Inventory and stock
Purchasing, sales, transfers, and counts by warehouse and lot, so mis-ships drop and the books can match physical stock.
01 / Method
The system follows the work, not the other way around
Wholesale, factory make-to-order, after-sales dispatch: document fields and approval paths often do not match packaged software. DaXi maps roles, documents, and exception paths first, then turns them into a system people can run: who can change price, who can ship, what happens on a stockout—all configured to your rules.
It can launch on its own, or write order and inventory results back to finance or the ERP you already run, so what you already use stays protected.
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01
Map the work, then pick modules
How you take orders, change price, handle stockouts, and process returns decides fields and the state machine—not buying an inventory pack first.
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02
Permissions live on the document, not in hallway talk
Special discounts and rush shipments go through configurable approval. After the fact, you can see who released them.
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03
Integrate instead of re-keying
Connect finance, carriers, SMS, and the ERP you already run when it is possible, so the floor does not enter the same order twice.
02 / Delivery
What we actually deliver
Each item is something people can use and accept after launch—not a module list in a demo environment.
Work orders and dispatch
Repairs, installs, and shop-floor reporting move by status. Overdue work can be chased, the trail stays, and reviews have something to look at.
Customers and contracts
Customer files, quotes, contracts, and collection milestones sit together, so sales and finance look at the same data.
Permissions and approvals
Price, stock, and approvals controlled by role. Special discounts and rush shipments go through a configurable flow—not a verbal OK.
Reconciliation and settlement
Supplier and customer statements can be exported and checked, so month-end spreadsheet matching takes less time.
Integrations
Connect finance, payments, carriers, SMS, and the ERP you already run, so nobody re-keys the same order.
03 / Process
From brief to launch, as an engineering path
Each stage has a sign-off deliverable, so the project does not idle in field tweaks. See the full path
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01
Clarify the work
List roles, documents, and exceptions. The main path decides phase-one scope.
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02
States and permissions
Who can change price, who can ship, what happens on a stockout—written as configurable rules.
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03
Data and integrations
How old spreadsheets move, and whether finance and carriers connect, is decided before development.
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04
Pilot run
Walk real documents from order to reconciliation—not demo data.
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05
Training and close-out
Name a system admin and an exception owner, so work does not stay in WeChat groups after launch.
04 / Scenarios
Built for this kind of need
Industries differ, documents and exceptions differ. Match the work first, then talk modules and timeline.
Wholesale / Distribution
Wholesale and distribution
Multiple warehouses, layered prices, and messy customer terms need order, shipment, and reconciliation on one line.
How to string inventory togetherFactory / Make-to-order
Factory make-to-order
Orders split into work orders and shop-floor reporting. Sales can see progress; quality exceptions write back to the order.
How an order splits into work ordersInstall / After-sales
Installation and after-sales
Dispatch, parts, and follow-up close on the work order. Techs work on the phone; the back office settles in one place.
How dispatch closes the loopProject / Delivery
Project delivery
Contracts split into milestones and acceptance. Progress, changes, and invoicing line up, so projects do not get fuzzier as they grow.
How to manage milestones05 / Guides
Business systems guides
Why you need a business system, what it changes, common questions, and the difference with vs. without one—each piece can be forwarded on its own, with links between them.
Why you need it 6
- Why you cannot run operations on spreadsheets and WeChat alone
- Excel inventory collapses once volume grows
- When SaaS does not match how the floor actually works
- The risk of taking orders and shipping in WeChat groups
- What the system does in reconciliation, audits, and customer document checks
- Why growth requires an operations system of your own
What you gain 6
- The efficiency a business system can make visible
- How a system makes inventory match the books
- From order to cash: how a system cuts one more fight
- After work orders close the loop, what changes in after-sales and quality
- Sales and finance looking at the same customers and contracts
- Why operations do not fall apart when people leave
FAQ 8
- What a custom business system costs, and how long it takes
- How packaged software actually differs from a custom system
- Should a mid-size company buy ERP first, or start with custom modules
- If nobody uses it after launch, was it worth building
- How to move old data and spreadsheets into a new system
- Do you have to connect finance and the ERP you already run
- The system is live and the floor is still messy: how to diagnose it
- Should you extend the old system or rebuild it
Comparisons & scenarios 10
- How the work path differs with a business system and without one
- Spreadsheets vs. a system: which one can hold the rules
- What happens if you only go live with finance and skip inventory
- A packaged ERP nobody uses is almost as bad as having none
- Using the system as an electronic ledger vs. as the way work actually runs
- How wholesalers should string purchase, sales, and inventory together
- Factory make-to-order: how an order splits into work orders
- Installation and after-sales: how dispatch should close the loop
- Project delivery: how to manage contract milestones
- From brief to launch: how we build a business system
Before you start
The system is only right if we know how you work today
Bring current spreadsheets, the process in your WeChat groups, or screenshots of the old system. We will recommend a staged launch.
- 01Main path: inventory, work orders, projects, or after-sales
- 02Who changes price, who ships, what happens on a stockout
- 03Whether existing finance / ERP / carriers should connect
- 04Which documents must go live in phase one
Inquiry
Contact Us
Start with industry, how work runs today, and the document that hurts most. That reaches a plan faster than “we want a system.”
Email
service@wehoope.com
Phone
+86 139-2520-6166
Address
W903, Shenzhen-Hong Kong Industry-University-Research Base, No. 201 Gaoxin South 7th Road, High-tech Zone Community, Yuehai Subdistrict, Nanshan District, Shenzhen