BRYSDALES LTD

Brysdales serves customers across the UK and internationally with storage system design, supply, installation, repair, and compliance services. With staff spanning sales, design, compliance, installation, production, warehousing, and central services, the group's operational complexity demands a platform that can keep multiple disciplines in step with one another across every order, from a simple catalogue sale to a multi-discipline installation project.

Prior to this engagement, the business relied on a fragmented mix of Sage Accounts, Sicon project management, SharePoint, PowerApps, MS Planner, BrightPay, and Excel - each handling a slice of the operation with limited connectivity between them. Sales activity was invisible to downstream teams, design requests arrived with incomplete information, project budgets were tracked outside the system, timesheets passed through multiple manual steps before reaching payroll, and rack inspectors in the field relied on spreadsheets and folder-based SharePoint processes for one of the business's most time-critical compliance obligations.

Sixo Systems is implementing Odoo 19 on Odoo.SH to unify these processes into a single, integrated platform across two delivery phases, with a third phase to follow. The implementation brings together CRM, Sales, Project Management, Purchasing, Inventory, Accounting, Manufacturing, Timesheets, Employees, and Documents under one roof.

Structured CRM pipelines, automated credit checking via CreditSafe, and mandatory data quality controls are being put in place to give all teams clear visibility from the moment an enquiry is received. Quotation templates purpose-built for each order type, analytic account assignment at the sales order level, and approval workflows for high-value orders are bringing consistency and financial control to a process that previously relied heavily on individual knowledge. For the Design team, a dedicated Odoo Project board with stage-gating checklists and mandatory design briefs is eliminating the information gaps that previously slowed turnaround times.

Project management is being rebuilt around Odoo's native project module, with per-order-type templates, automated job pack and real-time budget tracking. The compliance team’s inspection workflow, including time-sensitive Serious Defect Report escalation and a structured manager review process, is being brought into Odoo Project and Odoo Documents, allowing inspectors to access and submit work entirely from the field via the Odoo mobile app.

In the warehouse, barcode-enabled goods receipt, put-away, and picking across both locations is replacing paper-based processes and delivering real-time dual-location stock visibility. On the financial side, the migration from Sage is being managed as a parallel-run with Open Banking reconciliation, automated credit control, CIS deduction handling, and PEPPOL e-invoicing capability, ensuring the business is operationally continuous through the transition.

The result is an end-to-end operational platform that connects every team - from the first customer enquiry through design, order confirmation, procurement, production, installation, compliance, and invoicing - within a single system, with the data integrity, traceability, and reporting visibility to support their continued growth.