Transforming Kitchen & Bathroom Retail Operations with a Scalable ERP Platform

Client Overview

A well-established kitchen and bathroom retail company in Toronto required a comprehensive ERP platform capable of managing a vast product catalog, complex sales and procurement processes, customer support operations, and business-wide reporting. The organization also needed a solution that could efficiently handle millions of product records while maintaining a superior user experience for both employees and customers

Challenges Faced

1. Managing and maintaining a product catalog containing millions of SKUs.
2. Providing fast and accurate product search capabilities for sales and support teams.
3. Improving visibility between sales and procurement activities.
4. Capturing detailed customer and opportunity information within CRM processes.
5. Streamlining post-sales support and product issue management.
6. Enhancing inventory visibility and manufacturer-level product tracking.
7. Providing management with actionable operational insights and reporting.

The Solution

BroadTech implemented a fully integrated Odoo ERP solution covering:

1. CRM
2. Sales Management
3. Purchasing
4. Accounting
5. Inventory Management
6. Manufacturing
7. HR Management
8. Help Desk

Key Features of the Implementation

1. Successfully imported and managed over 2 million product SKUs within Odoo.
2. Developed an optimized product search mechanism to enable fast and efficient retrieval of product information.
3. Enabled creation of purchase orders directly from sale order lines.
4. Displayed procurement-related updates and purchase status directly within sale order lines.
5. Added a dedicated tab within sales orders to provide complete payment history visibility.
6. Enhanced CRM processes with customized fields and workflows to capture additional customer and project-related information.
7. Developed an activity dashboard to improve operational visibility and task management.
8. Implemented product tagging functionality within delivery operations for enhanced tracking and fulfillment control.
9. Created customized inventory reporting to support business-specific analysis and decision-making.
10. Implemented a comprehensive RMA (Return Merchandise Authorization) management process.
11. Developed a customer-facing portal for reporting product-related issues and service requests.
12. Enabled manufacturer-based product tracking and reporting.
13. Customized sales, purchasing, inventory, and support workflows to align with business operations.

Business Outcomes

1. Established a centralized platform connecting sales, procurement, inventory, customer service, finance, and HR operations.
2. Enabled efficient management of more than 2 million products without compromising system usability or performance.
3. Significantly improved product discovery and search efficiency for sales and customer service teams.
4. Strengthened collaboration between sales and purchasing departments through connected workflows and real-time visibility.
5. Improved order management by providing complete procurement and payment visibility within a single customer transaction view.
6. Enhanced customer experience through streamlined issue reporting and after-sales support processes.
7. Increased inventory transparency through advanced tracking, reporting, and manufacturer-level visibility.
8. Delivered actionable operational intelligence through customized dashboards and reporting tools.
9. Reduced manual effort across multiple departments by automating key business processes.
10. Created a scalable digital foundation capable of supporting future business growth and expanding product portfolios.