🧩 The Problem
This kirana retail chain with 20+ stores across a city was facing classic local business headaches:
❌ Missed follow-ups with suppliers and delivery teams
📊 No real-time track of stock moving between stores
🧍♂️ Store managers doing manual approvals for petty cash and stock requests
🤯 Confusion over staff attendance, overtime, and leaves
🧾 Unrecorded vendor payments and over-purchasing of items
Result: Inventory mismatches, cash flow leaks, and unnecessary vendor disputes.
💡 The Solution
They partnered with our ERP team to streamline everything using practical tools 👇
1️⃣ Step 1: real-time Dashboard —
Setup real-time Dashboards to track incoming & outgoing stock per store.
2️⃣ Step 2: HR Module —
Activated HR module for staff attendance, shift tracking, leaves & automated payroll for 100+ staff
3️⃣ Step 3: CRM + Deal Notes + WhatsApp Automation —
Connected CRM + Deal Notes + WhatsApp Automation to follow up instantly with key vendors and delivery partners (no more missed calls!
4️⃣ Step 4: Purchase Management —
Used Purchase Management to approve, track & control vendor payments, advances, and supplier credits centrally
5️⃣ Step 5: Expense & Stock Leakage —
Enabled Expense & Stock Leakage Reports to identify any abnormal stock movement or expense claim within hours
📊 The Result
💰 ₹50L stock movement tracked 100% in just 30 days
👷 Managers focused on running stores, not chasing paperwork
💸 Accurate staff salaries & overtime processed automatically
📦 Inventory leakages reduced by 80%
🧠 Sales & stock transfer follow-ups fully on track
🔍 Why It Worked
✔️ Systems, not extra people → The existing team just used better tools
✔️ Everything tracked → No stock or cash leakages
✔️ Instant alerts → Managers got WhatsApp + Dashboard updates immediately
✔️ Simple daily-use tools → No complicated training or processes
📣 Final CTA
“Want to run your kirana or retail business without stock leakages?”
“Let’s build your own Dashboard + ERP + WhatsApp engine.”
👉 Control your business. Save money. Reduce chaos.
