Wholesale and Distribution Software

Operational challenges and priorities

Account-specific prices, quote approvals, purchasing, and delivery schedules rarely fit a basic direct-to-consumer checkout.

We identify where information is created, who owns it, which users need access and what happens when external services or data feeds fail.

Potential software features

Create buyer portals, sales workflows, inventory visibility, and operations integrations around contract terms.

Example delivery scope

• Account-based catalogs and pricing. Exact roles, rules, integrations and acceptance tests are scoped using your existing process.
• Quote-to-order approval. Exact roles, rules, integrations and acceptance tests are scoped using your existing process.
• Reorder and invoicing flow. Exact roles, rules, integrations and acceptance tests are scoped using your existing process.
• Stock and fulfillment tracking. Exact roles, rules, integrations and acceptance tests are scoped using your existing process.

How we approach implementation

Agree on master pricing and stock ownership before connecting a B2B order portal to the ERP.

We first validate one end-to-end process using sample records and stakeholder feedback, then implement controlled releases, operational monitoring and documentation. Data migration, provider access, training and support are agreed in the project scope.

Questions to consider