This profile fits B2B & B2C distributors of one or more of these lines: raw ingredients, oil & dry-store essentials, dairy products & non-diary milk products, artisan goods, sauces & condiments, smallgoods, meat & poultry, seafood, refrigerated & frozen goods, beverage/drinks, kitchenware & equipment, packaging & serving ware and so on.

Systems to consider integrating:

  • Quotes with Price Tiers
  • B2B eCommerce Website (with capabilities such as standing orders)
  • Inventory Tally by Product Category for Picking & Packing
  • Delivery Module with GPS Route Planning for Last Mile Logistics
  • Automated Payment Collection Facilities
  • Debtor Management
  • Customer Relationship Management (CRM)
  • Customer Service & Support (Help Desk & FAQ)
  • Payroll & Rosters
  • Accounting & Tax Compliance
  • Analytics and Reporting
Start-up example

So, you’ve done deals to supply and deliver an agreed amount of goods every week unless told otherwise. You’ve rostered truck drivers, allocated them their respective delivery routes, and linked their timesheets to payroll. Managing the accounting side of things can be daunting with the sheer volume of transactions per day. Fortunately, recurring invoices are great to start off with, and are quick and easy to edit before batch emailing. Nevertheless, cashflow is still the most crucial part, so be sure to negotiate for more favourable payment terms with suppliers, and set up automated invoice reminders to debtors.

Growth example

As you expand your product range and build up your customer base, you may need to use a more comprehensive ordering system and CRM to keep track of customised discounts or price tiers for each customer. You could also shave off a lot of administrative work by collecting payments via direct debit, and allowing customers to log in to their web account to make one-off tweaks to their standing order quantities before the cut-off time for pick & pack. Customer support can be made more efficient too by including a self-help FAQ help page on your website and implementing a customer service ticketing system. Lots to do — And all that can be achieved with an array of existing cloud software add-ons, instead of starting from scratch again or hiring a team of programmers.

Smoother processes with less bottlenecks, human errors and miscommunication!