Case study
Bitrix24 setup and automation for a trading company
Full portal setup for a knives and hardware seller: warehouse tracking, sales pipelines, shipments, defect handling and automatic stock recalculation after every operation.
Industry: Wholesale / retail trading
Stack
Bitrix24
Inventory
Business processes
CRM
Pains we solved
- Excel stock levels drifted from real shipments.
- Sales and warehouse lived in separate worlds.
- Defects and returns were handled chaotically.
- Shipping mistakes hurt customer experience.
What we built
- Designed sales pipelines for the assortment and deal cycle.
- Configured warehouse movements inside Bitrix24.
- Automated stock recalculation after each operation.
- Documented shipment and defect-handling processes.
- Made availability visible to managers before promising clients.
Client results
- Accurate inventory and fewer shipment errors.
- One process from request to dispatch.
- Transparent defect handling.
- Fewer manual stock reconciliations.
FAQ
Does this fit other product businesses?
Yes. Catalogs and rules change; the pattern stays: sales + stock + automated balances in CRM.
Do we still need 1C/ERP?
Depends on scale. Many start in Bitrix24 and integrate ERP later.
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