Odoo ERP for B2B Building Supply Sellers and Retail Chains

Steersman offers a business suite of applications with standardized interfaces and functionalities, allowing building suppliers and retail chains to manage their extensive product catalogs, various delivery methods, shipping rules, payment methods, and printing requirements. This suite streamlines and centralizes multi-channel sales operations through Odoo ERP. We offer several specialized applications and microservices within our business suite, and each module can be customized to meet your specific business requirements.

Steersman’s Business Suite of Applications for B2B and B2C Building Supplier and Retail Chain Sales

Below are some of Steersman’s most powerful applications readily available for building suppliers and retail chains to boost productivity, efficiency, and sales.

POS Style Sale Order Management - POS Capabilities and Multiple Delivery Methods

Steersman’s POS Style Sales Order Management feature provides retail chains with the ability to check out and charge customers directly on the sales order by taking payments directly from a card terminal in-store or using existing payment tokens to process an order.

This feature was primarily designed for B2B customer sales, where products can be delivered to customers in various ways, depending on product availability, available shipment methods, and warehouse pickup locations. For example, when the product is ready to be picked up from a showroom, a warehouse associate is required to retrieve the item from stock to give it to the customer, but the product may not be available. It will be dropshipped from the vendor, or should be purchased and brought to the warehouse before being delivered to the customer, or the product will be brought to a special loading area for the customer to pick up. (Example: Customer will pickup several pallets of Red Brick at the loading dock)

The POS Style Sale Order Management feature by Steersman provides point-of-sale checkout capabilities (Taking a manual card payments, taking payments through a card terminal and creating/saving payment tokens), configurable delivery routes so that a product on a single order can be delivered to customers depending on their chosen delivery methods, and provide the sales team visibility into product availability and stock levels across multiple warehouses directly on the sales orders.

Manage Shipping Stations, Printers (PDF and Labels), and Payment Acquirers

Steersman’s Workstations: POS Combined with PDF and Label Printing Capabilities feature allows users to select a “Workstation”, which can be configured to:

• Specify which credit card terminal will process a customer’s transaction
• Specify which workstations are allowed to collect payment, what journals will be used, and how the money should be routed.
• Specify which PDF printer will print documents (invoices, delivery slips, and picking slips)
• Specify which label printer will print shipping labels or barcode labels

Steersman workstation module allows users to print directly to printers (Regular PDF printers or Zebra-type printers) without needing a Raspberry Pi device and send transactions directly to card terminals (via NMI’s gateway). This setup enables Building Suppliers and Retail Chain employees to select their workstations and utilize devices at various stations, such as the cash register or shipping station.

Collect Down Payments

Steersman’s enhancement module: Advanced Sale Order Deposits allows the sales team to collect a down payment and allocate the deposit against multiple invoices for delivered products and even drop-shipped goods. This is especially helpful when a customer places a large order and their products will be delivered in multiple shipments with multiple delivery methods. Our module will also automatically create a deposit in cases where the customer prepaid using cash at the register.

Create Products On-The-Fly (Special Orders for B2B Customers)

The Quick Product Creation app by Steersman enables B2B businesses to procure and track special products that will be ordered on behalf of the customer, while also preventing product misconfiguration and eliminating unnecessary resources required to make the item sellable. This is especially useful when considering that these special products are often a one-time purchase and will likely NOT be added to the business’s product catalog.

We provide Building suppliers and retail chains with the ability to track these types of products separately from their regular inventory, and offer a quick and easy interface for their sales teams to accommodate customer requests of this nature without disrupting warehouse operations.

Seamless eCommerce Integration

Steersman’s High Performance eCommerce and Product Information Management (PIM) application and microservices allow businesses to manage a technical product catalog with up to a few million products while providing the best technical SEO capabilities, lightning fast performance for page loading, faceted filters, and website search. Our module includes data management tools to organize products and their attributes (including corresponding size filters), while also accommodating multiple price lists, easy reordering capabilities for customers, and more, all completely within Odoo.

Additional Steersman Odoo Modules Available for High-Volume Orders and Large Product Catalogs

Steersman’s also offers applications to help simplify sales management for building suppliers or retail chains that sell across multiple states and/or offer a large product catalog, for example, a few million products.

Manage Sales Taxes Across Multiple States

Steersman’s TaxJar-certified Sales Tax Integration for Odoo enables tax rate lookup (or optional submission of invoices for TaxJar to process sales taxes) and filing of sales tax reports in the United States for sales orders, invoices, and credit memos for in-store, phone, and online orders.

Configure Advanced Pricelists

Managing individual prices for a building supplier with a vast product catalog is tedious, time-consuming, and prone to errors, which makes it impractical. Steersman provides our Advanced Odoo Pricing engine app, which makes it easy to configure a pricelist to be available for specific groups of customers and only applies to a particular group of products, while utilizing dynamic formulas to calculate product pricing, including when products are sold in “packages”.

High-Volume EDI Customers and Vendors: Send and Receive EDI Documents in Odoo with Steersman

B2B Building Suppliers and Retail Chains can benefit from Steersman’s extensive EDI integration for Odoo. We work with Kleinschmidt as a VAN for EDI processing, supporting purchase orders, invoices, advance shipment notifications, inventory feeds, and other documents.