This client first contacted us in 2006. They were using Quickbooks but they needed to get their own custom sales orders and invoices. They were doing them by hand in Excel so they could get their logo and terms on them.

    We pulled all their data out of Quickbooks and put it into a custom system which immediately reduced their data entry activities by thirty percent. The new system handled their Sales Orders and Invoices so they had total control over them. Once their data was in the new system Quickbooks was limited to just financial transactions which cut back on data entry even more.

    This client works with large corporations and solves many of their logistics and sourcing issues. From time to time they've come to us for various projects. Recurring projects sometimes involve messy data supplied by their clients. We organize it or give them automated import tools. This allows them to easily quote lists of parts in minutes rather than hours or days.

    Efficient quoting is important to them because a bid that is lost is wasted effort. One surprising benefit is that they are often the first bidder. Over the years this has earned them a level of respect in the bidding process.

    In 2025 they wanted improvements to the allocation system. The allocation system makes it so employees can't ship parts unless it is the next priority by due date. They wanted an update to the algorithm that would give more lead time on parts covered under a particular contract. Making it automatic removes employee error from the equation and saves them from shipping late.