
Strategic Odoo ERP Implementation Plan for the PET Bottle Industry:
A GeoTechnoSoft Partnership
Introduction: The Modern PET Bottle Manufacturer's Dilemma
The PET bottle manufacturing industry operates on a global scale, characterized by high-volume production, thin margins, and relentless pressure to innovate. As our analysis has shown, manufacturers today are squeezed between volatile raw material prices and the complex demands of a circular economy. You face daily challenges in managing intricate supply chains, ensuring stringent quality control for food-grade packaging, and complying with a growing patchwork of environmental regulations like Extended Producer Responsibility (EPR) and recycled content mandates.
In this environment, disconnected spreadsheets, manual tracking systems, and siloed departmental data are no longer just inefficient—they are significant business risks. A lack of real-time visibility can lead to costly production errors, excess inventory, compliance failures, and an inability to respond to market shifts. To thrive, you need a single source of truth—a unified digital backbone that connects every facet of your operation.
This document outlines a strategic plan for implementing a world-class Enterprise Resource Planning (ERP) system, tailored by GeoTechnoSoft to the unique demands of the PET bottle industry.
The Solution: A Unified Platform with GeoTechnoSoft and Odoo
We propose a partnership between your company and GeoTechnoSoft to implement Odoo, a powerful, flexible, and fully integrated suite of business applications.
- Why Odoo? Odoo's modular architecture is a perfect fit for the manufacturing sector. It allows us to start with core modules—like Manufacturing, Inventory, Quality, and Sales—and expand as your business grows. Its open-source nature provides unparalleled flexibility for customization, ensuring the system adapts to your specific workflows, not the other way around.
- Why GeoTechnoSoft? An ERP system is only as good as its implementation. GeoTechnoSoft brings deep, specialized knowledge of the PET bottle manufacturing industry. We don't just understand software; we understand the intricacies of two-stage injection stretch blow molding, the importance of biaxial orientation for barrier properties, the challenges of managing virgin vs. rPET inventory, and the critical necessity of robust lot traceability for food safety and regulatory compliance. We configure and tailor Odoo to become a strategic asset for your business.
The GeoTechnoSoft Implementation Roadmap: A Phased Approach
We follow a structured, six-phase methodology designed to ensure a seamless transition, minimize disruption, and maximize your return on investment.
Phase 1: Discovery and Strategic Planning
This foundational phase is dedicated to understanding your business inside and out. We align the project goals with your strategic objectives to ensure the ERP implementation delivers tangible value.
- Business Process Workflow Analysis: Our consultants will conduct in-depth workshops with your key stakeholders to map your entire operational flow. We will analyze and document the following core workflows:
- Procure-to-Pay: From raw material (PET resin, additives) requisition and supplier evaluation to purchase order creation, goods receipt, quality inspection, and final invoice payment.
- Plan-to-Produce: The complete manufacturing lifecycle, including demand forecasting, Master Production Scheduling (MPS), Material Requirements Planning (MRP), creation of manufacturing orders for preforms and bottles, and tracking of Work-in-Progress (WIP).
- Quality Assurance: The end-to-end quality control process, including incoming raw material inspection, in-process checks at critical manufacturing stages, and final inspection of finished bottles before dispatch.
- Inventory and Warehouse Management: The physical flow of goods, including receiving, put-away, internal transfers between storage and production, picking, packing, and shipping.
- Order-to-Cash: The complete sales cycle, from lead management and quotation to sales order confirmation, delivery, invoicing, and payment collection.
- End-to-End Business Process Workflow in Odoo
The following table and diagram illustrate the integrated, end-to-end workflow for a PET bottle manufacturer, showing how data and processes flow seamlessly across different departments using the unified Odoo platform implemented by GeoTechnoSoft.
