Trading & distributionWholesale distributor · 110 employees

Inventory you could finally trust

Real-time stock across locations replaced manual counts and stockouts.

99%
inventory accuracy
64%
fewer stockouts
3×
faster stock takes
Client snapshot
Industry
Trading & distribution
Company size
110 employees
Departments
4
Workflows automated
5
Users
45
Timeline
3 months
The challenge

Stock levels were updated by hand across multiple warehouses, causing stockouts, overordering, and constant firefighting.

A wholesaler running several warehouses on disconnected stock files, with reorder decisions made too late.

The starting point

How the work actually ran — and what it cost

Current state
  • Excel spreadsheets
  • WhatsApp messages
  • Email threads
  • Manual approvals
  • Scattered information
  • Delayed decisions
The impact
  • Stock counts updated manually and often wrong
  • Frequent stockouts and overordering
  • No reorder alerts or movement tracking
What needed to change

A clear picture of the future state

  1. 1Real-time inventory
  2. 2Reorder automation
  3. 3Movement tracking
  4. 4Reliable reporting
Solution architecture

Real-time inventory across all locations with reorder points, alerts, and full movement tracking.

Users
CRM
Workflow engine
ERP modules
Reporting layer
AI insights

Every layer shares the same data — so a lead becomes a record, a record triggers a workflow, and the result lands in reporting and AI without re-keying.

Modules implemented

From problem to module to outcome

Inventory control
Stock counted by hand
Live stock across every warehouse
Reorder automation
Stockouts and overordering
Automatic reorder points and alerts
Movement tracking
No item history
Full movement history for every item
Reporting
Daily, stale snapshots
Real-time, reliable reporting
Business impact

What changed for the business

  • Live stock across every warehouse
  • Automatic reorder alerts ended stockouts
  • Full movement history for every item
MetricBeforeAfter
Inventory accuracy84%99%
Stock visibilityDailyReal-time
99%

inventory accuracy

64%

fewer stockouts

3×

faster stock takes

Have a similar operation?

Book a free 45-minute working session. We will map where a system like this would move your numbers.

Book a consultation
“
Management gained complete visibility — we stopped guessing and started planning.
Operations Manager · Wholesale distributor
Built with— technology in service of outcomes
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