Inside sales, reps and the counter say the order to Workd, or forward the customer's PO email. Workd matches the items, applies the contract price, checks stock and carries it from quote to order to invoice, so your people spend the call on the customer, not the keyboard.
Draft order 55188
From mike@hendersonmechanical.example · PO 22-0917.pdf
| Item | Qty |
|---|---|
| Their item A-1140 | 30 |
| Their item A-1185 | 45 |
| Their item B-2207 | 18 |
| Their item C-3012 | 12 |
A quote in one screen, an order in another, an invoice in a third, and a PO email that someone retypes line by line.
Each retype is a chance to miss a contract price, oversell stock or bill the wrong quantity.
Inside sales says the order. Workd prices it right.
"Add 10 boxes of SKU 48213 to the Henderson order." Or forward the PO email.
Customer contracts apply on their own, and availability is confirmed in real time.
Workd reads the order back before it is submitted, or you review the draft and submit it.
The order routes to the warehouse and the invoice is generated, synced to your accounting system.
did thisCustomer-specific pricing, with upsells suggested from order history and one-click conversion to an order.
A PO email becomes a draft order with every line matched to your items, ready to check.
Each customer can have their own discounts, markups and special pricing, applied automatically.
Price agreements with date ranges, with the terms enforced by the system.
Volume discounts, bundles and promotional periods, configured without code.
Invoices generated from the order and connected to your accounting system.
No. Your team says product names, quantities and customers in plain language, and Workd applies the right items and customer-specific pricing.
Yes, as extra coverage. When your team is busy or out, Workd can take an order on a call with the same pricing and stock checks, and your people see every one.
Yes. Availability is checked in real time when the order is taken, and fulfillment routes to the warehouse automatically.
Yes. Invoices are generated automatically and integrate with your accounting system.
Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.
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