While implementing the ERP system (Odoo) for Amin Jewelers one of the toughest things was to automate the total paper-based operation. Our team had to break down their operation into smallest units and then find out the implementation scope and customization area.

Improved Product Insight:

We have introduced a new feature in the product template of Odoo where users can log information metal (Gold) and stone (Diamond/Stone) according to carat and weight.

And in sales order, when users choose a product, users can directly see the total jewelry details of a single product.

Introducing All kind of Jewelry Sales into Sales Module:

Amin Jewelers operate sales in various ways and different showrooms operate these sales strategies in their own way. At first, we had narrowed down their sale types into 4 kinds. For Direct sales, like where customers just came and bought the jewelry and made the payment right away, we had simplified their Sales Process in three clicks only.

• Now employees just make a Sales order, Add the jewelries, Insert customer name, phone number, address, Order date etc.
• Confirm the sales and with that system adjusts the inventory and creates invoices.
• Users just need to create the payment.
• And the whole Sales Order is done, from inventory sold product and as well as gold qty is reduced.

Exchanging Product Streamlined:

Previously, at Amin, employees had to manually calculate the exchanged amount of gold, deduct the necessary amount, and determine whether the customer needed to pay more or if Amin needed to reimburse the customer.

With the exchange add-ons, various additional calculations need to be performed. For example, different deduction rates apply depending on whether the jewelry is from Amin or another jewelry house. If the customer is making Amin pay, there is yet another type of deduction.

We have integrated the purchase process within sales. After creating a sales order, the user can make the purchase and select the type of jewelry (Amin or others). From there, the system handles all calculations, such as remaining amount after deduction, exchanged amount, and taxes.

By confirming the sales order, products are automatically added or removed from inventory, and the system adjusts gold, stones, or other metals accordingly. Invoices are automatically generated, and here’s the cool part! Odoo can determine when an invoice is needed and when a credit note is required.

Improving Sales Flexibility:

One type of sale at Amin is when customers choose jewelry, book it, and make payments in installments until the final payment is made to receive the jewelry.

To accommodate this type of sale, we introduced the Odoo default down payment feature. This allows multiple customized payments to be made for a single sales order, making payment options more flexible.

Simplifying Payments for Customized Orders:

For customized products, Amin just takes notes, but no product is booked and takes advances against those order. Later these orders are manufactured with a goldsmith and then they are received and delivered to customers.

The challenge for these types of products was to take the payment without any product/Service. So, we have designed a simple process where users can take the down payment/s against order sales and later when product need to be delivered, those products can be added, and inventory and Invoice is taken care of by the system.

Improving Inventory Management and Security:

Managing separate inventories for gold and products was a significant challenge for Amin Jewelers. To solve this, we implemented a solution were adding jewelry to the inventory automatically updated the corresponding metal and stone inventory. This eliminated the need for manual calculations and adjustments by employees.

To deal with issues such as decay or theft, we implemented an automated logger. This logger keeps a record of any inconsistencies discovered during transactions. This allows sales to proceed smoothly while identifying and marking the discrepancies for further examination and adjustment of inventory by the relevant authority.

Furthermore, with Odoo, we developed a simple solution that allows users to configure their own gold ratios. With every transaction involving a goldsmith, the system generates an automatic ledger that shows the total payable amount of gold, providing transparency and ease of tracking.