Mohan Impex — from Tally, Excel & WhatsApp to AI-Native ERP
Established in 1994, Mohan Impex is one of India's prominent distribution houses for food ingredients, chemicals and commodities. At its 30th anniversary, the company partnered with EduBild to modernise its entire operations — from warehouse to field sales — on Anvik ERP.
A 30-year-old distribution leader running on fragmented tools
Tally — not integrated with operations. Redundant data entry & inconsistencies.
Managed in Excel sheets. Manual, time-consuming, error-prone.
WhatsApp. Unstructured, hard to track decisions or audit.
No dedicated system — orders, customers and visits tracked on paper/spreadsheets.
Fragmented tracking across head office, factory, warehouses and NPD lab.
Largely manual, no real-time visibility, no proactive decision-making.
Virtually non-existent — inventory updates, order processing, notifications all manual.
Start with an AI / IT audit — then build one unified platform
Our engagement began with a comprehensive AI / IT Audit across Mohan Impex's head office, factory, warehouses and NPD lab — covering every business process, system, data flow and bottleneck.
The audit concluded that a custom ERP built on an open-source framework (ERPNext/Frappe) was the most cost-effective and flexible path — versus BatchMaster, BeatRoute and similar licensed products.
The audit report became the blueprint for a phased Anvik ERP rollout — with a clear cost model, ROI, and implementation plan signed off by leadership.
Modules implemented on Anvik ERP
- Accounting & India Compliance (GST, TDS, e-Invoicing, E-way Bill)
- Buying, Supplier RFQ, PO, GRN & 3-way Match Automation
- Sales, Pick List, Delivery Note, Invoice & Credit/Debit Notes
- Manufacturing with Recipe, Batch, MFD & Expiry Tracking
- Quality Management: Dual-stage QC + Application Testing (NPD)
- Import-Export Documentation (BL, BOE, LC, Landed Cost)
- Transporter RFQ Module with FTL/PTL & Vehicle Capacity Logic
- Channel Partner / Distributor Portal
- Field Sales Force Tracking App (Android/iOS) — Primary & Secondary Sales
- HRMS, Payroll, Biometric Attendance & Geo-fenced Check-in
- AI MIS Chatbot — Natural Language Queries on Any ERP Report
- Supplier Self-Service Portal with RFQ, GRN & ARN Workflows
Field Sales Force Tracking App
We designed and built a complete mobile application (Android & iOS) for Mohan Impex's field sales teams — enabling real-time tracking, customer visit management, and on-the-go order creation.
Customer Visit Management
- New & existing customer registration
- Primary & secondary visit types
- GPS-based check-in with live location
- Purpose-of-visit tracking (Payment Follow-up, Order Booking, etc.)
- Customer segment & product mapping
Sales Order Creation
- Primary & secondary sales order flows
- Brand-wise real-time stock availability
- Dynamic pricing with FOC scheme mapping
- Bill-to & ship-to address selection
- Delivery date picker with calendar
Planning & Analytics
- Journey plans with city-wise customer mapping
- KPI dashboard: order values, visit & trial counts
- Historical item rate viewing by date
- Sample requisition with partial fulfillment logic
- Blanket order (Sauda) management
Production changes shipped for Mohan Impex
Across sales, purchase, manufacturing, logistics, HRMS, compliance and AI reporting — the full change log spans hundreds of granular customisations.
Transporter RFQ & Logistics
- FTL / PTL selection with vehicle capacity logic on Delivery Note & ASN
- Cash / Hired / Own vehicle type with automated trip creation
- L1/L2 transporter sorting by quoted price
- Auto-fetch driver, vehicle, LR number from RFQ to invoices
- Multi-location loading & unloading in a single RFQ
- Transporter self-service portal for driver & vehicle details
- Predefined payment terms (80/20, 50/50, 25/75, 100% after POD)
Sales Order & Delivery Flow
- Party-wise delivery terms (TO PAY, DOOR, SELF LIFTING, FOR Door)
- Customer-category auto-mapping for terms & invoice formatting
- Advance payment tracking against SO and invoice
- Real-time stock visibility (batch / MFD / EXPD) at Pick List stage
- Hold & Pre-Close workflows with mandatory reason dropdowns
- Pending Sales Order Analysis with ageing and % delivered
- Loading start-time / end-time capture for efficiency reporting
Purchase, GRN & Shelf Life
- Shelf-life based GRN approval: ≥75% auto-accept, <25% requires approval
- Torn/damaged stock GRN workflow with per-batch remarks
- 3-way match: PO → GRN → Invoice automation
- Supplier RFQ → PO series management across all branches
- UOM, HSN, GST summary on every PO print
Invoicing, Credit & Compliance
- Customer credit limit & outstanding approval system with ageing (30/60/90/120)
- HSN-wise GST summary with item-level breakdowns
- Tax Invoice, Proforma Invoice, Export Invoice & Packing Slip formats
- E-way Bill generation for sales, branch transfers & inter-warehouse moves
- Sales partner (broker) commission tracking on invoices
HRMS & Workforce Management
- Biometric integration with geo-fencing for attendance
- Multi-tier leave approval (Employee → Manager → HR)
- Shift scheduling with 15-min grace period for late arrivals
- Payroll processing with configurable salary structures
- Labour invoice calculator with date-range filters and qty-in-kg totals
Field Sales App (Android/iOS)
- Complete field sales force tracking app with GPS & visit logging
- New customer registration with Primary/Secondary visit types
- Customer visit entry with segment-wise product ordering
- Sales order creation with brand-wise stock availability
- Journey planning with city-wise customer mapping
- KPI dashboard: order values, trial counts, visit counts
- Sample requisition with partial fulfillment and stock reserve logic
Reporting, MIS & AI
- Custom Sales Order Analysis: total / billed / to-be-billed / closed
- Pending items report with days elapsed and % delivered
- Pie-chart dashboards per sales order lifecycle status
- Customer potential mapping by product and region
- AI MIS Chatbot — query any ERP report in natural language
- Predictive demand forecasting & anomaly alerts on transactions
One AI-native platform. Zero vendor lock-in.
“EduBild started with a clear AI/IT audit that showed exactly where we'd get ROI. Today our entire import-export, manufacturing and field sales runs on one AI-native ERP we fully own.”
Avni KhandelwalManaging Director, Mohan Impex (est. 1994)
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