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First for wholesale & distribution

Build wholesale apps around bulk order lines, available stock, backorders and receiving discrepancies.

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What you can build

From trade order to accepted receipt

Customer commitments, available stock and supplier deliveries do not share a clear exception owner.

  • Customer backorder resolution
    Trade order
    WH-071
    Open balance
    4 cartons
    Customer choice
    Ship available stock now

    Customer backorder resolution.

    Keep stock shortfalls and customer choices visible against each order line.

  • Goods receiving discrepancies
    Receipt
    GR-038
    Ordered
    30 cartons
    Accepted
    26 cartons

    Goods receiving discrepancies.

    Keep shortages, damage and accepted quantities visible against the expected delivery.

  • Vendor management system
    Supplier
    North Packaging
    Outstanding
    Updated terms sheet
    Next owner
    Buyer

    Vendor management system.

    Keep supplier details, requested documents and outstanding reviews together.

Follow one order through the handoff.

Atlas Distribution · Trade desk is a fictional example. Follow Order exception WH-062 through the decisions and exception that the team needs to resolve.

Atlas Distribution · Trade deskOrder exception WH-062

Order line: Trade cartons CT-08

Order line
Trade cartons CT-08
Ordered
80 cases

Current stage · account manager

Account manager records an order line

Account manager records an order line.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as customer backorder resolution. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for customer backorder resolution.

    Order exception WH-062
    Order line
    Trade cartons CT-08
    Ordered
    80 cases

    Describe the app you need.

    Start with one workflow, such as customer backorder resolution. Describe the record and what your team needs to track.

  • Add a field for warehouse check.

    Order exception WH-062
    Warehouse check
    60 cases available
    Shortage
    20 cases

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Order exception WH-062
    Released
    60 cases
    Open balance
    20 cases owned by account manager
    Handled by
    Warehouse coordinator

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for wholesale & distribution

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Coordinate backorders or goods receiving first. ERP, warehouse and commerce synchronization require separate implementation.

Questions about building for wholesale & distribution

Build an app for wholesale & distribution.

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