Customer reference
Shanghai Wholesale LLC
Shanghai Wholesale is your premier source for a vast selection of high-quality wholesale groceries in the Twin Cities. Whether you're stocking your shelves or restaurant kitchens, we have everything you need to delight your customers and boost your business.
The context
Growing wholesale grocer looking to scale beyond manual processes
Shanghai Wholesale LLC is a finest foods and grocery wholesaler based in Saint Paul, Minnesota, serving the Twin Cities with a vast selection of high-quality products for retailers and restaurants.
Before the project, Shanghai Wholesale managed its fast-growing product catalog, pricing and customer orders with a patchwork of small tools and manual updates. Information about stock, purchasing and sales was scattered, making it difficult to keep product availability accurate and ensure smooth order preparation.
To keep delighting customers while expanding their assortment, the company needed to improve reliability on every order: accurate stock levels, up-to-date pricing, and efficient logistics so that retailers and restaurant owners could trust that the products they need would be available when promised.
Their needs
Centralized operations for a growing grocery wholesaler
Shanghai Wholesale wanted to consolidate day-to-day operations into a single, reliable system so every order, purchase and stock move would be tracked consistently and kept in sync across the business.
- A unified ERP backbone to manage purchasing, inventory and sales from one place
- Integrated sales and accounting workflows to avoid re-entering customer orders and invoices
- Reliable stock visibility to fulfill wholesale grocery orders on time and in full
- Clear operational reporting on products, customers and margins to steer growth
The proposed solution
An Odoo ERP backbone tailored to wholesale groceries
Captivea USA implemented Odoo ERP as Shanghai Wholesale's central platform, connecting purchasing, inventory, sales and retail operations so that products, prices and stock levels are managed in one place, enabling smoother order processing, better control of the assortment and more informed decisions for future growth.
The first step of this project is to perform a complete analysis of the client's Odoo environment.
Analysis objectives
- To be reassured on the feasibility
- Show that we understood their business
- To confirm a budget
- To know and confirm how we will do it
- Know the timeline
Analysis processes
- Business discovery
- Workshops by theme / group of people / domains
- Create the deliverable documents
- Present it
- Handle feedback
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