Agricultural machinery dealer — a second company in the same system
A separate company with its own warehouse, sales team, service team and document numbering, added to the same ERP and CRM system with a switcher, with no second installation and no mixing of data.
KB Agro is a separate legal entity with its own warehouse, its own sales and service teams and its own invoice series. It had to work with the same tools as the other company without seeing that company's customers, stock or money, and the owner did not want to maintain two separate systems.
We added the company to the same system. Every record (customer, machine, part, movement, invoice) carries its company, and the separation is enforced on the server. KB Agro staff see only their own company, while the owner switches between the two or views them together.
The warehouse, document numbering, cash desk and service are separate, while the processes are the same: “Arrived”, the work card, the customer's signature on the phone, parts written off from the van, and invoicing. The company's technicians and sales reps use the same Android app with the same screens.
The second company started work without a new installation and without training on a new system. People use the same screens, and the two companies' data never mixes.
The owner sees both companies in one place and switches between them with a single tap.
The machines page is organised in three levels: series, model and content (description, technical data, photos and video, downloadable brochures). Visitors switch between models in a series without hopping between pages. A new series or model is added as a block in the theme editor, with no code.
Runs in: KB Agro
Each used machine is a card with a photo, year, engine hours, condition and an optional price. The "Register interest" button leads to an inquiry about that exact machine. Machines are added and removed from the theme editor.
Runs in: KB Agro
Current campaigns appear as cards with a photo, badge, date and up to three highlights: discount, financing, warranty. Each offer links to its own page or to an inquiry. A new offer goes live from the theme editor, with no code.
Runs in: KB Agro
We move the data from your current software, database or spreadsheets into the new system: customers, items, stock, documents and open orders. Document numbering carries on without a gap. We reconcile the numbers before go-live, and the old system stays available for reference until the new one has shown it works correctly.
Runs in: KoreanCare, Ivana Agro, KB Agro
The picker scans the bin, then the item, and the system marks the line as picked. The list of waiting orders can be filtered by courier and country, and the screen stops a wrong item straight away. The scanning itself fulfils the order, with nothing typed in separately.
Runs in: KoreanCare, Ivana Agro, KB Agro, Cosmetics of Korea
Incoming goods are scanned against the purchase order, and each line shows how much was ordered and how much arrived. If an item is not on the order, the scan adds it as a new line. What arrives goes to waiting orders first, and the rest goes to stock.
Runs in: KoreanCare, Ivana Agro, KB Agro
Every shelf and position is a record with a barcode, and goods and spare parts are kept per bin. You can see what is in each bin and where every item sits. A bin-versus-stock check shows the differences before they cause trouble at picking.
Runs in: KoreanCare, Ivana Agro, KB Agro
Barcode labels for bin locations are printed from the bin list. Each label carries the bin code the scanner reads during picking and receiving. A new bin is ready for work as soon as its label is printed.
Runs in: KoreanCare, Ivana Agro, KB Agro
Every item has three figures: on hand, reserved and available to sell. Reservations follow open orders from every channel, and stock is written off on fulfilment. Available stock comes from one formula and reads the same everywhere.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP
Every receipt, write-off and adjustment is a line with a time, a direction and a reason. Each line links to the document or order that caused it. When stock does not add up, this is where you find out why.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App
Scan the bin, scan the items one by one, enter what was actually counted, and save. Differences are shown before saving and go into the ledger with a reason. For a shop with a till, the count is also reconciled with the till's file.
Runs in: KoreanCare, Ivana Agro, KB Agro, BS Omni ERP
What the orders are short of is gathered into a purchase order per supplier, with quantities you can adjust by hand. The order goes out by email or as a file, and anything already ordered is not ordered twice. On receiving, deliveries are checked against the order line by line.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP
From sales velocity and supplier lead time the system tells you when an item will run out. Items are ranked by urgency: out, critical, low. Selected lines become a purchase order in one step.
Runs in: KoreanCare, Ivana Agro, KB Agro
Each supplier has a card with contacts, price list and lead time. It is marked as a daily supplier or an external one with a longer lead time. Purchase orders and forecasts use this data without it being entered again.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP
Before ordering you can see what the importer has in stock. Sales staff know whether a part can arrive quickly without making a phone call. The customer gets an accurate answer the first time.
Runs in: Ivana Agro, KB Agro
Parts for a service job or a customer are issued against a request: picked by scanner or by hand, then "Complete and issue". Quantities are written off from the bins at that moment. Every issue is visible in the ledger.
Runs in: Ivana Agro, KB Agro
Shortages from service jobs are collected into one shared draft, with quantities summed per item. Lines can also be added by hand. "Send request" sends everything at once and downloads an Excel file.
