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Client Overview
Client Name: Khandelwal Broker
Industry: Broking & Trading
Location: India
Khandelwal Broker is a trading and broking firm managing sales, purchases, stock,
and inward/outward operations. The business handles high transaction volumes
involving buyers, suppliers, transporters, and warehouses—requiring accuracy,
speed, and real-time visibility across operations.
Project Objective
The objective of this project was to design and develop a
custom Broker Management System (BMS) that could:
- Automate sales, purchase, and stock workflows
- Centralize inward and outward operations
- Provide real-time visibility into orders, inventory, and payments
- Replace manual tracking and disconnected systems
- Enable data-driven decision-making through live dashboards and reports
Challenges
Before implementing the system, the client faced multiple challenges:
- Lack of automation and a centralized operational system
- Heavy dependency on manual tracking leading to inefficiencies and errors
- Disconnected data across sales, purchase, inventory, and reporting
- Difficulty generating real-time business reports
- No user-friendly system for managing brokers, buyers, and suppliers
Our Approach
Platform & System Design
We designed and developed a
custom web-based Broker Management System,
tailored to Khandelwal Broker’s operational requirements.
Our approach focused on:
- End-to-end process automation
- Centralized data architecture for all departments
- Real-time dashboards for management visibility
- Modular system design for scalability and expansion
- Simple, role-based user experience for daily operations
System Structure
The Broker Management System was structured into comprehensive modules
covering all operational needs:
- Dashboard
- Bargain Management
- Dispatch Management
- Bag Inward & Bag Outward
- Inventory Management
- Bills & Payments
- Buyers & Suppliers Management
- Transport Management
- Quality Control
- Warehouse Management System (WMS)
- Masters (Transport, Quality, Warehouse, Email, Brand)
- Automated Reports
Each module is tightly integrated to ensure accurate data flow
and complete operational transparency.
Key Features Delivered
- Real-Time Dashboard: Live tracking of key business metrics
- Bargain Management: Structured deal and negotiation tracking
- Dispatch Tracking: End-to-end delivery monitoring
- Bag Inward & Outward: Accurate material movement recording
- Inventory Management: Centralized stock visibility
- Automated Billing: Accurate bill generation and tracking
- Payment Management: Receivables and payables tracking
- Buyers & Suppliers: Centralized partner management
- Transport Management: Optimized logistics tracking
- Quality Control: Quality checks and compliance management
- Warehouse Management (WMS): Efficient warehouse operations
- Automated Reporting: Sales, purchase, stock, and movement reports
Benefits & Results
- Streamlined sales, purchase, and inventory operations
- Significant reduction in manual work and operational errors
- Improved coordination through centralized data
- Real-time reports enabling better business planning
- Improved broker, buyer, and supplier management
- Scalable digital system supporting future growth
Conclusion
The Broker Management System successfully transformed Khandelwal Broker’s
manual and fragmented processes into a centralized, automated digital platform.
The solution improved efficiency, accuracy, and visibility—positioning the business
for scalable growth and long-term digital success.
