Wholesale · sample business
Cash & carry: the whole day
Tom, warehouse lead at a cash-and-carry (sample business).
- 05:30 to 21:00
- 11 tours
- 60 steps
The day, hour by hour
At 05:30
Warehouse leadStart of the dayFive orders, one van, and it leaves at six.
Picking and loading the van. Last night's orders become one pick wave on the warehouse phone, short lines are flagged before the van goes, and the stops are set in driving order.
Take the tour · 5 stepsAt 07:00
OwnerBefore the phones start: what needs Sam today?
The morning: what needs you. One Home screen puts deliveries, late payers and low stock on a single list, most urgent first, next to how the business is going.
Take the tour · 6 stepsAt 08:00
Sales repSix shops to see, and every order has to be right first time.
The rep's first visit. Planned visits on the phone, a check-in at the shop, the account at a glance, and an order that lands in the office as she sends it.
Take the tour · 6 stepsAt 09:30
Trade counterA regular walks in: the price has to be his price, and his credit has to hold.
The trade counter, customer first. The till starts with the customer, so their price list, agreed discount and credit apply to every line before it is charged to their account.
Take the tour · 5 stepsAt 10:15
OfficePatel's rang: two more cases of cola and some squash, on the order that is already invoiced.
Edit an order and its invoice. Open the order, edit its lines, save, and the invoice follows the order to the new total, ready to print.
Take the tour · 5 stepsAt 11:00
BuyerCola runs out in two days, and the supplier needs two days to deliver.
Reordering before it runs out. Everything low, grouped by supplier, with an AI suggestion that says what it read, then a draft purchase order a person checks and sends.
Take the tour · 6 stepsAt 13:00
Goods inThe lorry is here. Is everything on the order actually on the pallet?
Goods in, checked against the order. Scan the purchase order, scan each case, flag what is short, let AI read the paper invoice, and the stock is up the moment it is saved.
Take the tour · 6 stepsAt 15:00
FinanceShops owe money. Who should be chased first, and how firmly?
Getting paid on time. Money owed by age, the customers behind it oldest first, and reminders that go out on WhatsApp on a schedule and stop when the invoice is paid.
Take the tour · 5 stepsAt 17:00
DriverFour drops before dark, and the office needs to know where each one is.
Deliveries on the road. The route in driving order, each stop on the driver's phone, and the office marking drops delivered with the status live for everyone.
Take the tour · 6 stepsAt 19:00
OwnerDoes the cash in the drawer match what the system says?
Closing the day. What the system recorded, the cash counted against what should be there, a note on any difference, then the day is closed.
Take the tour · 5 stepsAt 21:00
OwnerWas it a good week, and what should change tomorrow?
The week in five minutes. This week against last, day by day, the best sellers, the slow movers and who sold what, in one evening look.
Take the tour · 5 steps