Customer reference
SJ Plumbing
Plumbing Pros is a warehouse specializing in the distribution of plumbing supplies. The company offers a wide range of products, including fittings, water heaters, valves, and piping components from various well‑known manufacturers in the industry. It emphasizes efficient organization and professional service to make the purchasing process easier for both technicians and homeowners. With its diverse inventory and focus on providing straightforward access to essential materials, Plumbing Pros meets both general and specialized needs within the plumbing trade.
The context
From a standalone POS to an integrated ERP backbone
SJ Plumbing is a plumbing supplies warehouse serving technicians and homeowners with a wide range of fittings, water heaters, valves and piping components from well-known manufacturers.
Before the project, SJ Plumbing relied on a standalone POS system and separate tools that created data silos and manual processes. Information had to be re-entered across systems, inventory updates were time-consuming, and management lacked a centralized, real-time view of operations.
The stakes were to eliminate data silos, reduce manual entry, and gain reliable, real-time visibility on sales, purchasing and stock so that teams could work faster, make better decisions and offer a smoother experience to their customers.
Their needs
Replacing a siloed POS with a unified Odoo ERP
The client wanted to replace their standalone POS with a unified ERP that would centralize management, automate workflows and optimize data while benefiting from tailored support for a smooth and efficient transition.
- Replace the standalone POS with an integrated ERP platform.
- Centralize data and management across sales, purchasing, inventory and finance.
- Automate key workflows to reduce manual data entry and errors.
- Secure tailored support to ensure a smooth transition and reliable day-to-day operations.
The proposed solution
A centralized Odoo ERP environment built around POS, inventory and accounting
Captivea USA began the project with a complete analysis of SJ Plumbing’s Odoo environment, running business discovery workshops and defining deliverables to confirm scope, budget and timeline. Odoo ERP was deployed with Accounting, Odoo Studio, Sales, Point of Sale, Inventory and Purchase, providing a single, centralized system that automates transactions, streamlines quotes and invoicing, simplifies stock management and improves the accuracy of financial reporting.
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
Technical
The results
Benefits & Returns on investment
What the client gained, day after day, once the solution went live.
Time saving
- Centralized organization of financial documents
- Generate quotes in a few clicks
- Quick sharing of documents
- Simplified supply management
- Automation of intervention schedules
Productivity gain
- Centralized management of leads and customers, increasing sales team efficiency
- Smoother order processing with real-time stock tracking
- Clear visualization 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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