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Real-Time, Mobile POS and Accounting Integration for FMCG Efficiency

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Client overview

The client is a fast-growing wholesale grocery distributor serving retail outlets and direct consumers. With multiple outlets and a large product catalog, accurate invoicing and up-to-date stock information are critical to their business. Their operations rely heavily on field reps who manage orders using handheld, mobile POS devices. Prior to this solution, the client lacked centralized visibility and needed a scalable system that aligned with their Zoho needs. The company selected Codelattice for Zoho services and expert Zoho implementations to streamline finance, sales, and customer management.

Challenges

Disconnected POS, accounting, and CRM systems created a heavy manual workload. Inaccurate data slowed reconciliations, delayed invoicing, and reduced visibility into daily transactions. Field sales operations lacked transparency, affecting productivity and customer experience.

Manual reconciliation delays: Financial updates required tedious manual checks

Poor sales visibility: No real time performance tracking

Frequent data errors: Manual entries caused mismatches

Slow invoicing cycles: Delays affected cash collections

Inventory uncertainty: Stock mismatches across locations

Inventory uncertainty: Stock mismatches across locations

Scalability concerns: Hard to support multiple outlets

Solution

Codelattice deployed a Zoho Creator POS application integrated with Zoho Books and Zoho CRM for real-time business management. Middleware ensured seamless syncing of transactions, payments, and inventory across outlets.

POS and CRM integration

Connected field sales activity with CRM records.

Improved customer engagement and service delivery.

Real-time accounting sync

Automated ledger and tax updates to Zoho Books.

Eliminated manual tallying and errors.

Cloud accounting enablement

Enabled centralized finance on Zoho Books.

Supported secure remote access anytime.

Inventory visibility

Prevented stockouts with synced item updates.

Faster purchase planning based on trends.

Automated invoicing

Instant invoice creation with tax compliance.

Faster billing increased cash flow.

Offline-first capability

Uninterrupted sales in low network areas.

Auto sync restored once online.

Role-based dashboards

Clear performance metrics for sales teams.

Simplified reporting for management.

Data accuracy assurance

API validation reduced mismatches.

Reliable insights for decision-making.

Scalable architecture

Supports new outlets and users.

Future-ready for additional modules.

Results

The integrated system significantly improved accounting accuracy, operational efficiency, and outlet productivity while strengthening financial reporting and compliance.

Bookkeeping effort reduced by 65% with automated reconciliation.

Invoice creation time reduced from 10 minutes to less than 1 minute.

Days Sales Outstanding improved by 12 days per cycle.

Data errors reduced by 80 percent through automation.

Stock mismatch decreased to less than 2 percent across outlets.

Sales visibility improved with real-time dashboards and KPIs.

40 percent faster monthly closures in Zoho Books.

Field rep productivity increased by 30 percent with mobility.

Customer service response time improved by 50 percent.

Client feedback

These improvements enabled the company to operate more efficiently while providing a premium, data-driven experience to high-value clients.

Conclusion

Through seamless Zoho Books and CRM integration, Codelattice empowered the client to move from reactive to proactive business operations. Automation replaced manual efforts, giving leadership the ability to scale with confidence. The real-time data environment enabled faster decision-making and stronger customer relationships.

This success highlights Codelattice as the best Zoho partner to manage complex operational ecosystems and deliver scalable Zoho solutions. By aligning technology with business goals, the client now enjoys improved profitability, consistent accuracy, and a clear digital path forward that supports future growth.

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