Stage | Key Action/Process | Odoo Module(s) | Key Data/Document Generated |
1. Sales & Planning | Customer submits RFQ/PO. | Sales / CRM | Quotation, Sales Order (SO) |
Sales team confirms order. | Sales | Confirmed SO | |
Run Master Production Schedule (MPS) & Material Requirements Planning (MRP) based on sales orders and forecasts. | Manufacturing (MRP) | Manufacturing Orders (MOs) for Bottles & Preforms, Purchase Requisitions for Resin | |
2. Procurement | System generates Purchase Requisitions. | Purchase / MRP | Purchase Requisition |
Purchasing team converts requisitions to Purchase Orders (POs) and sends to approved resin suppliers. | Purchase | Purchase Order (PO) | |
Receive raw materials (PET resin, additives) from supplier. | Inventory / Purchase | Goods Receipt Note | |
3. Quality Control (Incoming) | System triggers mandatory quality check on received raw materials. | Quality / Inventory | Quality Check Ticket |
QC team performs tests (IV, moisture) and records results. | Quality | Pass/Fail Record, QC Report | |
Approved materials are moved from Quarantine to main stock. | Inventory | Stock Move | |
4. Production | Production planner releases Manufacturing Orders (MOs) to the shop floor. | Manufacturing (MRP) | Work Orders |
Stage A: Preform Manufacturing: Resin is issued to the Injection Molding work center. | Inventory / Manufacturing | Stock Move, Work Order Update | |
Stage B: Bottle Manufacturing: Preforms are issued to the Stretch Blow Molding work center. | Inventory / Manufacturing | Stock Move, Work Order Update | |
Production is recorded, consuming raw materials and creating finished goods. | Manufacturing | Finished Product Lot Numbers, Production Record | |
5. Quality Control (In-Process & Final) | System triggers in-process QC checks at specified intervals during production. | Quality / Manufacturing | In-Process QC Report |
System triggers final QC check on the finished batch of bottles (Top load, wall thickness, etc.). | Quality | Final QC Report | |
Approved finished goods are moved to the main warehouse. | Inventory | Stock Move | |
6. Warehouse & Shipping | Sales Order triggers a delivery order for the warehouse team. | Inventory / Sales | Delivery Order / Picking List |
Warehouse staff uses barcode scanners to pick the correct lot numbers (FIFO). | Inventory (Barcode) | Picking Operation Record | |
Goods are packed and dispatched to the customer. | Inventory | Delivery Confirmation, Packing Slip | |
7. Finance & Accounting | Customer shipment automatically generates a draft invoice. | Accounting / Sales | Draft Customer Invoice |
Accounts team validates and sends the final invoice to the customer. | Accounting | Posted Customer Invoice | |
Customer payment is received and reconciled against the invoice. | Accounting | Payment Record, Bank Reconciliation | |
Vendor bills are received and matched against POs and receipts (3-way matching). | Accounting / Purchase | Vendor Bill | |
Payments are processed and sent to suppliers. | Accounting | Payment Record |
```mermaid graph TD subgraph "Sales & Planning" A --> B{Create Quotation}; B --> C; C --> D{Run MPS/MRP}; D --> E[Generate Manufacturing Orders (MOs)]; D --> F; end subgraph "Procurement & Incoming" F --> G[Create Purchase Order (PO)]; G --> H; H --> I; end subgraph "Quality Control" I --> J{Trigger Incoming QC}; J --> K; K -- Pass --> L[Approve Material]; K -- Fail --> M; S --> T{Trigger In-Process QC}; T --> U[Perform In-Process Checks]; W --> X{Trigger Final QC}; X --> Y; Y -- Pass --> Z[Approve Finished Goods]; Y -- Fail --> AA; end subgraph "Warehouse & Inventory" L --> N; N --> Q; P --> R[Issue Preforms to Production]; Z --> AB; C --> AC; AC --> AD{Pick Order using Barcode Scanner (FIFO)}; AD --> AE; end subgraph "Production" E --> O; O --> P; P --> S; S --> W; end subgraph "Finance & Accounting" AE --> AF[Generate Customer Invoice]; AF --> AG; AG --> AH; I --> AI; AI --> AJ{Perform 3-Way Match (PO, Receipt, Bill)}; AJ --> AK[Process Vendor Payment]; end style A fill:#cde4ff,stroke:#333,stroke-width:2px style AE fill:#cde4ff,stroke:#333,stroke-width:2px style AH fill:#cde4ff,stroke:#333,stroke-width:2px style AK fill:#cde4ff,stroke:#333,stroke-width:2px ```
- Key Deliverable: Business Requirements Document (BRD)
The BRD is the primary output of this phase. It is a comprehensive document that captures the "what" of the project—what the business needs the ERP to do. It will detail:- Current State Analysis: Documentation of existing workflows, systems, and identified pain points (e.g., lack of real-time inventory visibility, difficulty in tracking lot numbers, challenges in meeting EPR reporting).
