Client challenge
The challenge
A craft business with around 30 employees wanted to roll out Odoo as its ERP. However, the core quoting process had to remain in an existing external corporate system. That system provided no API, so direct integration was effectively impossible. Without a technical bridge, implementing Odoo in the quoting and pre-order workflow would have been close to unworkable.
bitshore solution
Our solution
- A bitshore team delivered an integration layer based on quote PDF import instead of a classic API connection.
- OCR and AI extract quote data automatically and structure it for downstream processing in Odoo.
- Individual line items from the bill of quantities are mapped to products and services already configured in Odoo.
- Customer data is imported automatically to reduce manual re-entry and transfer errors.
- Import results generate directly schedulable tasks for sales field staff and service technicians.
- Tasks receive automatic time allocations, and cost-effectiveness evaluation is ensured through analytical accounts at the project level.
- This creates an end-to-end flow from quote intake through data transfer to dispatch planning.
Outcomes
Results & outcome
Odoo rollout became technically viable
The integration layer bridged the missing API and made the ERP go-live workable in daily operations.
Seamless data flow
Quotes, line items, and customer data flow into Odoo automatically instead of being copied manually.
Reliable line-item mapping
Bill-of-quantities lines land on the correct Odoo products and services.
Simpler dispatch
Field sales and service receive ready-to-schedule tasks for faster planning and coordination.
Project cost-effectiveness evaluation (planned vs. actual)
Through analytical accounts at the project level, a comparison of revenues and costs (time tracking, materials, etc.) is made possible.
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