Stock Procurement Dashboard

The challenge

A growing solar and battery installer was juggling three separate places for one simple question: what do we need to order?

Stock levels lived in a spreadsheet. The jobs they had committed to lived in their CRM. Goods coming in and going out of the warehouse were tracked in a scanner app. None of them talked to each other, so working out what to order meant pulling numbers from all three by hand, which made it easy to order too much or too little.

What we did

We left each system doing what it does well, and connected them.

• Connected the three systems. Stock, committed jobs and warehouse movements now flow into one place automatically.
• One live dashboard. The team sees current stock, what upcoming jobs will use, and what’s running short, in one view.
• Clear ordering signals. The dashboard shows what to order and when, based on the jobs already booked, not guesswork.

The result

Ordering is now a quick check instead of a weekly puzzle. The team can see shortfalls before they hold up a job, and what’s already on the shelf before ordering more.

Because the dashboard is built on the systems they already use, nobody had to change how they work. The information just shows up in one place.