Merchant trade desk
We take off your hands: re-keying emailed trade orders, pricing contractor schedules and chasing quotes, special orders and delivery details.
You get: emailed orders drafted into your software, and priced schedules and quotes checked against your margin floor, for your counter and sales staff to check.
Get a price for thisOr check first: Are we ready for AI?
The problem
Our sales desk re-keys every order.
What is in this package
- Find where discounts and price overrides are eating into branch margin
- Turn emailed trade orders into orders in your system
- Track returnable pallets, bulk bags and stillages and the deposits on them
- Check delivery site access, offload needs and contact details before a merchant load is dispatched
- Price contractor material schedules and bills of quantities into quotes
- Flag quotes and orders priced below your margin floor before they go out
- Track special orders and keep customers updated
- Answer trade stock questions and build quotes online at any hour
- Sort the customer service inbox and draft replies to routine queries
- Claim supplier price support on project and special-price sales
- Contractor schedule to delivered order and settled claimWhole process
- Follow up open quotes and record why orders were won or lost
- Show sales reps which contractor accounts are buying less
- Give counter staff product answers from your catalogue and datasheets
- Process returns and credit notes, checked against the original sale
27 more parts, which a call confirms.
We price a whole package as one build (our rule). A call confirms it.
What it needs to work
- Product and price data in the ERP
If those aren’t in place yet, you’ll hear that before anything gets built.
Who it’s for
- Manufacturers and suppliers
What would this cost for your team?
Answer questions about your company and how this work runs today. You see an indicative estimate of the hours back, what that time is worth and the price when you send your details.
Get a price for thisOr check first: Are we ready for AI?