Case Study: Home & Lifestyle Wholesaler
We met with the Head of Supply Chain, at an international Home & Lifestyle Wholesaler (who asked to remain anonymous) to explore how Velixo modernized their supply chain data entry and reporting processes.
Customer summary
- Location: Australia
- Industry: Home & Lifestyle Wholesaler
- ERP System: MYOB Acumatica
- # of users: 10 users for a team of 30
- Customer since: 2022
“My biggest challenge before Velixo was having to manually input 500-1000 orders into MYOB Acumatica every day. It was basically impossible! Velixo helps automating the input and the beauty of Velixo is that it’s based in Excel.”
About The Business
This international Home & Lifestyle Wholesaler has grown from a traditional importer and wholesaler into a specialist product developer, brand builder and supply partner. During this time, the partnerships created with some of Australia’s largest retailers have translated into a reputation synonymous with trust and respect.
They provide specialist sourcing capabilities across multiple retail categories, an in-house design studio, and a supply chain capable of providing FOB, local supply, as well as Drop Shipping. They are an omni channel partner who builds proprietary brands, customer exclusive brands, and private label brands.
Key Challenges
- Inefficient data entry – After the organization’s migration from SYSPRO Harmony to MYOB Acumatica ERP, they did not have an efficient method to input orders and inventory information into MYOB from 20+ e-commerce stores. The Head of Supply Chain had to manually input 500-1000 orders in MYOB every day to maintain fulfillment requirements. According to them, it was “basically impossible!” to fit this manual task in their daily job.
- Inflexible reports – They could not produce reports for different scenarios such as Current and Last Landed Cost reports on MYOB. Since the organization’s Managing Director requires analyzing both reports, they had to manually copy and paste multiple spreadsheets to produce the reports needed.
Note: Landed Cost includes the original purchase price of a product, plus shipping fees, as well as many other fees such as: customs, duties, taxes, tariffs, insurance, handling, currency conversion and payment fees.
Enter Velixo
With support from their local partner Services partner, this Home & Lifestyle Wholesaler introduced Velixo to solve their data entry and reporting requirements.
“Velixo can achieve anything you want, because it’s based in Excel and integrates bidirectionally with MYOB. It is perfectly designed for all operational tasks!”
The Velixo Difference
Data Entry Automation
The Home & Lifestyle Wholesaler was able to successfully automate their order input processes thanks to Velixo’s integration with MYOB Acumatica Import scenarios. Moreover, this ensures their ERP and reports are always in sync with access to live data.
Automated Workflows
From sales order data entry to tracking purchase orders, and ensuring the data is always in synch in MYOB and Velixo reports, Velixo has allowed their organization to become enormously more efficient.
Their Head of Supply Chain no longer manually inputs orders into MYOB, he uses Universal Writeback to import all those Order and Inventory transactions originating from ecommerce systems and including of the various Landed Cost fees.
Excel Flexibility
Velixo empowered their team to work within Excel. This means that they can now create any report, analysis, or workflow possible. There are endless possibilities for Velixo reporting!
Self-Service
Reports that previously needed to be built by MYOB Developers can now be developed by users with basic Excel knowledge. This enabled their team to own their work and be a lot more agile.
Zero Learning Curve
As a power user, it took almost no time for their Head of Supply Chain to get started with Velixo. If you know Excel, then you already know Velixo and just need to get acquainted with powerful functions such as Universal Writeback.
Velixo functions extend and complement the native Excel functions. No need for additional coding knowledge.
“Our business is highly dependent on tracking purchase orders (PO), we read the order confirmation first then 4 weeks later, we receive the PO. With Velixo, we don’t have to manually update the new PO information in multiple places. We put it onto excel and it automatically updates MYOB and other reports!”
Favorite features
It is no wonder that with the incredible time savings that their Head of Supply Chain achieved by automating data entry that their favourite feature is how the Universal Writeback function integrates with Import scenarios to import any data into MYOB Acumatica.
They also praised the Refresh option which brings MYOB Acumatica data to Excel in real-time, which combined with live data input feels like a natural extension of the ERP in Excel!