The platform that reshapes around your operation

Orders, inventory, purchasing and finance run on one live record, with business rules and AI built into every module. Start with one module and keep your accounting.

Book a demo Explore the modules

The modules that run your operation.

Every customer order in one queue, checked against available stock and tracked from order to invoice.

Order desk

Move toNew order

Sales order queue

Every order from every channel, in one format

Order	Channel	Customer	Status	Run
SO 41872	Email	Coastline	Short	Run 3
SO 41871	Text	Northgate Oakwood	Open	Run 1
SO 41870	Portal	Midtown Market	Open	Run 2
SO 41869	EDI	Fieldway Gardena	Confirmed	Run 2
SO 41868	Phone	Bayview Grill	Confirmed	Run 1
SO 41867	EDI	Coastline	Confirmed	Run 3
SO 41866	Email	Pinole Market	Confirmed	Run 2
SO 41865	Text	Northgate Bayview	Confirmed	Run 1
SO 41864	EDI	Fieldway Gardena	Invoiced	Run 2
SO 41863	Email	Coastline	Invoiced	Run 3
SO 41862	Phone	Harbor Kitchen	Invoiced	Run 1
SO 41861	EDI	Northgate Bayview	Invoiced	Run 2
SO 41860	Text	Pinole Market	Invoiced	Run 2
SO 41859	Portal	Fieldway Gardena	Invoiced	Run 2
SO 41858	Email	Midtown Market	Invoiced	Run 1

Inventory

TransferReceive

Harbor Fresh inventory

Stock across every cooler

Down to the lot, at landed cost, as each delivery lands.

On hand4,170cases · all coolers

Available2,855after today’s orders

Inbound7,065on 10 open POs

Expiring in 2 days38picked first today

Stock by product All coolersCooler 2Dry store

SKU	Product	On hand	Committed	Available	Days of cover	Status
BC-001	Shanghai Bok Choy	780	520	260	1.0 d	Review
GA-003	Garlic A	110	0	110	1.8 d	Critical
MG-002	Mango	420	95	325	1.8 d	At risk
SP-006	Spinach	300	120	180	2.0 d	Review
AG-007	Asian Greens Mix	520	180	340	2.6 d	OK
GB-004	Garlic B	800	0	800	25.5 d	Overstock
SM-005	Shine Muscat Grapes	1,240	400	840	2.8 d	Critical

Lots close to their limit 3 lots

Shanghai Bok ChoyBC-0921 · 310 crates · Cooler 2 · A-14
90% of shelf life
MangoMG-0914 · 180 trays · Cooler 3 · C-02
89% of shelf life
Garlic BGB-0829 · 420 cartons · Dry store · D-11
71% of shelf life

Purchase plan

Approve 2 POsNew PO

This week’s purchase plan

Drafted by Stockwell at 5:58 am · a buyer approves every order

Product	Supplier	Cover	Recommendation
Garlic A	China Import Supplier	1.8 d	1,170 cartons
Shine Muscat Grapes	China Import Supplier	2.8 d	6,300 lb
Mango	Baja Produce Supplier	1.8 d	Expedite PO-3025
Shanghai Bok Choy	Local Grower A	1.0 d	Reduce import
Spinach	Local Grower C	2.0 d	Covered by PO-3028
Garlic B	China Import Supplier	25.5 d	Cut the next order
Asian Greens Mix	Local Grower B	2.6 d	No action this week
Romaine 24ct	Salinas Growers	2.2 d	Order 160 cases
Lemons 115ct	Coastal Citrus	4.1 d	No action this week
Cilantro 30ct	Ruiz Farms	1.9 d	Order 90 cases

Finance

Close weekExport

Week to September 30

Margin, costed as it runs

Every receipt, cost and dispatch posted to QuickBooks without re-keying.

Revenue · week$185,6514 customers

Gross margin22.9%after landed cost

Inventory value$84,796FIFO by lot

Waiting on a bill$4,120PO-3025 freight

QuickBooks tie-out 5 of 6 matched

Account		Stockwell	QuickBooks
1300	Inventory	$84,795.60	$84,795.60	Matched
4000	Revenue	$185,651.00	$185,651.00	Matched
5000	Cost of goods sold	$143,140.40	$143,140.40	Matched
5100	Freight & clearing	$14,482.02	$14,482.02	Matched
6100	Pack labor	$1,372.80	$1,372.80	Matched
2000	Payables	$57,720.00	$61,840.00	Bill pending

Margin by customer

Customer	Revenue	Gross margin	Credits
Fieldway	$56,550.00	21.8%	$312.00
Northgate	$50,003.00	23.6%	$0.00
Coastline	$49,876.00	22.4%	$118.50
Independents	$15,964.00	27.1%	$0.00

The platform behind every module.

