ERP ADVISORY & SOFTWARE SELECTION FOR DISTRIBUTORS
Keep inventory, pricing, and branches in sync so every order, route, and rebate lands profitably.
We help industrial distributors and businesses with complex distribution channels replace legacy systems, QuickBooks and Excel spreadsheets with ERP platforms that manage complex pricing and rebates, EDI/DEX, WMS and mobility, landed cost, and branch operations. Using weighted scorecards and scripted demos, we turn vendor promises into measurable proof, and then guide implementation so routes, branches, and vendor programs stay in sync.
How We Help Distributors
We focus on the levers that actually drive distributor margin such as pricing, rebates, EDI/DEX, WMS, routes, and landed cost then design the ERP as the control center for those moving parts.
Model your pricing and rebate engine inside ERP
We document your customer, item, and branch matrices, promos, vendor rebates, and chargeback logic, then make them first-class categories in the RFP and scorecard. Vendors must show how they accrue, reconcile, and report on programs by line, vendor, and period, because that’s where distributor profitability really lives.
Prove ERP can keep branches, warehouses, and routes aligned
We build requirements and demo flows around radio frequency (RF) and mobility, cycle counting, license plating, branch transfers, counter sales, Point Of Sales (POS), and, when relevant, Direct Store Delivery (DSD), customer or store-level VMI, handheld invoicing, and DEX. The shortlist reflects your actual mix of branches, routes, imports, and stocking strategies, not a generic distribution blueprint
Use a weighted scorecard to separate contenders from “demo darlings”
We design a vendor-neutral RFP and scorecard with agreed weights in categories like Pricing & Rebates, Electronic Data Interchange (EDI), Warehouse Management System (WMS), Mobility (handhelds/scanning), Landed Cost and Imports, Branch Operations and Counter Sales, Analytics, Implementation and Partner Fit, and Total Cost of Ownership. Vendors self-score, in writing, then run through scripted demos with your data, and we convert everything into a single heatmap your steering committee can defend.
Guide implementation so day-to-day distribution actually improves
Once you choose a platform and partner, we stay involved as an internal project manager leading your team or independent advisor. In this role, we clarify scope, formalize interfaces, stress-test data migration plans, and make sure KPIs like fill rate, order cycle time, and margin by route/branch are built into the design. The goal isn’t just “live ERP”, its better turns, fewer deductions, and smoother operations across your network.
Why Distributors Choose Us
OPERATIONS FIRST MINDSET
We speak branches, warehouse, and routes not just platform
EXPANSIVE KNOWLEDGE
Knowledge of 40+ ERP vendors so you're matched with the right fit
EXPERIENCED LEADERSHIP
Engagement led by long-tenured leader from first conversation through go-live
ACTIONABLE, READY-TO-USE DELIVERABLES
Designed for your business but structured to plug into your project
Making Distribution Companies' Vision a Reality
The following are distribution topic excerpts from our ERP Visions blog
