I build tools that turncustomer purchase ordersinto draft sales orders.

What I’ve built.

I build tools for wholesalers that read customer orders and quote requests into Cin7 and work out what each sale actually made. They write drafts for your team to confirm, and Cin7 stays the record.

  • Customer orders from every channel

    Before

    Purchase orders arrive as PDFs in email, through customers’ procurement portals and from your trade store. Someone keys each one into the inventory system.

    After

    The system reads each order, whether it comes as a PDF, a photo, an email or a spreadsheet, and puts it in one queue as a draft sales order. It matches the customer’s product codes to yours and leaves a line for someone to pick when it isn’t sure. When the buyer quotes your quote number, it checks the prices against the quote. Someone confirms the order before it goes through.

  • Backorders

    Before

    A customer rings to ask about an order, and someone digs through supplier emails to find out when the goods might arrive.

    After

    One list shows every open supplier order line and the customers waiting on it. The system drafts a customer update from the supplier’s shipping advice, and another once the goods are booked in, and someone sends each one.

  • Quote requests

    Before

    Quote requests come in by email as a list of products, and each one gets looked up and typed into a quote by hand.

    After

    The system reads the email and drafts the quote with each product matched to your catalogue. A product it can’t match for certain is left for someone to choose, and a person checks the quote and sends it.

  • True margin

    Before

    Most reports work out margin from today’s cost price, so stock bought months ago at a different price or exchange rate shows the wrong margin.

    After

    Each invoiced line uses the landed cost from the purchase order that supplied it, including freight and customs. You can see which products sell at a low or negative margin, and to which customers.

One order, start to finish.

I build these with the people who take the orders and the people who buy the stock.

  1. 01

    A customer raises a purchase order in their procurement portal, and the notification email arrives in your sales inbox.

  2. 02

    The system reads it, finds your quote number and checks the prices against the quote, then drafts a sales order for someone to confirm.

  3. 03

    Two lines are out of stock, so they go on back order against the supplier’s open purchase order, and someone sends the customer the update the system drafted.

  4. 04

    When the supplier’s goods are booked in, the system drafts the next update, someone sends it, and the order goes out.

Start with one job.

I start by sending you a short list of where I think I could save you time. Once we’ve picked one job off it and agreed the scope, I build a prototype in two weeks for a fixed $3,000 plus GST, connected to your inventory system and tried on your own data. If it’s useful, I keep building on a monthly retainer. See pricing

Tell me what takes your team the most time.

Tell me which inventory system you run and how a customer’s order gets into it now, and I’ll send you a short list of where I think I could save you time.