Made to Order Furniture Manufacturing on Odoo

Industry

Commercial Furniture Manufacturing

Headquarters

Cleveland, Tennessee, United States

Presence

Across United States

Previous System

Odoo v11 Enterprise (poorly customized)

ERP Partner

Aktiv Software

Our Solution

Odoo 18 + Aktiv CPQ

About Trearc Brands

Trearc Brands, Inc. is a US-based commercial furniture manufacturer producing custom-configured seating and upholstered products. Each order combines multiple components, fabric grades, foam options, and finish materials, with production and LTL freight driven by those configurations.

Trearc’s operating model required an ERP capable of unifying sales, configuration, procurement, manufacturing, delivery, invoicing, and finance, without the customization burden accumulated on its previous platform.

The Challenges

Vendor Assignment Limitations on Configured Products

Standard Odoo supported only one vendor at the product template level, forcing manual overrides on POs for variants sourced from different suppliers.

Fragmented Sales Order Information

Operational dates and material readiness flags were not natively tracked, forcing constant tab-switching during order entry and limiting visibility on Sales Order list views.

Disconnected Sales-Manufacturing-Delivery Data

Standard Odoo didn’t propagate post-confirmation changes, leaving production and delivery teams with outdated commitments and manual cross-checking.

Non-Branded, Inconsistent Documentation

Standard Odoo PDFs didn’t reflect Trearc's layouts, surface commercial reference fields in the right positions, or bundle carrier document sets in a single print action.

Manual Post-Sale Operational Workflows

Product label printing, invoice creation, posting, and customer communication were all manual after each delivery, consuming time and introducing inconsistency.

Limited Forward Visibility for Finance and Procurement

Finance had no rolling cash flow view and procurement had no multi-week demand forecast tied to confirmed orders, making both teams unplanned.

Our Solution: Odoo 18 + Aktiv CPQ

Product Configurator (Aktiv CPQ)

make-to-order configurations with accurate pricing & quote generation

Purchase

variant-level vendor management and automated procurement

Manufacturing Planning

Ship Date synchronization and streamlined traceability

Accounting

automated invoicing and real-time cash flow reporting

Implementation Phase of Trearc

Phase 1

Migration Strategy

Trearc was migrating from a heavily customized Odoo v11 Enterprise environment where prior customization had made upgrades costly and slow. The Odoo 18 implementation was scoped from day one with future migration in mind.

Key focus areas:

Customization minimization – every requirement was first evaluated against Odoo 18 standard capabilities and configuration. Custom code was introduced only where standard behavior could not meet a business-critical need.
Spreadsheet-based reporting – reports that historically would have required custom development were delivered using the Odoo Spreadsheet module, keeping them upgrade-safe.
Lean data migration – only essential data was migrated from v11: closing accounting balances and open Sales Orders. Historical transactions stayed in the legacy system for reference, keeping the new environment clean and accelerating cutover.

The result is a Trearc-fit Odoo 18 environment with a substantially smaller customization footprint than the v11 system it replaced, positioning Trearc for lower-cost upgrades in future release cycles.

Phase 2

Discovery & Planning

Aktiv Software collaborated with Trearc’s team to map every workflow touched by the implementation.

Key focus areas:

CPQ flows for upholstered seating with grade-based pricing
Cross-module data propagation (Sales → Manufacturing → Delivery → Accounting)
Customer reference field architecture across the order-to-cash cycle
Carrier-aware logistics communication for LTL freight
Manufacturing label generation tied to finished goods quantity
Cash flow visibility and procurement planning reports

Each requirement was translated into a structured user story with explicit success criteria and reviewed iteratively with Trearc through change-request cycles.

Phase 3

Core Implementation & Customization

The implementation focused on configuration-first delivery, with targeted customization where standard Odoo could not meet a business-critical need.

