Artisan Bakery
Proposal for system implementation, training and ongoing support.
OBJECTIVE:
The client requires a comprehensive management system for their bakery that seamlessly integrates Point of Sale (POS) functionality, online sales integration, orders delivery control, production cost analysis, and supplier re-stocking.
MAIN FOCUS:
POINT OF SALE
To faciliate sales inside the bakery and at market.
WEBSITE
Allow customers to order online.
ORDERS
Organize deliveries more easily.
Who are we?
Lucion specializes in software implementation, training and process development. Our focus is on optimizing operations, streamlining tasks, and enhancing efficiency to facilitate scalable production.
PROPOSAL
The proposal is divided into 3 sections
1) Odoo system- $11,442.24
Payment directly with Odoo. Send us the 'Constancia de Situación Fiscal' of the company so we can send you the payment link.
We have quoted 3 users in the Odoo SaaS yearly plan. Download the proposal here.
2) Hardware
Hardware will be directly with suppliers.
We are still waiting for responses from suppliers to get prices.
3) Lucion Services: $56,499.99
3.a - Development - Not quoted yet
3.b - Implementation - $10,000.00
3.c - Training - $40,086.13
1) ODOO SYSTEM
For this use case, we recommend the Odoo ERP system. Odoo is an all-in-one system making it highly versatile and scalable. It also has the added advantage of being Open-Source which means it can be modified extensively and easily to meet the needs of the business.
1000+ APPLICATIONS AND FUNCTIONS
Odoo comes with a solution for every business need... but if there is a very specifc necesity, the solution can likely be found in the Odoo app store where thousands of programmers around the world sell their developments, or we at Lucion can develop the solution.
COMPATIBLE ON ANY SMART DEVICE
Access the system via computers, tablets or cellphones. Use large touch screen displays in kitchens to facilitate orders.
CONNECTIONS
Connect Odoo with any third party system through APIs (Application Programming Interface). This allows the seamless transfer of information from one system to another.
ACCESIBLE PRICING
Odoo easily competes with other systems of the same magnitude on price, making it the ideal solution for Micro, small, medium and large companies.
Your entire business
on a single platform.
Simple, efficient, and affordable!
POINT OF SALE
Odoo Point of Sale Application
Odoo has a very extensive Point of Sale application which is perfectly suited for stores and restaurants.
More InformationWEBSITE
Odoo Website CMS Application
Easily create visually appealing website with the Odoo CMS.
More Information1.a) HOW DOES IT WORK?
CLOUD SYSTEM
Access your system anytime, anywhere
One of the advantages of using a cloud platform is that it facilitates real-time collaboration with colleagues who are in different locations. Despite the multiple benefits of storing your system in the cloud, Odoo is flexible enough to be installed on local servers if you prefer.
MOBILE APP
Receive real-time push notifications to inform you about activities, internal communications, reminders, and more.
1.b) HOW MUCH DOES ODOO COST?
Even considering what Odoo offers, it remains to this day one of the most affordable all-in-one solutions on the market.
Odoo has a simple pricing structure, they charge per user. Therefore, all a company needs to decide is how many users they want to add.
What does this mean?
A user is someone who the company has deemed needs to have access to the system. Their roles within the company require them to interact with the system. Not all employees will require access, and Odoo offers several features that allow non-users to perform some basic functions, such as clocking in and out when they start and end their shifts.
Additionally, a user profile can be used by multiple people, for example, in the case of a kitchen in a restaurant, multiple cooks and chefs can use the same user account to log the start and completion of meals.
Odoo offers five pricing plans, and the choice of one largely depends on your company's short-term goals. Odoo's flexibility lies in the possibility of starting with a basic plan and scaling up to more comprehensive options as your business needs and financial capacity evolve.
To meet the needs of the Artisan Bakery, we recommend starting with the Odoo Custom plan with standard cloud hosting. As the Artisan Bakery are looking to connect with Uber Eats or Rappi we will need to expand to another plan eventually to allow for personalization of the source code.
ODOO HOSTING SERVICES (SAAS)
$ 3,814.0
Mexican Pesos per user per year
- Access to all modules and apps.
- 24 Hour technical support provided directly by Odoo through tickets.
