Fittingo - Accurate payment tracking for better cash flow control

Fittingo now tracks leads, manages invoices, and controls stock levels with Odoo’s seamless features

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.

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.