Credo Books: Automating Core Customer Transactions Across E‑commerce, Inventory, and Finance
Credo Books is an educational book publisher and retailer. The company runs an e‑commerce site for online orders, uses IBS Bookmaster to manage publishing inventory, and Sage Evolution for financial management.
The Challenge
Connect E‑commerce, Inventory, and Accounting Without Adding Headcount
When Credo Books launched its e‑commerce site, the team needed online orders to flow into inventory and then into finance without manual re‑entry. The core transaction path, from order capture to invoicing, had to be consistent and reliable across three systems.
As Wilhelm Viljoen, COO, explained, this was about “integrating our core transaction process.” The company wanted to keep operations lean and avoid manual fixes or duplicate capture.
One flow across three systems
Flowgear integrated their core transaction process from e‑commerce to IBS Bookmaster to Sage Evolution without duplicate capture.
End‑to‑end order automation
Orders move from the online store into IBS Bookmaster for inventory, then into Sage Evolution for posting. “With Flowgear it was very easy to get things done,” said Willem Victor.
The Solution
End‑to‑End Order Flow with Flowgear
On a partner recommendation, Credo Books selected Flowgear to connect its systems. Orders originating in the e‑commerce platform now move into IBS Bookmaster for inventory handling, then proceed into Sage Evolution for financial posting.
According to Willem Victor, technical consultant, “With Flowgear it was very easy to get things done.” The automation delivers consistent data across systems and removes the need for staff to recapture transactions.
The Results
Greater Accuracy, Leaner Operations, Better Focus
Credo Books reports:
- Core order data moves through all systems without duplicate entry.
- Financial postings reflect inventory activity more reliably.
- The team can maintain a lean structure, with less time spent on fixing discrepancies.
As Viljoen added, “We run a lean organization, so we wanted to automate as much of the customer transaction as we could.”
Accurate and lean
“Automation ensures greater data integrity and lets staff focus on higher‑value work,” said Victor.
Core order data flows without recapture and finance reflects inventory reliably.
Document sync next
Credo Books plans to synchronize documentation using the same connected approach.
The Future
Next Project, Document Synchronization
Following the success of the core transaction integration, Credo Books is planning a new project to synchronize documentation, building on the same connected approach.
Flowgear excels against Magic Quadrant leaders
The iPaaS market is growing exponentially as businesses seek ways to connect disparate systems and optimize workflows. Flowgear iPaaS enables businesses of all sizes to shed the workload & complexity of Data and App-to-App integration, quickly & affordably.
Flowgear was recently featured as a key player in the iPaaS industry in an insightful article by Fortune Business Insights.
iPaaS market valued at USD 10.70 billion in 2023. Projected to grow from USD 12.87 billion in 2024 to USD 78.28 billion by 2032, exhibiting a CAGR of 25.3%
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