All case studies
WHOLESALE & DISTRIBUTION
Scaling Order Management and Inventory Accuracy for a Wholesale Distributor
NovaTrade Wholesale Distributors
A comprehensive Wholesale & Distribution Management System designed to streamline supply chain operations and improve business efficiency. The system supports inventory management, order processing, supplier coordination, and billing. It also enables real-time stock tracking, logistics management, and detailed reporting to optimize distribution workflows. Built with a focus on scalability, accurac
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01 — Challenge
Challenge
NovaTrade Wholesale Distributors supplies over 340 retail clients across four regions, handling 1,200–1,800 order lines per day. Operations were managed through a combination of phone orders, handwritten delivery notes, and a basic accounting package. Sales representatives maintained their own customer order records in notebooks or phone notes, and orders were verbally communicated to the warehouse for picking. Order errors wrong quantities, wrong SKUs, missing items averaged 11% of daily deliveries and were a leading cause of returns and client complaints. Stock levels in the warehouse were updated only once daily from manual counts, meaning the sales team frequently sold items that were out of stock. Accounts receivable was a persistent problem: outstanding credit balances exceeded PKR 18 million with no systematic follow-up process.
02 — Approach & delivery
Approach & delivery
ClickMasters deployed a Wholesale Distribution Management System with a mobile order entry app as the primary sales interface. Each of NovaTrade's 16 sales representatives received the mobile app pre-configured with their assigned client portfolios, approved price lists, credit limits, and current inventory availability updated in real time from the warehouse.
Orders entered by reps in the field were transmitted directly to the warehouse picking queue, eliminating verbal handoffs entirely. The picking module presented warehouse staff with prioritized pick lists by route, with bin locations and batch numbers displayed for each SKU. Barcode scanning at the point of picking validated every item against the order, with the system flagging discrepancies before goods were loaded onto delivery vehicles.
A route optimization module was configured to organize delivery runs by geography, reducing fuel costs and improving delivery predictability. Proof of delivery was captured digitally by drivers using the mobile app a signature or photo confirmation marked the order as delivered and automatically generated the invoice.
Accounts receivable workflows were configured with credit terms per customer, automatic dunning reminders at 7, 15, and 30 days overdue, and a credit hold trigger for clients exceeding their credit limit or 45-day terms. The sales rep's app showed outstanding balance and credit availability for each client before an order was placed.
Integration with NovaTrade's accounting software was completed in week three, enabling automatic ledger postings from confirmed deliveries and receipts.
Full go-live took eight weeks, including a two-week parallel run during which both old and new systems operated simultaneously for reconciliation.
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