Wholesale Sales Desk

The problem

A licensed Massachusetts wholesaler was running its whole book on spreadsheets, group texts and memory. Nobody could answer the three questions that decide the month: who owes us money, who has not been visited in three weeks, and which SKU quietly stopped moving on a shelf. Reps walked into stores blind and the commission math was reconstructed after the fact.

What we shipped

• The Board — accounts sorted by what needs doing, not alphabetically, so the first screen of the day is a work queue
• One-screen account view: lifetime spend, past due, your commission on what they have actually paid, full order history and standing delivery notes
• Collections turned into an action — "Collect $18,400" with one-tap call, text, and a generated statement
• Restock intelligence that reads each store's own reorder cadence and flags what they are low on or have stopped buying
• Menu builder that turns an account's buying history into a per-store order sheet a rep can send from the parking lot
• Visit and sample logging that writes to the same ledger the commission math reads from

Screens rebuilt with synthetic accounts and figures. No real customer data is shown.