Case Study · Metals Trading
Kashvi Metals — Business Operations on IntelliOps
Kashvi Metals runs its entire billing and operations cycle — sales, purchasing, payments, and returns — on IntelliOps, our Microsoft Power Platform–based operations system. One connected platform replaced a patchwork of spreadsheets and manual GST calculations.
Business Challenges
Scattered Tracking Across Excel, Google Sheets & legacy software
Sales, purchases, payments, and inventory were tracked across multiple Excel files, Google Sheets, and legacy software, with no single source of truth.
No net position visibility
Many business relationships run both ways — the same party could be a customer on one deal and a vendor on another, with no easy way to see the net position.
A Full Day Lost to Reconciliation
Matching invoices, payments, and outstanding balances across customer and vendor ledgers was slow and manual.
Inventory Scattered Across Spreadsheets
Stock records were manually maintained across Excel files and Google Sheets, making inventory difficult to track and keep accurate.
One connected system for the full commercial cycle
IntelliOps brings sales, purchasing, payments, returns, and GST compliance into a single Microsoft Power Platform + Azure Cloud Ecosystem. Every account — whether a customer, a vendor — shows one always-current balance, and every invoice, order, and return calculates its own totals and tax automatically.
Included Modules
Sales & Purchasing
Sales invoicing, proforma invoices, purchase orders, and purchase invoices all live in one place, so nothing has to be tracked separately or re-entered between tools.
Payments & Returns
Payments received and made are matched directly against invoices, while customer and vendor returns automatically adjust the right party's balance — even when the same business is both a customer and a vendor.
Customer & Vendor Returns
Manage customer and vendor returns with complete traceability to the original transaction, automatically updating inventory, balances, and return records in one connected workflow.
Contract Pricing
Set customer-specific and vendor-specific pricing agreements with defined validity periods, so the right contracted price is applied automatically to every transaction.
Inventory Management
Track stock movement, availability, and inventory value across business units and warehouses in real time, with every purchase, sale, and return updating inventory automatically.
Document Management
Store and manage invoices, purchase orders, supporting documents, and business records against the right transaction, customer, or vendor — all in one organised place.
Automatic Calculations
Every invoice, order, and return calculates its own subtotal, discount, GST split, and final rounded total automatically — no manual maths and nothing to double-check by hand.
Reporting & Compliance
Professional invoices and purchase orders are generated automatically as ready-to-send PDFs, while ledgers and monthly GST return data are prepared automatically instead of being compiled by hand.
Technologies Used
Business Results
Real-time balance per customer or vendor
Untracked inventory leakages
Business units managed in one place
Invoices, ledgers & GST-ready reports
Business modules on one connected platform