Indigo Luxor · 2026 – active

Field sales to bookkeeping, one chain

The story

The sales team can grow. The back office no longer has to.

One system carries every sale from a salesperson's phone to a finished invoice, so bookkeeping reviews instead of retypes.

Worth noting

· 750 documents a day, none of them retyped
· Bookkeeping went from typist to reviewer
· A sale on a phone is an invoice before the salesperson leaves

The problem

Salespeople wrote sales on paper. Supervisors carried the paper to bookkeeping. Bookkeeping retyped each one into a formal invoice and dispatch note. Fifty salespeople at about five sales a day made roughly 750 documents a day going through manual re-entry, and every new salesperson meant more typists. Indigo wanted the number of typists to stop limiting how many salespeople it could hire.

Outcome

The 750 daily documents no longer pass through anyone's keyboard. Bookkeeping reviews instead of retypes, so the same team supports a growing sales network. Every document in the chain is auditable from the sale to the ledger, and every PDF comes out with the same structure because the system generates it from the record.

What we built

Three connected apps. Salespeople write up the sale on their phone, on site, with nothing to install. The back office sees each document the moment it exists and reviews instead of retypes. Each document has a clear status, so everyone knows where it stopped and who needs to review it. Invoices, dispatch notes, delivery notes, credit notes and returns all come from one record, so the PDF always matches what was sold. Warehouse, pricing, commissions and bookkeeping run off the same data.

What it covers

Field sales, customers and locations, the five sales documents, catalog, warehouse, payments and commissions, bookkeeping, personnel.

How we approached it

We mapped every form, handoff and signature in the existing process and gave each document a life cycle the system enforces. The field app is built for one hand on a phone because salespeople are not at desks. The back office is built for review, not entry. Document generation got its own test suite because invoices and dispatch notes carry legal weight and cannot change shape between versions.