smart Button showing POD
Invoicing

Must show if POD is required

Inventory

within Inventory Control Locations

Products

SKU's 200 or so Held in Sage Unique Product Codes are created for each Sales Order. This is sent to the supplier to manufacture Especially true of glass

Routes

MTO

Every glass is unique

BOM

finisher

variations of suppliers

Reorder Level

BOM imported from Smart Shower
e.g Glass

purchased

serial number tracking

Subtopic 2

on arrival

Single Level BOM

Stock

Manu

Kit

Purchase

QA

samples QA

Route

BOM

QA 100%

Quote Builder
Add Comments to individual line items
Build Core Templates
Manufacturing
  1. Want to use MPS
  2. BOM - Kits
  3. Sub Contractors
POP
standard components

most items are standard

supply with unique code for glass
SOP
3rd Party Installer
Supply Only

Subtopic 1

Managing Installations
Type of Order determines mandatory fields
Sub Contractor
Project

Field Service App

If required
Site Survey

Create Quote

Send Quote

CRM Pipelines
A, Specification / Contracts

Major building projects Based on size/value Different Sales Team - Open Visibility Managing a Project Migrate Sales Process from PD

May manage installation

6. Project PO Received

Create a Project

2. Specification

3. Main Contractor - Tendering

4. Main Contractor - Awarded

5. Sub-Contractor Awarded, OTP

Shared Inbox

CRM - A, Retail : Deal owner is Client’s ASM.
  1. This Pipeline is for managing a single potential Sales Order
  2. Salespeople are allocated leads
  3. All leads come into a central inbox rather than directly into the CRM. (Shared Mailbox)
  4. Website: - a direct link with website forms
  5. Qualification forms - details
  6. Quotation Requirements - Specific product requested
  7. Independent contractor is sent to the site to survey, take measurements and then report back for a formal quotation
  8. Details entered into SmartShower to build the unique ETO BOM
  9. The current Pipeline isn't necessary as this goes beyond the Won deals. The Won deal should transition into a Project for Implementation

1. Lead In

2. Quote/Proposal/Sample Requested

3. Quote/Proposal/Sample Sent

Budgetary Quote

4. bs: PO/Instruction Received

Order Won

5. bs: Site – Not Ready

6. bs: Survey Booked

  1. Collect necessary data for final quote into the CAD (Smart Shower) - internal Creates BOM for ETO

Drawing

7. bs: Final QT – To Do

8. bs: Final QT – Ready

9. bs: Final QT - Sent

10. Final QT/PO Confirmed

Company Details

Link to logo
Email Address
Phone
Website
Company Reg
VAT
Address
Official Name

Project Details

Flowbird Project Management Lead
Gavin Tanton
Flowbird Functional Consultant
Vasil

Subtopic

Jason Rainbird

Director

Project Title
Majestic Showers - Odoo Scope
Client Team
Nicola Mayes

Finance Director

Simon Griffiths

Projects Director

Steve Hood

Operations Manager

Tom King

Managing Director

Date
11th March 2021