- Future State Goals: Clearly defined objectives, such as "achieve 99.9% inventory accuracy," "reduce mock recall time to under 30 minutes," or "automate recycled content reporting."
- High-Level Functional Requirements: A departmental breakdown of essential needs without specifying the technical solution. For example, "The system must enforce First-In, First-Out (FIFO) stock rotation in the warehouse."
Phase 2: System Design and Odoo Module Configuration
In this phase, we translate the business requirements into a functional system, building the core of your new ERP on the Odoo platform.
- Key Deliverable: Functional Requirements Document (FRD)
The FRD translates the "what" from the BRD into the "how." It serves as the technical blueprint for the Odoo implementation, detailing system configurations, workflow designs, user roles, and data fields. Below are the detailed FRD tables for each core Odoo module.
FRD Table: Odoo Manufacturing (MRP) Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Manage Multi-Stage Production | Multi-Level Bills of Materials (BOMs): We will create two-level BOMs: 1) A BOM for producing PET preforms from resin and additives. 2) A BOM for producing finished bottles from the preforms. |
Track Production Stages & Capacity | Work Center & Routing Configuration: We will define specific work centers for each stage (Resin Drying, Injection Molding, Stretch Blow Molding) and create routings that dictate the sequence of operations. |
Automate Production Scheduling | Master Production Schedule (MPS) & Material Requirements Planning (MRP): We will implement MPS and MRP to automatically generate Manufacturing Orders and Purchase Requisitions based on sales forecasts and minimum stock rules. |
Ensure Full Production Traceability | Lot & Serial Number Tracking: We will enforce the creation of unique lot numbers for every manufacturing order, ensuring that each batch of preforms and bottles is traceable back to its production parameters. |
Monitor Machine & Labor Efficiency | Work Order Management & Timers: Operators will record time against specific work orders, allowing for the tracking of actual production time vs. standard time. We will also configure Overall Equipment Effectiveness (OEE) tracking. |
Manage Production By-Products | By-Product Configuration in BOM: We will configure BOMs to account for recyclable scrap material generated during production, ensuring it is returned to inventory with the correct valuation. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Production Analysis (output vs. plan), Scrap Analysis Reports, Work Center Load Reports, BOM Cost Analysis, and OEE Dashboards. |
FRD Table: Odoo Inventory & Warehouse Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Manage Diverse Stock Types | Multi-Warehouse & Location Setup: We will configure your warehouse structure with distinct locations for Raw Materials (Virgin PET, rPET, Additives), WIP (Preforms), Finished Goods, Quality Quarantine, and Scrap. |
Achieve Real-Time Inventory Accuracy | Barcode Scanning Integration: We will enable barcode scanning for all inventory operations (Receipts, Put-away, Picking, Internal Transfers, Shipping) to eliminate manual entry and ensure real-time data capture. |
Prevent Material Degradation | Automated Stock Rotation Rules: We will configure strict First-In, First-Out (FIFO) removal strategies on product categories to ensure the oldest materials are consumed first, which is critical for PET resin. |
Optimize Warehouse Space & Picking | Storage Location Management (Bin Management): We will implement bin-level tracking so the system knows the exact location of every pallet or box, optimizing put-away rules and generating efficient picking routes for warehouse staff. |
Handle Different Units of Measure | Multi-UoM Configuration: We will configure products to be purchased in one unit (e.g., kilograms) and used in production in another (e.g., grams), with automatic conversions handled by the system. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Real-time Stock Valuation, Inventory Turnover Analysis, Stock Aging Reports, Traceability Reports (Upstream/Downstream), and Warehouse Throughput Analysis. |
FRD Table: Odoo Quality Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Inspect Incoming Raw Materials | Quality Control Points on Receipts: We will set up mandatory quality checks for incoming PET resin, requiring the quality team to perform and record tests (e.g., for Intrinsic Viscosity, moisture content) before the material is accepted into main stock. |
Perform In-Process Manufacturing Checks | Quality Control Points on Manufacturing Operations: We will create in-process checks at the Injection Molding and Blow Molding work centers to test preform and bottle samples at set intervals. |
