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Goods & Trade

Automation for wholesale and distribution.

Orders arrive by email, phone and portal, and inventory only tells the truth after someone counts. A Convoy CIS unifies intake, keeps stock honest through receiving, and works receivables continuously.

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01 / The friction

What we map first.

Before anything gets built, we go and look. These are the patterns we expect to find in a wholesale & distribution operation. The recon confirms which ones are actually costing you, and which are fine as they are.

  • Orders arriving in five formats and re-keyed into the system
  • Purchase orders raised without line detail, so receiving never adds stock properly
  • Inventory counts that only decrement, never reconcile
  • Customer terms and credit limits tracked in someone's memory
  • Ageing receivables worked only when cash gets tight
02 / The build

What a CIS would run.

Scoped and priced from the recon, deployed in your environment, owned by you. A human stays in command of every judgement call.

01

Order intake

Email, phone and portal orders captured into one queue and entered once.

02

Purchase orders & receiving

POs carry line detail, and receiving actually adds stock.

03

Inventory truth

Reorder points and dead stock surfaced from real movement.

04

Receivables

Ageing by customer with follow-up staged against terms.

03 / The dashboard

This is how your board could look.

A command view built for Wholesale & Distribution. Click an agent to see what it owns, switch a unit on, or add a panel. Nothing here is real data.

Command

Wholesale & Distribution
As of --:--:-- Illustrative
Panels
Open items 18 awaiting action +12
Cleared today 42 no human touch -4
Needs command 3 escalated to you +3
Automated 94 % of steps, no human +8

Role agents

1 needs command

Activity

streaming
06:41 INTAKE New records captured and routed to the right owner.
06:38 DOCS Documents generated from one source record.
06:35 FOLLOW-UP Overdue items surfaced with outreach drafted.

Illustrative only. Every figure here is invented to show the shape of the board. Convoy has no shipped builds yet and does not present demo numbers as client results.

04 / Wired into

Your tools stay your tools.

A CIS integrates rather than replaces. These are the systems we would expect to wire into here. If yours is not listed, it is almost certainly still workable.

QuickBooks NetSuite Odoo Shopify Excel Stripe

See the full connector list →

05 / Deploy

Start with a recon.

We study your real operation before writing a single line. Tell us how you move, and we will map where a CIS earns its place.

No cost. No obligation. We will tell you if a CIS does not earn its place.

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We use this only to prepare your recon. We do not sell or share it.