Connected systems & reporting
Connect the systems you already use, clean up agreed data, and create useful operational views of customers, jobs, orders, and exceptions.
Practical examples for your business.
01
WMS activity → client invoices
Storage, handling and accessorial charges are priced from the WMS activity using each client's rate card, and draft invoices are created in accounting for review.
The problem: At month-end, warehouse activity is exported and priced against each client's rate card in a spreadsheet, then keyed into accounting.
02
Shipment → ERP and customer
When the WMS confirms a shipment, the ERP order is updated with quantities and tracking, and the customer is notified.
The problem: Ship confirmations are copied from the WMS into the ERP and into emails to the customer.
03
Low stock → reorder
Items below their reorder point create a purchase requisition with the usual vendor and quantity, for someone to approve.
The problem: Stock falls below the reorder point and nobody notices until an order can't be filled.
A practical approach
Connect the tools your team already uses.
The right starting point depends on your people, information, and business goals. We agree the scope together.
- Common systems: Extensiv 3PL Warehouse Manager, Fishbowl, Cin7, inFlow, Sortly, Shopify inventory
- Read stock levels, receipts and shipments
- Apply rate cards to warehouse activity for billing
- Update the ERP and accounting system from WMS events
- Flag mismatches between systems for a person to check
- Agree on data access and review steps before implementation
- Define a clear scope, price, and handoff together
Systems around the workflow
Build around your existing inventory & wms tools.
Connect stock, shipments and warehouse activity to ordering, billing and accounting. We identify the source of truth, permitted access, field mapping, and a safe way to handle failed or repeated requests.
- Extensiv 3PL Warehouse Manager
- Fishbowl
- Cin7
- inFlow
- Sortly
- Shopify inventory
The records and rules
Agree the system that owns item, location, unit, stock status, and movement records. Identify how sales, receipts, transfers, and adjustments affect available stock.
The staff decisions
Staff approve discrepancies, adjustments, unusual replenishment, and records that cannot be matched to an approved item or location.
What the pilot should prove
Reconcile sample movements. Test partial receipts, returns, transfers, repeated events, mismatched units, and stale stock before using results to make commitments.
When a connection fails
Keep a traceable record of what was requested, what completed, and what needs review. Agree retry limits, duplicate protection, staff fallback, and the owner who resolves a failed update before launch.
Implementation, end to end
A working process your team can operate.
01
Understand the current work
Walk through a real request with the people doing the job. Identify the source records, decisions, bottlenecks, and exceptions before choosing software.
02
Build a useful pilot
Define a limited starting scope and create a working version. Test representative requests alongside difficult cases, missing data, and failed connections.
03
Launch with clear ownership
Agree access, approval steps, acceptance checks, and a release plan. Show staff how to use the system, review exceptions, and contact the responsible owner.
04
Maintain and improve
Provide the agreed documentation and handoff. Review usage, operating costs, and issues; define support coverage and future changes in the engagement.
Connect the rest of the workflow.
Custom software & portals
Build a focused internal tool or customer portal around the missing part of your process, with appropriate access, clear status, and connections to existing systems.
Before we begin
The questions that shape your project.
Bring the business problem. We can help translate it into a practical technical plan.
Can you work with our existing software?
We review the systems you use, available APIs or supported imports, subscription requirements, and access permissions. The scope identifies which connections can be implemented and which need an alternative.
What do you need from our team?
A process owner, examples of the current work, and access to the systems included in the scope. Your staff help confirm the business rules, review a pilot, and decide whether the result is ready to use.
How are cost and success agreed?
The proposal defines deliverables, assumptions, responsibilities, acceptance checks, and pricing. Third-party subscriptions and usage costs are identified separately. We choose meaningful measures from your existing process rather than promise an untested result.
What happens after launch?
The agreement defines code and account ownership, documentation, training, deployment responsibilities, and any ongoing support. Staff get a clear way to handle failures and requests for changes.
Let’s talk about what you want to improve.
A short conversation can help you decide where AI and better systems would make a useful difference.