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Solutions

Systems that make your business work together

Practical offerings, each scoped to the tools you already run. The screens on this page are illustrations with sample data, not client systems.

Solutions

  1. 01

    Wholesale distribution management

    Customer accounts, price lists, case quantities, stock availability, purchasing and fulfilment in one connected flow from order to invoice.

    Account pricingCase packsPick & ship
  2. 02

    B2B customer and sales representative portals

    Logins for buyers and reps, account-specific pricing, live stock, repeat ordering and rep-assisted quotes, without the spreadsheet.

    Buyer loginRep quotesReorder
    Demo · sample data
    Wholesale portal · account pricing
    ItemYour priceStockCases
    SN-2041-CS$38.40In stock12
    SN-2088-CS$41.10In stock6
    DR-1172-CS$22.75Low4
  3. 03

    Inventory and order management

    Stock levels, purchase orders and shipments visible to the people who need them, including 3PL warehouses.

    Stock levelsPurchase orders3PL
  4. 04

    CRM and sales operations

    Leads, follow-ups and pipeline in one place your reps will keep up to date, connected to orders and accounts.

    PipelineFollow-upsAccounts
  5. 05

    ERP integrations

    NetSuite and QuickBooks connected to your storefront, orders and inventory through Celigo, EDI or direct integrations, with clear field mapping and duplicate prevention.

    NetSuiteQuickBooksCeligo & EDI
    Demo · sample data
    Order #10482
    syncfield map
    Invoice QB-7731
  6. 06

    Product catalog and PIM workflows

    One organized source for SKUs, descriptions, specs, images, case-pack data and supplier files, ready for your online store, wholesale portal and digital catalog.

    Online storeWholesale portalDigital catalog
    Demo · sample data
    SKU
    SN-2041-CS
    Name
    Seaweed crisps, original, 12 ct case
    Case
    12 × 40 g · 1.9 kg
    Channels
    Online storeWholesale portalDigital catalog
  7. 07

    Business intelligence dashboards

    Dashboards, rep performance and commission tracking, and reports that show where work stands and what happens next.

    DashboardsCommissionsReports
    Demo · sample data
    Orders this month184
    Awaiting approval7
    Commission$4,120
  8. 08

    AI-enhanced workflow automation

    Invoices read into the books, routine questions answered, approvals routed, data moved between systems without retyping.

    Invoice captureAnswersApprovals

Demo · one order, end to end

How an order moves through a connected setup

An illustration of the flow we build for wholesale distributors. Each step hands its data to the next, so nobody retypes it.

01 · Website

A buyer finds the product

Product details, images and case specs come from the same record your catalog and portal use.

Product page
SN-2041-CSSeaweed crisps, original, 12 ct case12 × 40 g · 1.9 kg
02 · B2B portal

They order at their price

Signed in, the buyer sees account pricing and live stock, then places a case order in a few taps.

Portal order
ProductYour priceStockCases
SN-2041-CS$38.40In stock12
SN-2088-CS$41.10In stock6
DR-1172-CS$22.75Low4
Account: Harbor Foods Co.Place order
03 · ERP

The order lands in your books

It arrives in NetSuite or QuickBooks as a sales order; inventory and the customer record update with it.

Sales order · SO-10482
AccountHarbor Foods Co.
StatusPending fulfilment
Items
SN-2041-CS × 12$460.80
SN-2088-CS × 6$246.60
DR-1172-CS × 4$91.00
Total$798.40
04 · Invoice

Invoice, pick, ship

The invoice is issued, the pick list goes to the warehouse or 3PL, and the buyer gets a confirmation.

Invoice · QB-7731
AccountHarbor Foods Co.
DueNet 30
StatusIssued
Ship to
Total$798.40
Product page
SN-2041-CSSeaweed crisps, original, 12 ct case12 × 40 g · 1.9 kg
Portal order
ProductYour priceStockCases
SN-2041-CS$38.40In stock12
SN-2088-CS$41.10In stock6
DR-1172-CS$22.75Low4
Account: Harbor Foods Co.Place order
Sales order · SO-10482
AccountHarbor Foods Co.
StatusPending fulfilment
Items
SN-2041-CS × 12$460.80
SN-2088-CS × 6$246.60
DR-1172-CS × 4$91.00
Total$798.40
Invoice · QB-7731
AccountHarbor Foods Co.
DueNet 30
StatusIssued
Ship to
Total$798.40

Demo with sample data. Every project is scoped to the systems you already use.

Start with one bottleneck

Or connect the whole workflow. Either way, the first step is a conversation about what you sell and how the work moves.

Start a project347-670-4612