Illustrative workflow

Process:
Technical wholesale and tools

An installation company orders drill bits, fasteners and two power tools at its agreed business prices.

Technical wholesale and tools
Illustrative workflow

Six steps. The same information moves forward.

01

1. Structure the technical catalogue

How this step works

Combine supplier references with dimensions, material, tool model and packaging units. Make the technical characteristics searchable in your product structure.

02

2. Check the customer's requirement

How this step works

Confirm the tool model, fastener size and units needed. Review specifications rather than assuming that products with similar names are interchangeable.

03

3. Prepare the business quote

How this step works

Apply the customer's agreed prices and enter quantities with the correct selling units. Keep technical notes and delivery agreements with the enquiry.

04

4. Arrange stock and purchasing

How this step works

Check available tools and components across locations. Order shortages from the relevant suppliers and retain their references with the purchasing information.

05

5. Scan and check the order

How this step works

Receive the ordered goods, assign locations and collect the customer order. Check references and packaging quantities during picking to avoid the wrong size or unit.

06

6. Deliver and keep the history

How this step works

Pack the order and link the delivery and invoice to the customer. Use the product and order history when the customer requests a repeat order or return.

When the order changes.

When the order changes.

A specification changes

Confirm the replacement item and price with the customer before processing.

A package contains more units

Check selling and purchasing units before confirming quantities.

A tool is returned

Record the article and condition and follow the agreed return procedure.

AI in every module

AI supports your team's tasks within each module. Your employees review the output and remain responsible for specifications, prices and customer agreements.

ONE PLATFORM FOR YOUR DAILY WORK

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Configuration and available integrations are discussed for your business.