Case study · Retail & trading
Multi-branch retail: from Excel matching to ERP cash visibility
Anonymized composite based on Capricon Core ERP retail / trading implementation patterns in Sri Lanka.
The situation
A multi-outlet trading and retail business accepted more LankaQR and bank transfers every month—but finance still rebuilt “what was paid” in spreadsheets. Branch POS totals, acquirer settlements, and the ledger disagreed enough that month-end dragged and owners distrusted daily cash figures.
Separately, tax invoice fields needed to be controlled for Sri Lanka VAT expectations: consistent TINs, serials, and adjustment notes—not Word templates per cashier.
What changed
- Standardized tender types and payment references at POS and in ERP.
- Moved invoicing onto Capricon Core with stock and finance sharing one document trail.
- Introduced daily exception queues for unmatched receipts instead of waiting for month-end panic.
- Mapped tax invoice fields toward Gazette 2481/22-style requirements.
Outcomes
- Finance time shifted from re-keying to clearing true exceptions.
- Branch managers could see unsettled digital sales before close.
- Leadership got a cash view tied to invoices—not only the bank app balance.
- VAT documentation prep stopped living in side templates.
If this sounds familiar
Start with the cash & VAT readiness audit, read the LankaQR ERP guide, or compare ERP software in Sri Lanka.