The order is in.The checking starts again.
Email → spreadsheet → ERP
Time lost.
WHOLESALE TRANSFORMATION
Genesy connects purchasing, inventory, orders and logistics—helping your team work with clarity, serve customers reliably and grow with control.
For established wholesalers and distributors.
RECOGNISE THE FRICTION?
Your ERP may hold the records. How much still depends on someone checking, chasing or remembering what happens next?
Email → spreadsheet → ERP
Time lost.
Available ≠ ready to deliver
Promises at risk.
Demand ↔ purchasing ↔ stock
Cash tied up.
Discounts + handling + split deliveries
Margin eroded.
Individually, these look like everyday issues.
Together, they limit what your business can become.
FOLLOW THE POSSIBILITY
Follow the information, the decision and the difference it makes.
Products, quantities and customer terms in one place.
Illustration of a possible future operation. Designed around each business.
Bring an emailed or digital order into one usable record. Match customer and product references, and ask for missing details before work moves downstream.
Document extraction and reference matching can assist your team, with checks before an order is accepted.
Check agreed prices, available stock and expected supply together. Surface a shortage before it becomes a missed delivery.
Connected ERP, inventory and supplier information provide the basis for availability checks.
A stock shortage has more than one answer. The responsible employee sees the trade-offs and agrees the right response with the customer.
Confirm a partial delivery with the customer. Reserve the balance against incoming supply and account for the extra handling and transport.
Rules and AI-assisted recommendations can help identify options. People approve commitments outside the agreed rules.
Update the customer promise, picking instructions and purchasing actions together. Give each team a clear next step and an owner.
Workflow automation connects approved actions across systems and flags failed or incomplete handovers.
Connect delivery, invoice, payment and any return to the original order. Review service, extra handling and contribution so the next decision is better informed.
Shared data and operational reporting reveal patterns to review, including errors, costs and recurring exceptions.
WHAT BETTER FLOW MAKES POSSIBLE
Dispatch follows a plan everyone can trust.Less checking and chasing. More room for customers.Purchasing and availability work together.The work behind each order becomes visible.
Illustrative transformationMore control today. More room to grow tomorrow.
YOUR TRANSFORMATION, STEP BY STEP
A practical transformation mandate, shaped around your business. Clear priorities, coordinated delivery and people who can own the change.
Follow real orders with your team. Establish the baseline and find what causes friction.
Know where time, margin and confidence are lost—and where to begin.
GATHER
Prioritise the opportunity, test the economics and agree scope, ownership and dependencies.
An agreed first commitment, with clear priorities and responsibilities.
EVALUATE · NARROW
Lead implementation, coordinate specialists and support people adopting new ways of working.
Connected information and workflows your team can use in daily work.
EXECUTE
Review the evidence, strengthen ownership and extend the improvements that demonstrate value.
Capability your people can own—and your business can build on.
SCALE · YIELD
Guided by the GENESY Method. Explore how we work ↗
THE FIRST ENGAGEMENT · A PAID ASSESSMENT
Make an informed decision before committing to implementation. We agree the assessment scope and fee with you before starting.
Discuss your transformationYour operating baseline, capabilities and causes of friction.
Prioritised opportunities, their economics and dependencies.
A practical first delivery commitment, scope and responsibilities.
WHY GENESY
Transformation crosses departments. Our approach brings the commercial picture, the systems and the people together around the same operating priorities.
Explore our capabilitiesConnect customer commitments, supply-chain decisions and the economics of fulfilling an order.
Build on what serves you well. Connect information and apply automation or AI where the value and controls are clear.
Coordinate the work, establish ownership and help your team adopt improvements in daily practice.
Experience connecting commerce, stock, procurement, warehouse workflows and finance informs this wholesale concept.
A PRACTICAL START
A few questions you may already be asking.
Not necessarily. We first assess how your current ERP, other systems and working practices serve the operation. The plan may involve better use of existing tools, integrations or targeted additions. Any replacement needs its own business justification.
Potential uses include extracting order information, matching product references, detecting exceptions and supporting demand or stock decisions. We assess data quality, accuracy, controls and value before committing to a use case. Automation follows agreed rules, with people accountable for exceptions.
An operating baseline, the causes of friction, prioritised opportunities and a practical delivery plan. We agree the assessment scope, fee and responsibilities before work begins.
An executive sponsor who can make decisions across departments, plus colleagues who understand orders, purchasing, inventory, logistics and finance. We agree participation and time commitments as part of the scope.
The engagement starts with a scoped paid assessment and transformation design. Further work can include an ongoing leadership mandate, with implementation, specialist and technology costs scoped separately. The proposal reflects your operation and the responsibilities agreed.
We establish a baseline and agree relevant measures, such as order handling time, delivery reliability, errors, stock ageing, order contribution and employee adoption. Targets and review points are set against your circumstances.
LET’S FOLLOW ONE REAL ORDER
Bring one order journey and the part that takes more effort than it should. Let’s identify where time, margin and confidence are lost—and where change could begin.
An introduction to understand the fit. Any paid assessment is scoped and agreed separately.