EIS Machine is a 35+ year old custom machinery manufacturer that implemented Odoo to replace its legacy systems. It wanted an integrated ERP system to support its engineer-to-order (ETO) workflow across multiple brands. Key objectives for Odoo included flexible architecture to support high automation and optimization for ETO processes. Implementation included customizing CRM, BOM management, ETO workflows, project costing, attendance tracking, and payroll to support traceability and real-time cost reporting for customized manufacturing projects. Lessons learned included expecting customizations, early testing and training, and support from an Odoo-experienced accountant.

1. Odoo for Engineer-to-Order
Andy Wilcox: President, EIS Machine, LLC.
Duy Vu: Odoo Consultant, Novobi
Case Study - EIS Machine, LLC.
2020
EXPERIENCE

2. A SaaS company: Software and
a Service!
● 30+ Odoo Professionals
● 7+ Years of Odoo Dedication
● Based in Austin, Texas
eCommerce &
Retail
Data Science &
Intelligence
Manufacturing &
ETO
CPAs &
CPPs
Functional
Support
Hosting &
Technical
Support

3. Systems before Odoo1
Objectives on Odoo
The journey with Odoo
Lessons learned & recommendations
2
3
4

4. About EIS Machine, LLC.
35+ years of experience in Custom Machinery &
Automation
3 Brands:

5. Systems Before Odoo
● 20+ year-old legacy systems
● On premises with limited remote access
● Not integrated with SOLIDWORKS
● Difficult to apply historical designs and costs in new
quotations
● Not integrated with Payroll

6. Objectives on Odoo
● All-in-one, fully-integrated system
● Support multiple brands/companies
● Flexible architecture to support high automation
and optimization for ETO workflows
● Cloud-based
● Low TCO

7. Odoo solution
Central
Database
CRM
Sales Purchase Inventory Manufacturing PLM Barcodes Attendanc
e
Leaves
Payroll
Accounting

8. Odoo Implementation & Customizations
● CRM & Sales
○ Optimize the quotation process using historical data
● BOM Management
○ Import engineering data from SolidWorks
○ Version control
● ETO workflows
○ Traceability throughout PO, MO, SO, Invoices
○ Updating BOM for specific MO could triggers various inventory reports
■ Replacing BOM: triggers inventory move instruction
■ Changing quantity: triggers stock report

9. CRM & Sales

10. CRM & Sales

11. BOM Management

12. Odoo Implementation & Customizations
● Project-based costing and billing
● Custom clocking function built into OOTB Attendance app:
○ Project mapping for customer invoicing and staff payroll
● A custom job cost report to compute the total cost of an ETO project:
○ Material, labor and overhead
○ Since the ETO process is flexible and adaptive based on the client’s feedback,
ICS needs to change BOM frequently during the project. However, the job
cost report can capture the costing in real time
● Financial Accounting & Payroll

13. Job Cost Report

14. Attendance and Payroll

15. Odoo Implementation & Customizations
Future plan
● Direct integration with SolidWorks
● Document management
● BPM

16. Lesson Learned & Recommendations
Expect customizations
Test early, train early
Updating product costing and inventory valuation can be tricky
Support from an accountant familiar with Odoo is critical
Andy Wilcox

17. #odooexperience
Thank you.
2018
Odoo for ETO
ETO Case Study
2019
EXPERIENCE