Systems for traders, distributors and wholesalers
When orders arrive through five channels and stock sits in three locations, the constraint is no longer selling. It is keeping an accurate picture of what has been promised and what is available.
- Common systems
- Order Management System, Inventory & Dispatch Tracker
- Typical first step
- Consolidated order management
- First phase live in
- 6 to 10 weeks
Why growth outpaces the systems
Trading and distribution businesses tend to grow faster than their systems. Orders come by phone, WhatsApp, email, a website and marketplaces. Stock is held across godowns. Customers have individually negotiated rates and credit terms. Most of this is coordinated through spreadsheets and the memory of a few long-serving staff, which works well until volume or staff turnover exposes it. The highest-value work here is usually consolidating orders into one queue and making stock and receivables visible in real time.
Where orders, stock and credit get out of step
Orders arrive everywhere
Phone, WhatsApp, email, website and marketplace orders are consolidated by hand, and the consolidated list is only as current as the last person to update it.
Customer-specific pricing is held informally
Negotiated rates, schemes and credit terms are remembered or kept in a personal file, which makes quoting inconsistent and errors likely.
Stock across locations is unclear
Each godown keeps its own record, so committing to a delivery date involves phoning to check rather than looking.
Receivables are tracked separately
Outstanding balances live in accounting software the sales team cannot see, so orders are taken from customers already over their limit.
Dealers cannot order themselves
Every dealer order passes through a salesperson, which limits how many accounts each person can service.
What we build for traders and distributors
Consolidated order management
Every order from every channel in one queue with one status model, so pending quantities and commitments are always visible.
Dealer and B2B ordering portal
Dealers log in, see their own price list and credit position, and place orders directly, which frees the sales team to sell.
Multi-location stock visibility
Live stock across all godowns with transfers tracked as in-transit, so delivery commitments are based on fact.
Credit and receivables visibility
Outstanding balance and ageing shown at the point of order entry, with configurable blocking or approval when a limit is exceeded.
Scheme and claim management
Discount schemes and dealer claims tracked and settled against defined rules rather than negotiated case by case.
Sales performance dashboard
Revenue by product, customer, region and channel, with movement analysis to identify what is slowing before it becomes dead stock.
Not sure which one to start with?
Tell us how your business runs today. We will suggest the first step and give you a fixed price for it.
Solutions and services for this sector
Ready-made systems that address the problems above, and the services used to build them.
Order Management System
One system tracking every order from enquiry to delivery, whichever channel it arrived through.
Inventory & Dispatch Tracker
Live stock positions across every store and warehouse, with alerts before you run out and a record of what left.
Customer Portal
A login area where customers check their own orders, invoices, documents and requests.
Lead & Follow-up System
Capture every enquiry, assign it, and make sure follow-ups happen on time.
Where do your orders and stock get out of step?
Describe how orders arrive and where stock is held today. We will suggest whether to start with one order queue, stock visibility or a dealer portal.
The first conversation is free, with no obligation.