The TwentyOne company has implemented the Odoo software in their perfume business management system.. Sales Manager: will manage the customer care staff, sales agent and R&D specialist..
COMPANY PROFILE
About company
Founded in 2023, TwentyOne Perfume has quickly established itself as a beloved brand, drawing inspiration from delicate and unique fragrances With a commitment to quality and a passion for excellence, the brand creates high-end perfume bottles that evoke joy and confidence, delivering exceptional experiences to its customers.
At our core, we view perfume not merely as a product but as a genuine work of art With a refined and passionate approach, we dedicate ourselves to crafting unique, high-quality fragrances that allow each scent to tell your personal story.
TwentyOne Perfume aims to inspire joy and confidence in customers through luxurious fragrances Our vision extends beyond creating perfumes; we strive to become a leading icon in the perfumery industry, where each scent serves as both a personal expression and a unique work of art.
Each perfume bottle embodies a unique story and artistic expression, crafted with passion and skill We diligently seek out the finest ingredients, blending them with care to produce distinctive fragrances that resonate with deep emotions and leave lasting memories.
At TwentyOne Perfume, we view fragrance as an art form, dedicated to crafting sophisticated and personal scents Our mission is to continually innovate and introduce unique elements, ensuring our customers enjoy exceptional perfumery experiences.
Experience a world of art and emotions with our products, designed to captivate your senses We focus on every detail to ensure that each item not only offers a delightful fragrance but also elevates your surroundings with sophistication and elegance.
TwentyOne Perfume is dedicated to crafting iconic fragrances while providing memorable and immersive experiences We go beyond merely meeting market demands; our mission is to continuously innovate and deliver exquisite moments each time you open a bottle.
Milestone
Perfume Company was established Aim to create high quality and unique perfume products, bring joy and confidence to customers
The founding team consists of experts with many years of experience in the perfume industry
2 Launch of the first product line (In 2023)
This is an important stage when the company introduces its first product line
This product has scored with customers thanks to its quality, distinctive fragrance and attractive packaging
The Perfume Company is expected to plan in its mission to expand the market to new countries and territories
Accessing new markets will help the company grow its revenue and build a global brand style
Perfume Company will strive to gain recognition of prestigious organizations in the perfumery industry and achieve the title of "Perfume of the Year"
This is a recognition of the product's commitment to quality and toxicity
The Perfume Company opened its first store in a popular shopping mall
Opening a store helps companies create space to display, sell, and build direct interactions with customers
Perfume Company will be committed to producing durable and environmentally friendly products
By utilizing recycled resources and highly efficient manufacturing processes, the company has minimized its impact on the environment
The Perfume Company will partner with a celebrity or technology celebrity to create an exclusive line of products
The combination of the company's talent and expertise has resulted in an iconic product that has captured the attention of the community
The Perfume Company will expand its product portfolio by introducing new product categories, such as men's fragrances, scented skin care products and other perfumery accessories.
Key products and services
Our body mists are meticulously designed to deliver a refreshing and long-lasting experience, ensuring you feel revitalized all day long With a variety of fragrances to choose from—whether you’re drawn to the calming essence of Wood, the delightful sweetness of Sweet, or the vibrant energy of Fruity—there’s a perfect scent to match your mood and personal style.
Discover the enchanting world of Body Mist, where nature's essence meets your unique personality through captivating scents Explore our Wood, Sweet, and Fruity collections to embark on an aromatic journey that celebrates the magic of fragrance.
Step into the enchanting realm of nature with our Wood collection These scents are inspired by the earthy, warm, and comforting aromas of the forest Body Mist
Wood brings you grounding and soothing fragrances that evoke a sense of tranquility and harmony
Amber Romance by Victoria's Secret is a Ambe Vanilla fragrance for women Amber Romance i a warm and alluring blend of black cherry, crème anglaise, vanilla and sandalwood
Experience the allure of your favorite fragrance with our light-as-air mist, designed to provide a refreshing touch of scent Indulge in the glamorous and luxurious essence of Very Sexy, a captivating blend of sultry warmth and dark fruits For an enduring aroma, layer it with our matching Fine Fragrance Lotion.
Experience the refreshing essence of Luscious Apple, evoking the crispness and juiciness of the finest apples Complementing this is the Black Plum, a smooth, dark fragrance that balances sweet and tart notes perfectly Finally, indulge in the sultry richness of Velve Woods, enveloping you in a velvety warmth that enhances the overall sensory experience.
What it smells like :A sweet, seductive night in
Fragrance notes: blac raspberry, burgundy rose bergamot incense, dar vanilla bean and plum musk
What it smells like: a rich smooth, sweet spirit
Fragrance notes: golde amber, vanilla-infused whiskey and sweet re berries
What it smells like: a coo fall day in your favourite knit
Fragrance notes: sun crisped apple, autum leaves and orchard woods
What it smells like: a floral- fruity fragrance dream come true—brilliant, unforgettable and bold
Fragrance notes: sapphi berries, night-blooming orchid and crystalized vanilla
Indulge your senses with our Sweet collection, which features delectable and charming scents Discover a delightful symphony of sugary notes, like vanilla, caramel, and warm spices
What it smells like:Watching the sun se over the sweetest, dreamie horizon
Fragrance notes:Spun sug pink berries and whippe vanilla
What it smells like: enjoying an irresistibly creamy, swee treat in your cozies cashmere
Fragrance notes intoxicating vanilla, white orchid, sparkling sugar fresh jasmine and cream sandalwood
What it smells like: a lush cheery bouquet
Fragrance notes: sweet pe watery pear, sheer freesi luscious raspberry and so musk
Fragrance notes: Cream Red Velvet, Golden Plum Sweet Musk, Pink Jasmine Wild Strawberry
Experience the invigorating essence of our Fruity collection, featuring a lively blend of juicy berries, zesty citrus, and tropical delights These energizing body mists are perfect for adding a burst of joy to your adventures, making them an essential companion for those who embrace a vibrant lifestyle.
