Safety Document Workflow
- 1Customer places order via portal or phone
- 2System matches SKU to latest SDS and COA files
- 3Documents are emailed instantly to the safety coordinator
- 4Shipping label is generated only after document confirmation
Systems for Chemical Distributors
Optimize Inventory and Logistics for Chemical Supply Chains
Distributors generate revenue by managing complex supply chains of raw materials and specialty ingredients for industrial users. Profit often leaks through inefficient inventory turnover, expired stock, and the heavy administrative burden of regulatory compliance documentation.
B2B & Industrial
- Automated SDS Delivery
- B2B Client Portal
- Inventory Expiry Alerts
- Sample Request Tracking
- Dynamic Freight Notifications
How the business actually works
How the work flows, start to finish.
- 01
Procurement
Purchasing raw bulk chemicals or specialty compounds from global manufacturers.
- 02
Warehousing
Storing materials in climate controlled environments with strict hazard segregation.
- 03
Technical Support
Providing application data and formulation assistance to industrial R&D teams.
- 04
Quoting
Managing tiered pricing based on volume, freight costs, and market volatility.
- 05
Fulfillment
Picking, packing, and labeling drums, totes, or bags for shipment.
- 06
Compliance
Ensuring every shipment includes the correct Safety Data Sheets and Certificates of Analysis.
- 07
Logistics
Coordinating LTL or specialized hazardous material transport to the customer site.
- 08
Retention
Monitoring consumption rates to trigger reorders before the customer runs out.
Where it leaks
Common problems for chemical distributors.
01
Compliance Drag
Manually emailing Safety Data Sheets and Certificates of Analysis for every SKU slows down the shipping office. If a document is missing, shipments are delayed and regulatory risks increase.
02
Stock Expiration
Specialty chemicals with short shelf lives often sit in the back of the warehouse unnoticed. Without proactive alerts, these high value assets become expensive hazardous waste.
03
Price Volatility
Raw material costs fluctuate daily based on global markets and shipping surcharges. Relying on static spreadsheets leads to selling at margins that cannot sustain the business.
04
Inbound Chaos
Product inquiries and sample requests come through fragmented channels like phone, email, and web forms. Sales teams lose track of leads, allowing competitors to secure the contract first.
05
Logistics Blind Spots
Customers frequently call for delivery ETAs because they have no visibility into the freight process. This creates a high volume of repetitive administrative work for the customer service team.
What LATTICE can build
Systems built around how you work.
Automated SDS Delivery
The system automatically attaches the correct Safety Data Sheets to the order confirmation and shipping notification emails.
B2B Client Portal
Customers can log in to view past invoices, download technical data sheets, and request reorders of their standard SKUs.
Inventory Expiry Alerts
Automated notifications warn the sales team three months before a batch reaches its expiration date to facilitate clearance sales.
Sample Request Tracking
A dedicated workflow captures sample requests and sets reminders for technical sales to follow up on formulation results.
Dynamic Freight Notifications
SMS and email updates are triggered when a shipment leaves the warehouse and when it arrives at the destination gate.
Bulk Quote Automation
Standardize the quoting process with templates that account for volume breaks and hazardous material handling fees.
Stock Level SMS Reorders
Send automated texts to procurement managers at regular intervals asking if they need to replenish their recurring chemical stock.
Example systems
What it looks like in practice.
Technical Follow-Up
- 1Sales rep marks a sample as shipped
- 2Wait fourteen days for lab testing at customer site
- 3Automated email asks for application feedback
- 4System creates a task for a formal quote if feedback is positive
Supply Chain Alert
- 1Inventory falls below the safety stock threshold
- 2Purchase manager receives an automated dashboard alert
- 3Draft PO is generated for the primary manufacturer
- 4Sales team is notified of potential lead time increases
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from chemical distributors
How can we ensure our customers always have the latest safety documents?
Our system links your document library directly to your product database. Every time a shipment is processed, the most recent version of the SDS is automatically sent to the customer, ensuring you stay compliant without manual filing.
Can the portal handle different pricing for different customers?
Yes, the client portal is designed for B2B relationships where pricing is often negotiated per contract. Each logged in user only sees the specific price lists and SKUs assigned to their account.
We struggle with following up on product samples, can you help?
Samples are a major expense in chemical distribution. We build automated sequences that check in with the customer at specific intervals to ask about their testing progress, ensuring your sales team focuses on high intent leads.
How do we manage freight updates for hazardous materials?
The system can integrate with logistics data to provide real time status updates. This reduces the number of 'where is my order' calls and gives your customers the predictability they need for their production schedules.
Can we track batch numbers and lot codes through the CRM?
Yes, custom fields allow you to associate specific lot numbers with customer orders. This makes it simple to perform a targeted lookup or notification if there is ever a manufacturer recall or quality issue.