Wholesale and distribution
Orders, prices, stock and balances that agree, every day
Wholesalers run on thin margins and high volumes. When orders are retyped, price lists live in spreadsheets and balances are reconciled by hand, errors become expensive. We support the IT and automate the workflows behind them.
Common operational problems
Customer-specific pricing in spreadsheets
Tiered and negotiated prices kept in files mean quotes and invoices drift apart.
Orders arriving through every channel
Phone, email, chat and portal orders are keyed in by hand, often more than once.
Stock that is never quite right
Stock levels drift between warehouses, the sales team and the online catalogue.
Credit and balances checked too late
Customer balances and credit limits are checked after dispatch instead of before.
Common systems and integration points
Common risks we look for
- Shared logins on ordering or accounting systems, so nobody can see who changed a price.
- Former sales staff or agents who still have portal access.
- Price changes applied without approval or history.
- Order databases with backups that have never been restored.
- Payment-change fraud by email, such as altered supplier bank details.
Recommended service bundle
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Managed IT Support
Reliable devices, accounts and email for sales, warehouse and finance staff.
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Custom Software & Automation
Ordering portal, pricing engine, ledger and supplier integrations.
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Cloud & Server Management
Monitored, backed-up servers for the systems that take orders.
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Cybersecurity Foundations
MFA and access reviews for finance and admin accounts.
A phased implementation roadmap
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Phase 1 — Stabilise
Inventory users, devices and systems. Enable MFA on email and finance. Confirm backups and run a first restoration test.
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Phase 2 — Document
Map the order-to-cash process, price rules, approval points and integration touchpoints, with volumes and error rates where measurable.
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Phase 3 — Automate the highest-cost step
Usually order capture or pricing. Build it, integrate it and measure it against the baseline.
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Phase 4 — Extend
Customer portal, balances and credit checks, supplier feeds and management reporting.
Illustrative scenario: not a client result
What this can look like
A distributor with around 40 staff takes orders by phone and messaging app, keys them into an accounting system, and maintains five price levels in a spreadsheet.
Stabilise accounts and backups first. Then build a reseller portal that applies the correct price level automatically, checks the customer’s balance before confirming, and posts orders to the accounting system through its API.
Agree the measures in advance: order-entry time, pricing errors per month, and time from order to dispatch confirmation.
Book a wholesale and distribution assessment
We review your IT foundations and your order-to-cash workflow, then propose a phased plan.