Customer Portal
Read-only customer portal for wholesale account orders, fulfillment, and invoices.
Wholesale Distribution ERP gives wholesale distribution operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations pages for guided daily work. Purchasing, warehouses, pricing, rebates, fulfillment, and credit.
The installed app gives prospects a concrete erp systems workspace instead of a blank build.
Wholesale Distribution ERP is structured around the records, pages, and workflows this team uses repeatedly.
Use Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations to review work, unblock exceptions, and keep execution moving.
Adapt the schema, forms, permissions, and Proto workflows after installation without starting from a blank app.
The public page preview uses the same structure as the production product pages.
See the live workspace ↓The payload is based on the live app structure: custom pages, table groups, forms, and workflow names.
Read-only customer portal for wholesale account orders, fulfillment, and invoices.
Compact live procure-to-pay operations dashboard.
Live Order-to-Cash operations cockpit with compact full-screen layout, KPI strip, sales order status actions, invoice collection table, new sales order creation, and receive payment workflow handoff.
Live order fulfilment workbench for posting shipments against multiple sales orders.
Live Order-to-Cash collections page for receiving customer payments against multiple invoices.
Overview is included as a configured operating area.
Includes Accounting Periods, Bank Accounts, Chart Of Accounts, and Contacts for foundation work.
Users records are part of the Wholesale Distribution ERP workspace.
Start quickly without blocking the path to production operations.
Teams can rename fields, adjust forms, add views, and adapt Wholesale Distribution ERP to the way they already operate.
Custom pages and forms give each user a focused place to work without exposing every table at once.
Proto workflows provide a starting layer for approvals, notifications, status updates, and follow-up actions.
Install creates a workspace copy, so prospects can evaluate and customize the app without touching the catalog source.
Use AI as an operating layer over the same records your team uses.
Surfaces overdue, incomplete, or blocked work across overview, foundation, and order-to-cash.
Checks required fields, linked records, and handoff points so Wholesale Distribution ERP stays usable as data volume grows.
Uses workflows such as W42 · Tax filing posting and Invoice Creation as candidates for reminders, approvals, and status updates.
Use the included pages, tables, and Proto workflows to run Wholesale Distribution ERP end to end.
Open the workspace ↗Start from a working system instead of a blank canvas.
A practical rollout path from first click to real team usage.
Open Wholesale Distribution ERP, review the included pages, and confirm the operating model.
Tune table names, forms, and page copy for the target team.
Review workflows such as W42 · Tax filing posting and Invoice Creation and enable the ones that match the process.
Invite the first team and use the installed app as the shared operating workspace.
The catalog app is a source. Your install is a separate app copy.
Prospects install their own app copy and can change it without affecting the catalog source.
The workspace uses typed tables, forms, custom pages, and workflow definitions rather than a static demo page.
Changes happen inside the ERP.AI workspace where records, permissions, and automation can be governed.
Wholesale Distribution ERP is aimed at wholesale distribution operations teams that want a working ERP.AI starting point they can install, inspect, and adapt.
Yes. The installed copy can be edited: tables, fields, forms, custom pages, permissions, and workflows can all be adapted.
The page and payload are based on the live app structure, including named workspaces like Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations.
Wholesale Distribution ERP gives wholesale distribution operations teams an installable ERP.AI workspace for overview, foundation, order-to-cash, inventory, and workspace. It includes Customer Portal, Procure-to-Pay — Operations, and Order-to-Cash — Operations pages for guided daily work. Purchasing, warehouses, pricing, rebates, fulfillment, and credit.
The installed workspace is a separate, editable app copy.
From the same catalog neighborhood.
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