Case study / Retail / Worked example

One Live Stock View for a Six-Branch Retailer.

A family-run garment retailer with six branches around Chennai keeps a separate Tally company at each store. Stock is counted by hand every week and combined in Excel. By the time the sheet reaches the owner, it is already a few days old. This is how we would give that business one live stock position without replacing Tally.

Business
Garment retailer, six branches
Runs on
Tally at each branch, Excel, WhatsApp
We add
Live stock view, alerts, purchase list
Kept as is
Tally, billing counters, staff routines
Stock dashboard showing item counts, stock cover and low-stock alerts for six retail branches in Chennai
The owner's stock screen: every branch in one view, with today's reorder, transfer and dead-stock alerts. Illustrative screen with sample data.

About this case study. This is a worked example, built from the kind of operation we work in. The business described is a composite and is not a named client, the screens show sample data, and we quote no result figures we cannot source. The commitments at the foot of the page are the ones that hold on every engagement.

01 / The situation

Where the Business Is Today

Each branch bills in its own Tally company. To know what is in stock across the business, the owner waits for six store managers to send a count, and someone in the back office pastes the six sheets into one.

Three things go wrong every week. A fast-moving item runs out at one branch while another branch has it sitting on the shelf. Buying is done from memory and from whichever manager calls loudest. Stock that has not moved in months stays invisible until the annual count.

None of this needs a new ERP. The sales and purchase entries that answer every one of these questions are already being typed into Tally every day.

02 / The build

What We Build

The exact scope is fixed after two to four days on site. For an operation like this one, it usually comes down to these parts.

01

Branch sync

A small sync service at each branch reads sales, purchase and stock entries from Tally and sends them to one central database. Billing staff change nothing in how they work.

02

One stock screen

A single view of every item at every branch, searchable by item, category and supplier, on the owner's laptop and phone.

03

Reorder and transfer alerts

When an item falls below its reorder level, the system first checks whether another branch can spare it, and suggests a transfer before a purchase.

04

Dead-stock list

Items that have not sold in a set number of days are listed by branch and value, ready for a markdown or a return to the supplier.

05

Daily summary

A short message every morning with yesterday's sales by branch, the low-stock list and the transfers to approve.

06

Demand forecast, as a second step

Once a few months of clean history is in one place, branch and category forecasts can drive the purchase list, including festival seasons.

How it fits together

  1. 01Tally at each branch
  2. 02Sync service
  3. 03Central database, on your server or in the cloud
  4. 04Stock screen, alerts and daily summary
03 / The change

What Changes Day to Day

 TodayWith the system
Stock positionCounted weekly, combined in ExcelLive for every branch, from Tally entries
Running out of an itemFound when a customer asks for itFlagged when it crosses the reorder level
Stock lying at another branchFound by phoning aroundTransfer suggested by the system
Slow-moving stockSeen at the annual countListed every week by value
Purchase listFrom memory and phone callsFrom sales and stock data, reviewed by the owner
04 / The project

How the Project Runs

The same stages on every engagement. The full walk-through is on the How We Work page, and the wider service is described under AI and software for retail chains.

What we commit to on every engagement
Discovery call30 min, free
Days on your floor before a proposal2–4
Scope, timeline and priceFixed
First working demo on your dataWeek 1
Typical time to productionWeeks 6–12
Existing systems replacedZero
05 / FAQ

Questions Owners Ask

Do we have to stop using Tally or change how we bill?

No. Tally stays at every branch and billing staff keep working the way they do today. The sync service reads the entries they already make.

What if a branch loses its internet connection?

The branch keeps billing in Tally as usual. The sync service holds the entries and sends them when the connection returns, and the stock screen shows when each branch was last updated.

Can this start with two or three branches?

Yes. A first scope can cover a few branches and one alert type, and the rest are added once the owner trusts the numbers.

06 / More

More Case Studies

Does This Sound Like Your Business?

Tell us what your week looks like. Thirty minutes on a call is usually enough to tell whether there is something worth building together. The call is free, and we respond within one business day.