Runs in: Ivana Agro, KB Agro
Each machine model has a ready kit of spare parts for servicing. For a service job the whole kit is taken instead of searching for parts one by one. The service team knows in advance what to take.
Runs in: Ivana Agro, KB Agro
Parts ordered for a specific customer are tracked from request to arrival and handover. You can see what is waiting on the supplier and what is ready for collection. Sales staff can answer the customer without checking by hand.
Runs in: Ivana Agro, KB Agro
Each service van is its own warehouse, with stock and movements. The technician sees "my warehouse" and knows what is on board before setting off. Mileage is recorded against the van.
Runs in: Ivana Agro, KB Agro
Besides quantities, the warehouse shows stock value, stock that is not moving, sales velocity and upcoming shortages. A separate tab points out incomplete data: items with no price, no bin or a mixed-up unit of measure. Everything is calculated on the server and opens quickly.
Runs in: Ivana Agro, KB Agro
The waybill to an address or an Econt office is issued straight from the order. The operator picks the town, street and office from Econt's own lists instead of typing them. The system follows the parcel status and shows it on the order.
Runs in: LedWhite, Ivana Agro, KB Agro
Invoices, credit and debit notes, proformas, CMR and transport orders are all issued from one screen. A badge in the menu shows how many orders are still waiting for an invoice. On wholesale sales the system applies 0% and the legal basis on its own: intra-community supply when the VIES number is valid, or export outside the EU. In a service business, closed work orders are invoiced from here without retyping.
Runs in: Easy App, BS Omni ERP, Ivana Agro, KB Agro
You see unpaid invoices per customer, with due dates and days overdue. A partial payment is recorded against the invoice and the remainder shows at once. The person in charge knows whom to call today.
Runs in: Ivana Agro, KB Agro
Cash payments, expenses and the cash on hand are recorded as they happen. The day's balance is visible without a separate calculation, and each expense shows up the same day instead of at month end.
Runs in: Ivana Agro, KB Agro
You can put a customer on credit hold. A new sale to them then waits until a manager approves it, and the salesperson sees why it was stopped. That way nobody sells on credit to a customer with unpaid bills.
Runs in: Ivana Agro, KB Agro
Quotes, contracts and protocols are built from a template that fills in the client's data from their record. The document comes out ready to print or send, with no copying between files. You change the template in one place and the change applies to every document after that.
Runs in: Digitalna Kantora, MyCRM, Ivana Agro, KB Agro
The technician sees the day's schedule, opens a job and taps "Arrived", then records labour, parts and the required photos. The customer signs with a finger on the screen, and that signature closes the work order, writes off the parts and sends the card to invoicing. Nobody in the office retypes anything from paper.
Runs in: Ivana Agro, KB Agro
In a field or a barn with no signal the app keeps working and keeps signed work orders on the phone until there is a connection. As soon as a signal appears, it uploads them. The profile shows how many are waiting, and an "Upload now" button sends them straight away. The same card cannot be written off twice.
Runs in: Ivana Agro, KB Agro
We upload the new version of the screens to our server and phones download it the next time they open the app, with no new build in Google Play or the App Store. If a change needs new native code, the app says a full update is required. That way a fix reaches people in the field the same day.
Runs in: Ivana Agro, KB Agro, MyCRM, Shishko
Company phones report their position during working hours only. The manager sees the team live on the map, the day's routes and when each phone last checked in. When a technician completes a job at a new customer, the system saves the customer's coordinates automatically.
Runs in: Ivana Agro, KB Agro
The phone camera reads barcodes and QR codes with no separate scanner. The technician scans the part being fitted and it goes onto the work order as the correct stock item.
Runs in: Ivana Agro, KB Agro
A new job, an approval, a reassignment or an overdue task arrives as a notification on the right person's phone. Tapping it opens the relevant screen directly. One event sends one notification, even if the server restarts.
Runs in: Ivana Agro, KB Agro, Shishko
This is the first screen in the morning: today's orders, overdue tasks and the things waiting for a decision. The manager sees where to start without going through the menu. The dashboard is shown only to people allowed to see it.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP
Everything about a customer is in one place: contacts, orders, tasks and conversations. Wholesale customers also have their own price list, payment terms and an account manager. Search works by name, company ID, city and phone, and the system stops a second record with the same company ID at entry. A sales rep sees their own customers, and the manager sees all of them.
Runs in: KoreanCare, Ivana Agro, KB Agro, Easy App, BS Omni ERP, MyCRM
Calls, meetings, quotes and visits are kept as tasks tied to a customer and a due date. When a deal moves to the next stage, the system creates the next task by rules the manager sets. Overdue tasks show in red and urgent ones have their own list.
