Cases

All from my own trading company: wholesale and e-commerce of industrial equipment. These are examples, not a list of what you can order.

Whether you sell industrial equipment, as I do, or clothes, building materials or something you make yourselves, the routine is the same: re-type the order, collect the documents, reconcile the stock, work out the margin. So read the cases below as examples: yours will be your own — on your systems, your schedule and your rules. Every case has a "For your company" section on what exactly gets set up.

The figures are ≈ the owner's estimate from his own experience. The stack is listed briefly, for whoever checks the technical side.

Shipping in a few clicks 10 min ≈ 20 s E-documents, the waybill, labels and the client email with one button. Read more → A portal for partners 8–10 min 0 min Invoices, delivery notes, discounts and repeat orders without a manager. Read more → The bank posts itself several times a day 0 min The statement is classified, matched to invoices, and the rest parked for review. Read more → One stock figure for every channel 3 stock lists one figure Sales in one channel no longer collide with another channel's stock. Read more → A quotation from a specification 20–30 min ≈ 1 min From a specification to a formatted PDF with current prices. Read more → Supplier email → document in the accounting system typed by hand ≈ 1 min Email → classification → parsing → draft document → check. Read more → Analytics on a phone hours already there Clients by year, ABC, margin and receivables — from a phone. Read more → Competitor price monitoring "the managers had heard" a report, by itself Matched by article number, a report when a price moves. Read more → Publishing to six social networks from one form 6 tabs one form One form, six channels, post drafts by themselves. Read more →

What else is automated

Exchange rates in the price list and in invoices
Product and box labels, Code 128 barcodes
Nova Poshta waybills with counterparties' saved addresses
A 7-year archive of signed e-documents, kept automatically
One-click jump from the CRM into the client's messenger
A daily check that the database backup ran — with an alert when it did not

Do not see your process here?

That is to be expected: your business is not mine. Half of these tasks did not exist in my company either, until they were needed. Tell us where the most manual work is — half an hour of conversation is enough to see the routine.

Discuss a task