Packing lists and invoices, entered for you.
Both arrive in one email. Quantities come from the packing list and prices from the invoice, every line lands in QuickBooks, and a price change gets flagged before anyone pays it.
Shown with sample data
Paperwork that enters itself.
Packing lists, invoices and buyer POs arrive all day. These three automations read them, enter them and keep your best buyers ordering.
An inbox fills with supplier packing lists and buyer purchase orders, and each one is marked as entered.
Three wholesale automations
01
What this replaced: Typing every line of a supplier’s packing list and invoice into QuickBooks, then checking the prices by eye.
02
What this replaced: Re-keying each buyer’s PO into the order system and comparing every price to the list.
Buyer POs, entered for you.
A buyer emails a purchase order. Every line is checked against your price list, the sales order is entered in QuickBooks, and the buyer gets a confirmation.
WC-305-BLK: buyer’s price $4.20, your price list $4.10. Approve?
Shown with sample data
03
What this replaced: Noticing, months too late, that a good account had stopped ordering.
Win back buyers who stopped ordering.
It reads your QuickBooks sales, finds buyers who used to order regularly and went quiet, and writes each one a personal email. When they reply, the sales order is drafted for you to approve.
Shown with sample data
What distributors ask us
- Our suppliers send PDFs, spreadsheets and photos. Can it read all of them?
- Yes. The automation reads PDFs, Excel files and clear photos of paper, and anything it isn’t sure about goes to a person instead of being guessed.
- We use QuickBooks Desktop, not Online. Does that matter?
- No. We work with what you already run, including QuickBooks Desktop, NetSuite and spreadsheets. The free call is where we check your exact setup.
- Can someone approve orders before they go in?
- Yes. Price changes and unusual lines can wait for one tap of approval, and everything else goes straight through.
Not in wholesale? See e-commerce, real estate, MCA or retail. Or bring your own: we work with businesses in every industry.
Book a free call