Ordering Portals and Counter Sales for Food & Beverage Companies on NetSuite
Food and beverage companies sell to distributors, brokers and retail buyers who each need their own prices and catalog, while the warehouse and tasting room need registers and receiving screens. SphericalBRM runs those on NetSuite: orders carry lot and serial detail on the lines, and every sale, receipt and transfer is a NetSuite record.
The challenges you face
Distributor orders arrive by email and spreadsheet
Each distributor has its own catalog, pricing and delivery pattern. Orders come in as attachments and are re-keyed into NetSuite, where the pricing is then corrected.
Lot and serial numbers added after the fact
When orders are taken outside NetSuite, lot numbers are filled in later from notes and pick sheets, which is where errors creep in.
Many partner types, one NetSuite account
Brokers, distributors, co-packers and retail buyers each need different access, catalogs and price levels, and a broker may act for several customers.
Tasting rooms and warehouses need a register
Direct sales at the counter and will-call pickups need a point of sale that writes to NetSuite, not a separate system reconciled nightly.
How SphericalBRM helps
B2B ordering portal where each distributor sees its assigned catalog and NetSuite price level, with exclusive items and catalog restrictions per account
Lot, serial and bin detail captured on order lines, transfer orders and receipts, with auto-assignment where NetSuite inventory detail requires it
Partner portal for brokers: see the customers linked to them, their transactions, open invoices and support cases
Point of sale for tasting rooms and will-call counters with scanning, cash and card payments, cash drawers and end-of-day reports
Purchase orders, receiving and transfer orders between locations, plus stock by location shown in the catalog
Key use cases
Distributor ordering portal
Distributors order from their assigned catalog at their price level, choose ship or pickup, and track status and tracking numbers from order history.
Broker view of linked customers
Brokers sign in to the partner portal, pick one of the customers linked to them in NetSuite, and see that customer's transactions, open invoices and cases.
Lot and serial numbers on order lines
Order, transfer and receiving screens capture lot, serial and bin detail on each line, so NetSuite inventory detail is complete when the record is created.
Counter sales at the tasting room
Ring up walk-in sales with scanning, split payments and receipts; the cash sale and payment are written to NetSuite against the location.
Ready to transform your food & beverage portal experience?
See how SphericalBRM can help your business create better NetSuite experiences for every stakeholder.
