Executive Summary
A leading machinery manufacturer needed to modernize its production cycle, ensure BOM accuracy, and strengthen quality validation. By implementing Odoo 17 with BOM approval workflows, integrated quality checks, role-based approvals, and CRM-to-MO automation, the company streamlined operations, improved traceability, and ensured higher product consistency.
About the Client
The client is a machinery manufacturing company specializing in complex, high-value industrial machinery. With multi-level BOMs, long production cycles, and strict quality control requirements, the company required an ERP system that could deliver automation, traceability, and compliance.
Challenges Faced
Complex BOM Setups
Errors due to lack of multi-stage validations in BOM creation.
Disconnected Workflows
CRM, Projects, BOMs, and Manufacturing Orders (MOs) were not linked, creating inefficiencies.
Quality Control Gaps
Inconsistent QC processes across different production stages.
Access & Approval Issues
No role-based control for approving BOMs and MOs.
Traceability Limitations
Lack of Sales Order to BOM linkage made planning difficult.
ERP Solution Implemented
The Odoo 17 ERP solution was configured with custom features to address these pain points:
BOM Approval Workflow
Multi-stage validations ensured BOM accuracy.
Lead → Project → BOM → MO Flow
End-to-end automation from CRM leads to manufacturing execution.
Integrated Quality Checks
QC checkpoints embedded across production stages.
Role-Based Approvals
Controlled access for critical actions like BOM and MO approvals.
SO-BOM Linkage
Sales Orders directly connected to BOMs for planning and traceability.
Implementation Journey
Workflow Analysis
Identified inefficiencies in BOM, QC, and production flows.
Customization
Configured Odoo 17 modules to introduce approval workflows, QC flows, and role-based access.
Integration
Connected CRM, Projects, BOMs, and MOs into a seamless lifecycle.
Training & Rollout
Delivered training sessions for engineering and production teams to ensure smooth adoption.
Results & ROI
Results & ROI
Accurate BOM Management
Errors reduced significantly with multi-stage approvals.
Seamless Production Flow
CRM-to-MO automation improved handovers and reduced delays.
Consistent Quality
QC integration ensured compliance at every stage.
Controlled Access
Role-based approvals strengthened accountability.
Better Traceability
Linking SOs to BOMs improved planning visibility and efficiency.
Conclusion & Future Outlook
By leveraging Odoo 17, the machinery manufacturer gained full control over its production lifecycle, enhanced quality assurance, and achieved stronger traceability. Future plans include IoT integration for machine monitoring and predictive analytics for production optimization.
Join Us Today
Complex manufacturing demands accuracy, quality, and full lifecycle control. Contact us today to see how Odoo 17 can streamline your machine manufacturing workflows.