Field guide

How a Houston Wholesale Distributor Cut End-of-Day Reconciliation from 90 Minutes to 8 Minutes

Houston Wholesale Distributor · Wholesale Distribution

Key facts
Wholesale Distribution Focus
Retail & Stock Control Stack
2 min Reading time

The full picture

Business: Wholesale distribution company, Houston, Texas, United States. 2 warehouse locations, 28 employees, distributing to regional retailers and food service operators. High transaction volume with multiple daily delivery runs. The problem: The warehouse manager was closing out the day by manually reconciling invoices generated during delivery runs against inventory records maintained in a spreadsheet. The process involved pulling invoices from the delivery drivers, updating the stock spreadsheet, checking for discrepancies and reconciling cash and account transactions. Average time: 90 minutes per day across both warehouses. Discrepancies appeared on average 3 times per week, each requiring 15 to 30 minutes to trace and resolve. The manager estimated the total daily admin burden on inventory reconciliation at 8 hours per week. The solution: Certiva Retail and Stock Control deployed at both warehouse locations. Delivery drivers process invoices via the mobile app at point of sale. Inventory updates in real time as transactions close. The warehouse manager reviews the end-of-day summary report on their dashboard rather than assembling it manually. Discrepancies are flagged automatically with the transaction detail already attached, so tracing takes minutes rather than the previous hours. The results: Daily reconciliation time dropped from 90 minutes to 8 minutes across both warehouses, a 91 percent reduction. Weekly discrepancies dropped from an average of 3 to fewer than 0.5, and those that do occur are resolved in under 5 minutes because the transaction detail is already in the system. The manager recovered approximately 7 hours per week previously spent on reconciliation. The operations director cites the accuracy of the stock record as the secondary value: purchasing decisions are now based on current inventory rather than the previous day's manually updated spreadsheet, which has reduced both overstock and stockout incidents at both locations. Key takeaway: End-of-day reconciliation time is a direct measure of how much manual data assembly your inventory system requires. live connected tracking eliminates the assembly step and with it, most of the reconciliation time. Book a demo to see how Certiva's transaction-to-inventory connection works for a distribution operation like yours. Related reading: The real cost of running operations on spreadsheets calculates the full cost of manual data maintenance. Certiva vs. Square and Lightspeed covers the most common POS alternatives for wholesale and retail operations.

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