Majestic Showers

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Odoo App / Settings

Apps Required

Import Data

Data Source/Record/Type/No. of Records

New Modules

User Defined Fields

Status

Status
text
12m relations with

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

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

samples QA

Route

BOM

QA 100%

Quote Builder

Add Comments to individual line items

Build Core Templates

Manufacturing

Want to use MPS
BOM - Kits
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.

This Pipeline is for managing a single potential Sales Order
Salespeople are allocated leads
All leads come into a central inbox rather than directly into the CRM. (Shared Mailbox)
Website: - a direct link with website forms
Qualification forms - details
Quotation Requirements - Specific product requested
Independent contractor is sent to the site to survey, take measurements and then report back for a formal quotation
Details entered into SmartShower to build the unique ETO BOM
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

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

Majestic Showers