Small Businesses

Business ERP

Representative project — trading and distribution business

Representative project: illustrative of our work, not a verified client engagement.

The challenge

Sales orders, stock, purchasing, and invoicing were handled in separate spreadsheets and an accounting package. Each order was entered several times, and stock figures rarely matched the warehouse.

The solution

A modular ERP built in phases: sales orders and inventory first, then purchasing, then an integration that posts invoices and payments to the existing accounting software.

Phasing meant the business was using the sales and inventory modules while purchasing was still being built. Each module shares the same product and customer data, so information entered once is available everywhere. Staff were trained module by module, with the old spreadsheets retired only after each module was running smoothly.

Results

Orders are entered once, stock levels reflect actual movements, and month-end reconciliation starts from data that already agrees across departments.

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