Software for wholesalers and distributors: B2B orders, field sales reps and ERP

Signs you have this problem

• Orders come in by phone, by email and from sales reps, and each one has to be retyped into the inventory software.
• Sales reps come back from visits with notes, and the office only finds out about an order once they are back.
• Customers call to ask about the status of their order or about an invoice.
• Prices for different customer groups sit in a spreadsheet that only one person knows their way around.

What we build for wholesalers and distributors

1. 1

   B2B portal for customers

   A business customer logs in, sees the products and prices meant for them, places an order and downloads documents. Order history and status are in one place, so they don’t have to call.

2. 2

   CRM for field sales reps

   A visit log, a catalog of products and bundles, and orders placed from the phone, even with no signal. That is how the sales reps of ScanVet, a distributor of veterinary products, work.

3. 3

   Routes and fleet

   The office plans routes and sees the cars’ GPS data next to sales data.

4. 4

   Connection to ERP, EDI and KSeF

   Orders from the portal and from sales reps reach the inventory software without retyping, and invoices can go straight to KSeF.

Three ways to solve it and when each makes sense

1. Option 1

   B2B module of your inventory software or store platform

   When your ERP software or store platform has a B2B module that fits your prices and customer groups.

   Pricing logic and screens only as far as the provider planned for. Field sales reps may need a separate tool.

2. Option 2

   Off-the-shelf CRM with a mobile app

   When the problem is mainly sales reps’ visits, and orders reach the ERP anyway.

   A subscription for every user. Check whether the app works with no signal and whether it can pass orders on to your ERP.

3. Option 3

   One custom system

   When customers, sales reps and the warehouse should work on the same data, with your prices and a connection to your ERP.

   A higher cost to start with, but no per-user fees and no retyping of orders between systems.

How it works in our projects

For ScanVet, a distributor of veterinary products, we built a CRM where sales reps’ visits, orders and notes land in one system, and the office sees routes and the fleet’s GPS data next to sales data. Reps work with no signal too, and the data syncs on its own.

Siyami’s Meat sells wholesale and retail in one store: business customers enter their tax number for the invoice at checkout, and restaurants work out their demand and cost per serving on their own, before asking for a quote.

Our projects

• 
  Veterinary products distributionScanvet: CRM for a veterinary distributor’s sales reps

  A CRM for the sales team of ScanVet, a distributor of veterinary products: a log of clinic visits, the catalog and orders, routes and the car fleet, even without coverage.

  Scale: 150+ API endpoints, 35+ database tables, 30+ screens

• 
  Food production and hospitalitySiyami’s Meat: online store of a kebab meat producer

  An online store for an artisanal kebab meat producer, with a demand calculator for restaurants and refrigerated delivery across Poland.