CBR Products
Modernizing accounting, inventory, and manufacturing workflows for a leading wood-finishing products manufacturer using the Zoho ecosystem.
Operational Complexity Across Manufacturing & Distribution
CBR Products manufactures and supplies premium wood-finishing and restoration products across North America. With a growing product line, complex manufacturing processes, and both B2B and B2C distribution channels, the company required a modern cloud-based system to replace its outdated Sage desktop software. Accurate costing, real-time inventory visibility, and automated order fulfillment were critical to supporting continued growth.
Key Business & Operational Challenges
- 1. Outdated Accounting & Inventory System (Sage Desktop)
• The legacy Sage desktop system lacked real-time stock and financial visibility, caused frequent inaccuracies, and resulted in operational delays. - 2. Manual & Error-Prone Manufacturing Costing
• Manufacturing costing depended on manual calculations with incorrect BOMs and raw material weights, leading to inaccurate cost tracking. - 3. Inefficient Order Fulfillment Workflow
• Lack of automation from quote acceptance to shipment caused delays and limited visibility across order fulfillment stages. - 4. Integration Limitations
• Shipping processes were not integrated, requiring manual effort and preventing real-time synchronization between systems. - 5. Local Installation Dependency
• The on-premise system required physical office access, restricting remote operations and cloud-based visibility. - 6. Lack of Centralized Reporting & Insights
• Fragmented data and absence of analytics left leadership without clear insights into production, sales, and financial performance.
Zoho-Based Manufacturing Transformation
- 1. Modern Accounting & Inventory Automation in Zoho Books & Inventory
• Migrated all accounting and inventory workflows from Sage to Zoho, enabling accurate BOMs, automated costing, and real-time stock adjustments. - 2. Custom Manufacturing Enhancements
• Improved manufacturing accuracy by correcting raw material weights, building nested composite items, and automating weekly assembly creation. - 3. Automated Order Fulfillment Workflow
• Automated the full order lifecycle, generating sales orders, picklists, packages, and invoices immediately after quote approval. - 4. ShipTime Integration for Real-Time Shipping Sync
• Enabled direct shipment creation from Zoho with automatic tracking number and shipment status synchronization. - 5. Advanced Reporting & Custom Modules
• Built custom analytics dashboards and automation, including eco-fee calculations based on customer location and item size.
Unified, Accurate & Scalable Manufacturing Operations
CBR Products now operates on a modern, cloud-based Zoho ecosystem that centralizes accounting, inventory, manufacturing, and order fulfillment. Automated costing, accurate BOM structures, and real-time stock visibility have eliminated manual errors and improved financial accuracy. Integrated shipping and automated workflows have accelerated fulfillment, while custom analytics dashboards provide leadership with clear insights into production and sales performance. The company has achieved measurable gains in efficiency, accuracy, and operational scalability across all departments.