Platform
Web + Mobile Support
Industry
Manufacturing
Country
India
Services
Manufacturing
Real-time stock alerts and efficient inventory management
Fittingo now tracks leads, manages invoices, and controls stock levels with Odoo’s seamless features
Fittingo is a leading manufacturer, supplier, and exporter of high-quality cabinet hardware, renowned for its durable products and strong customer relationships. As a growing business, Fittingo was looking for an integrated ERP solution to streamline lead management, inventory, sales, vendor relations, and accounting.
Powered by Odoo 18, the platform automates follow-ups, tracks leads, manages payments, and provides real-time stock updates while also ensuring smooth integration with WhatsApp for automated invoices. With features like low stock alerts and GST compliance, Fittingo improves operational efficiency, data-driven decision-making, and customer satisfaction.
Client's problem statement
Efficiently managing stock levels, payment tracking, and vendor pricing
Fittingo was struggling with disjointed systems for managing vendor relationships, inventory, payment processing, and lead tracking. With increasing transactions and a need for streamlined operations, their existing systems were inefficient. Managing vendor-specific pricing and credit limits manually led to inconsistencies, while manual invoice handling caused delays and missed payments.
Additionally, tracking leads and timely follow-ups was becoming increasingly challenging. Fittingo required a centralized solution to automate workflows, integrate key business functions, and improve decision-making with real-time data. We implemented Odoo 18, providing an integrated platform for vendor management, payments, inventory, and CRM processes.
Challenges
Managing different pricing terms and credit limits for multiple vendors manually was causing confusion and inconsistency in vendor transactions.
Manually tracking payments and managing invoices across various bills and bank accounts resulted in errors and delayed reconciliations.
Uploading large quantities of product data manually was errable and inefficient, especially with product details that needed to be updated from time to time.
Sending invoices manually via WhatsApp was slow and inconsistent, leading to communication delays and missed opportunities for timely payments.
Tracking and following up on leads manually was challenging, and there was a risk of missing important follow-up tasks, affecting lead conversion rates.
Solution
We configured credit limits and payment terms during vendor profile creation in Odoo, ensuring the automatic enforcement of vendor-specific transactions.
We integrated Odoo’s payment distribution feature, which allows payments across multiple bills to be matched with bank reconciliation. GST calculations are automated based on state rules.
We implemented bulk upload capabilities for Excel and CSV files. Additionally, we created a user-friendly template with built-in validation to ensure smooth and error-free uploads.
We integrated the WhatsApp Business API with Odoo, automating invoice delivery. Using dynamic templates, the system automatically sends invoices via WhatsApp, improving communication efficiency.
We utilized Odoo’s CRM module to track and manage leads effectively. We automated lead assignments, used Kanban views for visual tracking, and set up automated follow-up reminders.
Features
Customized Odoo features to manage invoices, track leads, and ensure timely follow-ups
Follow-up management
Automates and manages follow-ups, ensuring timely communication with leads and clients to boost conversion rates and satisfaction.
Lead tracking
Monitors the progress of leads from initial contact to conversion, enabling efficient follow-ups and better decision-making.
Payment monitoring
Tracks paid, partially paid, and overdue invoices, ensuring accurate financial records and improved cash flow management.
Stock control
Manages inventory levels, ensuring accurate stock tracking, preventing shortages, and optimizing stock availability.
Stock alerts
Receive real-time notifications when stock falls below minimum levels, enabling proactive reordering to avoid disruptions.
Design
Design that drives results and impacts your bottom line
Tools & Technologies
-
Python
-
PostgreSQL
Odoo 18
Razorpay
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