The platform
From a shade on a shelf to a signed delivery note.
One dataset carries a product from the catalogue through pricing, ordering, credit, picking, dispatch, invoicing and back into the intelligence that drives the next order.
The flow
Six steps, no re-keying.
Step 1
Catalogue
Brands, products, variants, case packs, professional gating and tiered pricing.
Step 2
Order
Portal, rep or partner order pad with promotions and a live credit check.
Step 3
Approve
Credit and verification rules decide what clears automatically and what needs finance.
Step 4
Fulfil
Pick, pack, dispatch and deliver, with batch selection and a movement ledger.
Step 5
Invoice
Terms applied, ageing tracked, exposure rolled up to the account.
Step 6
Learn
Sell-through and order rhythm feed churn risk, forecasting and the next call plan.
In detail
What sits under each module.
Pricing that reflects real trade
- Professional, wholesale and retail tiers per variant
- Standing account discounts stacked with campaign promotions
- Contract prices per retail partner branch
- Suggested retail price carried through to the shelf
Inventory that survives an audit
- Multi-location stock across warehouses and company stores
- Reserved, incoming and available split out per SKU
- Batch and lot numbers with expiry-risk windows
- Transfers and a reason-coded movement ledger
Field sales with a memory
- Territory books with a per-rep target
- Call plans driven by each account's own reorder rhythm
- Visit, call and sample logging from the phone
- Tasks and alerts raised automatically against the right rep
Intelligence a manager will read
- Brand league tables and best-selling SKUs
- Territory revenue mix and monthly trading shape
- Churn risk scored against each account's cycle
- AI-drafted briefings and win-back plans, always human-approved
Automation
The rules that run while nobody is watching.
Low stock, expiry windows, dormant accounts, credit breaches and overdue invoices all raise their own alerts and tasks against the right person.