Transform Your Supply Chain and Manufacturing with Odoo

Like many other industries, effectively managing customer inquiries, orders, and follow-ups is essential for furniture manufacturers to provide top-notch service. Odoo CRM equips manufacturers with a comprehensive system to oversee every customer interaction, promoting effective communication and streamlined sales operations.

How Furniture Manufacturers Can Leverage Odoo CRM Effectively:

• Lead Management & Opportunity Tracking: Instantly create opportunities when receiving showroom visits, phone inquiries, or catalog requests, ensuring no potential client slips through the cracks.
• Automated Email Integration: Seamlessly capture and organize customer inquiries by redirecting emails from company email into the CRM for structured tracking and timely responses.
• Website & Form Automation: Connect website inquiry forms directly to Odoo CRM, capturing requests for custom furniture designs, bulk orders, or material specifications in one place.
• Quotation & Order Conversion: Transform customer interactions into confirmed sales with easy quote generation and follow-up tools, ensuring swift order processing from inquiry to production.
• Task & Activity Scheduling: Assign and track follow-ups, showroom visits, or design consultations within the CRM, maintaining smooth operations and ensuring customer satisfaction.
• Customer Database & Relationship Management: Build long-term relationships with clients by maintaining detailed customer profiles, including preferences, past orders, and special requests.

By centralizing and automating customer interactions, furniture manufacturers can enhance efficiency, improve customer service, and drive business growth. Odoo CRM is not just a tool—it's a powerful system designed to help manufacturers convert inquiries into lasting partnerships.

Efficiently managing products and services is essential for furniture manufacturers to optimize operations and deliver exceptional craftsmanship. With Odoo, manufacturers can configure their product catalog and service offerings seamlessly through the Sales App -> Products module, ensuring streamlined workflows and precise order handling.

Services

Furniture manufacturers can leverage Odoo’s service configurations to enhance project management and customer satisfaction. Here are four distinct service types available:

• Prepaid Services (Fixed Price): Includes initial design consultations and final inspections, ensuring structured engagement with clients. Every confirmed order creates a new project for seamless follow-up and execution.
• Based on Timesheets: Ideal for concept development and 3D renderings, automatically generating tasks within the dedicated “3D Renderings” project for better tracking and collaboration.
• Subcontracted Services (Timesheet-Based): Covers design presentations and revisions, triggering an automatic Purchase Order for subcontracted services and creating relevant tasks within project management.
• Field Services (Timesheet-Based): Facilitates delivery, installation, and electrical/lighting setup, ensuring automated task creation in the Field Service App for real-time project execution.

Goods

Furniture manufacturers can manage their product inventory efficiently with four key categories:

• Manufactured Goods: Crafted using a Bill of Materials (BoM), ensuring every custom furniture piece is meticulously produced with precise resource allocation.
• Purchased Goods: Items sourced externally and sold to customers, allowing seamless procurement and resale.
• Consumables: Non-trackable supplies such as bolts, finishing materials, and sandpaper, essential for high-quality craftsmanship but not requiring inventory monitoring.
• Components: Raw materials and intermediate parts used in the manufacturing process to assemble finished furniture pieces.

With Odoo’s structured approach, furniture manufacturers can enhance efficiency, improve customer experience, and maintain complete control over their products and services—all while ensuring smooth project execution and optimal resource management.

Efficiently managing quotations is crucial for furniture manufacturers to streamline sales and ensure accurate order processing. With Odoo, generating precise quotations is effortless and fully automated.

Creating a Quotation in Odoo:

1. Navigating to the Sales App and clicking the New button starts a new quotation.
2. Selecting the customer from your database and begin adding the required furniture products.
3. Reviewing and verifying product details, ensures pricing, configurations, and custom requests are correctly documented.
4. Confirming the quotation triggers multiple automated actions based on product settings.

Automated Workflow upon Quotation Confirmation:

Once a quotation is approved, Odoo initiates the following processes:

✅ Task Creation: New tasks are generated for different manufacturing stages, including design, production, and quality inspection.

✅ Delivery Scheduling: Orders linked to logistics automatically schedule deliveries for seamless fulfillment.

✅ Purchase Order Generation: If items need to be sourced externally, Odoo creates purchase orders to maintain inventory levels.

✅ Time Tracking & Planning: Relevant working hours for craftsmanship, assembly, or installation are allocated based on the quotation details.

By automating these steps, furniture manufacturers can minimize manual input, improve efficiency, and focus on delivering high-quality products to customers.

Managing inventory efficiently is vital for furniture manufacturers to ensure smooth operations and timely order fulfillment. Odoo provides an integrated system for tracking stock, replenishing materials, and coordinating purchases—all within the Inventory App.

Inventory Management & Replenishment

Odoo optimizes inventory management and replenishment by providing automated suggestions and streamlined order processing, ensuring materials are always available when needed.

• Identify shortages: When accessing the Inventory App, missing materials are quickly identified, especially those needed for order completion.
• Replenishment suggestions: Navigating to Operations > Replenishment displays recommended purchase and manufacturing orders, facilitating proactive stocking.
• Easy execution: Selected items can be replenished with a single click on "Replenish" then "Order," simplifying the process.
• Automated order creation: Odoo automatically generates two purchase orders and one manufacturing order, ensuring a structured and coordinated workflow.

💡 Optimized Replenishment:

To eliminate manual intervention in stock replenishment, reordering rules can be configured. These rules help maintain optimal inventory levels by automatically triggering restocking based on minimum product quantities or incoming customer orders.

Supplier & Purchase Order Management

Odoo simplifies supplier and purchase order management by providing a centralized platform to track RFQs and coordinate with suppliers seamlessly. This structured approach ensures a smooth procurement process.

