Business
Flooring retail business with main store and head office Mt Wellington and satelite store in Howick.
Background
Lisa Jamieson started the business, fitting out a new building and employing staff in December 2019. In August 2019 she opened her second store in Howick. The business has grown significantly over the last twelve months and is now one of the leading businesses in the Flooring Xtra franchise group.
The Challenge
Lisa wanted to grow the business fast whilst retaining tight control over sales margins, inventory and customer service.
The Experience
I don’t think I would have been able to keep control of our business as it grew without Helix. Helix has given my staff the tools they need whilst giving me the full visibility of their quotes, follow-ups and invoicing. Helix reports alert me to margin and stock issues that need addressing and allow me and my staff to review progress daily and month to date sales and profit versus budget.
I like the way Helix links lets me see everything relating to a sales order in one place.
Our business revolves around quotes and customer orders. I like the way Helix lets me see everything relating to a sales order in one place. I can review all activity, margins and stock availability, raise or receive purchase orders, receive customer payments, print contractor lay dockets, store customer documents, create follow-ups for staff and finally invoice the order from one central point.