Systems for Wholesale Distributors
The business model for distributors runs through high-volume inventory turnover and territory management across diverse client accounts. Margin leaks typically occur during manual quote calculations, fragmented communication with field reps, and neglected reorder windows.
B2B & Industrial
How the business actually works
Account Ingestion
Capturing detailed business profiles including tax exemptions and specific credit terms.
Quote Requests
Processing bulk line items and volume-based pricing for competitive bidding.
Order Verification
Confirming stock availability and logistics before final commitment.
Fulfillment Sync
Coordinating between the warehouse team and the client regarding lead times.
Invoice Management
Issuing digital statements and tracking net-30 or net-60 payment cycles.
Account Review
Analyzing purchasing patterns to identify upsell opportunities or declining volume.
Reorder Trigger
Proactively engaging the buyer when historical data suggests stock is low.
Where it leaks
Slow-moving inventory ties up capital and occupies valuable rack space. Automated alerts notify the team to run clearance campaigns before products become obsolete.
Field sales reps often wait days for back-office pricing approvals. A central system allows for instant territory-specific pricing and faster bid submissions.
Tracking multiple purchase orders across different job sites leads to administrative bottlenecks. A unified portal consolidates invoices by parent account for easier reconciliation.
Valuable leads from trade shows or digital inquiries often go cold without a structured sequence. Automated outreach ensures every procurement manager is nurtured until they are ready to buy.
When lead times shift, clients are often left in the dark, leading to strained relationships. Proactive communication flows keep customers informed of delays or partial shipments.
What LATTICE can build
Give procurement managers a private space to view order history, download invoices, and request new quotes.
Standardize the bidding process for large-scale orders to ensure consistent margins across different sales territories.
Identify dormant accounts that have not placed an order in the last ninety days and trigger personalized re-engagement emails.
An intelligent receptionist handles basic inquiries about product availability and shipping status during peak hours.
Automatically chase missing tax certificates or signed credit applications to keep the onboarding process moving.
Provide field reps with real-time data on their account performance and pending quotes through a mobile interface.
Send rapid updates regarding warehouse closures, holiday hours, or significant stock arrivals to your entire customer list.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The system allows for custom tags and account levels. You can assign specific price lists to different groups, ensuring that a small contractor and a national account never see the same rates.
Yes, the dashboard centralizes data so you can see which regions are meeting their quotas. You can drill down into individual representative activity, including calls made and quotes closed.
While it is not a warehouse management system, it excels at managing the customer relationship side of backorders. It can automate updates to the client so they feel supported while waiting for stock.
The interface is mobile-responsive, allowing reps to log notes from site visits and check client history before walking into a meeting. This keeps all data synced with the main office in real time.
No, this acts as the layer that sits in front of your accounting and inventory tools. It handles the communication, lead management, and sales workflows that financial software is not designed to do.