What it smells like: a swee and fruity Easter baske surprise Fragrance note sweet jelly beans, mixe berries and sugared lemon
What it smells like: the season's sweetest, juicie just-picked delights
Fragrance notes: peac jasmine petals and whit nectarine
What it smells like: a fruity, sweet, sparkling spritzer
Fragrance notes: bubb champagne, sparklin berries and juicy tangerine.
The beloved Shimmer Mist has returned with a fresh new design This shimmering and fragrant mist provides a radiant glow from head to toe, ensuring you feel refreshed Simply spray it on for a lasting scent and a touch of glimmer.
• Personalized Fragrance Consultation: Assistance from staff to help customers find body mists that suit their preferences and body chemistry
• Gift Wrapping: Providing gift-wrapping services for customers purchasing items as gifts
• Loyalty Programs: Rewarding loyal customers with discounts, exclusive offers, or points that can be redeemed for future purchases.
Key people
The CEO serves as the strategic leader and organizer of a business, shaping its vision and determining its strategy They manage finances, develop personnel, build relationships, and represent the company, all while ensuring sustainable and competitive growth in a constantly evolving business landscape.
The Sales Manager plays a crucial role in directing and managing the sales activities of a department within a business By developing effective sales strategies, training staff, and monitoring performance, the Sales Manager ensures that sales revenue aligns with business objectives Additionally, building strong customer relationships is essential for driving success and achieving sales targets.
The Accounting Manager plays a vital role in overseeing and supervising all accounting activities within a business They ensure accurate financial record-keeping and compliance with accounting and taxation regulations Additionally, the Accounting Manager is responsible for managing the accounting team, establishing an effective accounting system, conducting financial audits, and delivering essential information to support management and business decision-making.
The Operations Manager plays a crucial role in overseeing daily business activities to enhance performance and efficiency This position involves planning, organizing, monitoring, and improving production or service processes Additionally, the Operations Manager is responsible for managing documentation, resources, and personnel, ensuring that tasks are executed smoothly and align with business objectives.
The Human Resource Manager plays a crucial role in managing personnel activities within an organization, focusing on recruitment, employee development, and overall management They ensure the workforce is skilled and aligned with business goals while addressing compensation, benefits, and training issues Additionally, the Human Resource Manager is dedicated to creating a positive work environment that promotes both personal and professional growth for employees.
The Marketing Manager plays a crucial role in shaping and executing effective marketing strategies that enhance awareness of a business's products or services while attracting potential customers Key responsibilities include conducting market research, analyzing customer behavior, developing targeted advertising and marketing campaigns, and managing customer relationships to drive engagement and sales.
12 partner relationships, and measuring marketing performance to ensure success in reaching and engaging the target audience.
Organization chart
Figure 1 The Organization chart of TwentyOne Company
At the strategic level, the organization is led by a CEO, while the tactical level consists of five key components Additionally, the operational level comprises over ten personnel who are evenly distributed across these main tactical components.
Sales Manager: will manage the customer care staff, sales agent and R&D specialist Gather information from sales and R&D specialists to identify needs and create business plans
● Customer care staff: Receive and process feedback from customers, propose programs for loyal customers
● R&D specialist: Responsible for market research and planning for new product development
Accounting Manager: will manage accountant, auditor and treasurer
Collecting information from the accountant and auditor to prepare financial statements for the company
● Auditor: Check and evaluate the accuracy of financial information
● Accountant: In charge of financial management in the company and accounting organization
● Treasurer: In charge of revenue and expenditure, inventory, financial storage Operation Manager: will manage quality inspector, packing staff and warehouse staff
● Quality inspector: Planning, balancing and adjusting resources to ensure maximum demand for output goods
● Packing staff: Responsible for packaging products to prepare for shipping to customers, labeling products with all necessary information
● Warehouse staff: Responsible for managing and preserving goods in the warehouse
HR Manager: Advising leaders on the organization of the executive apparatus in the company, human resource management, company policies and regulations
Marketing Manager: Responsible for designing brand, logos, articles and advertisements for products
Figure 2 Employee management process Process Description
1 Recruitment and Selection: The process begins with HR defining job objectives, establishing job descriptions and requirements for the position After that, the recruitment and selection process will be carried out through posting recruitment information
2 Get information of employee: HR will interview candidates and select suitable candidates, then HR takes employee information and shows it to Manager and makes a decision to accept it or not
3 Manager makes decision: If the Manager approves, HR proceeds to set up a labor contract, negotiate salary, work part time or full time
4 Job Assignment: Next, the manager will create shifts and to-dos for employees
5 Employee works on demand: Staff check and accept jobs as required
6 Manager follows the plans: Manager will keep track of plans, timesheets.
7 Performance evaluation: If employees finish quickly and do well, then they will be rewarded otherwise, they will be disciplined and continue to get the job done
1 Receiving orders: Customers send order requests through channels such as phone, email or company website The company's sales staff receive order information from customers and form a sales order
2 Order confirmation: After checking the inventory quantity and confirming that there is enough stock to fulfill the order, the sales department reconfirms with the customer about the order information, including price, quantity, Estimated delivery time and form of payment
3 Order processing: Sales staff create orders in the system through order management software Information about product quantity and customer information is provided in the order
4 Send an order confirmation email to the customer.
5 Sales person creates draft invoice Accountant performs order survey and confirmation
6 If the invoice has a problem, the accountant will cancel the invoice and send a cancellation email If the invoice has no problem, the accountant makes the regist payment.
