Automated Interest Calculation
Enabled dynamic interest computation on overdue invoices using due-date-driven automation to improve receivables management and strengthen cash flow control.
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Case Study > Jaken Medical Inc.
Founded in 1997, Jaken Medical Inc. is a U.S.-based distributor and refurbisher of cardiology and diagnostic imaging systems.
Founded in 1997 and headquartered in Chino, California, Jaken Medical Inc. is a U.S. distributor and refurbisher specializing in cardiology and diagnostic imaging systems. The company provides new, refurbished, and rental medical devices to hospitals, clinics, and healthcare professionals. With strong partnerships with GE, Philips, Mindray, and Mortara, Jaken Medical offers affordable, reliable, and compliant equipment backed by warranties and service support.
Jaken Medical’s legacy Zoho‑based system was insufficient for its expanding operations. Key challenges included inefficient receivables management, lack of structured commission reporting, limited vendor visibility, and poor backend user experience. The company sought a scalable ERP solution that could unify financial control, sales transparency, vendor traceability, and operational efficiency.
Key Challenges Faced
The Zoho setup was adequate for basic tasks but lacked scalability, preventing Jaken Medical from supporting its growing distribution, refurbishment, and rental programs.
Without dynamic interest calculations, overdue invoices piled up, weakening cash flow and reducing financial discipline across operations.
Commission reporting was manual and unstructured, making it difficult to monitor salesperson performance or calculate incentives accurately.
No mechanism existed to trace sales linked to vendors, limiting procurement insights and weakening strategic partnerships with manufacturers.
Navigation was unintuitive, with frequently used features buried in menus, slowing daily operations and increasing training overhead for staff.
Implemented automated interest calculation workflows for overdue invoices to strengthen receivables management and improve financial discipline. Reduced manual accounting effort while ensuring accurate interest computation across multiple billing scenarios.
Designed structured commission reporting mechanisms that provided real-time visibility into salesperson performance, incentive calculations, and revenue contribution. Improved transparency and enabled data-driven sales management decisions.
Developed dedicated vendor sales traceability reports linking products, vendors, purchase orders, and sales performance data. Enabled procurement teams to analyze vendor contribution more effectively and optimize supplier relationships strategically.
Extended ERP workflows to synchronize notes, section lines, and contextual information seamlessly across sales orders, purchase orders, and stock pickings. Eliminated communication gaps while improving operational continuity between departments.
Redesigned backend navigation, workflows, and menu structures to align with day-to-day operational activities. Improved usability, reduced training overhead, and accelerated access to frequently used business functions.
Migrated legacy operational processes into a scalable Odoo 18 Enterprise ecosystem capable of supporting sales, procurement, financials, refurbished equipment workflows, and rental operations through a unified ERP foundation.

Enabled dynamic interest computation on overdue invoices using due-date-driven automation to improve receivables management and strengthen cash flow control.
Delivered automated commission reporting workflows with clear sales visibility, incentive tracking, and accurate performance-based calculations aligned with business rules.
Implemented vendor-linked sales reporting to improve procurement visibility, monitor product movement, and evaluate vendor contribution across business operations.
Extended ERP workflows to synchronize notes and section-type lines across sales, purchasing, and inventory documents for seamless contextual information flow.
Developed business-focused sales, purchase, invoice, and delivery reports with improved structure, clarity, and actionable operational insights.
Customized backend navigation and workflows to simplify system usability, improve operational productivity, and reduce onboarding complexity for internal teams.
Established a scalable Odoo 18 Enterprise foundation capable of supporting multi-channel medical equipment distribution, refurbishment workflows, and rental operations.
Integrated financial management, procurement, sales tracking, and reporting processes into a centralized ERP ecosystem for improved operational efficiency and business scalability.
Result / Outcome
Driving Efficiency in Healthcare
Distribution -Automated Financial Controls, Transparent Sales Reporting, and Vendor Traceability

Automated interest calculations strengthened financial discipline and improved cash flow.
Structured commission reporting boosted transparency and motivated the sales team.
Traceable sales reports enabled smarter procurement decisions and optimized vendor partnerships.
Customized workflows streamlined navigation, reducing time spent on routine tasks.
Synchronization preserved contextual data across documents, minimizing errors and communication gaps.
Migration to Odoo 18 Enterprise provided flexibility to support future growth and complex processes.