Runs in: Ivana Agro, KB Agro
Each customer moves through clear stages: contact, meeting, quote, negotiation, contract, invoice, machine. The customer file shows how far they have got and what exists at each stage. Reports show which deals are stuck and what is expected to close.
Runs in: Ivana Agro, KB Agro
A quote is built from the model catalog and prices and goes out to the customer as a PDF. It is attached to the deal, so the "Quote" stage is marked automatically. You do not enter the customer and machine again for the later stages.
Runs in: Ivana Agro, KB Agro
A sold machine that is not in stock is ordered from the manufacturer in the same system. The order has a status and shows which customer and deal it belongs to. The sales rep knows what to tell the customer without calling purchasing.
Runs in: Ivana Agro, KB Agro
Machine brands and models with their specifications and brochures to send to customers. The model for a quote or for the machine registry is picked from here. The catalogue is kept in one place, so every sales rep works from the same data.
Runs in: Ivana Agro, KB Agro
Every machine sold or serviced has its own record: serial number, engine, year, owner. Work orders, warranty cases and replaced parts build up against it. When the customer calls, the machine's history is on one screen.
Runs in: Ivana Agro, KB Agro
Service jobs are planned by technician and by day, and the system does not let two jobs collide in the same slot. Unapproved jobs stand out until the manager approves them. The technician gets the change on their phone.
Runs in: Ivana Agro, KB Agro
A warranty repair is flagged when the job is created, and on the work order each part can be marked as out of warranty. The case goes to the importer and its status is tracked until it is approved or rejected. It is clear what the importer will cover and what the customer pays.
Runs in: Ivana Agro, KB Agro
Manufacturer service bulletins are tracked as their own case type with the importer, tied to the specific machine. The status shows whether it is open, awaiting an answer or resolved. The machine's history shows which bulletins have been carried out.
Runs in: Ivana Agro, KB Agro
A per-technician report for a chosen period: how many jobs they had, how many they completed and how many are still open. The figures match the manager's mobile app because they come from the same source. It shows who is overloaded and who has capacity.
Runs in: Ivana Agro, KB Agro
Customers appear on the map at their farm location, filtered by sales rep and region. Each point opens the customer file or turn-by-turn navigation. Sales reps plan their visits on the map.
Runs in: Ivana Agro, KB Agro
Moving machines and parts is handled as jobs with a vehicle, a driver and a date. Each driver has their own schedule and a handover protocol is printed on delivery. Transport is no longer arranged by phone and does not get lost between departments.
Runs in: Ivana Agro, KB Agro
An internal chat for the whole team inside the system, with history, photos and attachments. New messages reach colleagues as notifications, including on their phones. Work conversations do not scatter across personal apps.
Runs in: Ivana Agro, KB Agro, Easy App, BS Omni ERP
Team meetings, tasks and events sit in one shared calendar. Everyone sees what is coming up today and this week, and meetings do not stay hidden in someone's personal phone.
Runs in: KoreanCare, Ivana Agro, KB Agro
Each user has a role (owner, sales rep, service, technician, driver, accountant) and sees only their own screens and data. An administrator can "log in as" another user to see exactly their screen, then switch back. A new employee gets an account and permissions from one screen.
Runs in: Ivana Agro, KB Agro, Easy App, BS Omni ERP
Two or more companies run in one system, and you switch between them with a single choice. Each has its own couriers, VAT rates, mailboxes and per-channel rules.
Runs in: Ivana Agro, KB Agro, Easy App, BS Omni ERP
The user manual lives inside the system and describes the screens as they are. Every user can read it, with no special permission. New staff learn from it instead of asking colleagues about every button.
Runs in: Ivana Agro, KB Agro, Easy App, BS Omni ERP
The team records what gets in the way or what is missing directly in the system rather than over the phone. Each request has a status, so it is clear what has been accepted, what is in progress and what is done. Development works from one list instead of memories of conversations.
Runs in: Ivana Agro, KB Agro, Easy App, BS Omni ERP
Team courses inside the system, with a test at the end. The correct answers never reach the browser, so the score appears only after submitting. Every attempt is stored with its score and pass or fail.
Runs in: KoreanCare, Ivana Agro, KB Agro
Every afternoon the system compiles a summary per sales rep: meetings, tasks by type, quotes sent and contracts signed. The digest is kept by date, and the manager can open it for any day or regenerate it with a button. It shows who did what without asking each person.
Runs in: Ivana Agro, KB Agro
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