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Retail and wholesale

A quote, the stock behind it, the despatch and the invoice are usually four systems, and an order that moves between them by hand is where the reconciliation goes wrong.

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Industry guide

Working context

Priority workflows

A quote, the stock behind it, the despatch and the invoice are usually four systems, and an order that moves between them by hand is where the reconciliation goes wrong.

01

Quote to order

Bring product information, agreed pricing and customer requests together to prepare orders for the appropriate checks and approval.

See it in the Order Desk demo

02

Stock and purchasing coordination

Connect availability, replenishment requests and incoming delivery records across locations and existing stock systems.

03

Fulfilment to accounting

Carry agreed order and dispatch information into draft accounting records, with a review path for returns, credits and exceptions.

See it in the Route Control demo

See one working

Order Desk: a demo for retail and wholesale

One of the workflows above, built by BespokeWorks as a working demo with sample data. It shows how the work could function, not what a finished system would look like.

Order Desk showing a sample trade order message read into checked order lines, with one line needing confirmation

Demo · Order handling

Order Desk

A wholesale desk that reads free-text trade orders into priced, stock-checked lines before anything is picked. Follow the same order from a customer's message through Sales to the warehouse, and see what holds when a product is ambiguous, stock is short or a credit limit is reached.

  • Customer
  • Sales
  • Warehouse
Try the demo

Before you choose a solution

  • Which system owns product, price, stock and customer information at each point in an order?
  • Where do staff re-enter information or reconcile differences between sales channels?
  • How should partial deliveries, substitutions and returns move through the workflow?

How we can help

Services across the lifecycle

01

Development

Design, build and modernise the software your operations depend on, from customer portals to the systems behind them.

See Development

02

Consulting

Decide which work AI should take on, how far it may act, and what happens when it gets something wrong. Start with a one-off consultation, followed by a build if the case holds, or retain us for monthly AI advisory.

See Consulting

03

Training

Help your whole business use AI effectively: practical training for employees, directors and developers, with reusable skills, business-specific chatbots and responsible data handling.

See Training
Cover of Retail and wholesale: a practical technology guide

Industry guide · September 2026

Retail and wholesale: a practical technology guide

E-invoicing is no longer a consultation: all VAT invoices must be issued electronically from April 2029, and a PDF emailed to a customer will not count. A guide to systems for quote to order, stock and purchasing, and fulfilment through to the ledger.

  • What 2029 actually means
  • What has been settled
  • An order, from quote to ledger
  • What has to be kept, and for how long
  • Eight years of standing still
Download the guidePDF · 13 pages