Customer Story
Credo Books

How Credo Books automated its core order-to-invoice transaction across three systems.

Credo Books is an educational book publisher and retailer. The company runs an e-commerce site for online orders, IBS Bookmaster for publishing inventory management, and Sage Evolution for financial management. When the e-commerce site launched, the team needed orders to flow into inventory and finance without manual re-entry, keeping operations lean and the transaction path reliable from end to end.

The outcomeCore order transactions now flow from e-commerce through inventory to finance without manual re-entry, supporting a lean operation.
The challenge

Three systems, one transaction path, and no reliable link between them

Launching the e-commerce site created an immediate integration need: online orders had to reach IBS Bookmaster for inventory handling and then proceed into Sage Evolution for financial posting. Without automation, staff would need to re-enter data at each step. COO Wilhelm Viljoen described the goal as "integrating our core transaction process", and the company wanted to achieve it without growing headcount.

The solution

End-to-end order flow connected on a partner recommendation

On a partner recommendation, Credo Books selected Flowgear. Orders from the e-commerce platform now move automatically into IBS Bookmaster for inventory handling, then proceed into Sage Evolution for financial posting. Technical consultant Willem Victor noted that "with Flowgear it was very easy to get things done." The automation delivers consistent data across all three systems and removes the need to recapture transactions.

The result

Accurate data, leaner operations, and a foundation for more

Core order data moves through all three systems without duplicate entry. Financial postings reflect inventory activity more reliably, and the team can maintain a lean structure with less time spent fixing discrepancies. The same connected approach is now being extended to document synchronization.

  • Core order data flows from e-commerce to inventory to finance without re-entry
  • Financial postings in Sage Evolution reflect inventory activity reliably
  • Lean team structure maintained without additional data-entry staff
  • Foundation in place for document synchronization as the next project

We run a lean organization, so we wanted to automate as much of the customer transaction as we could.

Wilhelm ViljoenCOO, Credo Books

Document synchronization next

Following the success of the core transaction integration, Credo Books is planning a project to synchronize documentation using the same connected approach.

Systems connected in this story

IBS BookmasterSage EvolutionE-commerce platform

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