🧩 The Problem
A growing FMCG distributor from Indore was managing 3 outlets and 1 warehouse.
But their entire system was manual and chaotic.
❌ Stock kept running out — and no one knew what went out-of-stock, when
🧾 Purchase team ordered extra items — yet the essentials were still missing
📊 No proper tracking of daily sales
📦 Movement between warehouse and outlets was confusing
📱 Orders came in on WhatsApp, but the team forgot to follow up
🤯 The owner was doing everything — stock, payments, team shifts… all by himself
Revenue was leaking — and while the business seemed to grow, cash flow was always tight.
Would you like a follow-up version showing how they solved this?
💡 The Solution
We implemented a modular ERP setup tailored for retail + wholesale flow:
Here’s what we did, step by step 👇
1️⃣ Step 1: Auto-Stock Refill Setup —
Minimum stock limits were set for each outlet. The moment inventory dropped, the system auto-triggered an internal stock transfer or a purchase request — no delays, no manual chasing.
2️⃣ Step 2: Live Dashboard —
The owner got a real-time mobile dashboard — showing sales, dispatch, and stock status outlet-wise, all in one glance.
3️⃣ Step 3: CRM + WhatsApp Auto-Followups —
The leads that used to come via WhatsApp were now directly captured into the CRM.
Deal notes and follow-up reminders were automatically set — no more manual updates or missed calls.
4️⃣ Step 4: Purchase Approval Logic —
The team could only purchase approved quantities.
The system used past sales data to apply smart reorder logic — no more overstocking or stockouts.
5️⃣ Step 5: HR + Attendance —
Shift-based attendance was activated.
Payroll errors stopped completely, and overtime was auto-calculated — no manual corrections needed.
6️⃣ Step 6: Daily Expense & Finance Sync —
Outlet-wise daily expenses were entered via mobile.
The owner received instant alerts on overspending — no more end-of-month surprises.
📊 The Result
💰 ₹9.2 Lakhs Recovered in Just 60 Days — by fixing missed sales & over-purchasing
📈 90% reduction in stockouts — no lost sales
📦 Timely warehouse transfers — zero emergency courier costs
🧑💼 Manager workload down by 40% — focus shifted to growth
💸 Cashflow clarity — vendor payments always on time
🔍 Why It Worked
- Smart triggers, not extra staff
- Everything was tracked — nothing slipped through
- WhatsApp + CRM integration = zero missed leads
- Simple views = Owner had full clarity without asking
Real automation isn’t about fancy software — it’s about systems that actually work, every single day.
📣 Final CTA
“Running a retail or wholesale business?”
Let’s put a stop to stock and sales leakages — for good.
Dashboard + WhatsApp + CRM = Peace of Mind + Profit
👉 Book a 15-minute demo with our ERP expert and see a live blueprint tailored to your store.
