Customer reference
Phyt's Suisse
Phyt's Suisse is the Swiss subsidiary of the French natural and organic cosmetics brand, specialising in phyto-cosmetics and natural skincare (naturo-esthétique). Distributed exclusively through professional networks, it offers premium, vegan wellness products and treatments free from synthetic preservatives.
The context
Natural cosmetics distribution needing a modern ERP core
Phyt's Suisse is the Swiss subsidiary of a French natural and organic cosmetics brand, distributing professional-grade phyto-cosmetics and natural skincare products across Switzerland.
Before the project, Phyt's Suisse was preparing to modernise and structure its operations and needed a comprehensive Odoo ERP package covering installation, go-live support and the central management of its product and contact databases.
The stakes were to secure reliable day-to-day operations, streamline the management of professional customers and suppliers, and gain real-time, consolidated visibility on stock, purchases, sales and finances to support business decisions.
Their needs
A packaged Odoo ERP for sales, purchasing and finance
The client needed a packaged offer including installation and go-live, the products and contacts database, as well as the Accounting, Sales, Inventory, Advanced Inventory, and Purchase modules.
- A complete Odoo ERP package including installation and go-live support.
- Centralised management of product and contact databases.
- Integrated Accounting, Sales, Inventory and Advanced Inventory processes.
- Streamlined Purchase management fully connected to stock and finance.
The proposed solution
End-to-end Odoo ERP for natural cosmetics distribution
Captivea France first carried out a complete analysis of Phyt's Suisse's Odoo environment through business discovery and themed workshops, then configured and deployed Odoo ERP with Inventory, Advanced Inventory, Purchase, Accounting and Sales modules to centralise data, automate supplier orders, organise financial documents and offer real-time access to information for smoother order processing and better business decisions.
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 faisability
- 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 deliverables documents
- Present it
- Handle feedback
Odoo apps deployed
The Odoo suite on this project
All Odoo applications, activated at the pace of the client's needs.
Sales & CRM
Finance
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralised organisation of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralised management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualisation of performance and key indicators
- Quick access to employee information
Increase in sales
- Improved client satisfaction through faster project delivery
- Better time management that helps allocate resources to the most profitable projects
- Identification of additional needs through ticket analysis
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