About

Category Manufacturing

Digital Transformation in the Printing & Promotion Industry with Odoo ERP

Client Overview

Our client is a printing and promotional products company specializing in customized merchandise such as t-shirts, mugs, corporate gifts, and marketing materials. With a diverse product portfolio and a wide customer base, they faced significant challenges in handling sales, job orders, inventory, and production tracking.

Challenges

The client relied on outdated tools and manual processes, leading to:

  • Complex job management - Difficulty in managing made-to-order and bulk printing projects.
  • Inventory issues - Frequent stock mismatches in raw materials like ink, paper, and fabrics.
  • Sales & Quoting delays - Preparing quotations for custom jobs was time-consuming and error-prone.
  • Poor production visibility - Lack of real-time status tracking on printing jobs and delivery timelines.
  • Disconnected finance system - Separate systems for billing and accounting created reconciliation delays.

Broadsy’s Odoo ERP Solution

Broadsy Technologies implemented a customized Odoo ERP solution tailored to the client’s workflows, integrating core business functions:

  1. 1. Sales & Quotation Management
    • Automated quotation creation with custom fields for printing specifications (size, color, material, quantity).
    • Quick conversion of approved quotes into sales orders.
  2. 2. Inventory & Raw Material Tracking
    • Real-time monitoring of stock levels for paper, ink, packaging, and promotional items.
    • Automatic purchase triggers when stock reaches minimum levels.
  3. 3. Production & Job Order Management
    • Configured Manufacturing (MRP) module to handle printing batches and custom job orders.
    • Work order tracking for each stage: design, proofing, printing, finishing, packaging.
    • Improved scheduling to manage both small custom orders and large-scale corporate jobs.
  4. 4. Purchase & Vendor Management
    • Integrated supplier management with price lists and lead times.
    • Automated linking of raw material purchases to specific jobs/projects.
  5. 5. Finance & Reporting
    • Automated invoice generation directly from sales orders.
    • Centralized financial data with real-time profit margin analysis on each order/project.
    • Custom dashboards showing sales, production costs, and project profitability.

Results & Impact

  • 40% faster quotation processing, reducing delays in sales cycle.
  • Accurate job costing with real-time allocation of material and labor costs.
  • 25% reduction in raw material wastage due to optimized inventory tracking.
  • On-time delivery rate improved by 35% with better production scheduling.
  • Stronger customer satisfaction & repeat business through timely order fulfillment.

Conclusion

With Broadsy’s Odoo ERP implementation, the printing & promotion company successfully moved from fragmented manual processes to a streamlined digital system. This transformation gave them complete visibility across sales, inventory, production, and finance—empowering them to scale operations, serve customers better, and stay competitive in a highly demanding industry.