Wholesale and distribution

An order moves from the customer to ERP without rebuilding the data.

We connect the work of customers and sales reps with the B2B platform, ERP, warehouse, logistics and documents.

MANY SOURCES

Website

Excel

CRM

Calendar

Accounting

FUTURIO-LABS

Process logic · integrations · automation

ONE FLOW

Customer

Task

Delivery

Document

Report

No manual data re-entry

Company situation

Manual hand-offs begin where one system ends.

Phone, email and sales reps create queues the team has to organise manually.

Customer terms exist in company systems but are not available in one place.

Data moves between sales, ERP, warehouse and logistics through several people.

Customers and sales reps ask for information that could be available without another call.

Solutions

We check the sales channels, sources of pricing and stock, and the exceptions that require a person’s decision.

Stores agreements with the customer and assigns an owner to the next action.

Shows customer terms and passes a complete order into ERP.

Move data between ERP, CRM, warehouse and logistics with a visible result.

Route a document to a rule, a person’s decision or the next system.

That is enough to expose manual hand-offs, missing data and the best starting point.