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Business Name: Baumann Electro AG
Business Vertical: Services
Odoo Version: V10CE

ABOUT CLIENT

Baumann Electro AG is a service company based in Switzerland. It offers electrical installation services. The company was founded in 1989 and is based in St. Gallen, Switzerland. Baumann Electro AG operates as a subsidiary of Burkhalter Holding AG.

SOLUTION

Baumann Electro AG is looking for an easy to manage client field services request from back end department and managing field service staff calendar effectively using Odoo. SerpentCS has customized and extended Odoo v10 CE CRM and Project Management modules to meet the need of client.
  •  Customized CRM calendar to manage the time of Field Staff and Appointments.
  •  Customized flow from quotation to sales order confirmation and from sales to task creation with detailed service request.
  •  Using a custom Employee and HR module to give relation between employee and skill sets.
     Manage thousands of products from purchase UoM to Sales and Consumption UoM.
     Manage thousands of products from purchase UoM to Sales and Consumption UoM.
    Add service type product in invoice along with consumable products in invoice for accounting management along with inventory.
    Integrated Alfresco with Odoo for document management and versions.

BENEFITS

  • Service request management made easy with Odoo CRM.
  • Efficiently utilize time of field staff by Calendar.
  • Manage Products and Inventory by reducing cost of wastage with custom UoM.
    Hassel free billing and payment collection with automization of Invoice for service line and consumable products.
    Got advantage of using Open Source Odoo and Alfresco integration to manage documents in Odoo.

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