Smart IT had previously
worked with ChloBo to implement Odoo v11, and were invited back to consult on a new solution. Smart IT made several onsite visits to the ChloBo headquarters, clearly defining both the problem and the solution to the Board, and working closely with the ChloBo finance team to provide high-quality accounting consultancy and best practice advice.
Ultimately, the Odoo gold partner advised a system upgrade to Odoo v14, as well as enhancements to the server specification to address performance issues.
Smart IT implemented several specific customisations and workflows to suit ChloBo’s needs. For example, a Bulk Manufacturing process was created, which enables ChloBo to process hundreds of orders at the click of a button. This immediately resulted in much quicker order processing. Flexible receipting processes were introduced, with prices updatable at the point of receipting, so ChloBo’s accountants no longer have to spend time on manual reconciliation.
Duplicate records had been another problem with ChloBo’s legacy system, and so Smart IT ran a comprehensive report on fields within Odoo which were triggering duplicates, closing all these loopholes. Smart IT set up automated action to detect and block duplication throughout the system. Meanwhile, to deal with ChloBo’s reporting frustrations, order dispatch reporting was introduced and Smart IT ran comprehensive training on standard functionality and real-time inbuilt spreadsheets. The upgrade to v14 also includes VAT reporting, MTD compliance and automated bank syncing.