Wholesale & Distribution
Orders, inventory, customers and reporting shouldn't live in separate worlds.
Orders arrive by email, PDF and rep phone calls, then get hand-keyed into the ERP. Stock counts differ between the system, the warehouse and the web store. Pricing lives in Excel. Your CSRs have become human copy-paste machines — and it's costing you on every order.
Sound familiar?
The problems every growing distributor recognizes.
Too big for QuickBooks + Excel. Not ready to bet the company on a two-year ERP implementation. That's exactly the gap we engineer for.
- Re-keying orders all day. Email, PDF, EDI and phone orders hand-entered into the ERP — reps and CSRs spend 20–40% of their week on manual order handling.
- Inventory that lies. The ERP says one number, the warehouse another, the web store a third. Overselling, phantom stock, backorders, expedites.
- Spreadsheet pricing. Contract pricing, tier breaks and rebates in Excel — reps quote stale prices while margin leaks invisibly.
- No customer self-service. Your B2B buyers want Amazon-style reordering. You make them call for stock, pricing and order status.
- Purchasing by gut. Reorder points set once and never updated — stockouts on A-items, dead stock piling up on C-items.
- The disconnected stack. Sales in one tool, finance in QuickBooks, paper pick lists in the warehouse — no single view of open orders, credit holds or fill rates.
The cost of doing nothing
Manual order handling is a per-order tax.
Example systems
What we engineer for distributors.
Keep QuickBooks or your ERP. We build the layer that makes it all work as one.
B2B ordering portal
Live stock, customer-specific pricing, one-click reorder from history, order status and invoice downloads. $30–80 per order becomes pocket change.
Order-intake automation
Emailed and PDF POs parsed and validated into your ERP with credit checks and an exception queue — humans only touch the weird ones.
Inventory sync hub
One source of truth across warehouses, web store, marketplaces and accounting — with allocation rules and oversell protection.
Pricing engine
Contract pricing, tier breaks and rebates centralized, with margin guardrails and quote-approval workflows for reps.
Replenishment dashboard
Velocity-based reorder points, supplier lead times, stockout-risk alerts and dead-stock reports — purchasing on data, not gut.
EDI without the tears
850s, 856s and 810s flowing between your big customers and your systems without a fax machine's worth of manual touch.
Start with a Systems Opportunity Sprint.
Two weeks. Fixed fee. We map order-to-cash and inventory flows, price the leaks, and hand you a roadmap — whether or not you build with us.