Weekly Case 1 - Trading

Trading Case Study

Expected from you:

1. Requirement gathering - Word Document 

2. Requirement challenge and Client handling - Word Document

3. Solution Analysis - Word Document

4. Functional configuration - Odoo

Azita Clothing is a trading company specializing in selling clothes and shoes. They sell clothes in bulk from their central warehouse to retailers (B2B) and sell to end consumers directly from their stores (B2C). They also have a sister company called SJ Clothing, with only one main warehouse. Both companies have been operating since 2010 and are located in Dubai in a highly diverse culture; hence, the employees speak Arabic & English.

Procurement and Logistics

Azita Clothing:

Azita Clothing is responsible for satisfying consumer demands based on its stock availability. They have one main warehouse where they store and either sell clothes in bulk to retailers or supply their branches.

Both branches restock based on the available stock levels. They would like to ultimately be able to set a minimum and maximum threshold (Odoo Feature) to resupply from the main warehouse based on those thresholds.

In case of a supply shortage based on minimum thresholds, the system should automatically create a purchase order from Azita Clothing to SJ Clothing to provide the remaining quantity to sustain its maximum stock level. The system should create a Sales Order at SJ Clothing with the product and quantity requested.

SJ Clothing:

Before selling to Azita Clothing, if the product's stock is insufficient, the procurement team will create agreements with multiple vendors to fulfill such quantities. The agreement will include products, Quantities, Unit Prices, and deadlines for purchase.

The procurement officer creates an RFQ and confirms the prices upon receiving a quotation from the vendor. The procurement manager must approve and convert it into a purchase order. 

For some of their products, they need to add warning messages to pop up to the procurement officer before requesting a quotation. For example, if the order is solid black T-shirts, they should receive a warning that says, “Please order five days in advance.”

Sales Cycle

Azita Company sells to end customers directly from branches and sells to distributors in bulk from their central warehouse. For wholesale orders, the salesperson will first contact the potential business, offer them their products and pricing, go through a negotiation process, and finally, upon agreement between both parties, the salesperson will create a quotation with such agreement.

Sometimes they have contracts with VIP clients to give special discounts based on quantities ordered per product. For example,

20% discount when they order up to ten units, and 25% discount when they contain more than ten units.

If the client is not a VIP, even if the amount purchased is above ten units, the above discount will not apply.

They also want the ability to set discount percentages on a case-by-case basis manually.

They are only allowed to invoice the clients once they deliver the products and charge a fixed delivery fee of 20 AED for their shipments. However, the delivery is free of charge for orders above 200 AED.

They also have various payment agreements with different retailers. The agreements define when the payment is expected and if a downpayment is required.

Products List: Products List