Summary
Business Challenge
Odoo supports sales, inventory, manufacturing, purchasing, accounting, ecommerce, and service operations across the business. The data was available, but turning it into decisions required significant manual effort.
Every issue involving a website or Amazon order meant checking inventory, production status, delivery details, and customer commitments. Custom filter quotes were even more complex: sales had to confirm specifications, materials, capacity, and lead times across several departments.
Similar challenges affected manufacturing and service. Shortages had to be traced through Odoo record by record, while dispatch and leadership reporting relied on manually combining customer, inventory, scheduling, and financial data.
What We Did
WiserBrand implemented an AI agent layer around Odoo while keeping the ERP as the central system of record. The agents detect exceptions, collect supporting context, and prepare recommended next steps for employee approval.
1
Ecommerce Exception Management
An Ecommerce Exception Agent monitors website and Amazon orders for inventory conflicts, delays, missing details, and SLA risks. Each issue enters a prioritized queue with its likely root cause, owner, supporting context, and recommended resolution.
2
Custom Filter Quote Support
A Custom Quote Agent extracts specifications from incoming requests, flags missing information, and checks materials, capacity, and lead-time risks. Sales receives a ready-to-review quote packet and can confirm feasible terms before responding to the customer.
3
Production and Inventory Conflict Control
Production and inventory agents monitor Odoo for shortages, reservation conflicts, delayed purchases, and bottlenecks. Each conflict is linked to the orders and customers it may affect, allowing managers to see the broader impact without reconstructing it across departments.
4
Commercial AC Service Dispatch
A Service Dispatch Agent assembles the information required for each visit, including building history, equipment records, technician notes, and parts availability. Dispatchers receive an approval-ready packet, while technicians arrive with the necessary context.
5
Finance and Management Support
Finance agents match bills and invoices to related orders and receipts, flagging gaps and inconsistencies. An Executive Control Agent consolidates operational exceptions into a daily summary ranked by customer impact, revenue risk, and urgency.
