August 8, 2022

Offline Inventory Management with Solar Sister 

TaroWorks Team

Offline Inventory Management with Solar Sister 

With the rise of new natural disasters, wars, and the need for vaccines and medication, we are reminded of the extreme challenges faced by last mile distribution – including getting essential products to people and communities, quickly.
TaroWorks has worked with over 140 nonprofits and social enterprises to deliver impact in hard-to-reach areas all over the world. Many of these organizations have inventory components to their mission, like distributing water filters or critical medications, and have important needs to track inventory levels – especially as they scale to new geographies, or provide more items. To support these needs, we have developed TaroWorks Enterprise – a mobile offline inventory management system that helps track stock levels and product movements between suppliers, warehouses, and last mile distribution agents, all while offline from a smartphone or tablet.

An Example of Solar Sisters ‘Return and Replacement System’, Photo: Solar Sister
Solar Sister TaroWorks Training

Transforming an Offline Inventory Management System:

On June 22, 2022, we joined Natasha Wheatley, Data and Systems Manager of Solar Sister for a webinar to discuss how Solar Sister is using TaroWorks Enterprise to transform their offline inventory management system to better track their assets. 

Solar Sister recruits, trains, and supports women from energy-poor areas who are interested in entrepreneurship and passionate about bringing light and clean energy to their communities. They have reached over 3.4 million people with clean energy and recruited over 7,400 entrepreneurs, 87% of whom are women.

Behind the scenes of Solar Sister

Solar Sister has a global team that includes a small staff in the United States, and sizable in-country staff members in each of their working countries. In the United States, they have hands-on administration staff who have deep knowledge of their inventory system to make critical decisions around what products they need to bring into their inventories. On the ground, Solar Sister employs country directors to understand what is happening across their network and ensure that the full potential of all entrepreneurs is being realized. Finally, Solar Sister relies heavily on their Business Development Associates (BDA’s), as they maintain the inventory warehouses. These team members are the primary vehicle for logging inventory movements and understanding what products the entrepreneurs need. 

Combining TaroWorks and Salesforce

Since 2012, Solar Sister has been using Salesforce to track its success and build entrepreneurship. They soon started using TaroWorks to reduce human errors and speed up the process in which their BDAs could forward the information they gathered in the field from the entrepreneurs to the country HQ offices. Before TaroWorks, they were relying on different communications, including phone calls, emails, and SMS texts which had to then be entered into Salesforce by HQ staff. Using multiple communications tools caused delays and missing information. To speed up the process, Solar Sister introduced TaroWorks for data collection.

In 2020, Solar Sister looked to revamp its system to keep up with their evolving business practices. To do so, they looked to TaroWorks Enterprise to focus on their offline inventory management and manage their payments and account balances. At this time, they faced these specific inventory challenges:

Solar Sister Training
  • Pricing changes (Including incentive sales and product replacements)
  • Different product names across warehouses for the same product
  • Broken returns/ warranties process
  • No standard way to track requests for additional inventory

To revamp their system, Solar Sister worked with Mogli on an 18-month intensive process, from initial conversations to a finalized operating system with trained individuals.

Inventory Management NOW

Since the success of the TaroWorks Enterprise implementation, Solar System has leveraged key elements of its offline inventory management system including the introduction of ‘products,’’ inventory movements and inventory audits, the concept of a ‘price book, and a system for returns and replacements.

Introduction of Products:

Solar Sister created a standard product name for each item they keep in their inventory. Previously, the products had different information depending on their location. Now the product information is standardized regardless of where the product lives. This resulted in the simplicity of the movement of products between warehouses. 

An Example of Solar Sisters ‘Products’, Photo: Solar Sister

Tracking Offline Inventory Movements and Conducting Audits:

An Example of Solar Sisters ‘Inventory System’, Photo: Solar Sister

Previously, it was difficult to determine where products in warehouses came from or where they went. With TaroWorks Enterprise, records are created each time new products are purchased, sold, or moved. The field staff submits monthly audits for their warehouses with documentation. Now, administrators can update Solar Sister’s inventory levels, based on their audit submissions. Errors or discrepancies in counts can be troubleshot and almost immediately resolved.

A Way to Manage Prices:

Before the use of TaroWorks Enterprise, a price change would change all the historical sale records for a warehouse. Now, the prices are updated for a product only for new sales and users can select from different pricing options. They can also zero out a price for a single transaction when appropriate. This system results in accurate historical revenue numbers and allows for administrators to reconcile accounts receivable at any point.

An Example of Solar Sisters ‘Price Book’, Photo: Solar Sister

Returns and Replacements:

An Example of Solar Sisters ‘Return and Replacement System’, Photo: Solar Sister

Solar Sister created a system allowing for returns and replacements. Previously, there was no zero pricing, meaning that replacements were essentially tracked offline and then manually adjusted in the database. Now, BDAs can easily replace faulty products while accepting a return as a dedicated job that automatically makes inventory adjustments. Products being written off or sent back to suppliers have their own “warehouse” to manage levels and costs. This results in better knowledge of what they have spent replacing products and what to expect from the supplier.

Lessons Learned

For Solar Sister, switching to TaroWorks Enterprise was a successful, but long process. They did a lot of work to critically think about how everything would fit.

 “Now we have more accurate sales numbers, accurate inventory records and purchasing is so much more efficient” – Natasha Wheatley. 

Natasha stated that through the process, Solar Sister learned two valuable lessons:

  • Be willing to limit both view and edit privileges. It is important to determine the simplest way to get what you need and do that, to not overwhelm your field staff with more information than they want or need. 
  • Take the time to critically think out your plan before you begin. Determine the simplest way to accomplish what you need. Solar Sister had multiple calculations to measure their product value and realized they were overcomplicating things and spending too much time working on unnecessary automations

“It is important to be intentional about thinking about what your staff actually needs to see, and what is useful for their jobs”.

Watch the Full Webinar here:


About the author...

TaroWorks Team

TaroWorks Team

At TaroWorks we envision a world where it is as easy to manage across the last mile as it is across the first.


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