The Digital Overhaul: Eliminating Reporting Gaps and Manual Commissions via a Custom Odoo ERP Ecosystem
Overview
Moving beyond legacy limitations, we successfully eliminated financial blind spots and automated critical sales commissions for the client, leveraging a tailored Odoo ERP system to establish a foundation for real-time commerce and sustainable growth.
The Client
Our client is a leading player in the paperback production and distribution industry, serving a diverse network of retail partners, distributors, and direct customers. As their operations grew, they needed a modern, integrated system to efficiently manage their sales processes, online presence, and commission programs, while maintaining real-time visibility across departments.
Project Snapshot
- Industry: Manufacturing / Distribution / Retail
- Core Technology: Odoo ERP
- Goal: Full Sales & Financial Automation
Key Solutions:
- ✓ Odoo ERP Implementation
- ✓ Custom Commissions Module
- ✓ E-commerce & B2B Portal
- ✓ Payment Gateway Integration
Client Challenges
Before engaging with us, the client was operating on a legacy sales and payment recording system that was outdated and inflexible. The system’s limitations created bottlenecks in operations and reporting.
Ineffective Reporting
Reports were lengthy tables filled with raw records rather than concise summaries or visual pivots. The reports could only be exported in PDF format, restricting data analysis and further processing.
Credit and Payment Management Gaps
The system lacked proper credit management features and could not process payments efficiently—manual reconciliation was time-consuming and prone to error.
No Payroll or Commission Support
There was no integrated payroll function or mechanism to calculate commissions or rebates for the sales team, leading to inaccuracies and delays.
Lack of E-commerce Integration
The company could not support online sales or payments, which limited its ability to serve digital customers and expand its B2B relationships.
Our Proven Approach for Success
Implementing the full scale of our trusted methodology was paramount in this unique situation. For 8 months TND Technology was on site ensuring that the client business processes are carefully mapped and also to ensure that the business implements an accepted business pipeline while using our bespoke ERP solution.
1. Discovery
We engaged stakeholders from sales, accounting, and warehouse departments to uncover their core business needs, goals, and frustrations.
This phase revealed the need for a system that could integrate sales, accounting, warehouse, and e-commerce operations under one platform.
2. Analysis
Our team conducted a thorough data and process analysis to identify gaps and opportunities for improvement.
We mapped the client’s workflows to Odoo ERP modules, identified required customizations, and developed an implementation roadmap tailored to their business.
3. Implementation
We selected, installed, and configured the relevant Odoo modules to cover:
- Sales and CRM
- Inventory and Warehouse
- Accounting and Invoicing
- Payroll
- E-commerce and B2B portal
A custom-built commissions and rebates module was developed from scratch, enabling management to track, calculate, and approve commissions seamlessly.
Additionally, we integrated secure online payment gateways and implemented tiered price lists for B2B customers.
4. Training
As part of the go-live preparation, our team provided hands-on training sessions for employees across departments.
Sales, accounting, and warehouse staff were guided through daily workflows, ensuring confidence and adoption of the new system.
5. Support
We continue to provide live support and ongoing system optimization, ensuring continuous improvement, version updates, and user support even after go-live.
Business Results and Benefits
The integration of Odoo ERP has significantly transformed the client's operational landscape, leading to a more efficient and cohesive workflow that is driven by data insights and analytics, ultimately fostering improved decision-making and productivity across all departments.
Sales Efficiency
Sales staff can now record and process sales orders directly within Odoo, automatically linking them to invoicing and inventory updates.
Accounting Accuracy
The finance team now has full visibility of payments, credits, and invoices, improving reconciliation and compliance.
Warehouse Optimization
Warehouse teams can manage product shipments, returns, and purchases efficiently, with full traceability of every transaction.
Actionable Reporting
Reports are now interactive, with dashboards, summaries, and pivots—enabling real-time insights for decision-making.
Scalability & Integration
The modular structure allows for future scalability and integration with other business systems, such as Sangoma VoIP and marketing tools.
Tools and Technologies
- Odoo ERP (PaaS)
- Custom Commissions & Rebates Module (Python)
- Payment Gateway Integration (Stripe, ACH)
- Dynamic B2B Portal
Conclusion
By leveraging our proven approach and the flexibility of Odoo ERP, we empowered the client to move from a rigid, outdated system to a fully integrated, efficient, and scalable digital platform.
Their teams now operate collaboratively, their processes are transparent, and their customers enjoy a smoother buying experience.
This project stands as a testament to how our tailored IT solutions deliver measurable value and operational excellence to businesses in the manufacturing and distribution sector.
Ready for Change Today?
Contact us to get started. Experience a live demo of our software solutions and how they benefit you!