Wholesale orders
Wholesale orders takes all your trade orders in one place: the cafés, restaurants and shops you supply order online, by mail or by phone, and each order gets that customer's own prices, so nobody types an order twice or charges the wrong price.
Trade orders for a bakery or a food wholesaler: each customer's price list, a portal where cafés, restaurants and shops order, orders read from mail by an AI agent, standing orders, a daily cut-off with its pick list, and credit limits. The owner runs it alone, or with an order desk and a warehouse team.
Try it
Business details, Products, Contacts, Customers, Orders, Price lists, Standing orders, Pick lists, Order mails
Try it freeWhat it does for you
Each customer signs in to order for the days they want, from their own price list. They see only their own orders, change them until your daily cut-off, and print their delivery notes. Their standing orders become real orders by themselves each week.
- Orders that come by mail go to an AI agent, the Order reader. It finds the customer, writes the lines from the mail or its attachment and leaves a draft for you to check, correct and accept. Turn on Settings, Mail first, so that the base takes the mail sent to its orders address.
- Every day at the cut-off the base confirms tomorrow's orders, adds up what to bake and pick of each product, and mails you the pick list. Print a delivery note for each order, which the customer signs when the van arrives.
- Add Van deliveries and each order that the cut-off confirms gets its delivery, at the customer's delivery address. You put the day's deliveries in a van slot, in stop order, with its driver. The driver signs in on a phone and sees only the stops of their own slots and what each order holds, never your prices, your credit limits or your other customers. At each door the driver takes a photo, the name and the signature, and records what came back, product by product; the order is then Delivered and shows the slot, the driver, who took the goods and what came back.
- Each customer has a credit limit. When an order would take what they owe past it, the base refuses the order and says why, so you never deliver more on credit than you agreed.
- Add Invoices and each delivered order has Make the invoice, at the customer's prices and due after your payment days. Your customers see their invoices in the portal and pay them by card, and a paid invoice pays its order, so their credit frees up by itself. Each customer shows their Balance and prints a Statement of their invoices and payments.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Move the cut-off to 15:00, and the pick list with it.Refuse a portal order under 40.Mail each customer their order when the cut-off confirms it.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Invoices
Invoices to contacts, with their lines, card payments of unpaid invoices, and each customer's balance and statement.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.