How We Stopped ₹3L/Month Loss for an FMCG Wholesaler in Just 90 Days – Proven!

🧩 The Problem

Handling FMCG deals felt like juggling too many balls:
❌ No proper tracking of vendor discounts and credits
📊 No real-time reporting for daily purchases and billing
🧍‍♂️ Managers were stuck with manual approvals and paperwork
🤯 Complete confusion around payment advances and stock returns
🧾 Month-end brought shocks with missing invoices and duplicate payments

Result?
There was a silent leakage of ₹3 lakh every month… without anyone properly realizing it! 😓

💡 The Solution

Time to fix the leakage, step by step:

1️⃣ Step 1:

Set up a real-time Private Dashboard to track vendor deals, advances, and stock movements daily.

2️⃣ Step 2:

Enabled Finance Module to automate Purchase Orders, Vendor Advance Tracking, Payment Approvals.

3️⃣ Step 3:

Activated CRM with WhatsApp Automation for timely reminders to vendors on pending invoices and stock returns.

4️⃣ Step 4:

Installed Expense Tracker for warehouse and logistics team to upload bills instantly from mobile.

5️⃣ Step 5:

Launched Vendor Performance Reports every 15 days to catch pending credits, missing discounts, and duplicate payments.

📊 The Result

💸 ₹3 lakh/month leakage stopped within just 3 months!

👨‍💼 Managers finally focused on deal negotiations instead of chasing paperwork.

📈 Vendor payouts became 100% transparent.

🧾 Advance payments were properly linked to final invoices.

📱 Mobile updates ensured no delays and no excuses.

🧠 The business owner gained real-time clarity on where every rupee was going!

🔍 Why It Worked

Simple, smart changes — not more manpower:
✅ Every rupee became traceable
✅ Real-time alerts ensured no vendor could take advantage
✅ Teams were given easy-to-use tools, not complicated software
✅ Small daily actions led to big monthly results