Sales & Distribution Management
Streamline sales operations from reservation to delivery, ensuring inventory availability, accurate pricing, and on-time fulfillment to maintain customer satisfaction.
Customer Relationship Management
Manage client relationships and business contacts with comprehensive company and contact databases.
- Complete client database with classification (client, distributor, retailer)
- Business sector tracking (roaster, cafe chain, retailer, etc.)
- Multi-contact support per company with role-based organization
- Tax ID and billing information management
- Credit terms and payment conditions tracking
- HubSpot CRM integration for deal tracking and pipeline management
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Reservation System
Allocate inventory to specific customer orders with flexible reservation creation and real-time fulfillment tracking.
- Multi-lot allocations in single reservation
- Support for expected inventory (sell before arrival)
- Support for physical inventory (in-stock sales)
- Mixed allocation types in one reservation
- Automatic office-aware numbering (RES-USA-2024-0001)
- Status tracking (active, partial, fulfilled, expired, cancelled)
- Price locking at reservation time with validation of sufficient stock
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Contract Management
Manage long-term trading agreements with automatic delivery scheduling and recurring fulfillment.
- Automatic contract numbering (CON-2024-0001)
- Recurring delivery schedules (monthly, quarterly, annual)
- Total quantity and pricing terms management
- Automatic delivery generation based on contract frequency
- Schedule date calculation and distribution across delivery periods
- Status management (draft, active, completed, cancelled)
- Contract amendment tracking with complete history
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Delivery Management
Schedule and fulfill client deliveries with complete tracking from order to delivery confirmation.
- Office-aware numbering (DEL-USA-2024-0001)
- Multi-item deliveries - different lots in one shipment
- Scheduled delivery dates with warehouse selection
- Integration with delivery order system for fulfillment
- Automatic inventory discount on fulfillment
- Sale movement creation for complete audit trail
- Status workflow (scheduled → delivered → cancelled)
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Delivery Order Fulfillment
Execute warehouse operations for client deliveries and transfers with batch processing capabilities.
- Automatic numbering by warehouse (DO-MIAMI-2024-0001)
- Batch multiple deliveries in one warehouse operation
- Support for both client deliveries and inter-warehouse transfers
- Two-phase fulfillment for client deliveries and transfer completion
- Consolidated information across all deliveries (total quantity, client count)
- Unified delivery date tracking and warehouse-specific fulfillment metrics
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Key Business Benefits
Transform your operations and drive measurable business results
- Automate order workflows and reservations
- Batch warehouse operations for efficiency
- Streamline delivery scheduling
- Reduce manual coordination
- On-time delivery tracking
- Accurate inventory availability
- Transparent order status
- Flexible contract terms
- Price locking at reservation
- Better cash flow predictability
- Contract-based recurring revenue
- Reduced fulfillment costs
- Scalable sales operations
- Long-term contract management
- Multi-client support
- CRM integration for pipeline growth