Configured for your business
A wholesale system can combine a business customer portal with the order checks, pricing rules and handoffs your team needs. We review your ERP and stock processes first so the project supports the existing operational source of truth.
Discuss this solutionWebsite packages, automation implementations and complete business systems are separate offers. Existing package inclusions remain unchanged. Additional integrations, provider fees and ongoing management are included only when stated in your proposal.
Customer-specific prices and document-based orders make generic checkout flows insufficient for some distributors. The implementation must preserve commercial controls as it reduces re-entry.
Illustrative process using fictional data. No messages, payments or live system changes are made.
Review customer types, price sources and order channels.
A fictional trade customer submits an order containing an unavailable item, which is routed to staff rather than silently substituted.
Integration options are assessed before they are included in your proposal. A provider name is not a claim of partnership, certification or a live connector.
LeadFlow connects the places where customers contact you with the people responsible for responding. We configure the intake, ownership and follow-up rules around your existing process, so an inquiry does not depend on somebody remembering to copy it into a spreadsheet.
QuoteFlow organizes the work between a customer asking for a price and your team sending an approved quotation. It gathers required information, prepares a draft using agreed rules and keeps approval and follow-up visible.
OrderFlow brings incoming order information into a controlled process. We define how items, quantities, customer details and exceptions are checked before an approved order is handed to your store, ERP or fulfillment tool.
InvoiceFlow connects the status of invoices with the follow-up your team has agreed. It can identify items needing attention, prepare or send permitted reminders and route disputed or inconsistent records to the right person.
SupportFlow coordinates how requests enter your support process, who handles them and what happens next. It can connect agreed channels, suggest a category, prepare a draft and escalate requests that need judgment.
DocumentFlow helps your team receive routine documents, extract the fields that matter and route the result through validation before it is filed or handed to another system. Uncertain data remains visible instead of becoming an unnoticed record.
One-time setup: quoted after scope.
Ongoing management: quoted separately where required or selected.
Software licenses, messaging, AI usage, payment-provider charges and hosting are included only when your proposal explicitly includes them.
Your proposal defines the channels, integrations, users, data migration, handover and support responsibilities. This page describes a solution approach, not an unlimited feature bundle.
No. We first assess whether a supported portal and integration can work with it.
That can be scoped using an approved price source and tested permissions.
Yes. OrderFlow can be a standalone first project.
Describe your process in everyday language. Do not include patient records, identity documents, payment details, passwords or API keys.
Discuss this solutionWebsite packages, automation implementations and complete business systems are separate offers. Existing package inclusions remain unchanged. Additional integrations, provider fees and ongoing management are included only when stated in your proposal.
