A comprehensive readiness checklist for cash-and-carry and C-store distributors seeking unified POS, telesales, and B2B eCommerce on one real-time ERP platform. This guide helps you diagnose whether your current system can truly support modern omnichannel expectations.
Is every channel—POS, counter, telesales, eCommerce—accessing the same customer profile with real-time terms, credit, pricing, and history?
Live stock across branches, substitutions, ATP, and accurate commitments ensuring no overselling across channels.
Matrix pricing, contract pricing, customer-specific rates, flash sales, promo codes—all synchronized across POS, telesales, and eCommerce.
Whether online, in-store, or via phone, all orders flow into one unified queue to support BOPIS, ship-from-store, and drop shipping.
High-volume scanning, mixed units, on-account sales, offline mode, returns, exchanges, and fast counter workflows.
Customer pricing, quotes, upsell suggestions, real-time ATP—all at the rep’s fingertips for faster phone orders.
Fill out the form to receive the white paper and share it with your leadership team.
Personalized pricing, order history, quick-order pad, credit terms checkout, punchout, 24/7 account access.
Mobile picking, receiving, cycle counts, transfers, and adjustments synced instantly.
Unified AR/AP/GL, profitability by channel, cash reconciliation, real-time dashboards.
RBAC, audit trails, override controls, PCI-DSS, SOC2—protecting data and preventing loss.
Cloud uptime, elasticity for peak traffic, disaster recovery, predictable operating costs.
Native integrations: payments, shipping, tax engines, CRM, loyalty, and marketing tools.
Use the included scorecard (12 categories, 36-point system) to identify your readiness level:
30–36: Omnichannel Ready • 20–29: Significant Gaps • 10–19: Major Limitations • 0–9: Immediate Action Required
Omnichannel ERP Checklist
Cloud ERP for wholesale distributors. Modern UX, reliable operations, and scalable performance.
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