🧩 The Problem
A leading wholesale & retail distributor from Gujarat was facing serious operational headaches:
❌ Frequent missed follow-ups with suppliers and customers
📊 No real-time tracking of purchase orders and stock
🧍♂️ Managers manually approving every single purchase request
🤯 Mismatch between expected margins and actual profits
🧾 Unpaid vendor bills and over-purchasing of fast-moving items
The owner said:
“Stock was getting over-ordered, payments were delayed… and our profit margins were completely messed up!”
💡 The Solution
The company adopted our ERP + WhatsApp Automation + CRM System to bring order to the chaos:
1️⃣ Step 1: Purchase Dashboard —
Setup of real-time Purchase Dashboard to monitor every single order, pending PO, and stock level.
2️⃣ Step 2: Private Dashboards for Managers —
Integrated Private Dashboards for Managers to approve or reject requests instantly from their mobile.
3️⃣ Step 3: HR Module —
Activated HR Module to automate team attendance, shift planning, and payroll processing.
4️⃣ Step 4: CRM + Deal Notes + WhatsApp Automation —
Used Purchase Management to approve, track & control vendor payments, advances, and supplier credits centrally
5️⃣ Step 5: Vendor Payments, Purchase Approvals, and Advance Allocations —
Controlled all Vendor Payments, Purchase Approvals, and Advance Allocations through pre-approved workflows.
6️⃣ Step 6: Live Reporting —
Set up Live Reporting to flag delays, purchase mismatches, and expense leaks on a daily basis.
📊 The Result
💥 18% Profit Margin increase in just 60 Days
💸 ₹1.7 Cr saved from unnecessary stock purchase and delayed payments
👷 Managers focused on customer satisfaction, not paperwork
✅ Salaries, overtime, and leaves auto-calculated
📈 Clear sales pipeline, smoother order fulfillment
🧠 “Nothing lost, everything tracked” became their new company mantra
The owner said proudly:
“No more manual chaos — everything is visible on the app. For the first time, I feel completely in control of my business!”
🔍 Why It Worked
✔️ Smart system, not more staff
✔️ Real-time alerts = faster decisions
✔️ Complete purchase + payment tracking = no wastage
✔️ Simple tools, daily use by every team member
📣 Final CTA
“Ready to stop losing margins on bad purchase planning?”
“Let’s set up your own dashboard-driven profit engine.”
ERP + CRM + WhatsApp = Profit with Peace of Mind 💥
