PortfolioCase Study

AutomationWholesale / Distribution

Order-to-invoice automation for a wholesale business

Mapped and automated the full order-to-invoice process, cutting manual data entry and removing the daily backlog that slowed fulfilment.

Order-to-invoice automation for a wholesale business project preview

The challenge

Orders arrived by email, WhatsApp and form submissions. Each one had to be copied into accounting, inventory and shipping systems by hand. The process took three hours every day, created errors and delayed dispatch.

The solution

We documented the full workflow, then built an automation layer that reads incoming orders, validates stock, creates invoices, updates the inventory system and posts shipping labels. Exceptions are flagged for human review instead of silently failing.

Results

Manual processing time
-3 hrs/day

Previously spent copying orders between systems

Invoice errors
-90%

After automation and validation rules

Dispatch speed
Same day

For orders received before cut-off

They mapped our whole order-to-invoice process and automated it. What used to take the team three hours a day now runs itself.
Brott OperationsOperations Manager

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