Project Overview
Why this business needed an ERP reset
The client managed multi-warehouse inventory, credit-based sales, and
hundreds of monthly invoices using Excel files, WhatsApp messages, and
disconnected tools. Data was duplicated, approvals were slow, and
leadership relied on manual reports that were always out of date.
KPB designed an ERP backbone that connects every critical flow –
orders, stocks, purchasing, receivables, and approvals – into one
secure, cloud-ready system with role-based access.
-
Objective 1:
Eliminate spreadsheet chaos and centralise master data.
-
Objective 2:
Track every order from quotation to payment in a single view.
-
Objective 3:
Give owners real-time dashboards for stock, sales, and margins.
Problems Before KPB
What was breaking day-to-day operations
Zero real-time visibility – stock levels, pending
orders, and collections were scattered across people and files.
Manual & error-prone invoicing – item codes,
pricing, and tax values were copied by hand for every order.
No control on credit & receivables – follow-ups
depended on memory, not a system; ageing reports took days.
Weak access control – everyone could see and edit
everything, with no audit log of who changed what.
How KPB ERP Solves It
A modular, connected ERP built for scaling
Instead of forcing the client into a rigid template, KPB designed an
ERP suite that mirrors how their business actually functions – with
clean master data, approval workflows, and dashboards that decision
makers can trust.
Sales Quotation → Order → Invoice
Inventory Multi-warehouse stock & batches
Purchase Reorder planning & GRNs
Finance Receivables & credit limits
Approvals Role-based checks & logs
Insights Real-time KPIs & exports
