ClearOps for wholesale & distribution
Process more orders, not more paperwork: a bespoke system for wholesale and distribution
Wholesalers and distributors run on tight margins and high order volumes, yet much of the day goes on keying orders, building quotes and chasing suppliers. We build systems that take that repetitive processing off your team. Incoming orders are read and supplier paperwork reconciled for you, so people manage exceptions rather than data entry.
Where the time goes in wholesale & distribution
- Re-keying purchase orders that arrive by email, PDF and fax into the ERP
- Building customer-specific quotes and price lists by hand against volume tiers
- Tracking stock levels and triggering reorders across multiple suppliers and lead times
- Reconciling supplier invoices and delivery notes against what was actually ordered and received
- Answering repetitive 'is this in stock' and 'where's my delivery' customer queries
- Chasing customers on credit limits and overdue accounts
What your system does for you
Order entry from any format
AI reads purchase orders from email, PDF and portal, extracts the lines and pushes them into your ERP, turning hours of keying into a quick exception review.
Quote and price-list building
Generate customer-specific quotes against volume tiers and agreed pricing automatically, so sales responds fast without hunting through spreadsheets.
Stock and reorder alerts
Watch stock against demand and supplier lead times, flagging reorders before you run out and tying up cash in overstock you don't need.
Invoice and delivery matching
Three-way match supplier invoices, POs and delivery notes automatically, surfacing discrepancies so you only pay for what you actually received.
The systems we connect
How we work with you
Most firms don't want another big software project to manage, so we don't sell you one. We start with a quick Ops & AI Audit, then put you on the ClearOps Plan, one simple monthly plan where we build, run and keep improving your bespoke system for you. You rent the working outcome and we keep the lights on. Big-firm consultancy at a small-business price.
No per-feature stacking. Adding to your system doesn't add fees. Small additions are covered by your plan's monthly capacity, and you only step up a tier when you genuinely outgrow it (Lite, then Core, then Partner). The more your system does, the better the value gets.
Prefer to own the build outright? We do the occasional one-off Own-it Build (from £6,000), but for most firms a Plan is cheaper to start, faster to value and someone else's problem to keep running.
See what admin is costing your wholesale & distribution firm
Book a free 20-minute Ops Teardown, or start with a £1,200 Ops & AI Audit. Then we build it and run it for you on a ClearOps Plan from £450/mo. Use the calculator first to see the prize.
Questions
Our orders come in every format under the sun. Can it cope?
That's exactly the problem it solves. The system reads email, PDF and portal orders, extracts the lines and flags anything it's unsure about for a human to confirm. The messy inputs stop being your team's problem.
We run Sage 200 / SAP Business One. Will it integrate?
Yes. We build around your existing ERP rather than replacing it, connecting through its integration layer so your single source of truth stays put.
What about the orders that need human judgement?
Those still go to a person. The automation clears the high-volume routine work so your team spends its time on the exceptions, pricing calls and customer relationships that need it.