Odoo integration with CAT
When each shipment turns into a manual routine with errors in the waybill, delays in updating statuses, and endless reconciliations with the accounting department, businesses lose time and customer loyalty. SAT integration with the Odoo CRM system helps to automate the creation of declarations, synchronize shipment statuses in real time, calculate the cost of delivery in the order, and manage B2B shipments in Ukraine within a single ERP system. If you are looking to reduce operational costs, speed up order processing, and gain full control over shipping in one interface, it's time to implement Odoo's integration with SAT in your business.
Why CRM integration with CAT is important
Збільшення кількості замовлень може призводити до гальмування роботи компанії через накладки у логістиці. Менеджерам доводиться багато часу витрачати на уточнення даних у клівєнтів, створення ТТН вручну та перевірку статусу доставки. CRM-система для транспортної компанії САТ підходить для перенесення всього процесу в бізнес-систему. Об’єднання логістичних можливостей перевізника та CRM Odoo формує повноцінний центр управління доставкою:
- Freight transportation in Ukraine with a focus on the B2B segment;
- Parcel delivery, pallets and oversized cargo within a single clearance process;
- Using an extensive network terminals and routes without additional logistics planning;
- Automatic creation of an application to send directly from the order to the CRM;
- Data transfer about the cargo through the carrier's API without manual input;
- Automatic number saving waybill in the system;
- Calculation of the cost of delivery via API or internal tariff logic;
- API connection to synchronize with the company's business processes;
- Additional logistics services: storage, handling and packaging of goods.
After integration, all stages are combined into a single digital chain, and the company gets faster logistics.
What features does CRM integration with CAT support?
Create shipping requests via API
Integration of CRM with CAT allows you to create shipping requests without switching between services. The manager works only in the software: the recipient's data, delivery parameters, and contact information are automatically transferred to the transportation service via the API.
Розрахуок вартості доставки
Вартість доставки розраховується в режимі реального часу ще на етапі оформлення замовлення. Використовуючи CRM для САТ, можна отримати актуальні тарифи перевізника,
Status tracking
CRM is synchronized with the SAT and displays the current stage of transportation - from cargo acceptance to delivery to the recipient. This allows the sales and service team to respond to delays in a timely manner.
Support for cash on delivery
Система фіксує суму до отримання, відстежує факт оплати й автоматично оновлює статус замовлення після зарахування коштів. Компанія отримує прозорий контроль грошових потоків, пов’язаних із доставкою
Order of cargo collection
The manager does not need to create separate requests or contact the carrier - the request for cargo pickup is transmitted to the SAT automatically. This is suitable for online stores and B2B shippers with a large daily volume of shipments.
Advantages of integrating CAT with Odoo CRM
When all stages of work - ordering, document processing, and delivery control - are consolidated into one platform, it is possible to get rid of data duplication. The Odoo CRM becomes a single point of control, and the CAT becomes its logistics extension. Software integration has the following advantages:
- Creating a TTN, status control, and shipment history are available without leaving the CRM.
- Logistics is adapting to the real needs of the business, rather than limiting them.
- In the process of registration the order system adds costs on its own for delivery, which are recognized in the financial statements.
- With the help of integration, you can combine warehouse, sales and delivery into a single process.
- No need for volume growth proportional expansion of the staff.
Integration of CRM with SAT changes the logic of the company's work, making logistics part of the customer experience.
Want to try Odoo and learn more?
Technical aspects of integrating CAT with CRM
Integration of SAT with CRM is a technical architecture that helps businesses automate logistics and reduce the number of manual operations. When the system works through the SAT API, each request becomes part of a single digital pipeline where information about shipments, statuses, and documents are synchronized to the nearest second. The integration of the delivery service and the software takes into account the following technical aspects:
- API key authorization is a mechanism that guarantees controlled access to CAT services.
- API documentation is a structured set of instructions for developers that speeds up implementation and minimizes the risk of errors.
- A custom or partner Odoo module is a flexible way to implement integration. You can create your own module for the specifics of your business or use a ready-made solution from partners to reduce the launch time.
- Synchronization with Odoo Inventory - automatic updating of balances, reservation of goods, and real-time control of warehouse items.
- Connecting to the Odoo Sales module allows you to create shipments from the order card, print the necessary documents, and control the delivery stages.
Integration of the CAT with CRM via API turns logistics from a «separate process» into a part of a single business chain, where each stage works synchronously.
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