Sales – Centralized commercial reference fields and operational date tracking on Sales Orders
Purchase – Variant-level vendor assignment with correct supplier auto-populated on reordering POs
Manufacturing (MRP) – Bidirectional Ship Date sync, branded MO PDFs, and dynamic label generation matched to finished goods quantity
Inventory – Carrier-bundled Packing List and Bill of Lading printing with carrier-aware shipment tracking links
Accounting – Auto-invoicing on delivery validation with tax-aware invoice layouts and idempotency safeguards
Customer Portal – Branded portal views with consistent commercial reference fields visible to dealers
Spreadsheet – 4-week rolling cash flow statement and 12-week raw material forecast aging report, zero custom code
Aktiv CPQ – Inline attribute search, synchronized variant pricing, and simplified product descriptions

Functional & Operational Overview of Trearc’s Furniture Manufacturing System

CPQ Implementation & Customization

Variant-Level Vendor Management

Unified Order Information Architecture

Branded Document Suite

Cash Flow Visibility & Procurement Planning

Post-Sale Automation

1 CPQ Implementation & Customization

Problem Statement

Trearc had no CPQ system in place, sales teams configured products manually, which slowed quoting and created pricing inconsistencies across customer-facing documents.

But, after deploying Aktiv CPQ as the quoting backbone, additional friction points specific to Trearc’s high-volume attribute lists needed to be addressed:

Variant pricing on the Product page did not always match the CPQ screen
Component names, attribute names, and confirmation marks pushed onto Sales Order lines by default
Verbose, hard-to-read descriptions on customer-facing documents and Manufacturing Orders

Solution

Inline search inside the “Select” dropdown with case-insensitive partial matching, other display types unchanged
Variant price computation synchronized between Product page and CPQ screen
Simplified product descriptions on Sales Order lines with consistent formatting carried into Manufacturing Orders

Impact

Faster and cleaner quote creation for high-volume attribute selection
Eliminated pricing mismatches between Product page and CPQ screen
Readable, professional product descriptions on customer-facing and internal documents

2 Variant-Level Vendor Management

Problem Statement

Trearc’s products use variants often sourced from different vendors. Default Odoo limited vendor assignment to the template level, which meant:

Incorrect vendors appeared on POs generated from reordering rules
Purchasing teams had to manually override vendor assignments on every cycle
Constant risk of POs raised against the wrong supplier
Variant-level procurement automation was effectively blocked

Solution

Aktiv Software extended vendor assignment to support variant-level vendors without disrupting standard reordering logic. A new “Vendor on Variants” boolean was added on the Product Template’s Purchase tab to control behavior:

When disabled (default): each variant carries its own vendor and takes precedence on PO generation
When enabled: the template-level vendor applies uniformly

Impact

Correct vendor pre-populated on POs from reordering rules with no manual override required
Eliminated risk of POs raised against the wrong supplier
Procurement automation now works correctly for variant-heavy product lines

3 Unified Order Information Architecture

Problem Statement

Trearc’s commercial workflow depended on reference fields and operational dates that had to flow cleanly across documents, but standard Odoo did not deliver this:

Customer Reference, SO Number, Customer Number, Dealer PO buried in “Other Info” or omitted entirely
Ship Date, Cut Date, Fabric Received, Foam Ordered not natively tracked
Constant tab-switching during order entry
No production planning visibility on Sales Order list views

Solution

Centralized commercial reference fields (REF, SO, CN, Dealer PO) on the primary section of every document, including portal views
Auto-population from source records, with multi-SO invoices merging values comma-separated
Operational date and material readiness fields (Ship Date, Cut Date, Fabric Received, PO# Fabric, Fabric Notes, Foam Ordered) on the Sales Order with key fields exposed on list views
Bidirectional Ship Date sync from SO to MO and DO, including post-confirmation changes

Impact

Eliminated constant tab-switching during order entry
End-to-end commercial reference continuity from Sales Order to Customer Invoice and customer portal
Production and dispatch operate against a single, current ship-date commitment
Reduced manual cross-checking across departments

4 Branded Document Suite

Problem Statement

Trearc produces a wide range of documents for customers, dealers, and warehouse partners, but standard Odoo templates fell short:

PDFs did not reflect Trearc’s preferred layouts
Four commercial reference fields not surfaced in the right positions
No carrier-bundled document set printing in a single action
Production teams manually printed product labels one at a time

Solution

Aktiv Software delivered a comprehensive set of customized print templates and label formats covering Trearc’s full operational document footprint:

