Trimex Medical, a wholesale medical, dental, and hospital supplies distributor, was facing challenges due to its large volume of operations. The company was at a crossroads, needing an effective inventory management system to sustain their competitive position and increase output. The medical supplies industry required allocation of inventory dispersed into many non-traditional stock locales, including consigned inventory, leased inventory, and inventory sold with RMA tracking detail. Additionally, much of the product maintains lot and serial tracking codes. Product liability was detrimental to the success of the company. Knowing exactly what they have and where they have it was fundamental to Trimex’s business model. They needed a solution that was priced at a fraction of an in-house-built solution cost and that wouldn't require them to abandon the familiar QuickBooks accounting software.

In 2009, Wholesale Boutique decided to move the bulk of their business online, launching their website www.wholesaleboutique.com. This decision introduced a new layer of complexity to their operations, as they could no longer handle the increased order volume using QuickBooks as their only application. During their peak season, they spent up to two hours just getting the orders out of QuickBooks Enterprise to process them. Their Shipping Department was nearly unmanageable because of the fact that QuickBooks had limited integration with UPS. They had to manually enter drop ship orders and other shipping information. The company needed to drastically change the way they processed orders if they wanted to keep up with all of their new business. They set out to find an order management system that would integrate with both QuickBooks Enterprise and the company’s eCommerce platform.

FilterFiller.com, an online air filter supply business, was facing challenges in tracking more than 200 SKUs and managing all the purchasing, picking, packing, and shipping required by the company. They needed an easy-to-use inventory system that could integrate with QuickBooks. Additionally, as a new company, they needed help in the design and layout of their new website. The company was also looking for a solution that could handle their light manufacturing needs and integrate with Magento.

The Mending Shed, an online store selling a wide variety of replacement parts, was struggling with its inventory management system. The company was constantly dealing with overages and shortages on inventory, leading to customer dissatisfaction when orders had to be put on back order. The lack of inventory tracking also resulted in misplaced items, leading to a significant amount of unrecoverable inventory. The company was spending more than six hours per day to create purchase orders for all of their vendors. The process of picking each order individually was time-consuming and inefficient, taking two hours per every 100 orders picked. Employees had to memorize where each item was stored in the warehouse, leading to long training periods before they became proficient in picking and processing orders.

Reptile Industries, a large reptile breeder in Naples, Florida, was facing significant challenges in managing its inventory and shipping processes. The company did not have an automated system to keep everything labeled and organized. They used to manually import orders into QuickBooks and hand-write labels for each item on the invoice. This process was not only time-consuming but also prone to errors. As the number of orders increased, the company found it increasingly difficult to manage their shipping and inventory processes efficiently.

Endodontic & Periodontic Associates, a large multi-specialty dental practice, was facing challenges in tracking and managing their inventory. They were not tracking their inventory on a usage basis, either by patient or by office. This lack of information made it difficult for doctors to know if they were being efficient with their supplies and what they should do to increase their efficiency. The office staff would visually check their inventory levels at the end of each month and then order however much they needed to bring inventory back up to the desired levels. But the actual levels were frequently guessed at, which often resulted in higher-than-necessary inventory or even stockouts at each office. Sometimes they would even run out of items required to perform procedures efficiently. Those procedures would have to be postponed and the missing materials had to be rush-ordered at great expense. But the amount of that added expense was difficult to determine without accurate inventory tracking information.

Following Hurricane Katrina, the Mississippi State Department of Health (MSDH) discovered that its emergency warehouse needed drastic improvements due to new federal mandates and the limitations with its current inventory management system. They found that they were greatly lacking in their ability to efficiently respond to public health and healthcare facilities’ needs, and to appropriately manage inventory to prevent asset loss. During disasters, the greatest challenge MSDH faces is the ability to rapidly and safely provide antibiotics, antivirals, chemical antidotes, antitoxins, life support pharmaceuticals, vaccines, intravenous administration supplies, airway maintenance supplies, masks and medical/surgical items to communities in Mississippi.

The IT Network Division of Santa Barbara County, California, was tasked with monitoring all IT asset warranties while keeping track of all purchased and consumed assets across 250 locations. The existing asset tracking system, a customized Access database, was incomplete and difficult to use. It only performed basic tracking and organizing, and lacked the ability to generate different views or lists unless customized by a programmer. The division needed a user-friendly, customizable solution that could efficiently track assets, manage warranties, and generate estimates for new assets.

Tunaskin Aquatic Apparel, a company that designs clothing for aquatic sports, was in need of a powerful inventory management solution that could keep up with their comprehensive operations. The company manufactures, wholesales, and also operates brick-and-mortar stores and an online platform. They were looking for a system that could grow with them and help manage all these aspects of their business. They wanted to have a system in place that could help them track their finished goods and know the right times to restock.

Mary’s Medicinals, a leading manufacturer and wholesaler of cannabis-based nutraceutical products, was facing challenges with their inventory management. They had to manually count inventory each week, which was causing problems when it came to accurately forecasting material and production needs. The company needed a tool that could automate this process and provide accurate forecasts. Additionally, they needed to track the potency of the cannabis oil they used in their products, not just its volume.

Prince Michel Vineyard & Winery, one of Virginia’s oldest and largest wine producers, was facing significant challenges with its existing systems. The company was using QuickBooks, which was inadequate for their needs, particularly in managing multiple warehouses and bill of materials. The company was also facing procedural problems, such as all manufacturing inventories being expensed upon purchase, then looped back to cost of manufacture at a later date. This practice, along with other workarounds and estimates, resulted in meaningful financial statements but only months after the year was over. The company was also struggling with inventory accuracy, stockouts, and the inability to produce timely, accurate cost-to-manufacture information in-house.

SanaCare, an international distributor of medical products, was facing challenges in managing its inventory and meeting FDA requirements for traceability of medical goods. The company had grown significantly since its inception in 1995, and the existing manual processes for inventory management were no longer sufficient. The company needed a solution that could automate the process of capturing product information, including lot number and serial number, and inputting it onto the patient's record. This was crucial to comply with FDA regulations and maintain good customer relations.

Boxes R Us faced significant challenges due to outdated practices and manual processes, which led to a lack of visibility and warehouse overflow. The company, which provides gift and promotional packaging solutions for small businesses, often found itself holding a large variety of stock in significant quantities. This situation was exacerbated by the manual recording of stocktakes on a whiteboard, a practice inherited from the previous owner. The manual management of stock levels posed risks such as holding too much stock, not maximizing cash flow, and inefficient business operations. The absence of a robust inventory management system was a critical issue, leading to potential financial losses and operational setbacks.

The business, originally named Buderim Bucket Company, started small back in 2018, but as they grew more successfully with social media, the company grew rapidly and it became obvious that the business needed a better way to take control of stock and their ordering process.

COYO faced significant challenges in managing their inventory efficiently, especially during the COVID-19 pandemic, which brought erratic shifts in demand and supply. The company was heavily reliant on spreadsheets, which often led to stock outages or excessive stock levels, impacting their ability to meet customer demands effectively. Additionally, traceability for compliance was a critical factor that needed addressing. The lack of a robust inventory management solution resulted in inefficient workflows, making it difficult for COYO to maintain the high standards of customer service and innovation they are known for. The need for a centralized system that could provide full visibility and traceability was paramount to overcoming these challenges and ensuring compliance with industry standards.