Exception owners
Route product, price and delivery questions to the appropriate teams.
WHOLESALE & TRADING / BUILD & OPERATE
Wholesale and trading
Implementation and operations.
Track receipt, storage, review and ERP status under a single intake ID. Use duplicate-safe retry keys and an operator reprocessing interface.
Explore the delivery scope ↓OPERATING MODELILLUSTRATIVE
- 01Fax, PDF & email
- 02Extract and match products
- 03Review and approve
- 04Register and allocate
Conceptual data-to-operation flow, adapted to the agreed project scope.
Connect the systems.
Make them operable.
Track receipt, storage, review and ERP status under a single intake ID. Use duplicate-safe retry keys and an operator reprocessing interface.
Format changes
Update extraction and evaluation documents when customers revise layouts.
Rollout
Start with drafts before registration and agree on expansion using review outcomes.
PRODUCTION SCOPE
Design workflows, data and operations together.
| Scope | Industry context | Agreement |
|---|---|---|
| Data integration | Orders and delivery documents / Product and customer masters / Sales and inventory systems | Refresh, retry, deduplication and reconciliation |
| Interfaces and access | Sales operations, order processing, purchasing, logistics and IT | Read, edit and approve permissions with activity records |
| Migration and acceptance | Evaluate a customer document group or product category including amendments and returns. | Parallel verification, scoped record counts and rollback |
ARCHITECTURE CHOICES
Choose architecture for the actual scope.
Compare extending existing databases and business tools with cloud foundations including Snowflake and Google Cloud. Evaluate volume, refresh, access, interfaces and operating cost before choosing products.
Read-only first
Ingest and reconcile operating records before deciding whether write-back is needed.
Visible exceptions
Show failed refreshes, unmatched data and pending reviews with source and recovery paths.
Track operating costs
Separate compute, storage and API cost drivers and agree on refresh and usage scope.
RELEASE READINESS
Agree on release conditions before release.
Accept against the workflow
Can the workflow reduce entry effort without increasing registration errors and rework?
Rehearse failure handling
Test missing or late data, integration failures and unavailable owners, including notifications, recovery and manual fallback.
Hand over operations
Agree on architecture, configuration, access, refresh and recovery documentation, with defined monitoring hours and improvement scope.
Inputs for a concrete estimate.
Interfaces, export terms, volumes, history, users, permissions and timing make estimates concrete. If these are unknown, scope discovery as an initial engagement.
Customer product names may differ from internal codes, with varying pack sizes and price terms. Order entry involves commercial interpretation as well as reading text.
QUESTIONS BEFORE YOU START
Questions before starting
Are handwritten fax orders supported?
We evaluate originals and route unreadable or ambiguous lines to people rather than promising universal automation.
What if ERP has no API?
Assess supported CSV interfaces first. Any UI automation includes recovery and change-maintenance requirements.
RELATED FIELD GUIDE
WHOLESALE & TRADING / GUIDE
Commissioning order OCR: decisions beyond recognition accuracy
Wholesale order automation includes product matching, packs, amendments and approval. Define evaluation and integration that reduce entry effort without creating incorrect orders.
Read the guide ↗YOUR OPERATION / OUR STARTING POINT
Start with the work you do today.
Tell us about the workflow, systems and reporting or documents that need attention. We will define a suitable phase, deliverables and assumptions.
Wholesale and trading — discuss your project How scope and estimates work ↗