Conduct Final Inspection of Finished Goods | Quality Control Points on Finished Goods: A final quality check will be triggered upon completion of a manufacturing order, requiring tests for top load, wall thickness, and seal integrity before bottles can be moved to finished goods storage. |
Manage Non-Conforming Products | Quality Alerts & Automated Quarantine: If a quality check fails, a Quality Alert will be automatically generated, and the system can be configured to move the entire lot to a quarantine location pending review. |
Maintain Quality Documentation | Document Management Integration: We will enable the attachment of quality certificates, test results, and standard operating procedures (SOPs) directly to quality checks, products, and lots within Odoo. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Quality Check Pass/Fail Rates, Non-Conformance Reports (NCRs) by cause/product, Supplier Quality Performance Scorecards, and Certificates of Analysis (CoA) generation. |
FRD Table: Odoo Purchase Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Manage Approved Resin Suppliers | Vendor Management & Pricelists: We will create a central database of approved suppliers and configure vendor pricelists to automatically populate purchase orders with the correct pricing. |
Automate Reordering of Materials | Reordering Rules & MRP Integration: Odoo's MRP will automatically generate purchase requisitions for raw materials when stock levels fall below pre-defined reorder points, ensuring you never run out of critical supplies. |
Track Purchase Orders End-to-End | Purchase Order Lifecycle Management: We will configure the system to manage the entire PO process, from Request for Quotation (RFQ) and approval workflows to goods receipt and three-way matching of vendor bills. |
Compare Quotes and Secure Best Pricing | Purchase Agreements & Blanket Orders: We will set up blanket orders and purchase agreements to manage long-term contracts with key suppliers, allowing for better volume-based pricing. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Purchase Analysis (by supplier, by product), Supplier Lead Time Analysis, On-Time Delivery Performance, and Purchase Order Status Dashboards. |
FRD Table: Odoo Sales & CRM Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Manage B2B Client Relationships | CRM Module Configuration: We will set up the CRM pipeline to track leads and opportunities with your industrial clients, from initial contact to contract negotiation. |
Handle Complex B2B Pricing | Pricelists and Discount Rules: We will configure advanced pricelists to manage customer-specific pricing, volume discounts, and promotional campaigns. |
Ensure Accurate Order Fulfillment | Real-Time Inventory Availability: Sales orders will show real-time "Available to Promise" quantities, preventing the sale of stock that is not available. |
Improve Demand Forecasting | Sales Forecasting Tools: We will leverage Odoo's forecasting tools, which use historical sales data to generate more accurate demand predictions that feed directly into your production planning. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Sales Analysis (by customer, region, product), Sales Pipeline & Conversion Rates, Quotation Analysis, and Customer Profitability Reports. |
FRD Table: Odoo Accounting & Finance Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Achieve Real-Time Financial Visibility | Integrated General Ledger: All operational transactions (purchases, sales, inventory movements) will automatically generate corresponding accounting entries, providing a real-time view of your financial health. |
Track True Production & Landed Costs | Costing Methods & Landed Costs: We will implement perpetual inventory valuation (Anglo-Saxon accounting) and configure landed cost features to add shipping and customs fees to the value of imported raw materials. |
Manage Payables & Receivables Efficiently | AP/AR Management: The system will manage the full lifecycle of customer invoices and vendor bills, including automated payment reminders and aging reports to track outstanding payments. |
Control Budgets and Spending | Budgeting & Forecasting: We will configure analytic accounts to set and track departmental or project-based budgets, allowing for real-time comparison of actual spending versus budgeted amounts. |
Handle International Transactions | Multi-Currency Support: The system will be configured to handle transactions in multiple currencies, with automated exchange rate updates and currency gain/loss accounting. |
Ensure Tax Compliance | Tax Engine Configuration: We will set up the tax engine to handle local requirements such as GST/VAT, ensuring accurate tax calculation on all transactions. |
Manage Fixed Assets | Asset Management Module: We will configure the Asset Management module to track the depreciation of your high-value machinery, such as injection and blow molders. |
