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Industry

Software for wholesalers: ordering portals, stock and order automation

Wholesale margins are thin enough that manual handling shows up in the accounts. The wins are specific: take the order without a person, keep stock honest, and let the customer check status themselves.

Efekty

  • Manual order entry largely removed
  • Customers ordering outside office hours
  • Stock accurate across locations and channels
  • Sales staff selling instead of typing

Industry

Zastosowania

B2B ordering portal

Contract pricing, reordering and stock visibility.

Dealer and distributor portals

Channel partners with their own terms and documents.

Order automation

Emailed and EDI orders posted into the ERP automatically.

Inventory and replenishment

Availability, allocation and reorder points across sites.

Co dostarczamy

  • Account-specific pricing
  • Availability and allocation rules
  • Order capture and validation
  • ERP integration
  • Customer self-service documents

Integracje

ERPAccountingEDI partnersCarriersWebshop platforms

Problems this solves

Orders arrive in every format

Email, PDF, EDI and phone orders normalised into one intake with exception review instead of re-keying.

Customer-specific pricing lives in people's heads

Agreements, tiers and validity dates held in one system and applied consistently everywhere.

Stock commitments are unclear

Reserved-aware availability with lead times replaces promises based on yesterday's report.

Architecture and integration

  • Pricing engine as the single source used by portal, intake and ERP write-back.
  • Reserved-aware stock with allocation priority rules.
  • Audit trail linking every order back to its original document.
  • Daily reconciliation between intake, portal and ERP.

How delivery runs

  1. 01

    Order and pricing analysis

    Real historic orders classified to find the volume and the exceptions.

  2. 02

    Intake automation

    Highest-volume formats automated with a validation and exception workbench.

  3. 03

    Portal for customers

    Self-service ordering with correct pricing and live availability.

  4. 04

    ERP write-back

    Orders created in the ERP with reconciliation and monitoring.

Realistic timeline

Weeks 1–3

Order analysis and pricing rules.

Weeks 4–10

Intake automation and customer portal pilot.

Weeks 11–16

ERP write-back, rollout and channel switch-off.

What moves the price

Pricing rule complexity

Tiered, volume and contract pricing with exceptions is the largest single area.

Document variability

Many customer-specific PDF layouts means parsing work per layout.

ERP openness

API-first ERPs are straightforward; restricted legacy instances are the expensive case.

Where projects go wrong

Wrong price shown to a customer

Pricing verified against historic orders before launch and always calculated by the owning system.

Email channel never closes

Rollout includes dated channel switch-off per customer segment.

FAQ

Częste pytania

We already have an ERP. Do we need this?+

Usually as a layer, not a replacement. The ERP stays the record; the portal and automation remove the human keyboard work around it.

Will smaller customers use a portal?+

They do when it is faster than emailing. Ordering from history in three clicks is the benchmark we design against.

You already have the idea. Let's define what comes next.

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