Sidekick for Wholesale Distribution
Connect account pricing, inventory, orders, fulfilment, and cash.
Manage customer-specific relationships, catalogues, price lists, inventory, orders, purchasing, warehouse work, shipping, invoices, and collections.
Start with Sidekick for Wholesale Distribution
Where the day gets stuck
Inventory and order promises diverge
Collections lack account context
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Money and commerce
Sidekick Commerce
Sell across channels without splitting inventory or customers.
Business operationsSidekick ERP
Finance and operations on the same record.
Customer growthSidekick CRM
Know every customer. Move every opportunity.
Money and commerceSidekick Payments
Take payment wherever the work happens.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Seller sees account pricing
- 02Warehouse sees fulfilment work
- 03Finance sees customer context
Workflow 1
create a customer-specific order
A practical Sidekick workflow that helps the team create a customer-specific order.
- Identify account and terms
- Apply the right price list
- Check availability
- Confirm order
Workflow 2
fulfil across warehouses
A practical Sidekick workflow that helps the team fulfil across warehouses.
- Reserve inventory
- Create pick and transfer work
- Ship and notify
- Update financial records
Workflow 3
resolve an overdue account
A practical Sidekick workflow that helps the team resolve an overdue account.
- Review relationship and invoices
- Identify dispute or promise
- Assign outreach
- Record payment outcome
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Explain availability risk
- Summarize account terms and disputes
- Prioritize collections