Hybrid Shop Management System

Odoo-based Integrated Retail Management Solution

Project Team

Hassan Hamed Zoghly
CRM Module
Mostafa Naser Foda
POS Module
Mohamed Ali Sharaf
Sales Module
Abdelrhman Ahmed Ezzat
Purchase Module
Abdullah Mohamed Farag
Inventory Module

Agenda

Hybrid Shop Management System Modules

Introduction & Overview System purpose and architecture
CRM Module Lead → Opportunity → Customer
POS Module In-store transactions & customer recognition
Sales Module Quotation → Order → Invoice
Purchase Module Procurement & supplier management
Inventory Module Stock management & product movement
Conclusion & System Value Integration benefits & business impact

CRM Module: Customer Journey Flow

Converting leads to loyal customers

Key Journey Stages

Lead captured

From website, phone calls, or walk-ins

Opportunity tracked

Visual pipeline with progression stages

Quotation generated

Seamless handoff to Sales module

Customer profile created

Complete history and preference tracking

Data integration

Feeds POS and Sales for unified experience

Lead

Initial customer contact

Opportunity

Qualification & pipeline management

Quotation

Proposal & pricing offer

Customer Profile

Complete data for future sales

CRM Module: Features & Integration

Building intelligent customer relationships across channels

Key Features

Lead/Opportunity Management

Visual pipeline tracking from inquiry to closed deal

Customer Profiles & History

Comprehensive records of interactions and preferences

Automated Follow-ups

Scheduled reminders and communication sequences

Lead Scoring & Prioritization

Smart ranking of prospects by conversion potential

Customer Analytics

Insights into customer behavior and segmentation

CRM

Customer Intelligence Hub

Sales

Online Orders

POS

In-Store Sales

Inventory

Stock Management

Purchase

Supplier Orders

POS Module: In-Store Workflow

Seamless customer experience in physical store

Customer Experience Steps

Customer recognized on entry

Profile automatically loaded from CRM data

Product scan & inventory check

Real-time availability verification

Loyalty reward/discount applied

Personalized offers based on history

Payment processed

Multi-method: cash, card, digital wallet, points

Stock levels updated instantly

Synchronized with central inventory system

Customer Identification

Loyalty card or phone number

Product Selection

Barcode scan with inventory check

Discounts & Loyalty

Automatic application of benefits

Payment & Receipt

Finalize transaction & update stock

Point of Sale: Key Features

Seamless in-store experience with digital capabilities

Core Capabilities

Customer Identification

Instant access to CRM profiles and purchase history

Real-Time Inventory Sync

Live stock checking and automatic updates

Receipt Management

Digital and printed receipt options with history

Offline Capability

Continues operating during internet outages

Performance Dashboard

Real-time sales metrics and staff performance

Loyalty Integration

Points earning and redemption at checkout

Multi-Payment Processing

Cash Cards Digital Points

CRM Data

Customer Intelligence

Sales Module

Order Management

Inventory

Stock Control

Sales Module: Sales Cycle

From quotation to payment and commission

Sales Cycle Process

Quotation sent to customer

Professional proposal with pricing details

Quotation confirmed

Customer approval triggers order creation

Invoice issued

Payment tracking and processing

Order triggers inventory

Stock updated, purchase orders if needed

Commission calculated

Based on predefined rules and targets

Example Scenario:

Customer orders laptop → System applies loyalty discount → Inventory checked → Order confirmed → Commission calculated for salesperson

Quotation

CRM leads convert to sales quotations

Confirmation

Order confirmed by customer

Invoice

Payment processing and tracking

Inventory Update

Stock levels adjusted

Commission

Sales team rewarded

Sales Module: Benefits & Analytics

Empowering data-driven sales decisions

Key Benefits

Customer/Team Management

Complete profiles and organized sales teams

Dynamic Pricing & Promotions

Percentage/fixed discounts and seasonal campaigns

Commission Automation

Percentage, fixed, and target-based commission tracking

Loyalty Programs

Point accumulation and reward redemption system

Real-time Analytics & KPIs

Total Sales

Revenue tracking with period comparisons

Confirmed Orders

Conversion rate and fulfillment status

Average Order Value

Basket analysis and upsell opportunities

Top Customers & Products

Best-seller analysis and customer ranking

Sales Performance Dashboard

Comprehensive visualization of sales trends, team performance, and commission tracking in real-time

Purchase Module: Procurement Process

Automated ordering and intelligent supplier management

Key Features

Automated Purchase Orders

Generated when stock falls below threshold

Supplier Management

Performance tracking and ratings system

Order Receiving & Tracking

From placement to delivery with quality control

Three-way Matching

PO, goods receipt, and vendor invoice verification

Analytics & Optimization

Cost savings through bulk ordering and negotiation

Stock Reaches Minimum

Inventory alerts Purchase module

Auto Purchase Order

Created for optimal quantity

Supplier Delivery

Goods received with quality check

Inventory Update

Stock levels automatically increased

Inventory Module: Product Movement & Flow

Optimizing warehouse operations for seamless tracking

Warehouse Structure & Operations

Main Warehouse Setup

Central storage with organized zones for efficiency

Strategic Locations

Receipts, Main Stock, Quality Control zones

Internal Transfers

Movement between locations and stockrooms

Real-time Updates

POS & online orders instantly adjust stock levels

Stock Accuracy

Maintains 99%+ accuracy through automation

Supplier Deliveries

Main Warehouse

Receipts Area

Receiving & inspection zone

Main Stock Location

Primary storage for products ready for sale

Delivery Operations

Picking, packing & shipping station

Internal
Transfers

In-Store Sales

Online Orders

Inventory Module: System Integration

Real-time synchronization across the business

Key Integration Features

Auto-replenish via Purchase module

Reorder rules trigger automatic purchase orders

Order cancellations auto-adjust stock

Instant inventory correction when orders change

Centralized, synchronized operations

Single source of truth across all channels

Inventory KPIs & analytics

Performance tracking and decision support

99%+ stock accuracy

Reliable inventory visibility and control

Inventory

Central Hub

CRM

Demand Data

POS

Live Sales

Sales

Online Orders

Purchase

Auto-reorder

Sync
Sync
Sync
Sync
Live Integration
Real-time Hub

Conclusion: Unified Smart Retail System

Integrating all modules for a seamless retail experience

CRM POS Sales Purchase Inventory
Modular Integration CRM ↔ POS ↔ Sales ↔ Purchase ↔ Inventory
Customer-Centric Approach Complete customer journey & personalized service
Real-Time Operations Instant updates across all sales channels
Data-Driven Intelligence Comprehensive analytics for better decisions

Business Impact

Improved Efficiency

Streamlined operations

Increased Sales

Higher conversion rates

Scalable Growth

Future-ready architecture

Questions?