Distribution · In build
Building materials order management system
The custom-coded successor to the Retool system in the order and dispatch case study. Enquiries from the website and the team become orders, loading slips, cash bills and Zoho Books invoices, with warehouses, transporters, vehicles and their payments in the same app and WhatsApp updates at each step.
- Client
- A building materials trader
- Status
- In build
- What it is
- Internal tools, Integrations, Automations
- Scope
- 9 modules from enquiry to invoice
Dashboard: sales, enquiries, dispatch and cash outstanding. 
Enquiries, ready to review and turn into orders. 
Loading slips sent to each warehouse keeper. 
Cash bills to collect, with days outstanding. 
Orders with their loading slips and status. 
Customers linked to Zoho Books. 
Product catalogue synced with Zoho Books. 
Transporters, their warehouses and vehicles. 
Transporter payments by trip. 
Warehouses, brands stocked and keepers.
What it does
What it does.
- Dashboard
Sales billed, enquiries received, orders to dispatch, in transit and cash outstanding.
- Enquiries
From the website form or the team; notify a transporter, reject, or convert to an order.
- Orders
Items, pickup notifications and the order trail from confirmation to delivery.
- Loading slips
One slip per brand per order, sent to the warehouse keeper, with a PDF.
- Cash bills and invoices
Cash collected against bills, Zoho Books invoices and signed PDF links.
- Customers and sites
Parties, GST details, billing addresses and delivery sites.
- Warehouses and transporters
Warehouses, keepers, brands stocked, transporters, vehicles and per-trip payments.
- Products
Brand and grade catalogue with taxes, synced with Zoho Books.
- Audit log
Every change recorded.
Built with
-
Supabase -
Vercel -
Zoho Books -
WhatsApp Business API - React
- Sentry
Integrations
What it connects to, and why.
- Zoho Books
Contacts, items, invoices and invoice PDFs
- WhatsApp Business API
Nine message templates to customers, keepers and transporters
- WF WordPress form
Website enquiries arrive by webhook
- Supabase
Postgres database with row level security
- Sentry
Error monitoring
The story
Before and after.
Before
- A Retool system that had done its job and outgrown the platform
- The website enquiry workflow switched off, filling every quantity with 100 and placeholder prices
- A messaging key written inside app queries
After
- Enquiries from the website arrive with their real quantities and prices
- One custom app with the data moved across from Retool
- Keys held as secrets, and every change in an audit log
What success looks like
- Every enquiry becomes an order, slip, bill or invoice without retyping
- Warehouse keepers and transporters hear about a load the moment it is ready
- Cash outstanding is one number on the dashboard
What changed for the team
Sales, warehouse and accounts work in one system, with a command palette and split views for the people who live in it all day.
How we support it
The second system SBD has built for this business: the first, on Retool, is the order and dispatch case study.
Care plans start at $50 a month.
Something similar
Want this, built around your tools?
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