Danielius Studio

Platforms & marketplaces

Odoo Implementation for Distribution Company

Replacing Fishbowl and Pipedrive with one connected Odoo system, end to end.

ZoomInfo Sync lead capture API Sales Lead deal id assigned CRM with Deal ID single id flows everywhere Vendor Master contacts, regions, terms Customer Master freight + ship-to rules Product Catalog OEM verified, spec linked Quote Builder BOM-driven, no Excel Consolidated Vendor RFQ one email per vendor Spec Sheet Auto-Attach PDF linked at line item Vendor Bid Compare best price per line Customer Quote spec sheets included Customer PO Capture inbound PO email Drop-Ship Sale Order drop-ship default on Vendor PO Cost-Lock quote price locked in Safe Partial Receive no full-receive mis-clicks Carrier Tracking Poller auto-polls every 4hr Vendor Bill receive triggers bill Customer Invoice ship triggers invoice Delay Dashboard daily delay report Accounting Sync two-way bills + invoices Reporting Dashboard deal id on every row Customer Portal branded live status auto-creates deal id assigned customer lookup BOM lines vendor bids best per line customer sends PO PO received auto-issued tracking ready vendor ships reconcile ship + invoice bills + invoices feed customer view live status

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