Fourteen jobs inside your order engine. Start with one, or build the whole thing.
Each one is designed, built in your accounts, then run by us or handed to your team. They share the same data, so each one you add makes the others work better.
New accounts
The right accounts, opened with the right terms.
Account research
Research the business accounts worth opening
A sourced brief on each account worth opening, and an opening offer your reps can stand behind.
- Find
- Check
- Brief
- Reach out
- Learn
Account opening
Open new accounts with the right terms, and land the first order
A new business buyer verified, priced and ordering in days, with credit decided by the people who own it.
- Apply
- Verify
- Approve
- Open
- First order
Quotes & pricing
Answers with the right price, unit and stock.
Quote preparation
Turn buyer inquiries into accurate quotes
Quotes with the right part, unit, price and stock, ready for a rep to check and send in minutes.
- Read
- Match
- Price
- Review
- Send
Contract pricing
Keep contract prices and approvals right
One price book in the ERP, every quote and order checked against it, and exceptions that reach the right approver.
- Consolidate
- Check
- Approve
- Keep right
Project proposals
Answer a project brief with a proposal that can ship
A proposal built from the buyer’s brief that shows what’s in stock, what isn’t and what each site gets, so it can be accepted as written.
- Read
- Build
- Check
- Approve
- Revise
Orders
Read once, entered right, changed without duplicates.
PO intake
Turn emailed purchase orders into validated sales orders
Emailed POs read once, checked against your price, stock and credit, and entered right the first time, with your order desk on the exceptions.
- Receive
- Read
- Check
- Enter
- Confirm
PO changes
Handle PO changes without creating duplicate orders
A revised or forwarded PO lands on the order it belongs to, with shipped lines protected and one person approving the change.
- Spot
- Link
- Amend
- Confirm
Retailer deductions
Recover retailer deductions that shouldn’t have been taken
Every short payment tied to its invoice, valid promotions accepted, and the rest disputed with proof of delivery attached, before the claim window closes.
- Read
- Classify
- Dispute
- Collect
Self-service & status
Reorders and answers without a phone call.
Self-service reordering
Give business buyers self-service reordering, with a rep behind it
Buyers reorder at their own price and check their own orders online, and when they call, the rep already sees what they just did.
- Set up
- Reorder
- Hand off
- Learn
Order status
Answer status and lead-time questions before buyers call
Buyers hear about shipments and backorders before they ask, and when they do ask, the answer comes from the ERP and the carrier.
- Watch
- Tell
- Answer
- Recover
B2B agent orders
Let business buyers order through AI on their account terms
A business buyer writes “same as last time” and gets an order they can approve: the right account, units, contract price and stock, with approval where your policy requires it.
- Verify
- Match
- Price
- Approve
Account growth
Follow-up based on what accounts actually buy.
Reorder opportunities
Spot reorder opportunities and accounts going quiet
A short daily list of accounts worth a call, each with its evidence, and a holdout that shows whether the calls add orders.
- Watch
- Check
- Call
- Test
- Decide
Quote follow-up
Follow up open quotes before they go cold
Every open quote gets a next step and a date, and every closed one gets a recorded reason.
- Log
- Watch
- Follow up
- Close out
Account assortments
Give every account its own catalog and offer
Each account sees the range that fits it, at its price, with a suggested order your rep can stand behind.
- Learn
- Propose
- Check
- Share
- Refine
Not sure which job comes first? An order desk review finds it.
We reply within one business day.