3 USERS:
$11,442.24 MXN per year
ODOO HOSTING SERVICES (SH)
$ 3,814.08
Mexican Pesos per user per year
- Additional fees for hosting depends on varios factors. Odoo charges a monthly fee starting at $1,675.04 pesos a month. The price will increase as more users are added as we need to take into account more memory.
For every 25 users, Odoo will need to add more RAM. - Access to all modules and apps.
- Add third party apps.
- Unlimited Personalization.
- 24 Hour technical support provided directly by Odoo through tickets.
2) HARDWARE
Odoo can be connected to several devices to facilitate and automate services. One of our focuses is to provide the ability for self service purchases and checkins.
IoT Box
The Internet of Things allows any device to be connected to any device through wifi.
COST: $400.00 (Mas IVA) Pesos a month per box.
Kiosco Yimi
Designed with elegance and simplicity in mind, the Yimi Kiosk seamlessly integrates into service, retail, or restaurant businesses, adding a modern and sophisticated touch to your establishment. Imagine your customers exploring your menu or product catalog with just a few taps on the intuitive screen of our kiosk.
Price from $23,000.00
Empresa Mexicana
This option is useful for the cafes, a cash drawer can be added.
SALES TERMINAL
The most accesible and easily adapatable sales terminals are from Ingenico. They have several products but are easily integrated with banks directly or with other payment gateways. These are already integrated with Odoo and so is a quick connection.
We are waiting for the Ingenico sales rep to send me recomendations and price lists.
French company but they have a Mexican distribution network.
Payments infrastructure for the internet
Millions of companies of all sizes use Stripe online and in person to accept payments, send payouts, automate financial processes, and ultimately grow revenue.
Stripe has the advantage that it is already integrated into Odoo and there are several point of sale terminals that can be connected to the stripe interface, allowing the company to automatically charge sales.
MF919 - Sales terminal
We recommend stripe as it doubles as your ecommerce payment gateway as well as your sales terminal gateway, thus consolidating all payments in one application. It would be worthwhile exploring the commissions stripe charges to see if this alligns with your budget.
Cash Drawers
Odoo POS can operate any EPSON or Star compatible cash register. It has to be connected through the receipt printer.
3) LUCION SERVICES
Empowering Entrepreneurs,
Elevating Businesses
With business management as the foundation and digitalization as the tool, we transform the trajectory of companies.
Digital Constulting
At Lucion, we specialize in redefining the business future through our cutting-edge digital consulting. We understand that digital transformation is more than just technology; it's an opportunity to reinvent processes, improve efficiency, and discover new avenues for growth. Our team combines consulting experience, deep industry knowledge, and technical skills in engineering, artificial intelligence, and data science to deliver tailored solutions that perfectly align with your business objectives.
3.1a) DEVELOPMENT OF CONNECTIONS
THIRD PARTY CONNECTIONS
We will program the necesary API interconnections between third party systems such as Uber, Rappi etc.
To create an API with a third party system, we need to know exactly what information needs to be transferred between each system and when you get the information, what should be done with it.
Depending on the complexity of the API Connection, an API may take between 2 weeks to 2 months to build.
We need to explore in more depth if Uber allows us the function to establish next day delivery.
As far as we can tell, use of their API is free. The good news is that there already exists an app developed by a third party, making this a much quicker process.
The app is currently priced around $250.00 US dollars. This is for purchasing the code of the application. There is no guarantee that the code works 100% and my team will have to test it before placing it into production. You can consult the third party application here.
Documentation
Use case Scenario:
- Event Management and Ticketing:
- Create and manage events in Odoo, and automatically sync them with Eventbrite for public ticket sales.
- Utilize Odoo's built-in event management tools to handle logistics, while leveraging Eventbrite's ticketing and registration capabilities.
- Automatically update event details, ticket types, and pricing across both platforms for consistency.
- Customer and Attendee Management:
- Capture attendee information from Eventbrite registrations and seamlessly create corresponding customer records in Odoo.
- Sync attendee data, including contact details, purchase history, and preferences, between the two systems for better customer insights and personalization.
- Manage customer communications and marketing campaigns within Odoo, leveraging the attendee data from Eventbrite.
- Financial and Accounting Integration:
- Automatically record and reconcile ticket sales and revenue from Eventbrite in Odoo's accounting module.