Figure 4 Order Fulfillment Process Process Description
1 Customers create orders through online sales channels Customers check their orders and complete the purchase
2 Salesperson confirms the order: After receiving the order, the business needs to confirm that they have received the customer's information and ensure the validity and accuracy of the order
● If the order meets the standards, they proceed to package and deliver it to the customer The process ends
● If there are issues with the order, the salesperson sends a request for order approval to the accounting department
4 The accounting department monitors the order and checks the system:
● If the accounting department approves the order, it will be packaged and shipped to the customer The process ends
● If the accounting department requests cancellation of the order, the salesperson cancels the order and sends a cancellation email to the customer The process ends.
1 After the customer creates an order, the Sales Person will provide a quote and create a sales invoice
2 The accountant checks the inventory:
● If the inventory is out of stock, the accountant notifies the sales person and the process ends
When inventory is available, the accountant generates an invoice to authorize the release of goods from the warehouse Subsequently, warehouse personnel package the items, and the goods are delivered to the customer.
● Payment in cash: The accountant creates a receipt Then, the treasurer collects the money and records it in the cash book The accountant updates the ledger and the process ends
● Payment via bank transfer: The accountant creates a credit note, updates the ledger, and the process ends
Customer has not made payment: The accountant records a debit entry and the process ends
Problem sales processes on other platform
To build customer trust on these platforms, businesses should consistently post high-quality content, share authentic stories, and promptly address customer inquiries and concerns Additionally, leveraging customer reviews and ratings can significantly enhance credibility.
Building customer trust relies on accurate order processing, timely delivery, and transparent communication about product availability, pricing, and shipping A seamless and reliable shopping experience significantly enhances customer confidence.
These platforms offer limite customer data, such demographics, engageme metrics, and basic profil information Businesses can gath insights into customer preferenc based on likes, comments, a shares
Businesses using Odoo have advantage of comprehensi customer data management T includes purchase histor preferences, past interactions, a feedback This rich data allows f personalized marketing an tailored customer experiences
Competition With intense competition businesses need to create attent grabbing content, visuall appealing ads, and engagi videos to capture the audienc interest amidst the constant stre of posts
In the enterprise software solutions market, competition may be limited, but the challenge lies in delivering a customizable and feature-rich platform that effectively meets the diverse needs of various businesses.
Customer engagement involv responding promptly to comment messages, and reviews Busines can create polls, challenges, a interactive content to encoura participation and increas engagement
Customer engagement occu through personalized emai automated notifications, an customer support tickets Odoo system allows for consiste communication and timel responses to customer inquiries
Competitors Monitoring competitors on thes platforms involves studying the content strategies, analyzin engagement metrics, and keep an eye on their audienc interactions
Competitor analysis in the context of Odoo involves examining other enterprise management software solutions to understand how they meet business needs This process includes evaluating their features, analyzing customer reviews, and assessing market positioning.
- About the perfume shop's brand and values.
Figure 8 Search and Filter Products
- Quick search bar helps customers easily find the desired product
- Filters help customers search for products by many different criteria
Figure 9 Categories Blogs and News
- Provide articles on new perfume trends, how to choose the right perfume, how to use perfume, and more
- List product categories by brand such as: Bath & Body Works, Victoria's Secret
- Display high quality images of the product
- Detailed product description, including information on scent, ingredients, size, origin, and instructions for use
- Display product prices and purchase options.
3 List of products by fragrant:
Figure 11 List of products by fragrant
- Display high quality images of the product.
- Detailed description of the product, including information on scent, ingredients, size, origin and instructions for use
- Display product prices and purchase options.
Figure 12 Shopping Cart and Checkout
- Allow users to add products to the cart
- Show total order value and option to change product quantity
- Integrate safe and convenient payment methods.
- Allows customers to track the status of their orders.
Figure 14 Contact by phone or text to ask questions
- Store contact information such as address, phone number, email
- Contact form for customers to send requests and questions.
- Allows users to log in and manage account information
- View purchase history, track orders in progress, and manage shipping addresses.
TwentyOne is your go-to e-commerce destination for an extensive range of body mist products, featuring a diverse selection of scents from reputable brands Whether you prefer fresh and youthful fragrances or bold and luxurious aromas, our collection is designed to help you express your unique style We are committed to satisfying even the most discerning customers with our high-quality offerings.
Figure 16 List of products by category
Figure 17 : Products available on TwentyOne's website
Figure 18 Product overview Note: Administrators can add, edit and delete products in this section
3.1.3 Functions businesses provide to customers when shopping on
TwentyOne's B2C (Business-to-Consumer) functionality in selling fragrances on the Odoo platform is an important part of our business
Figure 19 Functions of the administrator
1 Product and inventory management: TwentyOne can manage its fragrance product catalog on Odoo, including information such as product name, description, price, image and other information Also manage inventory, helping to ensure that products are always ready for sale
2 Online Store: Odoo allows TwentyOne to create an online store where customers can browse and purchase fragrance products It is also possible to customize the look and feel, add product information, and create an engaging online shopping experience.
