Distritec
A modern ERP to optimize quotation management and streamline operations in the petroleum and HVAC sector
Invoicing Sales Project Management Inventory Manufacturing
Distritec is a Congolese company with over 10 years of experience in the petroleum and HVAC equipment sector, operating from three different branches across the Democratic Republic of Congo. Distritec serves a diverse clientele with tailored solutions in equipment supply and project management.
Challenge
Distritec was using an outdated management system that no longer met the company’s operational needs, particularly in handling quotations and unit-based work management.
4 Key objectives to reach
- An obsolete system unable to support dynamic quotation management
- Difficulty in managing unit-based work and project-specific products
- Lack of integration between sales, inventory, and accounting processes
- The need for a more efficient workflow to handle multiple branches and project data
Solutions
To address Distritec’s challenges, Eezee-it implemented a modern Odoo ERP tailored to project-based sales and quotation management.
The solution was structured around three core pillars:
1ERP Foundation & Core Modules Deployment
- Deployment of a centralized Odoo environment for 18 users across three branches
- Activation of core modules: Accounting, Sales, Projects, Purchases, and Inventory
- Unified data model to ensure consistency between sales, costs, and project execution
2Advanced Quotation & Project Costing Logic
- Adaptation of the Sales module to support unit-based work
- Dynamic Bill of Materials designed for project-specific quotations
- Cost calculation logic aligned with project requirements and supplier pricing
3Scalable & User-Friendly Sales Workflow
- Simplified product and project creation directly from sales orders
- Improved quotation layout to support images, texts, and structured pricing
- Flexible setup designed to evolve with future business needs
Result
Unified operations
&
scalable
business efficiency
The project transformed Distritec’s operations, delivering a modern, efficient, and scalable ERP system. Key outcomes include:
- Optimized Quotation Management: Sales teams can now create dynamic, unit-based quotations with integrated BOMs and visual elements.
- Streamlined Product & Project Workflows: Projects, BOMs, and pricing are fully integrated, reducing manual errors and saving time.
- Enhanced Operational Visibility: Centralized access to accounting, inventory, sales, and project data allows faster, data-driven decisions across branches.
Dynamic quotation builder with unit-based work management
Distritec required a quotation tool capable of reflecting the reality of project-based sales. Eezee-it enhanced the Sales module to manage unit-based work, allowing sales teams to build accurate and structured quotations directly from the sales order.
- Unit-based pricing logic adapted to petroleum and HVAC projects
- Integrated texts and images to improve quotation readability
- Clear cost breakdown per project and per product
Smart Bill of Materials for project-specific costing
The Bill of Materials was redesigned to support a “Métré” approach, enabling dynamic cost calculations at quotation level. BOMs are directly linked to sales orders and can be created or adjusted on the fly.
- BOM smart button accessible from the sales order
- Automatic cost computation based on supplier price lists and currencies
- Kit and phantom BOM management for flexible project configurations
Fast product creation and project-based filtering
To support agility in sales, Eezee-it streamlined the creation of new products directly from quotations, while introducing project keys to easily filter products, BOMs, and variants across the system.
- Quick creation of storable products from sales orders
- Project key used as a variant for easy filtering
- Improved consistency between products, BOMs, and projects
Meet our experts !
Valentine was in charge of this amazing project !
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