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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.

Start with an order desk reviewHow it works
Suggested orderHarbor Street Cafés · AC-204
ItemCasesWhyStock
LID-16F · 16 oz flat lid5Their usual orderIn stock
CUP-16H · 16 oz hot cup4Similar cafés buy cups with lidsIn stock
CNT-8K · 8 oz soup container2Added to menus like theirsDue in 2 weeks

At their contract prices, with merchandising’s rules applied

The suggested order a rep takes to an account, with the reason for each line.

Sound familiar?

  • Every account gets the same catalog, so the right items are buried.
  • Small accounts get no tailored offer because it costs too much rep time.
  • A line sheet is out of date the day it’s sent: stock moved, a price changed.

Accounts buy what they see. A catalog that ignores their menu and their price leaves orders on the table, and the smaller accounts get nothing at all.

What changes.

Catalog
One for everyoneEach account’s own, from what it buys and what you stock
Offer
A line sheet built by handA suggested order with a reason for each line
Terms
Looked up after the offerPrice, minimum and terms already applied
Freshness
Out of date when sentChecked against stock and price every time it opens

How it works. 6 steps, 5 stages.

  • AI2
  • Rules and automation3
  • Your team1
  • Approval

  1. 1Learn

    1. AI

      Learn what each account buys

      Order history groups accounts that buy alike, and shows what similar accounts buy that this one doesn’t.

      • Prophet 21

  2. 2Propose

    1. AI

      Propose an assortment and a first order

      A short list with a reason for each line, and quantities sized to the account.

  3. 3Check

    1. Rules and automation

      Check price, stock and rules

      Account price, minimums, case packs and stock apply to every line. Nothing short is offered without saying so.

      • Prophet 21

    2. Your teamApproval

      Merchandising judges the mix

      Your merchandiser or sales lead approves the rules and reviews what ships.

  4. 4Share

    1. Rules and automation

      Share it where the buyer works

      A portal catalog, a shoppable line sheet or a PDF, refreshed from live price and stock.

      • Shopify
      • NuORDER
      • JOOR

  5. 5Refine

    1. Rules and automation

      Learn from what was ordered

      Accepted and ignored lines tune the next proposal.

Accepted lines tune the next one

What you get. Real work, every week.

Accounts like Harbor StreetCafé group
  • CBCorner BakehouseLids, cups and soup containers · every 3 weeksBuys all three
  • TBTidewater BistroLids and cups · soup containers added in springBuys two
  • HSHarbor Street CafésLids onlyOffer cups

Who buys alike, and the gap each account has against its group.

Before it goes out · Harbor Street
  • Contract price applied
  • Case packs and minimums met
  • Stock checked this morning
  • Soup containers, due in 2 weeksFlagged on the offer

The checks every offer passes before it’s shared.

How you’ll know it’s working.

  1. Time to prepare an account’s offer

    Minutes a rep or merchandiser spends, against today’s baseline.

  2. Suggested orders accepted

    The share of proposals that become orders, line by line.

  3. Contribution per account

    What the account earns after price, freight and returns.

Baselines agreed before we build.

Works with what you have.

ERP, CRM & inbox

  • Prophet 21
  • HubSpot

Wholesale commerce

  • NuORDER
  • JOOR
  • BigCommerce

Commerce

  • Shopify
We configure first
NuORDER, JOOR and Shopify B2B already build line sheets and suggested orders. We check what they do before adding anything.
We build when
The mix depends on your own order history and rules a line-sheet tool can’t see, such as case packs or what a merchandiser will approve.

What a first build includes.

Built in your accounts, around your team. Scope, fee and baseline agreed before we start.

  1. 1Design
  2. 2Build
  3. 3Run it, or hand it over
Start with a reviewScope this build

We build

  • Account groups and gaps from your order history
  • A suggested order, with reasons, for each account
  • Price, stock and rules checks before it’s shared
  • A refresh whenever price or stock changes

We start from

  • Two years of orders by account
  • Item data, case packs and minimums
  • Price books and the merchandiser’s rules

From your team

Owner
Head of sales or merchandising lead
Involves
  • Account sales
  • Merchandising
  • Catalog

Questions teams ask.

Does this need a new line-sheet tool?

No. If you use NuORDER, JOOR or Shopify B2B, we work inside it. Otherwise the same offer can go out as a portal catalog or a PDF.

Who decides what an account is offered?

Your merchandiser sets the rules and reviews the output. The system proposes a reason for each line, and never offers an item you can’t supply.

Who owns it once it’s running?

You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your head of sales or merchandising lead. We can keep running it with you, or step back.

How do we start?

Usually with an order desk review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly.

Part of your order engine. One of 14 use cases, in 5 parts.

See the whole order engine
  1. New accounts2
  2. Quotes & pricing3
  3. Orders3
  4. Self-service & status3
  5. Account growth3

In account growth

Works with

Show every account what fits it. Start with an order desk review.

Start with an order desk reviewTalk it through first15 minutes

We reply within one business day.