3 Order management: Customers can order online through TwentyOne's store Odoo helps track the status of your order, from when the order is placed until it is shipped Order management includes information about products, quantities, prices, shipping addresses and payment methods
4 Payment and order processing: Odoo supports online payment methods and manages the secure payment process for customers After successful payment, the order will be processed in preparation for delivery
5 Customer management: Odoo allows TwentyOne to track information about customers, including purchase history, contact information, and previous interactions This helps create personalized experiences and manage long-term relationships with customers
The Odoo platform is essential for managing and promoting perfume sales, as it enhances the online shopping experience for customers while streamlining product, order, and customer management.
- Customers can search and browse the product catalog easily, using filters and search options to find the desired product.
- Customers can view detailed product information, including high-quality images, description, price, size, ingredients, and other features.
Figure 23 Add Products to Cart
- Customers can add products to their cart and continue browsing and shopping.
Figure 24 Shopping Cart and Checkout
- Customers can view the entire product list in the cart, adjust the quantity and delete products
- Pay for products in the cart with safe and convenient payment methods.
- Customers can register for a personal account to manage their personal information, shipping address, purchase history and pending orders.
- Customers can track their order status and history directly from their personal accounts.
Figure 27 How to share products on social networks
- Customers can share their favorite products via social networks or email.
ODOO IMPLEMENTATION
Building website B2C
- About the perfume shop's brand and values.
Figure 8 Search and Filter Products
- Quick search bar helps customers easily find the desired product
- Filters help customers search for products by many different criteria
Figure 9 Categories Blogs and News
- Provide articles on new perfume trends, how to choose the right perfume, how to use perfume, and more
- List product categories by brand such as: Bath & Body Works, Victoria's Secret
- Display high quality images of the product
- Detailed product description, including information on scent, ingredients, size, origin, and instructions for use
- Display product prices and purchase options.
3 List of products by fragrant:
Figure 11 List of products by fragrant
- Display high quality images of the product.
- Detailed description of the product, including information on scent, ingredients, size, origin and instructions for use
- Display product prices and purchase options.
Figure 12 Shopping Cart and Checkout
- Allow users to add products to the cart
- Show total order value and option to change product quantity
- Integrate safe and convenient payment methods.
- Allows customers to track the status of their orders.
Figure 14 Contact by phone or text to ask questions
- Store contact information such as address, phone number, email
- Contact form for customers to send requests and questions.
- Allows users to log in and manage account information
- View purchase history, track orders in progress, and manage shipping addresses.
TwentyOne is your go-to e-commerce destination for a diverse selection of body mist products Our extensive range features a variety of scents from reputable brands, ensuring you find the ideal perfume to reflect your unique style Whether you prefer fresh, youthful fragrances or bold, luxurious aromas, our collection is designed to meet the needs of even the most discerning customers.
Figure 16 List of products by category
Figure 17 : Products available on TwentyOne's website
Figure 18 Product overview Note: Administrators can add, edit and delete products in this section
3.1.3 Functions businesses provide to customers when shopping on
TwentyOne's B2C (Business-to-Consumer) functionality in selling fragrances on the Odoo platform is an important part of our business
Figure 19 Functions of the administrator
1 Product and inventory management: TwentyOne can manage its fragrance product catalog on Odoo, including information such as product name, description, price, image and other information Also manage inventory, helping to ensure that products are always ready for sale
2 Online Store: Odoo allows TwentyOne to create an online store where customers can browse and purchase fragrance products It is also possible to customize the look and feel, add product information, and create an engaging online shopping experience.
3 Order management: Customers can order online through TwentyOne's store Odoo helps track the status of your order, from when the order is placed until it is shipped Order management includes information about products, quantities, prices, shipping addresses and payment methods
4 Payment and order processing: Odoo supports online payment methods and manages the secure payment process for customers After successful payment, the order will be processed in preparation for delivery
5 Customer management: Odoo allows TwentyOne to track information about customers, including purchase history, contact information, and previous interactions This helps create personalized experiences and manage long-term relationships with customers
The Odoo platform is essential for managing and promoting the perfume sales business, as it enhances the online shopping experience for customers while streamlining product, order, and customer management.
- Customers can search and browse the product catalog easily, using filters and search options to find the desired product.
- Customers can view detailed product information, including high-quality images, description, price, size, ingredients, and other features.
Figure 23 Add Products to Cart
- Customers can add products to their cart and continue browsing and shopping.
Figure 24 Shopping Cart and Checkout
- Customers can view the entire product list in the cart, adjust the quantity and delete products
- Pay for products in the cart with safe and convenient payment methods.
- Customers can register for a personal account to manage their personal information, shipping address, purchase history and pending orders.
- Customers can track their order status and history directly from their personal accounts.
Figure 27 How to share products on social networks
- Customers can share their favorite products via social networks or email.
TwentyOne's website provides an extensive array of features and tools that simplify the shopping experience for customers, allowing them to easily search for, purchase, and monitor products while engaging with the vibrant community of the business.
