📌 Project Case Study: Sales Operations Admin Portal

Overview

A full-stack internal business management system built for the Hygiene & Catering division of a wholesale distribution company.

The platform replaces every paper-based workflow the sales team relied on — call sheets, standing orders, consignment stock logs, and correction forms — with a modern, automated digital system.

The result: faster operations, cleaner data, and complete visibility across sales, customer activity, and stock movements.

🧩 Background: The Problem

Before this system existed, the sales team relied on manual processes:

• Weekly call sheets were printed spreadsheets updated with pen and reprinted every month.
• Standing orders were tracked informally using sticky notes and personal notebooks — no shared visibility.
• Consignment stock at customer sites was logged using paper sheets stored in folders.
• Returns & invoice corrections required handwritten forms passed between departments.
• Nothing was centralised.
• Nothing had an audit trail.
• Information was lost weekly.

These inefficiencies were costing the team hours of admin time and creating delays, errors, and miscommunication.

🚀 The Solution

I designed and developed a full-stack web application that consolidates all sales administration workflows into one secure, searchable, user-friendly hub.

⚙️ Core Features

1. Customer Management (CRM)

• Multi-location customer profiles
• Searchable directory
• Contact history & visit notes
• Customer-specific stock tracking & documents

2. Call Sheet System

• Digital weekly call planner
• Track outcomes: ordered, declined, no answer
• Persistent communication timeline
• One-click notes
• Eliminates printed spreadsheets completely

3. Automated Standing Orders

• Flexible recurring schedules (weekly, fortnightly, monthly)
• Delivery day configuration
• Pause/resume
• Fulfilment team prep logs
• Shared visibility for office + sales teams

4. Consignment Stock Tracking

• Digital transaction logging
• Low-stock alerts
• Full audit history
• Replaces handwritten sheets stored in filing cabinets

5. Digital Forms

• Returns authorisation
• Invoice correction forms
• Customer-facing branded documents
• Auto-generated PDFs for printing
• Instant internal routing

6. Admin Dashboard & Analytics

• Role-based access
• Staff activity reporting
• Call outcome analysis
• Standing order forecasting
• Date-filtered metrics & charts