Digital Receipts & ERP Integration Automation
Manual receipt books were being used for issuing payment receipts, recording cheque collections, and transferring financial data to Oracle.
This manual process caused frequent delays, risk of lost receipts, and high dependency on the sales team.
The goal of the project was to digitalize the entire receipt collection process, integrate CRM with ERP, and provide a mobile solution for collectors to work efficiently in real time.
Client Overview
Established in the early 1970’s as a pharmaceutical distributor. Over the years, it has expanded its core business to become one of the leading pharma distributors in the UAE, but also diversified into adjacent segments such as veterinary, nutrition, and consumer products.
Technical Stack
Industry
Health Care
Region
United Arab Emirates (UAE)
Project-size
Non-Disclosable
Company size
Mid-Scale Organization
Implementation Highlights
End-to-end digitalization of receipt creation and collection workflow
Mobile app for collectors with real-time syncing to CRM and ERP
Automatic PDF receipt generation and email dispatch
Secure push of collection data to Oracle ERP
CRM dashboard for finance team to monitor daily collections
Challenges & Solutions
Manual and Paper-Based Receipt Issuing Collectors relied on physical receipt books to issue receipts, creating delays, errors, and difficulties in tracking collection activities.
Solution:A digital receipt-issuing module was implemented through a mobile application integrated with MS Dynamics CRM. Collectors could instantly generate receipts, capture cheque details, and maintain accurate digital records.
Delayed Recording of Receipts in Oracle ERP Cheque and receipt information had to be manually handed over to the accounts team, resulting in slow updates and operational bottlenecks.
Solution: Receipt details captured in the mobile app were automatically pushed from CRM to Oracle ERP, enabling real-time financial posting and eliminating manual re-entry.
High Risk of Lost, Misplaced, or Incomplete Data Manual handling of receipt books increased the chances of missing receipts, duplicate entries, and financial discrepancies.
Solution:The digital system standardized receipt creation, stored all records in CRM, and ensured secure, traceable, and centralized data for auditors and finance teams.
Lack of Visibility into Collection Status Sales, collection, and finance teams lacked real-time visibility into pending invoices, completed collections, and cheque statuses.
Solution: CRM dashboards were created to display pending collections, issued receipts, and daily updates, giving all teams complete 360-degree visibility.
No Automated Customer or Internal Notifications Customers and finance staff did not get instant receipt confirmations, causing delays in communication and follow-ups.
Solution: Automated email notifications with PDF receipts were enabled, ensuring customers and finance teams received instant updates for every transaction.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Significant reduction in cost and dependency on printed receipt books
- Fully digital and automated collection process
- 360-degree customer visibility on receipt vouchers and past transactions
- Eliminated duplicate data entry across CRM and ERP
- Faster financial posting and improved accuracy in accounting records
Key Learnings & Next Steps
- End-to-end digitalization of financial collection processes significantly reduces operational risk, dependency on manual handling, and errors caused by paper-based workflows.
- Mobile-enabled CRM solutions empower field collectors with real-time data capture, improving efficiency, accuracy, and accountability at the point of collection.
- Tight CRM–ERP integration is essential to eliminate duplicate data entry, enable real-time financial posting, and maintain consistent accounting records.
- Automated receipt generation and notifications improve transparency, customer trust, and internal coordination between sales, collections, and finance teams.
- Extend the solution by supporting additional payment modes, enabling advanced collection analytics dashboards, and enhancing mobile capabilities with offline mode and geo-tracking for collectors.
