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, Africa’s cloud-based integration platform provider, has enabled Credo Books to integrate e-commerce, publishing inventory and Sage Evolution systems so that its core customer order transactions are automated. There are many companies using industry-specific applications but also need to integrate those systems with their accounting and other systems. Credo Books, an educational book publisher and retailer, had that challenge. When Credo Books set up their e-commerce site, they realized that they would need a solution to integrate online orders with their other business systems – IBS Bookmaster, a publishing-specific software solution, and Sage Evolution for financial management. Wilhelm Viljoen, COO of Credo Books, describes it as ‘integrating our core transaction process.’ On the recommendation of a business partner, the Flowgear integration solution was selected. “We run a lean organization, so we wanted to automate as much of the customer transaction as we could,” said Viljoen. Flowgear’s integration platform enabled Credo Books to get order information from the e-commerce system into IBS Bookmaster, which handled inventory, and from there into Sage Evolution, the financial system. “With Flowgear it was very easy to get things done,” commented Willem Victor, technical consultant. “Automating transactions using Flowgear has benefited us by ensuring greater accuracy and integrity of data, and allowing our staff to focus on more value-added aspects of the business.” As result of their experience with Flowgear, Credo Books are planning a new integration project to synchronize documentation.
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