Reporting & Analytics | Dashboards & Reports: We will configure standard financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement), AP/AR Aging Reports, Budget Variance Analysis, and customizable management dashboards. |
FRD Table: Odoo HRMS Module
Functional Requirement | Odoo Feature/Configuration by GeoTechnoSoft |
Centralize Employee Information | Employee Module: We will create a central database for all employee information, including contact details, contracts, job roles, and organizational structure. |
Streamline Payroll Processing | Payroll Module: We will configure salary rules to automate the calculation of wages, deductions, and tax contributions, and generate salary slips for all employees. |
Manage Employee Time & Attendance | Attendance & Time Off Modules: We will implement systems for tracking employee attendance and manage the entire leave process, from requests and approvals to balance tracking and accrual policies. |
Optimize Recruitment & Onboarding | Recruitment & Onboarding Modules: We will set up a recruitment pipeline to track job applicants from application to hiring, and create structured onboarding plans for new employees. |
Track Employee Performance | Appraisals Module: We will configure the system to schedule and conduct regular employee performance reviews and track development goals. |
Reporting & Analytics | Dashboards & Reports: We will configure key reports including: Payroll Summaries, Leave Balance Reports, Recruitment Pipeline Analysis, Employee Turnover Rates, and Headcount Reports. |
Phase 3: Customization and Integration
This phase focuses on tailoring Odoo to your exact specifications and integrating it with other critical systems.
- Key Activities:
- Custom Development: If required, our developers will build custom features, such as advanced reports for tracking rPET content percentages to meet EPR mandates or specialized costing models.
- System Integration: We will build connectors to integrate Odoo with your existing infrastructure, such as production line machinery (PLCs) for automated data capture or third-party logistics (3PL) providers for seamless shipping updates.
- Key Deliverables:
- Custom Modules & Reports.
- Integration Connectors.
Phase 4: Data Migration and User Acceptance Testing (UAT)
Here, we prepare your data for the new system and empower your team to validate that it performs exactly as expected.
- Key Activities:
- Data Migration: We assist your team in cleansing and migrating master data (e.g., product SKUs, BOMs, customer lists, supplier details) from your old systems into Odoo.
- User Acceptance Testing (UAT): Your key users will conduct comprehensive testing of the system based on real-world scenarios. A critical test will be a mock recall, where we simulate a quality issue and use Odoo's lot traceability to track the affected batch from the raw material supplier through to customer delivery in minutes.
- Key Deliverables:
- Migrated and Validated Data.
- UAT Sign-off.
Phase 5: Training and Go-Live Preparation
We ensure your entire organization is prepared and confident in using the new system.
- Key Activities:
- End-User Training: We conduct role-based training sessions. Warehouse staff will be trained on using handheld scanners for inventory movements, production supervisors on managing manufacturing orders, and the quality team on recording inspection results directly in Odoo.
- Go-Live Planning: We develop a detailed cutover plan that outlines the step-by-step process for transitioning from your old systems to the new Odoo environment, designed to minimize downtime.
- Key Deliverables:
- Comprehensive Training Materials.
- Detailed Go-Live Cutover Plan.
Phase 6: Go-Live and Hypercare Support
This is the final step where we launch your new system and provide intensive support to ensure a smooth transition.
- Key Activities:
- System Go-Live: We execute the cutover plan, officially launching your Odoo ERP system.
- Hypercare Support: For the critical first few weeks after go-live, our team provides on-site and remote support to immediately address any user questions or resolve issues, ensuring business continuity.
- Key Deliverables:
- Live Production Environment.
- Transition to Long-Term Support.
Conclusion: Building a Resilient Future with GeoTechnoSoft
Implementing an ERP is more than a technology project; it is a fundamental business transformation. By partnering with GeoTechnoSoft to implement Odoo, you are not just acquiring software. You are building a resilient, agile, and compliant operation ready for the future of the PET bottle industry. You will gain the end-to-end visibility needed to control costs, the robust quality and traceability systems required to protect your brand, and the operational efficiency to compete and win in a dynamic global market.