Odoo ERP for Water Purifier

Combo Product sales (RO units, filters, spare parts)
Sales Channel: Online Sales, Direct Customer Sales, CRM Sales
Installation Products: Door Step Installation required
Buy AMC (Annual Maintenance Contracts)
Raise a Complaint

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Key Business Processes Covered

End-to-end coverage from sales to after-sales service

Sales & Distribution

Control pricing, dealers, and revenue across regions

- Dealer, distributor, and direct
- Region or dealer-wise price lists
- Retail, B2B, and institutional sales orders
- GST-compliant invoicing (India)
- VAT-compliant invoicing (GCC)
- Credit limits & outstanding control
- Delivery Return Handling

Inventory & Spare Parts

Reduced emergency purchases and service delays

Combo Product sales
Spare parts sales tracking
Serial number tracking for each purifier
Batch tracking for filters
Technician van stock management
Auto reordering for fast-moving spares
Expiry tracking for consumables

Installation & Field Service

Faster installations and predictable service delivery

Task creation from sales
Service requests from call center, website, or WhatsApp
Technician assignment based on location
Multiple warehouse setup
Mobile app for service engineers
Service history per customer and machine

AMC & Warranty

Never miss renewals or free-service commitments

AMC plans: yearly, quarterly, customized
Automatic reminders via SMS, email, or WhatsApp
Warranty tracking by serial number
Free service vs paid service control
AMC revenue forecasting and reports

CRM

Track every lead, complaint, and follow-up

Lead Generation (from email or manually)
Convert leads into New Opportunities
Convert leads into Existing Opportunities
Follow-up Opportunity (Won/Lost)
Quotation create from Opportunities
Quotation Convert to Sales Order

Accounting & Compliance

Stay compliant while knowing real profitability

Integrated accounting with operations
GST, e-Invoice, and e-Way Bill (India)
VAT and tax reports (GCC)
Dealer outstanding tracking
AMC income recognition
Profitability by product, and branch

Marketing Automation

Generate leads and push AMC renewals automatically

Email and WhatsApp campaigns for offers and AMC
Customer segmentation by product, and location
Campaign tracking with ROI measurement
Automated follow-ups for inactive customers
Lead nurturing for dealers and direct customers
Profitability by product, and branch
Delivery Return Handling

eCommerce & Online Sales

Sell purifiers, spares, and AMC plans online

Integrated Odoo eCommerce website
Online sale of RO units, filters, and membranes
AMC and service plan sales online
Online payments with Indian and GCC gateways
Order sync with inventory and accounting
Product Variant Configuration
Combo Product Configuration

Helpdesk & Customer Support

Centralize complaints and service coordination

Helpdesk tickets via email, website, and WhatsApp
SLA tracking for response and resolution
Priority handling for AMC and warranty customers
Escalation rules for delayed tickets
Customer satisfaction tracking
Ticket resolution and closure

Water Purifier - User Workflow

Clear responsibility across sales, service, and support

Installation & Service Operations

Odoo structures the full service lifecycle from installation to after-sales service, customer satisfaction without manual coordination.

Installation Workflow

Installation job auto-created after delivery confirmation
Job linked to sales order, customer, and serial number
Area-wise assignment to installation teams
Planned installation date with time slots
Installation checklist for RO, UV, UF models
Customer OTP or digital signature on completion

Mobile App

Job details with customer location
Machine details and serial number
Warranty and AMC status
Past service history and notes
Photo upload before and after service
Digital service report and customer sign-off

Service Request Management

Service tickets from call center, website, WhatsApp
Ticket types: breakdown, routine service, filter change
Priority rules for AMC and warranty customers
SLA timers for response and closure
Auto-assign technicians based on location and availability
Technician route planning for daily visits

Spare Parts Tracking

Spares issued from warehouse or van stock
Real-time deduction on job closure
Free spares under warranty / AMC
Chargeable spares auto-added to invoice
Job closure only after checklist completion
Customer notification on closure

Frequently Asked Questions

1. What information do we need to start?

Company details, Product information, Installation Process, Inventory Status, Users & Roles.

2. Does Odoo support full Water purifier installation processes?

Yes,from installation to after-sales service, customer support and AMC renewals

3. How long does implementation take?

Typical timeline: 8–12 weeks

Depends on:

Number of companies/branches.
Data quality.
Custom workflows.

4. How is pricing structured?

Pricing is split into three components:

Odoo licensing (per User),
TenthPlanet implementation fees, and
Optional add‑ons (data migration, custom reports, integrations, managed support).

5. Do we need to buy Odoo licenses?

Yes — Odoo licenses are required for Enterprise features.

6. Can you migrate our existing data?

Yes, We provide CSV templates and perform mapping and validation checks. Typical migrations cover Contacts, Customers, Services offered.

7. Where will Odoo be hosted?

You can choose:
1) Odoo cloud sh (recommended for speed of delivery)

2) Your own AWS cloud

8. Do you provide training?

Yes. Training includes short admin walk through and role‑specific screen casts.

9. Do our users need technical skills?

No.

Simple screens
Step-based work orders
Minimal data entry
Role-based access

10. What support do you provide after go live?

Every implementations includes a post‑live hypercare window (90 days by default) for triage and fixes.
Ongoing support packages (Standard, Advanced) offer different SLAs & response times.

Run your water purifier business on Odoo ERP with control and clarity.

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