48hrs to 0
Order Processing Time
240
Trade Customers Onboarded
22%
Increase in Average Order Value
15%
Recovery of Previously Lost Orders

What We Were Solving

The distributor served 240 restaurants, delis and independent retailers. All ordering was done by phone or email, with a three-person team manually entering orders into their warehouse system. Order processing took 24 to 48 hours. Price lists were emailed as PDFs and were frequently outdated when customers referenced them. Minimum order requirements were checked manually and often caught only after delivery had been arranged. During peak periods the order line was constantly engaged, pushing customers to competitors. The company estimated they were losing 15 percent of potential orders due to process friction.

Our Strategic Approach

We built a trade ordering portal where customers browse live product catalogues with real-time pricing and availability. Orders are submitted directly into the warehouse system with automatic validation for minimum order values, delivery schedules and credit limits. Customer-specific pricing tiers apply automatically based on their account classification. A reorder feature lets customers repeat previous orders with one click. The admin interface gives the sales team visibility into ordering patterns, enabling proactive outreach to declining accounts.

Deliverables

  • B2B trade ordering portal with live product catalogue
  • Real-time pricing and stock availability
  • Automatic order validation for minimums, schedules and credit limits
  • Customer-specific pricing tiers applied automatically
  • One-click reorder from previous order history
  • Warehouse system integration for direct order injection
  • Sales dashboard with ordering pattern analytics
  • Automated new product announcements to trade accounts

Project Timeline

Week 1-2

Trade Workflow Analysis

Documented ordering patterns, pricing structures, validation rules and warehouse integration requirements.

Week 3-6

Portal Build

Product catalogue, ordering flow, pricing engine, validation rules and warehouse system integration.

Week 7-8

Sales Tools and Admin

Sales dashboard, ordering analytics, customer management and automated product announcements.

Week 9-10

Customer Onboarding

Migrated 240 trade accounts, customer training sessions and phased launch with dedicated support period.

Measurable Results

48hrs to 0
Order Processing Time
240
Trade Customers Onboarded
22%
Increase in Average Order Value
15%
Recovery of Previously Lost Orders

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