Customer reference
HYGIE31 Purchasing SAS
HYGIE31 Purchasing develops and manages a portfolio of 15 exclusive brands designed specifically for its network of pharmacies. Focused on quality, accessibility, and local expertise, the company offers one of the most comprehensive ranges of natural and organic products on the market over 750 references, mainly manufactured in France and co-created with pharmacists.
Its mission is to provide effective and affordable products that meet patients’ everyday needs while helping partner pharmacies stand out through premium-quality, award-winning items such as “Best Organic Product” and “Victoire de la Beauté”.
By maintaining controlled prices all year round, HYGIE31 supports its partners in attracting and retaining patients, while promoting accessible healthcare for all a commitment at the heart of its identity.
The context
Centralizing pharmacy purchasing flows across multiple tools and platforms
HYGIE31 Purchasing SAS is a Toulouse-based company that develops and manages 15 exclusive brands for its network of pharmacies, offering one of the most comprehensive ranges of natural and organic products on the market, mainly manufactured in France and co-created with pharmacists.
Before the project, operational data was spread across several tools and logistics partners. Stocks from multiple logistics providers, supplier orders and sales from different platforms had to be handled through repeated imports and exports, leading to fragmented information, manual work and limited visibility on consolidated activity.
The stakes were to regain full and reliable control over purchasing and distribution flows, reduce time spent on manual data handling, secure stock and sales information from all partners and platforms, and prepare the business for future automation and growth without multiplying tools or risks of error.
Their needs
One centralized Odoo environment for all purchasing and distribution flows
Hygie31 Purchasing wanted to centralize its operational data in Odoo while continuing to use some existing tools, integrating stocks from logistics providers, importing supplier orders and consolidating sales from different platforms to reduce manual imports and exports and optimize data flows.
- Centralize all key operational data in Odoo while keeping some existing tools in place.
- Integrate and consolidate stock levels from multiple logistics providers in a single, reliable view.
- Automate or simplify the import of supplier orders and sales from different platforms to reduce manual file handling.
- Prepare for future automation through API connectors and gain consolidated reporting for decision-making.
The proposed solution
A structured Odoo analysis to secure the project and prepare future automations
Captivea France began the project with a complete analysis of HYGIE31 Purchasing’s Odoo environment, running business discovery workshops by theme and user group to fully understand their pharmaceutical distribution processes. From this, Captivea produced detailed deliverable documents, confirmed feasibility, budget and timeline, and defined how stocks, purchasing and sales data would be centralized in Odoo and progressively automated via API connectors, relying on modules such as Inventory, Purchase, Barcode, Accounting, Sales, Employees, Surveys, Project and Dashboard.
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
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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