Wholesale & Distribution Order Automation | Brand Lens
Customers send orders as PDFs, spreadsheets and photos. We turn them into sales orders, check stock and pricing, and give customers a portal to reorder themselves.
Orders In by Email, Out the Door Without Retyping.
Customers send orders as PDFs, spreadsheets and photos. We turn them into sales orders, check stock and pricing, and give customers a portal to reorder themselves.
Why Brand Lens fits Wholesale & Distribution
- Orders read, not keyed. Every emailed PO is read, matched to your SKUs and drafted as a sales order, with exceptions flagged.
- A portal to reorder. Customers see their prices, past orders, invoices and tracking, and reorder without calling.
- Statements reconciled. Supplier statements are matched to bills overnight, and only the differences reach your team.
Where the work slips
- Orders by email. PDF orders are retyped into the ERP every morning. What we build: Purchase order intake.
- SKU mismatches. Customers use their part numbers, not yours. What we build: Integrations and a data sync layer.
- Reorder calls. Reps spend the day taking orders they could have placed online. What we build: Customer portal.
- Statement reconciliation. Month-end means ticking supplier statements by hand. What we build: Supplier statements and reconciliation.
What we would build first
- AI outbound (AI SDR) Finds the companies and people that match your best customers, writes personal email and LinkedIn messages, and keeps following up until a meeting is booked. Replies go to your team.
- Inbound response in minutes Forms, emails and requests for quote acknowledged in minutes and routed to the right rep by product, size and territory.
- Quote and estimate builder A request for quote becomes a priced quote the same day, from your price lists, contract rates and stock, ready for a person to check and send.
- Customer portal Customers see their bookings, documents, invoices and job status without calling to ask.
- Purchase order intake Customer purchase orders read from email and PDF, entered into your ERP or accounting, stock reserved and confirmed with ship dates.
- Supplier statements and reconciliation Supplier statements checked against your ledger, with differences listed for a person to resolve.
- Invoicing and collections Invoices raised on dispatch, statements sent, and late payers chased politely in your name until they pay.
- Shipping planner and freight quoting The week's shipments planned, loads grouped, and freight quotes requested and compared.
- Integrations and a data sync layer Your CRM, ERP, accounting and operations tools share one version of each customer, order and invoice.
- Dashboards and attribution From first touch to paid invoice, by channel, rep, product and customer, on one screen.
- Data migration Records moved out of old software, cleaned and checked, with the old system kept until the new one has proven itself.
Usually starts with: Build and Managed. Distributors usually start with order intake, then add the portal and finance pieces in phases.