Ecommerce & retail
Product brands spend more time selling and less time keying in orders.
Setting up each new stockist, keying orders between your store and the accounts, and buying stock without a clear view of cash.
Where the week goes
The three jobs that eat your week.
- New customer set-up
Every new stockist set up by hand
Trade account, terms, marketing pack and a pin on your store locator, from one approval.
How it stops - Double handling
Orders keyed between your store and the accounts
Wholesale orders, invoices and payments flow between your store and your accounts without re-typing.
How it stops - Getting paid
Stock bought before the cash is in
Reorders timed against your bank balance, bills and payouts, so buying never breaks your cash floor.
How it stops
A worked example
When you approve a new stockist.
9 things happen on their own, across 8 systems.
Each step is marked
- Rule
- Plain business rules
- AI
- Drafted by AI, approved by your team
- Built in
- Your software already does it
-
ABN Lookup
Retailer’s ABN and GST checked
Step type: Rule -
Credit check
Credit check for trade terms
Step type: Rule -
Online store
Trade account with your wholesale prices
Step type: Rule -
Accounts
Contact created with matching terms
Step type: Rule -
Shared drive
Marketing assets shared
Step type: Rule -
Email marketing
Welcome email written for their store
Step type: AI -
Online store
Opening order drafted to confirm
Step type: Rule -
Store locator
Pin added to your store locator
Step type: Rule -
Calendar
Rep visit booked
Step type: Rule
And it keeps watching
Cash-aware buying.
Stock orders are timed against your bank balance, bills and payouts, so buying never breaks your cash floor.
Works with what you already use
Shopify, WooCommerce, Cin7, Xero, MYOB, Klaviyo and Stockist, and most tools with an API.
Not quite your business?
Start with the job instead:
