The Client
A prominent South Indian trading company specializing in products for the signage industry—inks, acrylic, aluminum coils, fabric, and more. With multiple branches and a diverse customer base spread across the region, they relied heavily on smooth order processing and inter-branch coordination to keep their business thriving.
The Challenge
Imagine managing hundreds of orders daily using just WhatsApp. That’s how this company operated. Whether it was a branch placing an order with the head office or direct supplies from the branch, everything was scattered across chats, emails, and phone calls.
Their records? Hidden in individual systems or, worse, in someone’s head. A branch manager knew the last price offered to a client, but no one else did. Orders were person-dependent, and when someone wasn’t available, everything came to a standstill.
Tax compliance was another headache. With clients having multiple GST numbers and a mix of IGST and SGST scenarios, keeping track of everything was like juggling fire. Add to that a wide variety of products with different units and variants—it was chaos, plain and simple.
The team even tried using SAP CRM to bring order to the madness, but it didn’t fit their needs. They were back to square one—overwhelmed and unsure how to move forward.
The Solution
When the client implemented OrderAssist, everything changed. Now, every order—whether it originated at a branch, the head office, or directly with a customer—was organized under one roof. They no longer had to chase after old WhatsApp messages or depend on a single person for critical information.
The system allowed them to:
- Track partial orders seamlessly, so no branch was left waiting for a delivery update.
- Manage the complexity of diverse products, with multiple measurement units and variants, all in one place.
- Get real-time insights through a user-friendly dashboard, from top-selling products to regional performance metrics.
- Centralize tax management, eliminating the guesswork for IGST and SGST compliance.
For the first time, the management didn’t need to depend on accountants for answers. They could see the business’s performance at a glance, with a clear picture of customer trends, order statuses, and user performance.
The Results
- Orders that used to take hours to track now took minutes, reducing processing time by 75%.
- Delivery turnaround times dropped by 30%, helping branches serve clients faster.
- All pricing and order histories were accessible to everyone who needed them, ending the era of person-dependent chaos.
- Real-time insights from the dashboard empowered the management to make faster, data-driven decisions.