3.1.4 Relationship between website and installed modules
The Odoo platform integrates its website and modules to form a comprehensive management system for businesses This synergy enhances operational efficiency by allowing seamless interaction between the installed modules and the website, as demonstrated by TwentyOne's implementation on Odoo.
1 Website is a main module of Odoo:
Odoo features a crucial module known as "Website" or "Website Builder," enabling TwentyOne to effortlessly create and manage stunning websites directly through the Odoo interface.
2 Integration between website and functional modules:
- Integrate with other functional modules to create a more comprehensive shopping and interactive experience for customers
Integrate your website with essential modules such as product management for displaying product information, warehouse management to monitor inventory levels, and order management for efficient order processing, along with additional modules to enhance overall functionality.
- Functional modules will provide information such as products, customers, orders, purchase history, etc This information may be displayed on the website for easy access and interaction by customers.
Enhancing the shopping experience and customer interaction is achieved through seamless integration between the website and its functional modules Customers can effortlessly search for products, add items to their cart, view their purchase history, track orders, and access additional features directly on the website.
In short, the website and functional modules interact with each other to create a comprehensive business and management environment, from product management to customer interaction and order processing.
1 Product Management: This module allows TwentyOne to manage its product catalog, including information such as product name, description, price, image and other related information This is the basic module for creating, updating and tracking product information
2 Inventory Management: The inventory management module helps Twenty One control the inventory of perfume products We can also track inventory, import/export and track stock status
3 Sales Orders: This module allows TwentyOne to receive and manage orders from customers At the same time, we can also create new orders, add products to orders, manage prices, and track order processing status
4 Customer Management: The module manages customer information, including personal information, purchase history, contact information and previous interactions This helps create a personalized customer experience and is easy to get in touch with when needed
5 E-commerce Store: The online store creation module allows businesses to display products, manage the interface and shopping experience of online customers
6 Reporting: The reporting module provides analytical and statistical information on sales, inventory, customers and other key metrics This helps us measure business performance and make data-driven decisions
7 Delivery and Shipping: This module is concerned with the delivery management and shipping of products to customers We also have tools to create and manage shipping information, print labels, and track delivery status.
Data import
Managing data manually with Excel posed significant challenges, leading to process delays, information loss, and data errors These difficulties hindered our ability to efficiently oversee business processes.
After overcoming initial challenges, we recognized the potential of the Odoo platform for data development, leading us to import our data and utilize Odoo to enhance operations for TwentyOne business.
+ We will first introduce the process of importing data into Odoo TwentyOne has prepared Master Data, consisting of 3 data:
+ Transactions data includes 1 quote data
First to install we need to install the modules corresponding to the data We will then edit the information to suit Odoo to avoid data loss.
Figure 29 TwentyOne HR data on Excel
We transfer data from Excel to Odoo Includes information such as:
Figure 30 TwentyOne HR Data on Odoo The company's personnel data has been imported on Odoo Odoo platform allows adding images and dividing departments, reports, Very convenient for personnel management
Figure 31 : TwentyOne Product Data on Excel
We transfer data from Excel to Odoo Includes information such as:
The personnel data for TwentyOne has been successfully imported into Odoo, which offers a user-friendly platform for managing products With features such as the ability to add product images, an integrated e-commerce section, and comprehensive reporting tools, Odoo streamlines product management effectively.
Figure 33 TwentyOne Customer Data on Excel
We transfer data from Excel to Odoo Includes information such as:
Figure 34 TwentyOne customer data on Odoo
The company's customer data has been imported on Odoo
When transitioning from our previous platforms to Odoo, it is essential to edit the historical transaction data to ensure compatibility and preserve the integrity of the information.
Figure 35 Transaction data on Excel
We transfer data from Excel to Odoo Includes information such as:
Figure 36 Transaction data on Odoo Transaction data has been successfully transferred from Excel to Odoo
Benefits of transferring data to Odoo
All TwentyOne company data has been transferred to Odoo smoothly, although there are some data mismatches, the data management features on Odoo show superiority over older platforms
Odoo offers a reliable solution for managing corporate data, ensuring easy control and accessibility Unlike traditional Excel files, which risk data loss if the file is misplaced, Odoo stores information in a secure database, significantly reducing the chances of losing valuable data Additionally, users can conveniently export data to Excel for statistical analysis, combining the benefits of both platforms.
Installing modules
Selling goods or services is essential for business growth, and ensuring customer satisfaction with your products is crucial High sales production contributes significantly to overall business development Utilizing ERP software, such as the Odoo Sales module, allows for efficient management of all sales-related activities, including the sales team, products, orders, and customer relationships.
The Products window in your company allows you to manage all commodities effectively Within the Products tab, you can access essential features such as product variants, coupons and loyalty programs, and pricelists To add new product information, simply select the Products menu under the Products tab The Kanban view displays each item's price and available units individually To create new product data, click the CREATE button as shown in the accompanying screenshot.
Quotation Select the Sales menu tab on the header menu Select Create option to create quotation
Enter the following details such as (customer, invoice address, delivery address,etc) to create a new quotation You also take advantage of Odoo auto-compelete feature
In the Optional Products section, you can enhance customer experience by suggesting related items through the "Add a line" feature Additionally, the Confirmation section offers various options, including Online Signature for signing quotations and automatically confirming orders, as well as Online Payment, allowing customers to make payments online and confirm their orders instantly.
