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ImplementedExport Trading & Retail

Bringing Export Operations & Retail Resale Into One Controlled System

A two-layer system that tracks retail resale without touching the export books.

The Company

A new export trading business buys products from suppliers across India based on demand from Malaysia. Products are consolidated into shipments for a customer in Malaysia, who resells them to retail customers.

The Challenge

The Malaysian partner's retail resale was tracked manually in Excel.

A strict accounting requirementThe retail activity had to be tracked without affecting the books and inventory of the export business.
  • Products sold and remaining stock were hard to see.
  • Customer payments and outstanding amounts had limited visibility.
  • Retail transactions and overall resale performance were not tracked in one place.

The Solution

Satsang designed a two-layer system. Both activities are visible, while accounting boundaries stay separate.

Layer 1

Export operations

Standard export operations run in Books.

Layer 2

Retail resale

A separate custom module layer tracks the Malaysian retail resale.

Customers

Customer records for the retail activity.

Items

Product-level information for resale tracking.

Invoices

Retail sales and invoice information.

Payments

Customer payment and outstanding tracking.

How the System Works

Export business books
Separate books and inventory
Retail resale layer

Tap any step to see what it does.

Business Outcome

The retail layer stays isolated from the export entity's books and inventory, while giving a clear view of stock sold, stock remaining, retail invoices, payments, outstanding amounts and overall resale activity.

Stock soldStock remainingRetail invoicesPaymentsOutstanding amountsOverall resale activity

Technology

BooksCustom ModulesAutomation

Need to track a second business activity without mixing the books?