Fittingo - Accurate payment tracking for better cash flow control

$25,000+

more 1 year

India, Bengaluru

2-5

Service categories

Service Lines

Web Development

Domain focus

Manufacturing

Other

Programming language

Python

Challenge

Handling different prices and credit limits for many vendors by hand led to confusion and mistakes in vendor deals.
Keeping track of payments and managing bills across different bank accounts manually caused errors and delays in matching records.
Manually uploading lots of product information was slow and easy to mess up, especially when product details changed often.
Sending invoices through WhatsApp one by one took time and wasn’t reliable, which caused delays and missed chances to get paid on time.
Manually tracking and following up with leads was hard, and important tasks were often missed, making it harder to turn leads into customers.

Handling different prices and credit limits for many vendors by hand led to confusion and mistakes in vendor deals.
Keeping track of payments and managing bills across different bank accounts manually caused errors and delays in matching records.
Manually uploading lots of product information was slow and easy to mess up, especially when product details changed often.
Sending invoices through WhatsApp one by one took time and wasn’t reliable, which caused delays and missed chances to get paid on time.
Manually tracking and following up with leads was hard, and important tasks were often missed, making it harder to turn leads into customers.

Credit limits and payment terms are now set during vendor profile creation in Odoo, ensuring that vendor-specific rules are automatically applied to transactions.
Odoo’s payment distribution feature was integrated to match payments across multiple bills with bank reconciliations. GST is also calculated automatically based on state-specific rules.
Bulk upload functionality was added for Excel and CSV files, along with a user-friendly template that includes built-in checks to prevent errors during uploads.
Invoices are now sent automatically via WhatsApp using the WhatsApp Business API and dynamic templates, which speeds up communication and improves consistency.
Lead tracking and management have been streamlined through Odoo’s CRM. Leads are automatically assigned, tracked visually using Kanban boards, and followed up with the help of automated reminders.

Credit limits and payment terms are now set during vendor profile creation in Odoo, ensuring that vendor-specific rules are automatically applied to transactions.
Odoo’s payment distribution feature was integrated to match payments across multiple bills with bank reconciliations. GST is also calculated automatically based on state-specific rules.
Bulk upload functionality was added for Excel and CSV files, along with a user-friendly template that includes built-in checks to prevent errors during uploads.
Invoices are now sent automatically via WhatsApp using the WhatsApp Business API and dynamic templates, which speeds up communication and improves consistency.
Lead tracking and management have been streamlined through Odoo’s CRM. Leads are automatically assigned, tracked visually using Kanban boards, and followed up with the help of automated reminders.

As a result of these improvements, vendor management became more streamlined. Automated credit limits and payment terms reduced confusion and ensured consistency in transactions, helping maintain smoother relationships with vendors.
Payment tracking and reconciliation processes became faster and more accurate. With automated GST calculations based on regional tax rules, the system now ensures greater compliance and reduces the chances of manual errors.
The introduction of bulk upload capabilities significantly saved time and effort when managing large volumes of product data. The structured templates with built-in validations also minimized mistakes during updates.
Communication with vendors improved through automated invoice delivery via WhatsApp, enabling quicker responses and faster payment cycles. At the same time, lead management became more efficient, with automated tracking and timely follow-ups leading to better conversion rates and improved sales performance.

As a result of these improvements, vendor management became more streamlined. Automated credit limits and payment terms reduced confusion and ensured consistency in transactions, helping maintain smoother relationships with vendors.
Payment tracking and reconciliation processes became faster and more accurate. With automated GST calculations based on regional tax rules, the system now ensures greater compliance and reduces the chances of manual errors.
The introduction of bulk upload capabilities significantly saved time and effort when managing large volumes of product data. The structured templates with built-in validations also minimized mistakes during updates.
Communication with vendors improved through automated invoice delivery via WhatsApp, enabling quicker responses and faster payment cycles. At the same time, lead management became more efficient, with automated tracking and timely follow-ups leading to better conversion rates and improved sales performance.

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