- Track event-related expenses, such as venue costs or marketing expenses, within Odoo and associate them with the corresponding Eventbrite event.
- Generate financial reports and analytics combining data from both platforms for comprehensive event profitability analysis.
- Inventory and Product Management:
- If selling merchandise or additional products related to the event, integrate Odoo's inventory and e-commerce modules with Eventbrite.
- Offer attendees the ability to purchase additional products or services during the Eventbrite registration process.
- Automatically update stock levels and product availability in Odoo based on sales from Eventbrite.
- Marketing and Promotion:
- Leverage Odoo's marketing automation capabilities to create targeted email campaigns and promotional materials for Eventbrite events.
- Segment attendees based on their registration data and event history from Eventbrite, enabling personalized marketing efforts within Odoo.
- Track the effectiveness of marketing campaigns by analyzing attendee conversions and sales data from both platforms.
- Reporting and Analytics:
- Consolidate event data from Eventbrite and operational data from Odoo into comprehensive reports and dashboards.
- Gain insights into event performance metrics, such as ticket sales, revenue, attendee demographics, and marketing campaign effectiveness.
- Use the combined data to inform future event planning, pricing strategies, and operational improvements.
During our investigations, we found this website which seems to have created APIs for each of the major cruise lines, allowing to integrate with their services. We are still investigating this as their documentation only mentions reserving room and board on cruise shipes which would be more ideal for a travel agency. We have solicited they send us information but if this system does indeed allow us to connect to the cruis ship apps or systems, then we can kill many birds with one stone so as to speak, as we would only need to develope one API to connect with all cruise ship lines handled in their API.
We still need to explore the Rappi API system to see if it is possible to organize next day delivery.
API CODING AND TESTING
The API development may take about 10-15 days for 1 of the APIs.
- Uber Eats
- Rappi
API DEVELOPMENT BY LUCION
Integration between Odoo and both Uber or Rappi.
This is just an estimate but may be more or less depending on the complexity of the development.
3.2) IMPLEMENTATION SERVICES
Odoo is an incredibly flexible system, which also means it can be quite intricate. Typically, the more customizable a system is, the more complex it can become. Over the past 3 years, we have focused solely on Odoo, mastering its features inside and out. We do not own Odoo, nor can we say we made Odoo... it just happens to be our favorite tool for what we do... digitalize companies
Our focus is not just on selling systems and providing you with a user manual to navigate on your own, but on ensuring that the system is tailored to your needs, with a seamless and efficient Odoo implementation process.
Our implementation services cost $10,000.00 (IVA included and include:
ASSIGNED LIASON
We have found with experience that the best Odoo implementations are when our client assigns a liason with which we can gather information from. It is better when this person has some technical knowledge or at least, is comfortable using computers.
This person will become the systems administrator during and after the implementation process.
We also recommend training the company administrator and accountant in the use of the system so that they are familiar with the functions, this aids immensley when creating products and configuring them accordingly so that invoices can be correctly made.
BASIC CONFIGURATIONS
When we start an implementation, we set up basic configurations in the Odoo instance, such as language settings, time zones, main currency, additional currencies, bank account, fiscal journals and the company information. If the client chooses to use Odoo for the invoicing needs in Mexico, we can also assist in setting up the PAC provider. We also configure application related settings that we deem necessary for the implementation.
API IMPLEMENTATION
We ensure the successful implementation of any third party applications that we have developed and added to the Odoo instance as well as document their processes. We test the API functions between the systems (such as tripadvisor, airbnb and eventbrite).
Facturación
Odoo can stamp invoices with the Mexican authorities via third party providers. We recommend Sapien. You can create your own account and purchase the tokens directly with Sapien.
3.3) TRAINING SERVICES
At our company, a primary focus during implementations is educating our clients on how to effectively utilize Odoo. We offer tailored training sessions for different teams, depending on the needs. While the majority of our training is conducted remotely, we are open to conducting on-site sessions for clients in close proximity to Lucion.
SETTINGS APPLICATION
We offer guidance to the appointed liaison on managing the technical aspects of the system, including tasks like setting up users, assigning permissions, and other related functions. This training segment is scheduled for 3 hours to cover the fundamentals of the system and its configurations, with the possibility of arranging further sessions for in-depth exploration of advanced technical topics at an additional fee.
