Wholesale Trade: digital workflow guide

Start digitalizing Wholesale Trade by making clear which record passes from whom to whom. Make price terms, minimum order, stock reservation, picking, and dispatch visible in one order cycle.

Workflow boundaries

Record fields and ownership

For Wholesale Trade, link customer/price, SKU/carton, and reservation records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Make price terms, minimum order, stock reservation, picking, and dispatch visible in one order cycle. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.