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Case study · Engineering & service

SESS case study

SESS supplies engineering products and services them afterwards. That combination — a project business with a service tail — is one of the hardest to run on disconnected systems, because the equipment sold has to be findable years later when it needs calibrating.

The project brought sales, projects, procurement, inventory, service, AMC, warranty and accounting onto one platform.

Karthik RajOdoo Technical Consultant, 10+ years| Reviewed by Suresh Babu| Updated 21 October 2026| Customised Odoo ERP implementation

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0Odoo projects delivered

0Consultants & developers

Supply + serveOn one platform

ChennaiAmbattur, Tamil Nadu

SESSEngineering & service

Businesses running Odoo with OdooBots

Definition

What we implemented for SESS

SESS runs supply and service on one customised Odoo ERP, from customer order through to AMC and calibration. Customer, vendor and product master data is centralised; sales, quotations, customer purchase orders and project tracking run together; purchasing uses supplier comparison and approvals; inventory covers GRN, inspection and stock; service covers AMC, warranty and calibration with engineer allocation and complaint tracking; and accounting, invoicing and reporting run on the same records.

A supply-plus-service business lives or dies on whether it can find what it installed. Centralising master data first is what makes the service side work years after the sale.

AMC: Annual maintenance contract. Recurring revenue, and the scope that decides what is billable.
Calibration: Scheduled verification of installed equipment. A service obligation with a date on it.
Engineer allocation: Assigning the right person to a job. The difference between a promise and a visit.
GRN with inspection: Goods received and checked before being accepted into stock.

Experience · the project

The project at a glance

Taken from the project itself rather than from a capability list.

SESS

Projects & service · India

Task

End-to-end ERP for sales, projects, procurement, inventory, service and accounting.

Solution provided

Customised Odoo ERP solution

Location

India

See every Odoo implementation case study, or the full Odoo ERP implementation service.

The challenge

What was not working at SESS

Customer orders, projects, procurement, inventory, service requests, AMC, warranty, accounting and reporting were handled through disconnected processes, producing manual effort, delayed execution and limited operational visibility. The business needed one platform unifying all of it.

Master data lived in several places
Customer, vendor and product records maintained separately mean the same entity exists several times with several versions of the truth.
Projects and orders were separate
Customer purchase orders and the projects delivering them were tracked apart, so status depended on asking rather than looking.
Purchasing lacked comparison and approval
Without supplier comparison and an approval step, buying decisions had no trail and no control.
Service could not find the installation
AMC, warranty and calibration obligations are only manageable if what was installed, and when, is recorded against the customer.
Complaints were tracked informally
Engineer allocation and complaint tracking outside a system means response depends on memory and goodwill.

What we built

What the implementation covered

The implementation covered the supply side and the service side together, because the second depends on records the first creates.

Master data

Centralised customer, vendor, product and master data, so every later process — order, purchase, service, invoice — refers to the same records.

CustomersVendorsProducts

Sales and projects

Sales, quotations, customer purchase orders and project tracking together, so order status is read from the system rather than chased.

QuotationsCustomer POProjects

Purchasing

A purchase workflow with supplier comparison and approvals, giving buying decisions both a trail and a control.

ComparisonApprovalsTrail

Inventory and inspection

Inventory with GRN, inspection and stock management, so what arrives is checked before it is accepted and counted.

GRNInspectionStock

Service, AMC and warranty

Service, AMC, warranty and calibration management, so the obligations attached to what was supplied are tracked rather than remembered.

AMCWarrantyCalibration

Engineers and accounts

Engineer allocation and complaint tracking alongside accounting, invoicing, financial reporting, branded documents and automated workflows.

AllocationComplaintsInvoicing

How it works now

How SESS runs on Odoo today

Supply and service now run on one platform, with the service obligations attached to the records the supply side created.

One set of master data
customer, vendor and product records serve sales, purchasing, service and accounts alike.
Orders and projects together
a customer purchase order and the project delivering it are one trail, so status is visible.
Buying with comparison and approval
supplier comparison and an approval step give purchasing a control and a record.
Goods checked before acceptance
GRN with inspection means what enters stock has passed.
Service tied to what was supplied
AMC, warranty and calibration run against the installation record, with engineers allocated and complaints tracked.

Results

What changed

What the client reports back, in their terms. We publish no percentages here because the project did not measure any, and a number we cannot stand behind is worth less than one we can.

Centralised operations

Sales, projects, procurement, inventory, service and accounts run across departments on one platform.

Better service response

Engineer allocation and complaint tracking improved response, which is what customer satisfaction in a service business actually rests on.

Less manual effort

Workflow automation removed re-entry between order, project, purchase, service and invoice.

Financial visibility

Accounting and reporting on the same records as the operation made the financial picture current rather than compiled.

Obligations tracked

AMC, warranty and calibration commitments are managed from the system rather than from a reminder in somebody’s calendar.

A platform that scales

The structure supports additional projects and service contracts without additional systems.

The pages behind this project

What this implementation used, written up properly.

Odoo for engineering

Project and equipment businesses, and what their implementations turn on.

Odoo service management

Requests, scheduling, on-site worksheets, AMC scope and billing.

Odoo Project

Tasks, timesheets, milestone billing and project profitability.

FAQ

SESS: frequently asked questions

What did OdooBots implement for SESS?

A customised Odoo ERP covering centralised master data, sales and quotations with customer purchase order and project tracking, a purchase workflow with supplier comparison and approvals, inventory with GRN and inspection, service with AMC, warranty and calibration, engineer allocation and complaint tracking, and accounting with invoicing and financial reporting.

Why does a supply-plus-service business need one system?

Because the service side depends on records the supply side created. AMC, warranty and calibration obligations are only manageable if what was installed, where and when is recorded against the customer — which is why centralising master data came first on this project.

How are AMC and warranty tracked?

Against the installation record, so the obligations attached to what was supplied are managed from the system rather than from a reminder in someone’s calendar. Calibration schedules run the same way.

What does GRN with inspection add?

A gate. Goods are checked before they are accepted into stock, so a supplier problem is caught at receipt rather than discovered when the material reaches a site or a customer.

Could this suit our engineering business?

If you supply equipment and service it under AMC or warranty, the shape is the same. What differs is your contract scopes and how calibration obligations arise, which the free diagnosis call establishes.

Running something similar to SESS?

Tell us what share of your revenue is AMC and service, and whether you can find what you installed three years ago. Those two answers shape the project, and the diagnosis call is free.

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