Systems for Packaged Brands

Centralized Systems for High Growth Food Manufacturers

The business model for food manufacturers runs through high volume production runs and recurring wholesale orders across retail and distribution channels. The costliest gaps tend to show up during manual order processing, missed reorder cycles, and fragmented communication between production and sales teams.

Restaurants & Food

  • Wholesale Portal
  • Reorder Reactivation
  • Broker Lead Management
  • Sample Follow Up
  • Production Dashboards

Also for: Packaged Food Brands

How the business actually works

How the work flows, start to finish.

  1. 01

    Formulation

    Finalizing recipes and nutritional profiles for commercial production runs.

  2. 02

    Sourcing

    Managing vendor relationships for raw ingredients and packaging materials.

  3. 03

    Batch Production

    Executing manufacturing schedules while maintaining quality control logs.

  4. 04

    Wholesale Sales

    Acquiring new retail accounts and regional distribution partners.

  5. 05

    Order Management

    Processing purchase orders and coordinating logistics for fulfillment.

  6. 06

    Retail Support

    Maintaining shelf presence through merchandising and consistent reorders.

  7. 07

    Brand Scaling

    Expanding SKU variety and increasing manufacturing throughput.

Where it leaks

Common problems for food manufacturers.

01

Stockout Risk

Failure to track ingredient lead times leads to production halts and missed shipping windows. Without automated alerts, inventory gaps result in empty retail shelves and lost shelf space.

02

Wholesale Friction

Manual entry of purchase orders from various distributors causes shipping errors and delays. Disorganized intake processes slow down the cash flow cycle from production to payment.

03

Silent Accounts

Retailers often forget to place reorders until they are completely out of product. Lack of proactive follow up allows competitors to fill the void during low stock periods.

04

Sampling Waste

Sending out samples to potential brokers or buyers without a tracking system leads to zero feedback. High costs of product samples are wasted when there is no automated nurture sequence.

05

Production Silos

Sales teams promise delivery dates that the production floor cannot meet due to disconnected data. This creates friction with key accounts and damages the brand reputation.

What LATTICE can build

Systems built around how you work.

Wholesale Portal

A dedicated interface where retail buyers can submit purchase orders and view their order history directly.

Reorder Reactivation

Automated SMS and email reminders sent to retailers based on their typical sell through cycle.

Broker Lead Management

Centralized CRM to track conversations with food brokers, distributors, and category managers.

Sample Follow Up

Automated sequences that trigger after a sample kit is delivered to gather buyer feedback.

Production Dashboards

Real time visualization of current batch statuses and upcoming fulfillment deadlines for the team.

Compliance Document Vault

Secure portal for storing and sharing COAs, insurance certificates, and facility certifications with buyers.

Distributor Nurture

Monthly updates sent to distribution partners regarding new SKUs, marketing pushes, and inventory levels.

Example systems

What it looks like in practice.

Retailer Onboarding

  1. 1Buyer submits wholesale application via website
  2. 2System triggers automated credit check and document request
  3. 3Approved buyer receives portal login and first order discount
  4. 4Sales representative is notified to schedule a welcome call

Sample Feedback Loop

  1. 1Sample kit shipping label is generated in CRM
  2. 2System waits four days after delivery confirmation
  3. 3Automated email asks for initial taste profile feedback
  4. 4Task created for sales rep to call if no response within one week

Recurring Order Protection

  1. 1Purchase order is marked as fulfilled in the dashboard
  2. 2System calculates 21 day window based on average velocity
  3. 3Retailer receives text check in regarding current stock levels
  4. 4New draft order is created for buyer approval if they confirm low stock

Have a different problem?

Tell us what's slowing the business down. LATTICE can build around the way your business operates.

Questions from food manufacturers

How can we handle different pricing tiers for distributors versus independent retailers?

Our CRM and portal systems allow for custom tagging of accounts, ensuring that each buyer only sees the pricing and minimum order quantities assigned to their specific tier. This prevents pricing errors and maintains your margin integrity across different channels.

Can the system help us track lot numbers for quality control?

Yes, custom workflows can be designed to record batch data and lot numbers against specific customer orders. This creates a digital paper trail that is essential for food safety compliance and efficient recall management if necessary.

We struggle with brokers not reporting back, can this be automated?

We build specific pipelines for broker management that require status updates at set intervals. If a broker hasn't updated a lead or reported on a retail meeting, the system sends automated nudges to ensure your brand stays top of mind.

How do we manage the intake of new product ideas and formulations?

A centralized R&D board allows you to move concepts from ideation to lab testing and final formulation. This ensures all nutritional data and ingredient lists are finalized before the sales team begins pitching to accounts.

Will this integrate with our current shipping and logistics methods?

LATTICE specializes in connecting disparate operational tools into a single source of truth. We focus on ensuring that once an order is placed in the CRM, it flows naturally into your fulfillment and shipping workflows without manual data entry.