Since Smart IT was a Gold partner and had the most UK installations under its belt, Tootega met with a team of the firm’s consultants to discuss its pain points and objectives for a new ERP system.
We began with consultants on site for several days to understand the end-to-end manufacturing process and customer journey, and to conduct a gap analysis of the standard Odoo system. From there, we produced a project initiation document, identifying all the customisations which needed to be made to meet Tootega’s requirements and agreeing a series of project tasks and milestones.
Key stages included a code review, a development review, internal testing, user acceptance testing and the final go live stage.
Tootega was using most of Odoo’s modules except for the website and full accounting modules – though the company will migrate both of these across to Odoo in due course, so the foundations had to be laid for a smooth transition. Most of the customisations had to be made in the manufacturing and inventory modules, to enable the automatic production of a HIN. We designed a process within the manufacturing module so that all elements of the manufacturing process fed into a the HIN, which is always made up of specific characters in relation to the manufacturer and boat. We included a customisation to reject the use of the last four numbers if they had been used previously, to ensure that every HIN is unique.
At the quality check stage, we designed a Wizard which produces a pop-up screen confirming the boat’s product, colour and quality level. When confirmed, the system automatically generates a production ticket which forms the quality label for the boat.
Further customisations were carried out on the contact and sales modules, to monitor which contacts have discounts on particular boats and to automatically pull through the settlement discount over a certain amount. All customisations were carried out to precisely match Tootega’s processes today, and ambitions for the future.
Start with the customer – find out what they want and give it to them.
“Tootega is a wonderful business in a really interesting area; both the boating industry and manufacturing the manufacturing process require a thoughtful approach to customising Odoo’s core functions. We’re thrilled to have helped Tootega tailor Odoo to their needs and looking forward to working with the business again in the future
Barry Bullen • Smart IT
Tootega is now using Odoo in a fashion absolutely tailored to its precise context and needs. All of the core ERP functions the firm needs to support its end-to-end manufacturing process are supported, including the HIN processes and quality checking unique to the boat industry.
Smart IT is continuing to work with Tootega on a range of further projects. These include preparing for the migration of the existing accounting system to Odoo, and the migration of the website to Odoo for full ecommerce functionality and integration with the rest of the system. We are also defining an extra workflow so that Tootega can manage second quality level stock and sell it off at a reduced rate.