Map the current process
Understand how receiving, shipping and reconciliation actually run today — including the rules that live in spreadsheets or in one person’s head.
§07Rollout
Run both in parallel,
switch once they agree.
StepWhat happens
STEP-01
STEP-02
Import the master data
Import products, customers, suppliers and opening stock, resolving data inconsistencies in one pass.
STEP-03
Configure flow and permissions
Set up warehouses, document flows, and what each role can see and change.
STEP-04
Run in parallel
Run the old and new ways side by side for a while, compare stock and accounting figures, and only switch once they agree.
STEP-05
Cut over and operate
The system becomes the source of truth; Shengyi handles updates and incidents from there.
§09Start here
Three questions tell you
whether this fits.
You can ask these without us. If all three are “no”, what you have still holds up — there is no hurry to replace it.
CHK-01
How many places hold your stock figures?
More than one means somebody reconciles them by hand every month, and which copy is current is decided by the filename.
CHK-02
Do the books and the shipments agree?
An incumbent system often handles only accounting and tax filing while shipping, stock and purchasing stay manual — that rolls out in stages, leaving the accounting side as it is.
CHK-03
Needs review
Do you need work orders, BOMs and production scheduling?
If you do, this is not the right fit today. We assess it up front and say plainly if it does not work.