Figure 39 Add product in quotation
To create your Quotation template, simply select your preferred medium in the confirmation mail section; an email template will be sent upon confirmation If you leave this section blank, no email will be sent Once you complete these steps, you can save your settings, and your Quotation template will be successfully created.
Figure 41 Send email with attach PDF fil You’re going to be able to preview that PDF in the chatter of the document
Employees are essential assets for any business, playing a crucial role in driving overall company growth To foster this growth, employers must address employee needs and cultivate a creative work culture that inspires motivation and enhances performance.
Modern businesses increasingly rely on HR software to enhance staff management and streamline human resource processes These applications offer a range of features that improve talent management and boost productivity With various HR software options available from different developers, companies can effectively organize their operations and automate employee management, making them essential tools for online businesses.
The Odoo HR module encompasses essential features for effective human resource management, including employee data storage, payroll and benefits administration, recruitment processes, and record-keeping This comprehensive solution enhances planning, budgeting, and decision-making for HR departments.
Creating an Odoo HR application streamlines human resource management, enabling efficient and flexible oversight of personnel across various sectors With a fully integrated HR module, HR directors can swiftly access employee information and implement necessary actions, while also easily updating employment records as required.
After hiring employees, you can manage their details in the Employees section, where you have the option to display public employee information on your website, enhancing visitors' understanding of your team and workplace culture Additionally, incorporating tags and contract types will assist you in remembering each employee's role and characteristics.
Employees and their details can be found in the Employees module of Odoo’s HR management To create an employee, go to the Employees screen and click the Create button
You can add the employee’s name, public information such as work address, department, job title, and private information about the employee to the screen above
To save the new employee in the system, click the Save button Contracts keep track of your employees’ job names, statuses, contract types and dates, and schedules
The Organizational Chart feature, when activated in the Employees application configuration, displays the hierarchy on the right side of the tab for saved records By clicking on the number adjacent to an employee's name in the organizational chart, users can access a detailed breakdown of that employee's organizational structure.
Relationship between B2C & CRM Modules
Store information about customers, including name, address, phone number, email and past purchase history When a customer registers or makes a purchase, their information is added to the system
Monitoring customer interactions across various channels, including calls, emails, in-person meetings, and social media, enables businesses to tailor their communications effectively This approach allows for personalized engagement by providing customers with relevant information about promotions, new products, and other essential updates.
Monitoring business opportunities is essential, such as when a customer expresses interest in a specific product or subscribes to a newsletter By tracking these opportunities, businesses can implement targeted marketing strategies aimed at converting potential leads into actual sales.
For example: An online retail business that sells fashion products and accessories to consumers (B2C) They want to optimize customer management and provide a personalized shopping experience to increase sales
Odoo's CRM modules enhance customer management for businesses operating in the B2C model, delivering significant benefits such as improved customer experience, optimized marketing strategies, and the fostering of long-term relationships Additionally, these modules facilitate data integration, enabling companies to make more informed and effective business decisions.
Process of using CRM Modules
When customers visit a website in search of products but don't find what they desire or wish to add additional scents, they often leave their contact information, including name, phone number, and email, for the store This allows the store to recognize these individuals as potential customers The store then records the provided information and prioritizes processing their orders to enhance customer satisfaction and engagement.
2.1 Create opportunities for potential customers
Management will leverage customer information, such as names, opportunities, emails, phone numbers, and expected revenue, to create new opportunities Once this data is collected, managers will assess the priority of each opportunity, categorizing them into three distinct levels.
● Next, the management will choose sales staff, sales team to assign them to manage and take care of this customer
Figure 44 Create opportunities for potential customers
● Finally, the manager will make an appointment (via meeting, email or call) for the staff to advise and take care of the customer
Figure 45 Make an appointment to take care of the customer
Once the staff consult with the customer and reach an agreement, the manager prepares a quotation by compiling the customer's details and the selected products This new quotation sheet is then emailed to the customer for their review.
Figure 47 Send email to the customer 2.3 Adjust status of opportunity
● After the email has been sent to the customer, the manager will adjust the status to "Won" after the customer has agreed to buy the product
● In case the customer does not intend to buy the product, the manager will change the opportunity status to "Lost" and enter the reason
● Every day at the end of the day, the manager will check the revenue periodically through the cycle report
Understanding the advantages of CRM Modules is essential for businesses, and now we will explore the specifics of Purchase Modules in Odoo By delving into Purchase Modules, we will uncover effective strategies for smart sourcing management This connection between CRM and Purchase Modules significantly enhances business performance and delivers substantial benefits to your organization.
Relationship between B2C & Purchase Modules
Enterprises use Modules Purchase to manage supplier lists They keep track of contact information, trading conditions, and price agreements with suppliers
When inventory is depleted or there is a need for new orders from suppliers, businesses create purchase orders through Modules Purchase This order will require additional procurement from the supplier
Businesses can track the status of orders to suppliers through Modules Purchase This helps ensure that goods are delivered on time to meet the needs of B2C customers
An online retailer specializing in sports products and exercise equipment (B2C) must ensure adequate inventory levels and efficient supply chain management to effectively meet the demands of their customers.
Mô-đun Mua sắm trong Odoo giúp doanh nghiệp tối ưu hóa quy trình quản lý mua sắm và cung ứng hàng hóa trong thị trường B2C Nó cung cấp lợi ích trong việc quản lý tồn kho, cải thiện tình hình tài chính và nâng cao khả năng đáp ứng nhu cầu khách hàng Bên cạnh đó, Odoo tích hợp dữ liệu để hỗ trợ doanh nghiệp đưa ra quyết định kinh doanh hiệu quả hơn.
