Wholesalers / importers

Connect purchasing, allocation and collection across distribution.

Link purchase and sales references to stock allocation, dispatch and the collection record. Give agents and operations staff a shared view of what is confirmed and what still needs review.

Available for requirements discussions and individually scoped projects. Standardized products are planned.

Discuss your workflow

A workflow to scope together

Follow the work, step by step.

Follow the equipment, items and records through your operation. Select a stage to see the work and the role responsible for it.

Wholesale distributionIllustrative workflow

INPUTCustomer order requestOUTPUTCustomer requirement

Source brief and requirement desk

Inside this step01 / 04

Request details

SourceCustomer C-62 · 15 cartons

Incoming information—

Required result—

Completing the record

Worked example · DEMO-ORDER-62Customer requirement: 15 cartons and a delivery destination.

Responsible roleSales coordinator

Start with the operational need and its originating record.

Inspect the record and checks

Comes in: Customer order request
Required result: Customer requirement
Information used: Order lines · Credit authority · Delivery receipt
What this step does: Capture requested items, delivery destination and commercial reference before confirming the order.
Control: Account authority and available stock are both checked before release.
Accountability: Sales coordinator. Next responsible role: Sales agent.

STEP 01 / 08 · DEMO-ORDER-62

Register the customer request

Capture requested items, delivery destination and commercial reference before confirming the order.

Comes inCustomer order request

Passes forwardCustomer requirement

WORKED EXAMPLE

Customer C-62 · 15 cartons

Customer requirement: 15 cartons and a delivery destination.

Check before proceeding

Account authority and available stock are both checked before release.

Exception path

An order needs account approval or has insufficient allocatable stock. It remains under review instead of creating an unsupported delivery commitment.

The responsible reviewer records the approved quantity, account decision or backorder. Dispatch follows that authorized version of the order.

A practical starting scope.

Start with agent order submissions and stock allocation for one product line. Agree account authority, SKU units and the authoritative collection record.

Connect the records you already use.

Assess accounting, approved customer accounts, supplier purchase data and inventory exports. Import documents and landed-cost inputs need verified sources and responsibility.

Define the delivery responsibilities.

Customs processing, trade advice, credit decisions and regulated financial functions remain with their qualified owners. The system records approved business rules and decisions.

Custom project scope and availability are assessed individually. Standardized sector products are planned, not generally released. Migration, hosting, support coverage and acceptance checks are agreed before delivery.

Discovery questions

What we need to understand.

How do agents submit and amend customer orders?
Who approves account terms and allocation changes?
How are partial deliveries, backorders and returns recorded?
Which purchasing and accounting records are authoritative?

Discuss your wholesalers & importers workflow

A clearer starting point

Which operation is hardest to follow today?

Tell us where the work starts, which tools it touches and where visibility breaks down.

Discuss your workflowNo complete specification required. Please leave confidential records and credentials out of your initial inquiry.