Katixo

Reference workflows

See how real operating workflows fit into Katixo.

These are practical implementation examples, not claimed customer case studies. They show the workflows we can map in a demo for retail, pharmacy, distribution and healthcare teams.

Katixo Books ERP

Kirana and retail

A two-counter store closes the day without a parallel notebook.

Counter billing, customer balances, day-end cash view and stock movement live in one workflow, so the owner can review the business without rebuilding the day in a register.

Workflow includes

Counter billing
Customer balances
Day-end cash review

Metrics to validate

Closing timeManual register usageGST-ready invoices
Katixo Books ERP

Medical shop

A pharmacy tracks batch stock and expiry from purchase to sale.

Purchase bills create batch-level stock, expiry reminders surface risk early, and counter invoices stay GST-ready without separate spreadsheet tracking.

Workflow includes

Batch-aware stock
Expiry attention
Purchase entry

Metrics to validate

Expiry write-offsLow-stock alertsPurchase entry speed
Katixo Books ERP

Distribution

A distributor makes receivables visible before calls begin.

Customer ledgers, receivables aging, payment matching and follow-up queues help the team decide who to call and why.

Workflow includes

Receivables aging
Bank matching
Payment follow-up

Metrics to validate

Overdue amountCollection cycleMatched payments
Katixo Hospital OS

Hospital

A clinic connects front desk, pharmacy and billing data.

OPD registration, patient records, pharmacy dispensing and billing share the same operating view, reducing duplicate entry between departments.

Workflow includes

OPD registration
Pharmacy stock
Patient billing

Metrics to validate

Queue timeDuplicate entriesBilling handoffs

Bring your workflow

We can map your first operating flow in a demo.

Tell us the business type, daily volume and the first pain point. We will show the Katixo workflow that fits.

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