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Also serving Kasargod
Many Kasaragod owners run a cashew unit, a shop and a venture in the Gulf at the same time. Dashboards let them see each one without being in the building.
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Ownership in Kasaragod is often stretched thin. One family may hold a processing unit near Kumbla, a showroom in Kanhangad, some rental property and a trading company in Dubai. The owner cannot be everywhere, so he manages by telephone: a call to the accountant for the bank balance, another to the godown for stock, a third to the manager for yesterday's sales. The answers are approximate and always a little late.
Business intelligence and dashboards replace those calls with a screen. Working from ERPNext data, and from other sources where needed, we build dashboards and scheduled reports showing sales, margins, stock, receivables, production yield and cash, by unit and in total. They open on a phone, refresh on their own, and can be drilled into down to the invoice. The numbers are the books themselves, not a separate spreadsheet somebody prepared.
When monthly accounts are ready three weeks into the next month, they record history and guide nothing. A live dashboard shows this week's purchases, sales and collections against last week's and last year's, so a slide in margin or a jump in outstanding is seen while it can still be corrected.
Ask three people for stock value and get three answers, each from a different register. When every report is drawn from one transaction database, there is one figure. Arguments about whose number is right come to an end, and conversation turns to what should be done about it.
In a lean office, preparing an MIS statement means taking the accountant away from accounting. Scheduled reports are generated and emailed automatically each morning or each Monday, to the owner, the partners and the bank if required, without anyone compiling anything.
Cashew processing
Yield by lot and supplier, kernel output by grade against orders, stage-wise processing loss, labour cost per kilogram, stock value at current market rates, and buyer-wise receivables on one screen the owner checks each morning.
Retail and trading
Branch-wise sales and margin, fast and slow movers, stock ageing, salesman performance, daily cash and bank position, and festival-season comparisons across years for shops in Kasaragod town, Kanhangad and Nileshwaram.
Marine fisheries and seafood
Daily purchase quantity and average rate by species from the coastal fishing harbours, realisation per consignment, cold storage holding by age, export receivables by buyer and currency, and processing yield trends across the season.
Dashboards are built remotely from Kochi in short cycles. We begin by asking which five numbers you check, or wish you could check, every day, and build those first. You use them for a fortnight, tell us what is missing or misleading, and we refine. For Kasaragod owners who divide their time between Kerala and the Gulf, review calls are fixed around their travel, and everything is designed for a phone screen first.
Case studies
Indus Motor Company Private Limited
Indus Motor — ERPNext Cut Stock-Outs 40% Across Showrooms
Kerala State Road Transport Corporation (KSRTC)
KSRTC — ERPNext Courier System Delivered ₹1 Crore in Profit
DSV Global Transport and Logistics
DSV — ERPNext Asset Tagging Cut Untraceable Assets 21%
It is the simplest route, because the data is already structured and current. Dashboards can also draw from other databases, exports and spreadsheets, though their quality then depends on how disciplined those sources are. If the underlying records are weak, we say so at the start.
Yes, if data from both can be reached. Where both run on ERPNext as separate companies, consolidation is direct, with currency conversion. Where the overseas entity uses other software, we bring in its data through scheduled imports and present a combined view with each entity still visible separately.
Access is by role. The owner sees everything, a branch manager sees his own branch, and a partner may see financial summaries without operational detail. Dashboards follow the same permission rules as the underlying ERP records, so nothing sensitive leaks out through a report.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011