Home›Wholesale
For wholesale distributors — AU, US & UK

Same trade customer.
Same order, every fortnight.

Reps still keying orders. Credit checks done by feel. Supplier statements reconciled in a panic at month-end. We automate the repeat work — so reps sell, ops ship, and the books actually balance on the 30th.

Book a free wholesale audit →See the automations
Wholesale distribution dashboard automating credit checks, B2B re-orders and supplier statements
Works with what you already run inventory in
Cin7 Unleashed Xero MYOB
Where wholesalers leak hours

Repeat B2B orders

Same customers, same products, same lines. Still typed in by a rep on Tuesday.

Credit checks

New trade account; ABN verification, credit reference, limit setting — all by hand.

Supplier statements

Month-end reconciliation against 60+ supplier statements. A two-day job for one person.

Customer pricing tiers

Tier A vs B vs special-deal customer. Manual override every quote.

A month-end in distribution

Same trade book,
two month-ends.

Before

Month-end — manual

  • 28th: 60+ supplier statements landing. Two ops staff start matching.
  • 29th: Variances flying. Phone calls to suppliers, screenshots back and forth.
  • 30th: Customer pricing tier reviews. 38 accounts to spot-check.
  • 1st: Rep day — three reps on the road, still emailing orders to ops at 9pm.
  • 5th: Credit check on a new account — three days of email tag for one ABN.
After

Month-end — automated

  • 28th: Supplier statements parsed and matched against PO history. Variances flagged.
  • 29th: 47 of 60 already cleared. Ops works the 13 exceptions.
  • 30th: Customer tier review auto-built. Outliers escalated.
  • 1st: Reps placing orders via portal — auto-priced, credit-checked, dispatch-released.
  • 5th: New credit check — ABN verified, credit bureau pulled, decision in minutes.
What we'll automate

The wholesale-specific workflows.

🔁

B2B re-order automation

Repeat-customer orders auto-suggested from velocity. One-tap confirm. Released to Cin7/Unleashed.

Replaces rep order entry on routine accounts
✅

Credit check workflow

New trade account → ABN verified, bureau pulled, terms drafted. Approve / decline with full file.

Replaces 3 days of email tag
📑

Supplier statement rec

Statement → parsed → matched against PO/invoice history. Variances surfaced with suggested resolution.

Replaces 2 days of month-end work
💲

Customer pricing tiers

Tier rules enforced automatically across quotes and orders. Special-deal exceptions tracked and reported.

Replaces margin leakage
📦

Backorder management

Stockout detected → customer notified with ETA → auto-fulfil when stock lands.

Replaces "where's my order?" calls
📊

Sales rep dashboards

Each rep sees their book — pipeline, slip, opportunity. Updated nightly. No spreadsheet.

Replaces Monday morning reports
Wholesale questions

Straight answers.

Yes — all four. Customers, products, prices, stock and invoices flow into the automations. No double-entry across systems.
Yes — we integrate with creditorwatch / illion (AU) or Experian / Dun & Bradstreet (US, UK) for a full bureau pull, plus ABN/EIN verification.
On a clean book we're seeing 80%+ auto-cleared, with the remainder surfaced as variances with suggested resolution. Ops works exceptions, not the whole book.
Per-automation fee + monthly platform. Most distributors pay back inside one month-end through reclaimed ops time.
Related

Other retail work we automate

🛍️

Retail

POS to Xero, stock alerts, loyalty.
🛒

Ecommerce

Cart recovery, inventory sync.
🍽️

Hospitality

Roster, supplier orders, EOD.

Book a free wholesale audit.

30 minutes. We'll map your trade book, supplier reconciliation pain, and rep order flow — and which three automations free the most ops capacity.

Book a free wholesale audit →
No obligation Australia, US & UK 2-week first automation