Smart
Ord
er
Smart
Ord
er
Smart
Ord
er
Fulfillment
Helping fresh wholesalers reduce order errors, sell more, and save time.
Helping fresh wholesale dealers
work less and sell more










+
Hours/Week
Automated order intake, procurement status tracking, and streamlined fulfillment.
+
Hours/Week
Automated order intake, procurement status tracking, and streamlined fulfillment.
+
Hours/Week
Automated order intake, procurement status tracking, and streamlined fulfillment.
%
Fewer Errors
Cut errors in half by improving communication between your clients and fulfillment team
%
Fewer Errors
Cut errors in half by improving communication between your clients and fulfillment team
%
Fewer Errors
Cut errors in half by improving communication between your clients and fulfillment team
/7
Account Service
Set your timeframes, then let your clients submit & revise orders whenever suits them
/7
Account Service
Set your timeframes, then let your clients submit & revise orders whenever suits them
/7
Account Service
Set your timeframes, then let your clients submit & revise orders whenever suits them
Streamline fulfillment
A unified workspace that moves orders from intake to fulfillment
Clients place orders
An intuitive and mobile-friendly portal lets clients submit orders anytime from anywhere
Auto client reminders sent via text or email
Auto reminders sent via email or text
Clients order by text, phone, or portal
Clients order by text, phone, or portal
Confirmation is sent to clients email or text
Confirmation is sent to clients email or text
Orders are instantly organized by client
Orders are instantly organized by client


Clients place orders
An intuitive and mobile-friendly portal lets clients submit orders anytime from anywhere
Auto reminders sent via email/SMS
Clients order by text, phone, or portal
Confirmations sent to client instantly
Orders organized by client & period



Orders lead procurement
All orders automatically roll up into one item-by-item procurement checklist
Easily track the status of ordered items
Easily track the status of ordered items
Update totals and shortages in real time
Update totals and shortages live
Order changes are logged for invoice notes
Auto-log changes for invoice notes

Orders lead procurement
All orders automatically roll up into one item-by-item procurement checklist
Easily track buying status
Update totals and shortages
Auto-log changes for invoice notes
Procurement leads fulfillment
Real time updates from procurement lets the warehouse team get to work on deliveries
Smart pick lists updated in real time
Smart pick lists updated in real time
Real time updates reduce errors
Real time updates reduce errors
One-click-print all order pick lists
One-click-print all order pick lists


Procurement leads fulfillment
Real time updates from procurement lets the warehouse team get to work.
Smart pick lists updated in real time
Real time updates reduce errors
One-click-print all order pick lists



Fulfillment drives billing
Final picked quantities flow straight into invoices with QuickBooks integration
Auto-draft invoices in your existing tools
Auto-draft invoices in your existing tools
Shortage/changes noted on invoices
Shortage/changes noted on invoices
Dynamic pricing per item and account
Dynamic pricing per item and account
Gain practical account insights
Gain practical account insights

Fulfillment drives billing
Final picked quantities flow straight into invoices with QuickBooks integration
Auto-draft invoices in QuickBooks
Shortage/changes noted on invoices
Dynamic account/item pricing
Gain practical account insights
Supercharge procurement
Supercharge procurement
Turn orders into a live procurement checklist to track booking statuses, manage shorts, and reconcile changes - all in one place




Supercharge procurement
Track items by order status and reconcile short inventory.


Customize by client
Client Focused
Cater to the unique needs of each client, gain account insights, and improve communication
Cater to the unique needs of each client
Cater to the unique needs of each client, gain account insights and improve communication

Custom Menus
Set up a master menu then select which categories and individual items are visible to who and when

Customizable Menus
Set up a master menu then select which categories and individual items are visible to who and when

Custom Menus
Set up a master menu then select which categories and individual items are visible to who and when

Scheduled Reminders
Automatically send texts and emails to clients to remind them when their order window has opened

Scheduled Reminders
Automatically send texts and emails to clients to remind them when their order window has opened

Scheduled Reminders
Automatically send texts and emails to clients to remind them when their order window has opened

Trend Reporting
Review real-time updates on lifetime value, order variety, activity patterns, and more

Trend Reporting
Review real-time updates on lifetime value, order variety, activity patterns, and more

Trend Reporting
Review real-time updates on lifetime value, order variety, activity patterns, and more

Change Notes
Automatically log notes on client orders to keep them informed on short items and order changes

Change Notes
Automatically log notes on client orders to keep them informed on short items and order changes

Change Notes
Automatically log notes on client orders to keep them informed on short items and order changes
Get your orders in order
Get your orders in order
Account Management
Manage clients easier with a flexible ordering portal and auto reminders
Account Management
Manage clients easier with a flexible ordering portal and auto reminders
Account Management
Manage clients easier with a flexible ordering portal and auto reminders
Supply Purchasing
Smart procurement lists save time and significantly reduce errors
Supply Purchasing
Smart procurement lists save time and significantly reduce errors
Supply Purchasing
Smart procurement lists save time and significantly reduce errors
Picking & Fulfillment
One-click pick lists and order summaries for your warehouse team
Picking & Fulfillment
One-click pick lists and order summaries for your warehouse team
Picking & Fulfillment
One-click pick lists and order summaries for your warehouse team
Billing & Invoicing
Draft smart invoices in QuickBooks with notes on changes or shortages
Billing & Invoicing
Draft smart invoices in QuickBooks with notes on changes or shortages
Billing & Invoicing
Draft smart invoices in QuickBooks with notes on changes or shortages
Goodbye data entry
Save time & reduce errors by getting fresh wholesale orders to the right team, in the right format, at the right time.

Goodbye data entry
Save time & reduce errors by getting fresh wholesale orders to the right team, in the right format, at the right time.

Goodbye
data entry
Save time & reduce errors by getting fresh wholesale orders to the right team, in the right format, at the right time.
