Trading and Distribution · Global Operations
Streamlined global operations across time zones and currencies with ERPNext
Global Trade Links distributes industrial equipment to Oil & Gas, Petro-Chemical, Construction, Power, Mining, Desalination, and Manufacturing customers across North America, Europe, and the GCC. We centralized their scattered documentation and approvals into one multi-currency ERPNext system.
At a glance
The engagement, in brief
The challenge
Where they started
Global Trade Links runs a technically skilled team across multiple countries and time zones, providing round-the-clock service using inventory networks across five continents. Their documentation and approvals hadn't kept pace with that scale.
- Scattered documentation stored across emails and local folders made it difficult to collaborate or track decisions
- No centralized system to assign documents, delegate tasks, or maintain visibility on ownership across countries and time zones
- The absence of multi-level approval workflows made internal processes inconsistent and prone to delays
- Needed a modern, cloud-based ERP that could handle multi-currency transactions and global operations seamlessly
- Odoo's per-module pricing proved confusing and potentially expensive during evaluation
What we built
How we solved it
A fast path to confidence
A fast demo and customized sample outputs — including a tailored Quotation print format — gave Global Trade Links the confidence to move forward with implementation.
One centralized system
Documents, tasks, and approvals became accessible to the entire global team from a single system.
Multi-level approval workflows
Configured to match Global Trade Links' business processes, improving clarity, accountability, and decision-making.
A single source of truth
- Reports draw from one unified data source across all teams, eliminating duplicate data and inconsistencies
- Multi-currency transactions and global operations run seamlessly through ERPNext
Support across time zones
Ongoing post-implementation support and training from UnifyXperts, addressing queries promptly despite the time zone gap between the U.S. and India.
The results
What changed
- Streamlined internal operations, with every team member clear on responsibilities and able to collaborate from anywhere in the world
- Faster customer communication, improving client satisfaction and responsiveness in a time-critical industry
- Faster, more informed management decisions with ERPNext as the single source of truth
- On-time ERPNext go-live, with increased sales-order-to-cash and inventory turnover
- Five years of ongoing implementation and support, with training that left the team confident using ERPNext independently
“We thank UnifyXperts for the wonderful job in helping us develop our ERP program. They have been very professional in implementing and supporting the ERP program in the past 5 years. The combination of business and technical knowledge they have has been the key to their consultants' understanding of our requirements, and getting their technical team to put together the program to our satisfaction. The training provided to our team members has helped in our being able to use the program as intended.”
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