Teolino work proccess and Odoo - Logikal communication
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    • Teolino work process and Odoo-Logikal communication



    After the technical analysis, an estimate should be made for:

    • Full integration
    • Integration with file, followed by full integration


    1. Sales
      1. Contact with client – We start from CRM and opportunity, collecting the following data, which will go to Logikal:
        1. Company name
        2. Name of the opportunity
        3. Specification of client's requirements
        4. New quotation button
      2. Using the “new quotation” button, we send this information to Logikal.
      3. Configuring the products in Logikal
        1. Positions are created there. The positions in Logikal are identical to the products in Odoo. An example of a position is a window with specific dimensions, glass, handles, mechanisms, etc. The products will rarely be repeated and need to be archived periodically. This quotation should be linked to the opportunity for better tracking.
        2. There should be an option to send the client several quotations for one opportunity, and these quotations must be linked to that opportunity! For example, quotations for aluminium, PVC, different glass types, etc.
        3. There are cases when the client wants additional items after starting the order and prepayment. Then, we create a new quotation for them, which must also be linked to the same opportunity. It is okay to create several opportunities.
      4. The client confirms the quotation, a sales order with a down payment is created, and the BOM (Bill of Materials) and lead times are extracted from Logikal. Standard products can be used to avoid too many products, with Logikal sending the dimensions. https://www.odoo.com/forum/help-1/variable-product-size-203766  This is the second interaction with Logikal.
      5. The sales order is blocked until the predefined advance payment is made.
      6. The client pays in advance, and we confirm the payment.
      7. Next, the client confirms the final dimensions. If dimensions change, the project in Logikal is updated, and the new positions, cost norms, and work hours are exported to Odoo. This is the third interaction with Logikal.
      8. A delivery date for each product or the entire order is set according to the client's desired date (e.g., the first five products by December 16, the rest by the end of February).
    2. Planning
      1. Check products in stock and create manufacturing or supply orders for missing quantities. The delivery date is aligned with the expected installation date. The end date when the order needs to be ready is taken and counted back to include manufacturing and delivery time. Sending to the supplier.
      2. Receiving and inventorying the missing quantities.
      3. Capacity check and final planning of manufacturing orders.
      4. All products to be produced that day from one production cycle are sent back to Logikal for final optimisation. All available leftover profiles are also sent to be included in the cutting plan. (The system needs to support materials of variable lengths)
      5. Final cost norms for all manufacturing orders are exported from Logikal and imported into Odoo, ensuring the warehouse has fully updated inventories and costs.
    3. Manufacturing and Installation
      1. Due to material optimisation, all orders run in parallel. For example, one profile is 6 meters long and is cut as optimally as possible.
      2. Each manufacturing stage for each product must be confirmable. In some places, these confirmations might be done automatically via a file generated by a machine.
      3. After confirming the last operation, the product is stored in the Finished Items in the warehouse.
      4. If there is an installation, an installation order is started.
      5. Check the availability of materials and capacity. Installation is usually planned a week in advance.
      6. Tasks are distributed among installation teams.
      7. The performed work is confirmed. Materials are issued from the warehouse to the respective installation order.
      8. Based on the final confirmation and a bilateral protocol, the order is closed, and an invoice is issued.
      9. When the order is without installation, deliveries to the client are created with the relevant documents.
      10. Automated reminders for overdue orders, invoices, etc.

        Helpful information: Currently, they are using Amazon services for Logikal, but they are not satisfied with the delay. We should discuss options for installing Odoo and Logikal on their servers. 

        Lyubomir Topalov is on paid leave after the 5th of August, but he is available for questions. He prefers phone calls and speaks English and German. His phone number is +359888964603


      ERP systems, which have integration with Logikal 



    The logical credention sent in the technical meeting on 14th of August 

    1. Download and install Amazon+WorkSpaces - https://clients.amazonworkspaces.com/ 

    2. Registration code - wsfra+SNE9KA

    ​user:ekaterina.kaleva

    ​pass:Teolino.eu12

    3. Run LogiKal12

    ​user:Zeron

    ​pass:zeron