Systems for Wholesale Distributors
The business model for wholesalers runs through high-volume trade sales and recurring retail account orders. Profit often leaks through unquoted inquiries, manual order entry errors, and lost reorder opportunities from established accounts.
B2B & Industrial
How the business actually works
Account Inquiry
A potential retailer or trade partner submits a wholesale application via the website.
Vetting
The distributor verifies resale certificates and credit references to approve the account.
Onboarding
The new dealer receives wholesale price lists, order guides, and portal access.
Procurement
The client places a bulk order or submits a purchase order for stock replenishment.
Order Processing
The warehouse confirms stock availability and prepares the shipment manifest.
Logistics
Tracking information is relayed to the dealer while inventory levels are updated.
Billing
Invoices are issued based on net terms or immediate payment requirements.
Retention
Automated reminders ensure dealers restock before seasonal demand peaks.
Where it leaks
Qualified retail buyers often reach out after hours and move to a competitor when they do not receive an immediate response. Missing these initial inquiries prevents the establishment of long term profitable accounts.
Transcribing orders from emails or voicemails into the system leads to shipping errors and returns. These mistakes erode thin wholesale margins and damage dealer trust over time.
Sales teams often focus on new business while existing dealers quietly stop ordering due to lack of follow up. Without a system to flag inactive accounts, predictable recurring revenue is lost.
Manually tracking down past due invoices for net term accounts is time consuming for office staff. Late payments strain the cash flow needed to secure new inventory from manufacturers.
Inventory updates and price changes often fail to reach the entire dealer network simultaneously. This leads to sales reps quoting outdated prices or promising stock that is already committed.
What LATTICE can build
Automated forms collect resale certificates and business details immediately, notifying the sales manager to begin vetting.
An AI voice assistant handles after hours dealer inquiries, answering questions about shipping times or account status.
The system monitors purchasing frequency and automatically sends personalized emails to accounts that have not ordered in sixty days.
Digital invoices are sent upon shipment with automated SMS reminders for accounts approaching their net term limits.
A centralized hub where retail partners can view order history, download price sheets, and initiate new purchase orders.
When a buyer calls the warehouse and no one answers, the system sends an immediate text to start the conversation via mobile.
Automated sequences remind new applicants to finish submitting their tax ID or credit applications to complete onboarding.
Example systems
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
The CRM allows you to segment accounts into specific groups based on their volume or contract terms. This ensures that the automated communications and portal access reflect the correct pricing and shipping priorities for each specific partner.
Yes, the system can require specific document uploads during the inquiry phase. It will also track expiration dates and automatically request updated certificates from your dealers before they lapse.
The AI receptionist can take messages or answer basic stock questions, while the missed call text back ensures that every phone inquiry is captured in the CRM for your sales team to follow up on immediately.
The system includes bulk messaging capabilities that allow you to send professional announcements to your entire dealer network or specific regional segments via email and SMS simultaneously.
The dashboard provides a clear view of account activity, highlighting which retailers are increasing their order frequency and which ones have stopped engaging, allowing for proactive outreach.