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 on top of 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.
Learn about our AI / IT Audit →Scope implemented on Anvik ERP
- Accounting & India Compliance (GST, TDS, e-Invoicing)
- Buying, Supplier RFQ, PO, GRN & 3-way match
- Sales, Pick List, Delivery Note, Invoice & Credit/Debit Notes
- Manufacturing with recipe, batch, MFD & expiry tracking
- Import-Export documentation (BL, BOE, LC, landed cost)
- Transporter RFQ module with FTL/PTL and vehicle capacity logic
- Channel Partner / Distributor Portal
- Field Sales mobile app with GPS, journey plans & leaderboards
- HRMS, Payroll, Attendance & Appraisals
- Delivery Trip expense claims
- AI MIS Chatbot — natural language queries on any ERP report
- Supplier self-service portal with RFQ, GRN & ARN workflows
A sample of the production changes shipped for Mohan Impex
Drawn directly from our change log. The full log spans hundreds of granular customisations across Sales, Purchase, RFQ, Warehouse, Delivery, Labour, Finance, HR and Reporting.
Transporter RFQ & Logistics
- Forwarding Type (Sale) & Carrying Type (Purchase): FTL / PTL selection on Delivery Note & ASN
- Vehicle Type: Cash / Hired / Own with trip creation flow
- Vehicle capacity dropdown: 5 / 7 / 10 / 16 / 18 / 25 / 30 / 35 / 40 MT + custom
- L1/L2 transporter sort by quoted price
- Auto-fetch driver, vehicle, LR number from RFQ to Delivery Note & Invoice
- Multi-location loading & unloading in a single RFQ
- Transporter notifications: freight confirmation, dispatch, POD, payment status
- Predefined RFQ payment terms (80/20, 50/50, 25/75, 100% after POD)
- Transporter self-service portal to fill driver & vehicle details
Sales Order & Delivery Flow
- Party-wise delivery terms: TO PAY, DOOR, SELF LIFTING, FOR Door, FOR Ex-Transport
- Customer-category auto-mapping (Key Account / TT) for terms & invoice
- Advance payment terms enabled & tracked against SO and invoice
- Real-time stock visibility (batch / MFD / EXPD) at Pick List stage
- Hold & Pre-Close workflows with mandatory reason dropdowns & remarks
- Multi-company address selection per branch (Dankuni, KPS, etc.)
- Pending Sales Order Analysis with days-elapsed and ageing
- Location-aware company address auto-fill on invoices
- Loading start-time / end-time capture for efficiency reporting
Purchase, GRN & Shelf Life
- Shelf-life based GRN approval: ≥75% auto-accept, <25% requires Purchase team approval
- Torn/damaged stock GRN approval workflow with per-batch remarks
- 3-way match: PO → GRN → Invoice
- Supplier RFQ → PO series management, standardised across all branches
- Supplier GST & MI GST auto-populated in Bill To / Ship To of PO PDF
- “Update Rate as per Last Purchase” automation linked to PO
- 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 HSN, GST % and GST amount
- Tax Invoice, Proforma Invoice, Stock Entry, Export Invoice & Export Packing Slip formats
- Sales Partner (broker) name auto-printed on invoice
- Separate series for Sales Invoice, Debit Note & Credit Note
- E-way Bill generation for Sales, Branch Transfer and Inter-warehouse movements
- Policy number & validity view option on invoice print copy
- Form E with item-wise price including GST
Labour & Transporter Settlements
- Labour invoice calculator with date-range filter, qty-in-kg and totals
- Transporter invoice entry with advance-adjustment remarks
- Less-labour-charges auto-calculation against rejected GRN quantity
- Delivery Trip expense claims integrated with HR expense claims
Reporting, MIS & AI
- Custom Sales Order Analysis (MISL): total / billed / to-be-billed / closed / pre-closed
- Pending items report with days elapsed, % delivered, grand total
- Pie-chart dashboards per sales order lifecycle status
- Customer potential mapping
- 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.”
— Leadership Team, Mohan Impex (est. 1994)
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