Manufacturing Order PDF with product image, large SO number with barcode, dedicated Ship Date field, and simplified description
4×6 product labels and Sales Order Number labels with landscape barcodes and prominent SO number
Trearc-branded Packing Lists and Bills of Lading with all four reference fields, addresses, tracking number, and carrier
“Contract Carrier” print action that bundles Packing Lists and BOLs in one click
Customer Invoice PDF and portal extended with the four reference fields (REF, SO, CN, PO) and tax-aware column display
Carrier-aware shipment tracking links generated dynamically in customer emails

Impact

Brand-aligned customer-facing documents without manual rework
Streamlined warehouse handoffs with complete delivery information on every Delivery Order
Reduced customer follow-ups through actionable shipment tracking links
Single-action document bundle printing for carrier operations

5 Cash Flow Visibility & Procurement Planning

Problem Statement

Finance and procurement both lacked forward visibility tied to actual operational data:

Finance had only point-in-time cash tracking, no rolling view
No combined view of on-hand cash, receivables, payables, and overheads
Procurement was reactive with no multi-week demand forecast
No link between confirmed orders and raw material planning

Solution

4-Week Rolling Cash Flow Statement combining on-hand cash, payables, receivables, and overhead costs
12-Week Raw Material Forecast Aging Report projecting demand from confirmed and planned production
Live updates from underlying Odoo records, no exports or external reconciliation
Editable by finance and planning users without developer involvement
Upgrade-safe by design, surviving future Odoo version upgrades

Impact

Real-time short-term cash visibility for finance teams
Demand-driven raw material procurement up to 12 weeks ahead
Upgrade-safe reporting through Odoo Spreadsheet (zero custom code)
Eliminated manual data exports and external reconciliation for cash planning

6 Post-Sale Automation

Problem Statement

Post-delivery operations were entirely manual, creating delay and inconsistency:

Invoice creation and posting fully manual after each delivery
Customer communication required separate manual steps
Product labels printed one at a time by production teams
Slowed warehouse throughput and introduced inconsistency

Solution

Configurable auto-invoicing triggered on delivery validation
Idempotency safeguards to prevent duplicate invoices on re-validation
Dynamic label generation matched to the finished goods quantity on each MO
Automated customer communication tied to the same trigger

Impact

Eliminated manual invoice creation and posting after each delivery
Consistent, automated customer communication post-shipment
Reduced label printing time through dynamic batch generation

What changed for Trearc Brands Post Implementation?

Results & Business Impact for Custom Furniture Manufacturing:

They replaced a heavily customized Odoo v11 with a lean, upgrade-ready Odoo 18 setup that connects configuration to production to delivery to billing.

with a substantially smaller customization footprint, positioning Trearc for lower-cost future upgrades

from Sales Order to Customer Invoice and customer portal, eliminating fragmented data across documents

across Sales, Manufacturing, and Delivery, so production and dispatch always work from the current commitment

On procurement decisions, with correct vendors pre-populated on POs without manual overrides

Across all customer- and partner-facing touchpoints, including carrier-bundled print actions and barcode labels

Covering invoice generation, customer communication, and dynamic label printing

With inline search for high-volume attribute selection and synchronized variant pricing

through a 4-week cash flow report and 12-week raw material forecast, both built using Odoo Spreadsheet with zero custom code

With spreadsheet-based reporting and minimized customization, reducing future migration costs

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Customer Success Stories

Not to flex, but these are some Real results. Real wins.

4.7

is our

average

Aktiv Software Pvt. Ltd. followed up on the project as promised.

Bjorn Midtlien

CEO, Digitus Nordic AS

Rather than focusing on short-term fixes, their approach is pragmatic, focused on sustainable, long-term results.

Kasper G

Owner, Nordic by Choice

Their solution has helped us reduce our project managers' time for invoicing from a week to two days.

Kateryna Mykhailenko

Manager, ToxMinds

On a scale of 1-10, we would rate Aktiv’s partnership as 11.

Fabrice Beaux

CEO, InterHyve Sàrl

About Us

Aktiv is Odoo certified partner offering end-to-end implementation services.

We don’t just implement ERP, we bridge the gap between technology and your workforce, ensuring smooth adoption, empowered employees, and maximized ROI.

With over 10+ years of experience implementing Odoo for SME and Enterprise clients, we know how to assist you in your digital transformation journey. It’s what we do the best!