Wholesale supplier
India
Customers browse a private catalogue and submit quantities. Staff review the saved request before packing starts.
Step details
Browse the private catalogue
Show the products and prices the customer may see.
Add products and quantities
Use the product’s piece or set unit.
Submit one saved request
Return an order reference without treating it as approval.
Review before packing
Staff approve, hold or change the request using their assigned access.
Order Changes and Cancellations
Save agreed changes and cancellations against the same order.
Staff Access
Give each staff member access to the work and documents their role needs.
Receive a ten-line customer order
Estimated staff time
Before
Enter the customer’s ten items and check.
With the system
Check the order submitted through the website.
Manage product photos, categories and saved prices, with the owner controlling each customer’s price visibility.
Step details
Update product details
Maintain names, photos, categories and units.
Set the saved prices
Use the business’s saved customer prices.
Choose customer visibility
Owners decide who can see prices.
Check the customer view
Confirm that the intended customer sees the correct details.
Packing staff record actual quantities, photos and dispatch while the team sees pending work from a phone.
Step details
Open the approved order
Keep the customer’s requested quantities visible.
Record actual packed quantities
Record shortages separately rather than marking them supplied.
Attach packing and dispatch photos
Keep proof with the right order.
Record the goods being sent
Packing and dispatch remain separate updates.
Upload the transport receipt and final slip. Staff check them against the order before customers can see them.
Step details
Upload the existing documents
Use the files produced by the existing business process.
Check the order and customer
Confirm the correct customer, order and readable version.
Approve document release
The owner or accountant releases the files.
Open them from customer history
Customers see their own paperwork; packing staff cannot open priced final slips.
Find order documents
Estimated staff time
Before
Find, check and send the documents.
With the system
The customer opens released files in order history.
Keep previous orders and released documents together, with a fresh cart for repeat ordering.
Step details
Find the earlier order
Show only that customer’s order records.
Open released documents
Use the checked files staff have released.
Start a new cart
Bring items across using the current catalogue.
Check and submit again
The customer checks quantities and staff review the new request.
Answer an order update question
Estimated staff time
Before
Find the order and send its latest update.
With the system
The customer checks the saved order update.
Work samples
Ordered quantities and packed quantities
Customer website
Products, customer order requests and released documents.
Staff area
Product updates, order review, packing and dispatch.
Send the order to the staff team
The customer’s request reaches staff for review and packing.
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