CONTACTS APPLICATION
Essential to any ERP system is the directory database, where Odoo houses information on clients, suppliers, employees, and more in the Contacts app. We highlight this application as a key educational resource for mastering Odoo. In one hour, we show the basics of Odoo.
INVENTORY APPLICATION
"An army cannot run on an empty stomach" and a restaurant cannot operate with an empty pantry. Inventory control is key to keeping production in motion. In this 3 hour training, we study product creation, warehouse management (storage), scrap managament, internal transfers, valuation reports, product lifecycle.
PURCHASING APPLICATION
Keep tabs on your suppliers and automate purchase orders to ensure that your pantry is always stocked. This one hour class is more than sufficient to teach the simpler
WEBSITE APPLICATION
The Odoo website editor is one of the easiest CMS (Content Management Systems) on the market. In this 3 hour training, we show you how to edit your website, modify it, create pages and much more.
WEBSITE CREATION
As you will be using the Odoo interface, we highly recommend that you create your website within the CMS that Odoo provides. This helps streamline the sales process as everything is integrated. Of course, if you already have a website, then we can simply integrate some of the features with your actual website, however, we still need to edit the website and make sure it looks good. We off the service of creating your website for you using the Odoo CMS.
➧ Home page.
➧ "About Us" page.
➧ Contact page - form configured with CRM.
➧ Helpdesk page - to keep track of complaints, questions, etc.
➧ Terms and Conditions page (we upload a template, it is necessary for the client to review the matter with their lawyer).
➧ Privacy Policy page (we upload a template, it is necessary for the client to review the matter with their lawyer).
➧ Store page (does not include uploading products - extra service)
➧ Blogs page (does not include uploading blogs - extra service).
➧ Forum page (extra service to configure forums and upload content).
➧ Online Courses page (does not include uploading courses - extra service).
➧ Link review.
➧ Site-wide Analytics setup.
➧ Mobile compatibility.
Restrictions:
➧ The client must contract Odoo.
➧ We only create websites within the Odoo system. We do not create websites in WordPress.
➧ We only use images provided by the client or royalty-free images (we do not perform Photoshop modifications - extra service).
SALES APPLICATION
Effortlessly create quotations, track sales, generate reports, and manage commissions using the Odoo sales application. This in-depth 3-hour training session explores one of Odoo's key components.
Odoo also has extra features to make quotes beautiful.
ACCOUNTING APPLICATION
To facilitate payments in Odoo, it is necessary to learn how to use the application app. This is also the application for making invoices. In this 12 hour training, we explore the payment control of providers, financial reports and much more: Invoicing, Purchases, Accounting, Payment Addons, Electronic Accounting, Taxes, Fixed Assets, Currencies, Dashboards, Reports. This training is done virtually with a team of accounting experts. We recommend that we involve your accounting team also (Vallarta Contable).
HUMAN RESOURCES APPLICATION
During this two-hour training session, we will delve into the Human Resources application, covering the creation of employee profiles, contracts, schedules, and essential contact information.
PRODUCT CREATION
Knowing how to set up products in odoo is a vital step. In this 2 hour lesson, we teach users how to configure products and how to import data.
PRODUCTION APPLICATION
Analyzing costs is a key aspect of operating a business, with particular importance in the restaurant industry. It is essential to know the ingredient quantities required for each dish and calculate the costs to establish the correct pricing. This 3-hour tutorial will delve into setting up recipes for individual dishes and monitoring inventory usage.
3.d) LUCION SUPPORT
With Lucion, you have the option to subscribe to a monthly support package for your Odoo instance. While Odoo's website ticketing system offers 24-hour technical support, the response time may be limited. As your dedicated Odoo partner, I can provide quicker technical assistance and, being local, can even offer on-site help if needed. This includes resolving server errors, implementing software updates, providing training, and making simple customizations to your Odoo system.
We have quoted the elite plan but you can opt for smaller plan. Also plan can be upgraded or downgraded anytime.
¿Quieres una consultoría?
Hagamos una cita para ver juntos cómo solucionar tus desafíos, iniciar una revolución en la forma en que operas tu negocio y una evolución en tu vida empresarial.
Robbie Stevenson
Digital Transformation Consultant