Who this is for
Automation of sales and operations for manufacturers
How to stop spending your managers on the operational handling of routine B2B orders.
Dealers see their own prices and stock, place their standard orders themselves, documents and payments reach accounting, and a dispatch no longer has to be assembled by hand from several systems. This is about the commercial and operational processes around production — not about running machines or production lines.
The more dealers there are, the more managers work as operators
A regular partner often orders the same goods on the same terms. And yet each time a manager checks their price, the stock and the debt, creates the invoice, sends the documents and passes the order on.
That is important work — but a large part of it is not selling. It is repeating rules that are already known.
Where the time usually goes
A dealer asks for the price list and availability
Even though their individual terms are already in the accounting system.
A manager creates a standard order by hand
Even when the partner is simply repeating an earlier purchase.
Before the invoice, the discount, the terms and the debt have to be checked
The rules are known, but a person gathers them together every time.
Documents travel through several systems
Invoice, delivery note, e-documents, carrier — separate steps of one order.
The bank knows about a payment before the manager does
Until the statement has been posted, the next stage of an order can be left waiting.
The owner asks for a report instead of opening one
Sales by dealer, margin, receivables and stock movement are collected by hand.
From a dealer's order to dispatch — without entering anything twice
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The dealer signs in to their portal
They see their own prices, what is available, their history and their settlements.
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They place a new order or repeat an earlier one
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The rules come from the accounting system
Price, discount, currency, credit limit and the rest of the counterparty's terms.
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The document appears in accounting
A manager does not type it in again.
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Payment or confirmation starts the dispatch
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E-documents, waybill and labels follow on in the same process
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The manager steps into what is not standard
A special price, an overdue debt, a non-standard item, individual terms, a large project.
The point is not to take the manager out of selling. The point is to take out of their work everything a manager is not needed for.
Where manufacturers usually start
A partner places a standard order themselves
Personal prices, availability, history, orders and settlements — without ringing a manager. The B2B portal → · see the case → · try the demo →
Order → documents → dispatch
One process instead of several systems: invoice, delivery note, e-documents, waybill, labels, the email to the client. Shipping and document flow → · try the demo →
Payments and receivables
The bank updates the settlements, and a manager sees where a partner actually stands. Analytics and control →
If a manufacturer buys in a great deal as well, incoming suppliers' documents belong here too — an invoice from an email becomes a draft in accounting.
If you do not sell through dealers
The entry point may be a different one: orders from the website, the work of your own sales department, purchasing documents, e-documents, the bank or management reporting. This page shows the most typical B2B scenario, not a model every manufacturer has to follow.
The systems you already use do not have to change
If the accounting system, the website, the e-document service or the carrier covers its part of the job, it stays. Automation is needed where a person currently stands between them.
Not every task needs to be programmed
If an off-the-shelf module or a setting in your own system solves the problem well enough, better to use it. Custom automation earns its place where a standard process crosses several systems, has rules of its own, or regularly needs data carried across by hand.
When this already makes sense
It is worth a look at the process if:
- you have dozens of regular B2B customers;
- managers regularly put together similar orders;
- every invoice means checking several standard conditions by hand;
- an order passes through accounting, the e-document service, the bank and the carrier;
- partners regularly ask for a price, a stock figure or the state of their account;
- the sales department spends a noticeable part of the day not selling, but servicing the customers it already has.
That last point is usually the main one: if your salespeople spend half a day handling orders the customer has already decided to place, there is something to automate.
What it plugs into: accounting systems — 1C / BAS and others, Vchasno and M.E.Doc (the Ukrainian e-document services), Nova Poshta, a website with an API, marketplaces, the bank, National Bank exchange rates
How much time does your manager spend after the customer has already decided to buy?
We can walk through one typical B2B order: from the partner's enquiry to the invoice, the payment and the dispatch — and see which stages need a person and where one is only carrying data that is already known. Half an hour of conversation and a short audit are free.
FAQ
Questions we hear most often
- Do you automate production itself?
- My work is mainly the processes around sales and operations: B2B orders, prices, documents, payments, dispatch and reporting. MES, machine control and the technological cycle are a different class of system. If something from the shop floor is needed — output records, production orders, costing — describe the task: we can look at what is genuinely worth automating. If it is already a task at the level of MES or machine automation, I will say plainly whether I take it on and which next step makes sense.
- Can we keep our BAS / ERP?
- Yes. If it is the source of your items, prices, counterparties and documents, it makes more sense to connect to it than to move the business into a new system.
- Will we lose contact with our dealers if they place orders themselves?
- A portal does not replace a manager where a conversation is needed. It removes the standard operations: “send me the price list”, “what is in stock?”, “repeat my last order”, “send the invoice”. The manager stays where their work genuinely adds value.
- Our pricing is complicated: dealer levels, currency, individual discounts.
- Prices, discounts, currency, payment terms and credit limits are taken from the accounting system for each counterparty — they are already described there. Nobody sets them a second time, and a dealer sees only their own terms.
- Part of our output goes to retail and to the marketplaces.
- Then the dealer portal is joined by the same exchange with the website and the marketplaces: stock and prices out, orders back into accounting. That exchange is described in more detail on the page about online shops.