The process of using Purchase Modules
When the store requires additional body mist or ingredients for production, the manager initiates a quote request by entering the supplier's name, specifying the deadline, and detailing the desired product Following this, the manager can email the supplier to confirm the order.
Figure 51 Create a request for Quotation
Figure 52 Send email to the supplier 2.2 Receive products
● After confirming the order and the goods are delivered to the store, the manager will “Receive products” and set the quantity of products received
● The manager needs to click on the newly created order to create an invoice, adjust the invoice date and start recording payments
● When paying, the manager will record that the store pays for the order through the form of Bank or Cash When completed, the invoice will show the status
Figure 57 The invoice will be paid
After examining the procurement process and sourcing management, we now delve into the dynamic realm of Modules Manufacturing This transition from ordering to the creation of finished products highlights how Modules Manufacturing enables businesses to optimize production and improve responsiveness within various complex business models.
The relationship between B2C and manufacturing modules is crucial for ensuring customer satisfaction through efficient production processes Here are some key points:
1 Demand forecasting: B2C companies need accurate demand forecasts to plan their manufacturing operations effectively By analyzing consumer behavior data such as purchase history or market trends, they can estimate future demand for their products This information helps manufacturers optimize their production schedules accordingly
2 Production efficiency: Manufacturing modules aim to produce goods efficiently while maintaining quality standards B2C companies work closely with manufacturers to ensure that products are manufactured in a timely manner without compromising quality or exceeding costs
3 Supply chain coordination: The coordination between B2C companies and manufacturers is essential for smooth supply chain management from sourcing raw materials to delivering finished goods to customers' doorsteps Effective communication ensures timely delivery of orders while minimizing inventory holding costs
4 Quality control: Both B2C companies and manufacturers have an interest in maintaining high-quality standards throughout the production process Manufacturers implement quality control measures to ensure that the final products meet the specifications provided by B2C companies, which in turn helps maintain customer satisfaction
The relationship between B2C companies and manufacturing modules is mutually beneficial, as B2C firms depend on efficient manufacturing to provide high-quality products, while manufacturers rely on precise demand forecasts and effective communication from B2C businesses to enhance production efficiency Effective collaboration and coordination between these two sectors are essential for successful product delivery in a competitive marketplace.
The Manufacture function in Odoo is a comprehensive extension of its ERP (Enterprise Resource Planning) system, specifically designed to streamline and manage the production process while coordinating all production-related activities within a business.
1 Forecast of raw material demand
Odoo Inventory offers an ideal solution for effective inventory management, introducing several exciting features Among the most awaited enhancements is the Component Forecast for draft orders, which allows users to view the availability of each material in both list and form views of manufacturing orders (MO) Furthermore, users can effortlessly monitor the total estimated and actual production time for each MO, streamlining the production process.
Figure 58 Manufacturing Orders on Material Demand Forecasting Function
2 Bill of Materials (BOM) management: Define and manage the list of components and formulas required to produce a product
Figure 59 Manufacturing Orders on Bill of Materials (BOM) management Function
Odoo enables users to efficiently calculate the cost of by-products through the cost division feature in Bill of Materials (BOM) or Manufacturing Orders (MO) Additionally, the system supports the use of a cost analysis report template within MO to facilitate accurate by-product cost calculations.
Figure 60 Production Analysis on Expense Report Function
Figure 61 Work Order on Track production schedule Function
After installing and comprehensively understanding the functions of the Modules, it becomes evident that they offer numerous benefits to enterprises, enhancing operational efficiency and significantly saving time.
Validation and training
In Odoo, validation refers to the process of verifying the accuracy and legitimacy of data or actions prior to their acceptance and storage within the system Implementing validation rules is essential to ensure that all data and activities comply with specific requirements and adhere to established regulations.
Quoc Khanh ● Check Required Information such as customer information, products (available in stock or not) and quantity
● Total Order Value Verification: Calculate the total value of the order and verify accuracy with the expected value
Kim Anh ● Required Data Check such as employee persona information and email
● Check Job Location: Make sure that the selected job position belongs to the list of positions already define in the system
Van Anh ● Required Data Check: such as customer information, products/services and invoice value
● Check Invoice Creation Date and Payment Due
● Check Invoice Code: Make sure that the generate invoice code is unique and has not been used before
● Check Payment Methods: Check if the selected payment method is available in the system's list of paym methods
● Check Recipient Account: Check if the selected recipient account is available in the system's list of accounts
Phuong Vi ● Required Data Check: Make sure that basic information like opportunity name, lead, related project i not left blank when creating the opportunity
● Check Potential Customers: Make sure that the selected lead is available in the system's lead list
● Check for Duplicate Chances: Check if any simila opportunities have been created in the recent time perio
Nhu Quynh ● Required Data Check: Make sure that the basic information such as supplier, product, quantity is not left blank
Transitioning from validation to the training phase, we will examine how validation lays the groundwork for success in training, ultimately enhancing and shaping our model's capabilities.