• RFQ tracking: Manufacturers can monitor all Requests for Quotation within the Purchase App, keeping track of supplier responses efficiently.
• Supplier management: The system enables effective management of supplier relationships and roles involved in furniture manufacturing.
• Automated process: Once an RFQ is confirmed, the procurement process automatically advances, reducing delays.
• Defined supplier roles: Clear roles are assigned to suppliers such as subcontractors, bulk order vendors, or custom goods providers, improving communication and coordination.
• Example roles included:
  • Jane Design: Handles design presentations and revisions as a subcontractor.
  • My Chairs Vendor: Supplies conference chairs for bulk orders.
  • My Rug Vendor: Provides custom area rugs in specified dimensions.
  • My Metal Vendor: Delivers metal legs for conference tables.
  • My Wood Vendor: Supplies oak wood panels necessary for furniture production.

Processing Received Orders

Odoo enhances the efficiency of processing received orders through automation and integration. Here are the key benefits and steps in the process:

• Automatic tracking: Odoo monitors incoming shipments once purchase orders are confirmed.
• Real-time updates: Stock levels are automatically updated when goods are received.
• Simplified validation: Receipts are validated with minimal manual effort through automated workflows.
• Error reduction: Automation minimizes manual data entry, reducing errors.
• Streamlined procurement: The integrated system ensures materials are quickly available for production.
• Enhanced efficiency: Overall process is faster, more accurate, and less labor-intensive, boosting operational productivity.

By leveraging Odoo’s automated inventory and purchase management tools, furniture manufacturers can maintain a streamlined procurement process, reduce manual workload, and enhance operational efficiency.

Manage your entire projects with the Project & Field Services App to facilitate comprehensive project management and on-site service tracking.

• Automatic project setup: When a customer places an order for custom furniture, a project is automatically generated, incorporating predefined tasks such as design, material procurement, manufacturing, and assembly.
• Progress monitoring: Each task’s stage, status, and activities are tracked to ensure timely completion, from initial design approval to final installation.
• Customizable views: The project dashboard can be tailored to display specific views—such as production schedules, timesheets, and delivery plans—providing a comprehensive overview of the manufacturing process.
• End-to-end management: Insights into sales orders, invoices, purchase orders for materials, manufacturing orders, and warehouse deliveries are integrated seamlessly, ensuring smooth coordination across departments.
• Simplified field operations: For installation or delivery of furniture, service tasks like on-site assembly or electrical wiring are managed through the Field Service App, allowing workers to log time, select parts, and report progress directly from the job site.
• Mobile compatibility: Workers can access and update their tasks via mobile devices, enabling real-time communication, status updates, and report submissions from the field.
• Streamlined communication: The system supports customized views and filters, making it easier to oversee every stage of the project and coordinate efficiently across the team, from design to delivery.

Odoo streamlines manufacturing and quality control by integrating tools that facilitate order management, task tracking, and quality checks, enabling a seamless production flow.

• Access manufacturing orders: The Manufacture App allows you to view new production orders by navigating to Operations > Manufacture Orders.
• Monitor production: Your dashboard displays orders like "To Launch" in specific Work Centers, such as the Core Board Composing Machine, ready to be started.
• Start manufacturing: Opening an order helps log the manufacturing process step-by-step, ensuring clear tracking.
• Shop Floor app integration: The Shop Floor app offers workers a dedicated view to monitor tasks within each Work Center and validate each production step by clicking on it.
• Quality checks: Each product has a Quality Check Point requiring a photo to confirm inspection, ensuring quality standards are maintained.
• Complete product delivery: Once production is finished, you can deliver the order by navigating to the Field Service Apps, reviewing the listed products needing pickup, and validating the pick-up process.
• Alternate delivery options: If no installation task exists or separate delivery is preferred, it can be managed via the Inventory App.

Odoo's Field Service Planning and Timesheets apps work together to optimize workforce management, ensuring that employee schedules are well-organized and their work hours are accurately tracked. This helps improve efficiency, avoid conflicts, and facilitate seamless project execution.

• Organize work schedules: Use the Planning in the Field Service app to assign specific projects to employees along with scheduled working times, providing a clear overview of daily and weekly assignments.
• Manage conflicts and shifts: Easily identify and resolve shift conflicts, balance workloads, and assign replacements when employees are on leave, maintaining smooth operation flow.
• Track time and costs: Employees record the time spent on each project using the Timesheets app, enabling precise tracking of labor hours for billing and analysis.
• Set hourly rates: For accurate cost calculation, define each employee's hourly cost on their employee form, ensuring that project expenses are correctly accounted for in planning and invoicing.

Odoo provides a strategic approach to invoicing by enabling the creation of down payments, scheduled interim invoices, and comprehensive project tracking. This ensures steady cash flow and accurate project profitability analysis, supporting healthy financial management.

• Initial down payment: From the sales order, you can generate a down payment invoice, which serves as the first invoicing step. This invoice appears in the Invoicing app, helping to improve cash flow early in the project lifecycle.
• Scheduled interim invoices: To maintain consistent revenue, schedule one or multiple "Invoicing Schedule" activities directly on the sales order. This ensures you send timely intermediary invoices without forgetting, providing a regular cash flow.
• Project status overview: Before issuing intermediate invoices, freeze the current project status in the Project app. Review key metrics such as:
• • Time spent on the project
  • Materials purchased
  • Materials sold
    This comprehensive view offers insight into project progress and profitability.
• Ensure accurate profitability assessment: By combining scheduled invoicing with detailed project insights, you can better control project margins and financial health throughout its duration.