Optimizing Term - Based Stock Management for a Multi-Branch Educational Supplier

Broadway Educational Consult is a company that supplies primary school learning materials such as examinations, past paper booklets, holiday packages, registers, and more. It operates through 50+ branches, with termly-based stock supply (every 4 months). All unsold stock is returned and becomes expired at term-end.

Overview

  • The web portal serves as a centralized platform to track, evaluate, and manage loan disbursement and repayment behavior of field agents across various regions and telecom partners.

  • This UX case study focuses on designing a cloud-based ERP system to digitize operations and improve efficiency. Key features include real-time inventory updates, automated financial tracking, and role-based access. The goal is to streamline workflows, reduce errors, and enable data-driven decision-making across all branches.

Key Features for users

1. Inventory & Stock Management
Users can track stock in real-time, manage inter-branch transfers, and receive low-stock alerts.
 The system supports term-based stock cycles and handles expired or returned stock automatically.

2. Sales Logging & Commission Tracking
Sales agents can record daily sales, issue invoices, and monitor commissions earned.
 The system automates commission calculations and bonuses for bulk orders (e.g., >10 exams).

3. Performance & Financial Insights
Managers and finance users can access automated P&L statements, cash flow, and budget tracking.
 Real-time financial data helps guide decisions and improve overall business performance.

Broadway Educational Consult Mobile ERP

1. Inventory Management : Easily track stock levels, manage term deliveries, and receive real-time alerts on your mobile device.
2. Sales & Commissions: Record sales on the go, monitor agent commissions, and get instant notifications for bonuses and targets.
3. Finance & Reports: View invoices, cash flow, and branch performance reports anytime, anywhere with mobile-friendly dashboards.

4. User Roles & Approvals: Manage user permissions and approve transactions securely from your mobile device, ensuring smooth branch operations.

5. Automated Notifications: Receive instant alerts for stock updates, sales milestones, and financial activities to stay informed in real-time.

Branch Performance & Sales Overview

01.

Track Key Metrics:

Monitor daily sales data by branch and product for quick performance insights.

02.

Inventory Status :

Get instant updates on stock levels, reorder alerts, and term-based stock returns.

03.

Commission & Bonus Summary :

View Sales Agent Commissions, Bonuses For Bulk Orders And Payout Statuses in One Place.

Inventory & Stock Management

01.

Term-Based Stock Tracking : Manage stock deliveries, returns, and expirations every term with real-time updates.

02.

Automated Inter-Branch Transfers: Seamlessly transfer stock between branches to optimize inventory levels.

03.

Real-Time Stock Alerts :

Receive instant notifications for low stock and reorder triggers to prevent shortages.

All the reasons to choose BIITS

B-Informative IT Services Pvt. Ltd. (BIITS) is an award-winning Business Intelligence & Digital  Consulting company based out of Indian Silicon Valley, Bangalore. We are a team of motivated professionals with expertise in different domains and industries. We help our clients to derive simplified and conclusive data insights for effective decision making.