How we helped a multi-state lumber retailer replace four disconnected systems with one Odoo platform, giving management real-time control across every location.
Services
Odoo Consulting
Odoo Business Analysis
Odoo Customization
Odoo Integration
Industry
Retail
Our client is a building materials and lumber retail group with multiple locations across Florida, Texas, North Carolina, and Georgia. Each location combines retail sales and warehouse operations, serving both contractors and wholesale buyers. It is a multi-entity enterprise with operational complexity.
Business scale:
For almost ten years, our client used four separate systems for POS, e-commerce, warehouse management, and accounting. This setup led to three main problems.
Our client wanted to see if Odoo could handle a business of their size and complexity. As a certified Odoo partner, we created a live demo using their real workflows. Odoo stood out because it could manage sales, POS, warehousing, purchasing, and accounting all in one place. Just as important, Odoo could be set up to match how our client already works, instead of making them change their processes.
We brought all of our client’s main processes together in one Odoo system, covering sales, warehousing, purchasing, fulfillment, accounting, and customer service.
We rolled out the implementation in phases. First, we migrated the data structure and historical records for 30,000 SKUs, clients, vendors, and suppliers. Next, we set up Odoo’s main features, automated key processes, and added integrations. The system runs on Odoo’s servers.
Odoo’s Operational Impact
Replenishment now runs on historical purchasing data instead of manual estimates. Pricing updates from live cost and margin data, giving management tighter control across all locations.
Our clien t uses both outside carriers and transfers between branches, all managed in Odoo. Products can be sold at one store and shipped from another, with receiving and restocking tracked in real time across all locations.
Tax rules and fiscal positions are applied automatically based on where the order is delivered. This lets our client operate in Florida, Texas, North Carolina, and Georgia with the right tax treatment.
We created a branded client portal where customers and partners can place orders, check their purchases, and see their account details all in one place.
We built a US-focused accounting system that handles invoicing, reconciliations, receivables, and payables. All locations use one shared bank account, but each entity keeps its own books and balances. Budgeting, revenue, and investment results are handled separately for better management performance tracking.
We set up AI agents, integrated into Odoo, to handle routine tasks like delivery processing, matching purchases, checking for discrepancies, and preparing reviews. For instance, one task that took 3 hours of manual work can now be completed in minutes with several document uploads.
Our client switched from four separate systems to one platform. Now, management can see real-time data for all locations, make faster pricing decisions, access inventory across the network, buy based on demand, and open new branches more easily. Odoo has already handled millions of transactions for them.
Currently, we’re supporting the client’s Odoo system, managing user requests, and training employees.
Hear From Our Clients
They’ve provided great communication and support throughout our R&D process. SmartTek has been communicated well throughout the project. They’re great partners and they continue to support the project.
Their team has been accommodating with everything from meeting times to budget needs. They’re genuine AR experts and it’s reflected in how well they were able to push the existing limits of AR technology to develop the app.
SmartTek Solutions consistently meets the requirements and delivers high-quality work. They’ve improved the client’s day-to-day operations by customizing effective, time-saving solutions. Despite challenging circumstances, they continue to dedicate a timely, reliable team.
Smart Tek SaS, LLC has provided us with an awesome experience, so far. The responsive team keeps to its timelines and deliverables. They’re eager to serve our needs and the functionality that they build works.
The product impressed users and was delivered in time for the neighborhood launch party. The team overcame last-minute issues to meet the timeline, problem-solving and working late nights. They made use of emerging technology platforms like GET Lab to ensure smooth project management.
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