● Supplier Check: Make sure the selected provider available in the system's provider list
● Check Duplicate Orders: Check if any similar orders have been created recently
● Check Payment Terms: Make sure that the selected payment condition is available in the system's of payment conditions (Bank or Cash)
Quoc Khanh ● Required Data Check: Make sure that the basic information such as product, production quantity is not le blank
● Check Product Ingredients: Check that the produ ingredients required for production are identified and in sufficient quantities
● Check Production Order Number: Generate a unique production code and check if it is already in use avoid duplication
Training content Trainers Forms of training
Week 1 Day 1 - 2 Introduction and Overview of Odoo,
● Introduction to Odoo and the benefits of using Odoo in business management
● Introducing the Sale and CRM interface in Odoo
● Basic Concepts: Customer, Produc Order, Quote, Business Opportunit
Online learning (zoom), group discussions, face-t face practice and instructional materials
Day 3 - 4 Customer and Product Management
● Guide to add and manage custome and business partner information
● Manage product catalog and updat product information
Week 2 Day 5 - 6 Quotation and Order Management
● Instructions for creating a quote an converting it to an order
● Manage the sales process from ord creation to delivery
Online learning (zoom), group discussions, face-t face practice and instructional materials Day 7 - 8 Business Opportunity Management and
● Create and manage business opportunities (potentials) in CRM
● Use customer information from CRM in the sales process
Week 3 Day 9 - 10 Introduction and Overview of
Accounting and Employee in Odoo
● Introduction to Accounting and Employee interfaces in Odoo
Online learning (zoom), group discussions, face-t face practice and instructional materials
Day 11 - 12 Account Management and Transactions
● Learn how to create and manage financial transactions
● Manage account status and basic financial statements
Week 4 Day 13 - 14 Employee Management and Employee
● Guide to managing employee information and related activities
● Integrate employee information into account and transaction management
Online learning (zoom), group discussions, face-t face practice and instructional materials
Day 15 - 16 Purchase Management and Integration of Purchase and Inventory
● A guide to managing the purchasin process from purchase order creation to payment
● Integrate purchasing information into inventory management
Employee training plan within 1 month (4 days/week)
Stt Training content Trainers Forms of training Time
Odoo, Sales and CRM ã Introduction to Odoo and the benefits of using Odoo in business management ã Introducing the Sale and CRM interface in Odoo ã Basic Concepts: Customer,
Kim Anh Online learning (zoom), group discussions, face-to face practice and instructional materials
Customer and Product Manageme ã Guide to add and manage customer and business partner information ã Manage product catalog and update product information
2 Quotation and Order Management ã Instructions for creating a quote and converting it to an order ã Manage the sales process from order creation to delivery
Nhu Quynh Online learning (zoom), group discussions, face-to face practice and instructional materials
Business Opportunity Managemen and Sales and CRM Integration ã Create and manage business opportunities (potentials) in CRM ã Use customer information from
CRM in the sales process
Accounting and Employee in Odoo ã Introduction to Accounting and
Employee interfaces in Odoo ã Basics: Accounts, Transactions
Van Anh Online learning (zoom), group discussions, face-to face practice and instructional materials
Transactions ã Learn how to create and mana
financial transactions ã Manage account status and ba
Accounting ã Guide to managing employee information and related activities ã Integrate employee information into account and transaction management
Nhu Quynh Online learning (zoom), group discussions, face-to face practice and instructional materials
Inventory ã A guide to managing the purchasing process from purchase order creation to payment ã Integrate purchasing informatio into inventory management
Deployment
In Odoo, deployment involves overseeing and supporting departmental staff in effectively utilizing the modules for their intended purposes This process includes troubleshooting functional errors within the modules and providing guidance to staff if they forget how to operate them.
The support plan aims to ensure that department employees effectively utilize Odoo's functionalities in their work.
Timeline Module Activities Form of support
Week 1 Employment - Start using Employee module in
Odoo to create department and information of employee
- Support during the transition period
- Support to guide follow contract of employee
- Performance tracking and collect feedback
Sales - Start using Sale module in Odoo t create quote, add products to cart, edit quantity and apply discount or discount code
- Support tracking payment processing and order management
Direct Sales Department Quoc Khanh
Week 2 CRM - Start using CRM module to create opportunities for potential customer and adjust status of opportunity
- Support tracking reporting and measuring results
Week 3 Accounting - Support to create invoice, manage
financial transaction, tracking report and track your store’s financial health
Online Finance Department Van Anh
Purchase - Support to create a request for quotation, receive products, create invoice
- Support to track payment record
Online Finance Department Nhu Quynh
Week 4 Manufacturing - Suport to track forecast of raw material demand
- Support to to guide to manage the list of components to produce product
In conclusion, the experience of establishing and expanding TwentyOne Perfume while utilizing Odoo Modules for our e-commerce platform has provided us with significant benefits and invaluable insights.
Integrating Odoo's modules has enabled me to create a unified management system that connects every facet of my business This includes streamlined production management, efficient inventory control, and enhanced sales and customer relationship management By optimizing these processes, I save valuable time and can concentrate on delivering top-quality products and services to my clients With automated and precise communication between departments, the days of manual processing and data slicing are over.
Utilizing Odoo Modules enhances business processes while delivering exceptional customer experiences and enabling swift responses to market demands These modules have significantly simplified the management and expansion of the TwentyOne Perfume e-commerce platform.
I am dedicated to leveraging and optimizing Odoo Modules to support and elevate the success of TwentyOne Perfume The insights and experiences gained from utilizing Odoo will inspire and guide my future endeavors in the competitive and promising perfume industry.