The rest of the system
One order is the short version.
The walkthrough follows a single order because that is what fits on a screen. Underneath it sits the inventory, freight, planning and reporting the order depends on.
INVENTORY
One inventory truth
On hand, allocated and available in a single ledger, shared by wholesale orders, Shopify and marketplaces. Movements are appended, never overwritten, so a count always reconciles.
- ✓Allocations reserve stock, so a unit cannot sell twice
- ✓Cycle counts, bundles and landed cost
- ✓On hand per warehouse and per location
LOGISTICS
Containers, tracked in
A container becomes a real record the moment its packing slip is parsed, whether or not any POs are attached to it yet.
- ✓Vendor packing slips parsed on upload
- ✓Cartons and units derived from the slip, not retyped
- ✓Receiving posts straight into the inventory ledger
MARKETPLACES
Their sheet, filled in
Upload sheets per marketplace, built from the partner's own workbook and refilled in place with its formatting intact.
- ✓Exact matches and your alias rules resolve first
- ✓AI handles only the leftovers, and returns editable rules
- ✓Companion sheets stay tied to their parent sheet
PLANNING
Decide the buy
Buy plans, open to buy and price reductions as working documents, with per line overrides and your own computed columns.
- ✓Replenishment rules by category, cover days and safety stock
- ✓Nightly snapshot of what needs reordering
- ✓Round trip a whole plan through Excel
EDI + LINGO
Retailer POs, straight in
Inbound retailer purchase orders arrive over EDI and land as orders. Catalog item upload to Lingo runs against roughly 80 mapped fields.
- ✓Inbound 850s become orders automatically
- ✓Every EDI document written to a ledger before it moves
- ✓Long item runs are paced and resumable
ONLINE
Shopify in the same system
Orders, analytics and product KPIs sync in, so online and wholesale read one catalog and one stock figure.
- ✓Order sync with fraud risk signals
- ✓Daily analytics with returns dated to the refund
- ✓Bundles resolved down to their components
REPORTS
Build your own view
A form driven builder over one field catalog. Pick fields from related sources and it works out the joins for you.
- ✓Pivots, calculated fields and windowed measures
- ✓Export any report to Excel
- ✓Pin a report straight into the nav
AUTOMATIONS
Rules that do the work
When this happens, and these conditions hold, do these things. One shared action registry, so a new action appears everywhere at once.
- ✓29 trigger events across the order lifecycle
- ✓Tasks routed to role queues
- ✓Approve an action from Slack
AND THE REST
The rest of the day job
The surfaces an operator lives in all week, in the same place as everything above.
- ✓Tasks, documents and wire payments
- ✓Linesheets and the sales pipeline
- ✓Roles and permissions, global search, Excel templates