B2B trade and distribution
When sales, purchasing and inventory data move through several tools or spreadsheets.
Common situations
- Quotes and orders are prepared from different files
- Sales cannot see accurate stock or delivery status
- Purchasing starts too late or relies on guesswork
Possible workflow
- 01The inquiry and quote are managed in CRM and Sales
- 02A confirmed order reserves available stock
- 03Delivery and invoice data move without re-entry


