Client: Xinfadi Lianyu TradingYear: 2021Industry: Wholesale & Distribution
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Key points of this project
- Multi-condition combined filtering
- Bulk data entry and editing
- Excel exports aligned with business reporting standards
Wider Tables Are Not Better Tables
A trading back office processes stacks of documents every day, and squeezing dozens of columns onto the screen only buries what matters. We first worked with operations staff to pick out the "must-see-daily" fields as default columns, folding the rest into customizable column sets.
The Parts That Feel Effortless
Filter conditions can be saved as frequently used views; data entry supports continuous line-by-line keyboard input; exports follow business reporting standards, with headers matching the accounting side — no manual rework needed.
Follow-ups
After launch, we added print templates and permission groups based on actual usage, so warehouse, finance, and sales teams each see their own menus.
