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Medical Supply Business Case Study: How a Medical Supply Business Scaled with Confidence | IPR Accounting
Client: APL — Medical Supplies Group
Industry: Medical Supplies
Systems: Xero | Cin7 Core | Shopify | Afterpay | Zip | Paypal
Summary
This case study shows how a medical supply business tackled operational inefficiencies caused by fragmented financial and inventory systems. Through methodical integration and financial system optimisation, the business gained confidence in its numbers, improved reporting reliability, and achieved operational scalability.
📊 Key Results
Reliable integrated reporting
Faster month–end close timelines
Clear financial visibility for strategic decisions
Foundation for scalable operations
The Challenge
MYOB Premier couldn’t handle currency, inventory, or eCommerce at scale.
Payments from PayPal, Afterpay, and Zip weren’t synced properly.
Sales orders weren’t always invoiced, leading to disputes.
Warehouse fulfilment processes were inconsistent.
No purchase planning or stock aging strategy.
Our Solution
✅ System Conversion & Integration - Migrated to Xero with full Cin7 Core and Shopify integration. - Synced online payments, inventory, and accounting platforms.
🔄 Ongoing Troubleshooting & Checks - Monthly system audits across Xero, Cin7 Core, and payment gateways. - Identified and resolved missed invoice and dispatch issues.
🏭 Warehouse Workflow Optimisation - Trained warehouse staff to perform daily fulfilment checks in Cin7 Core. - Synced delivery and invoice timing to reduce disputes.
📦 Inventory & Purchase Planning - Launched monthly purchase forecasting and stock aging review. - Built marketing strategies to move aging or slow-selling inventory.
The Result
PL now runs a scalable, efficient inventory and financial system with improved fulfilment, accurate financials, and better customer trust.
Medical supply accounting, Cin7 Core integration, inventory forecasting
