Strengthening Inventory Control and Lot Traceability

Client Overview

A machine parts supplier required a scalable ERP platform that could support lot-based inventory management, detailed cost tracking, sales operations, procurement, and accounting integration.

Challenges Faced

1. Inventory transactions required stronger historical visibility and traceability.
2. Lot-level tracking was a critical business requirement.
3. Product costing involved multiple cost components and lot-specific pricing.
4. Accounting integration was required to support financial consistency and operational efficiency.

The Solution

BroadTech implemented:

1. CRM
2. Sales Management
3. Purchase Management
4. Accounting
5. Warehouse Management

Key Features of the Implementation

1. Xero integration.
2. Sales and procurement process enhancements.
3. Customized business reports.
4. Assembly and disassembly management for spare parts.
5. Master data migration and standardization.
6. Lot-based inventory tracking and costing.

Business Outcome

1. Improved lead and opportunity management.
2. Enhanced inventory visibility and traceability.
3. Stronger control over procurement and sales operations.
4. Increased efficiency through integrated workflows.
5. Reliable historical transaction tracking.
6. Anywhere, anytime access to business information and processes.