01
Orders arrive in every format except clean.
Email PDFs, scanned faxes, rep texts, EDI exceptions, and phone orders should become clean order records without hours of re-keying.
Industries / Wholesale and distribution
Distribution is a penny business. Tighten the back office.
Built for food service, beverage, building materials, industrial supply, grocery wholesale, and specialty distributors.
You make money on volume. Every mispick, late delivery, short shipment, missing proof of delivery, and misplaced invoice eats that volume alive. We build the systems that move orders from inbox to warehouse to route to cash with fewer misses.
Where the money leaks
Common problems we look for first.
We do not need to claim every shop is the same. We start with the work that repeats, the calls that get missed, and the reports nobody trusts.
02
Pick errors erase thin profit.
A wrong quantity, wrong SKU, short shipment, or damaged pack can create credits, re-ships, route disruption, and customer churn.
03
Customers call reps for status instead of ordering more.
The rep's day should not disappear into 'where is my order?' calls. Status, invoices, statements, and substitutions need a cleaner customer loop.
04
AR and credit memos hide the real problem.
Aged invoices, repeated credits, pricing errors, and customer-specific terms need to be visible before they drain working capital.
What we would build first
Practical fixes.
Priced one at a time.
A fit call turns this into a short, priced menu. You choose the fixes that matter. If one item is enough, we build one item.
01
Order intake desk
Reads email, PDFs, faxes, EDI exceptions, and rep texts, matches SKUs, catches missing details, and queues orders for approval.
02
Order error pre-flight
Checks stock, account status, credit hold, delivery window, substitutions, and odd quantities before the order hits the floor.
03
Pick accuracy monitor
Tracks errors by picker, shift, zone, customer, and SKU so the operation fixes patterns instead of anecdotes.
04
Route and POD capture
Logs signatures, photos, geofence notes, delivery exceptions, and invoice proof against the order in real time.
05
Customer order portal
Lets customers place orders, see history, check statements, download invoices, and reduce status calls.
06
Sales rep support
Answers customer-history questions, flags usual-order gaps, suggests add-ons, and prepares territory follow-up.
07
Credit memo tracker
Captures reason codes, routes, customers, products, and dollar impact so the true causes show up monthly.
08
AR follow-up
Runs polite 30/45/60/90-day follow-up, escalates risk accounts, and keeps statements in front of slow-pay customers.
A realistic first pass
First pass for a regional distributor
A fit call turns these starting points into your distribution baseline: order formats, warehouse flow, route structure, customer communication, credits, and AR aging.
Problem
Orders arrive by email and rep text, mispicks trigger credits, customers call for status, and AR follow-up happens on Fridays by memory.
Build
We wire order intake, order pre-flight, pick accuracy reporting, POD capture, and AR follow-up around the current OMS or WMS.
Result
Orders move faster, reps spend less time answering status calls, and the owner sees the errors and slow-pay accounts that are eating cash.
1-3%
pick-pack error rates can be expensive at volume
60-80%
inbound order keying that can often be reduced
10 hrs
weekly rep time target recovered from status calls
Cleaner
POD, credit memo, and AR visibility
How we work
Fit call. Menu. Build. Run.
One-time setup fee plus a monthly base. Each fix is priced on its own. If you go broad, we can bundle the work. No good/better/best packages, no vague retainer, and no public price range before we understand the workflow.
- 01Fit call
Fifteen to forty-five minutes. We listen for the work, calls, orders, reports, and follow-up that are costing money.
- 02Menu
You get a written list of the best areas to fix first, each priced on its own. No tiers.
- 03Build
We connect the tools you already use, add only what is missing, and keep the first pass focused.
- 04Run
Monthly work covers monitoring, tuning, reporting, and the next set of improvements after the numbers are real.
