Case Study: Key Refrigeration Supply achieves better growth, margin control, and financial planning with Phocas

Phocas provides powerful data-driven picture for KRS growth

Key Refrigeration Supply (KRS), a fast-growing Midwest HVAC and refrigeration distributor, was facing rising volume, supply chain pressures, and frequent price increases that made margin management and financial planning more difficult. To keep up, the company needed better data analytics and a more efficient way to access sales, inventory, and financial information, and turned to Phocas for support.

Phocas implemented a data analytics and financial planning solution that gave KRS self-service reporting, drill-down visibility into expenses, and clearer insight into sales, inventory, customers, and transactions. With Phocas, KRS can share accurate reports faster, track margins and pricing more closely, and make decisions from dashboards instead of gut feel—helping improve inventory management, customer analysis, and risk management as the business expands.

Key Refrigeration Supply

Heather Kixmueller

Director of Finance