Real case
A commercial refrigeration company that equips, installs and maintains self-service retail chains.
When they came to us, their quotes, orders and warehouse lived in separate spreadsheets. Today every project follows a single path:
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Quote
Sales builds the quote from the price matrix: equipment, labor, freight and lifting, in pesos or dollars.
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Order
The won quote becomes an order and goes through administrative review and finance approval.
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Purchasing and production
The order generates purchase orders to suppliers and production orders, each with its own approval.
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Warehouse
Goods receipt, reservations per project and transfers between warehouses, with a serial number per component.
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Delivery note
Logistics plans, confirms and dispatches each delivery note to the job site, with its PDF document.
Building this platform with them, adding modules at every stage.
Today their operation runs on more than 10,000 products in the catalog, from quote to delivery.
- Quotes
- Orders
- Purchase orders
- Production orders
- Warehouse
- Delivery notes
- Job site calendar
- Cost ledger