One connected systemfor inventory, customers and payments

The problem
Information was everywhere, spread across different spreadsheets, a server-based setup and QuickBooks Desktop. There was no CRM, so there was no control over sales and no clear ownership or traceability. Inventory was not controlled, and nothing synced live.
The decision
The decision was to connect every step to one system. That core was sized for where the business was going, the implementation was negotiated before signing and new tools only come in when they connect back to it.
The system built
NetSuite as the single source of truth, with ecommerce scoped into the same core, online payments, a customer portal, warehouse barcode scanning and a nightly proof of delivery report.
Where it stands
Live
Off QuickBooks Desktop and onto one connected Oracle NetSuite system with CRM, live inventory and a customer portal with automatic statements and online payments.
What a distributor or supplier getsA system built so contractor customers look up what they owe, the count matches the shelf and proof of delivery is ready before the morning starts.
Real screen · data blurred




