A sample finance and stock-control journey for a growing trading or distribution business.
Sales, purchases, stock and financial records are maintained in separate files, creating repeated entry and delayed management reporting.
Proposed connected workflow
Configure accounts, products, customers, suppliers and opening records.
Record sales and purchases through controlled documents and user permissions.
Update inventory and accounting entries through the approved transaction flow.
Review receivables, payables, cash, bank and stock reports from connected data.
Prepare management dashboards and financial statements for authorized users.
Expected operational benefits
This is an expected operating benefit to assess against the organization's process. It is not a verified measured result.
This is an expected operating benefit to assess against the organization's process. It is not a verified measured result.
This is an expected operating benefit to assess against the organization's process. It is not a verified measured result.
This is an expected operating benefit to assess against the organization's process. It is not a verified measured result.
Plan the next step
Discuss your current process, users, modules, integrations, deployment and support requirements with Zylvoo.