Every module runs on the same workflows, rules, data and AI, so when your business changes you change a workflow, not your software.

Your order desk, receiving and approvals run as workflows: automatic where it’s safe, a person where it matters.

Workflows · Order intake

Test runNew workflow

TriggerA customer order arrives

42 today

AI stepRead the order, match every line

automatic

BranchEnough stock for every line?

Yes · 41No · 1

ActionAllocate, oldest lot first

ApprovalSales approves the change

1 waiting

ActionConfirm to the customer

automatic

ActionAdd to the delivery run

automatic

Ready to pick

Business rules

Ask about a ruleNew rule

cover-policy.md41 reads
supplier-lead-times.md33 reads
gp-targets.md18 reads
promo-calendar.md12 reads
substitutions.md9 reads
receiving-rules.md27 reads

Policy · updated by Maya Chen

Stock cover policy

Cover is worked out on available stock: on hand, less what sales have already allocated.

Review when available stock is under 2 days of cover.
Critical when cover with everything inbound falls short of the supplier’s lead time.
Overstock when cover with incoming supply goes past 14 days.

Order enough for the lead time plus one week of demand, rounded to the pack. Stockwell recommends; a buyer approves.

Order size

Give a range up to 20% above the base quantity so the buyer can choose within it. Never order past a product’s shelf life at expected sales.

Who decides

Stockwell recommends. A buyer approves every purchase, and any order over $10,000 needs a second approval.

Applied inPurchasingInventoryAsk Stockwell

Ask Stockwell

Coastline’s Garlic A promo starts Monday. Have we got enough stock?

Checked the promo, stock and the supplier11s

Found Monday’s promopromo-calendar.md · Oct 6 to 26
Checked stock and open POsInventory · Purchasing · 110 free, nothing on order
Checked the supplier’s cutoffsupplier-lead-times.md · order by Wednesday noon
Modelled the three promo weeksSales history · last promo lifted 40%, 35%, 30%

No, you’ll run short in the first week. You have 110 cartons free and nothing on order.

Promo week	Need	Have	Short
Oct 6 – 12	600	110	490
Oct 13 – 19	580	0	580
Oct 20 – 26	560	0	560

Order 1,550 cartons by Wednesday noon and weeks two and three are covered. Want me to draft the PO?

Draft the POShow the working

Yes, draft it.

Drafted PO-3041 · 1,550 cartons Garlic AChina Import Supplier · lands Oct 13 · waiting for Maya to approve

Needs approval

Ask about stock, orders, margin or suppliers…

Master data · Products

Change historyNew record

Product · GA-003

Garlic A

One record, used by every module and every connected system.

PackCarton22 lb

Landed cost$33.20purchase + freight + duty

Margin target24%gp-targets.md

SupplierChina Import12-day lead time

IDs in every system

Warehouse appWH-207
Order desk3031
QuickBooksGARLIC-A
PurchasingGA-03

Price lists

Coastline$44.00
Northgate$45.50
Fieldway$44.80
Independents$47.00

Change history

Landed cost $32.40 → $33.20 · freight bill postedSep 29
Coastline price $43.00 → $44.00 · approved by Maya ChenSep 22
Pack size confirmed at receiving · 22 lb cartonSep 14

AI that does the work, and shows its working.

Ask Stockwell reads the same live record your team does. It looks things up across every module, works out the answer, and offers to act on it.

Ask Stockwell

Coastline’s Garlic A promo starts Monday. Have we got enough stock?

Checked the promo, stock and the supplier11s

Found Monday’s promopromo-calendar.md · Oct 6 to 26
Checked stock and open POsInventory · Purchasing · 110 free, nothing on order
Checked the supplier’s cutoffsupplier-lead-times.md · order by Wednesday noon
Modelled the three promo weeksSales history · last promo lifted 40%, 35%, 30%

No, you’ll run short in the first week. You have 110 cartons free and nothing on order.

Promo week	Need	Have	Short
Oct 6 – 12	600	110	490
Oct 13 – 19	580	0	580
Oct 20 – 26	560	0	560

Order 1,550 cartons by Wednesday noon and weeks two and three are covered. Want me to draft the PO?

Draft the POShow the working

Yes, draft it.

Drafted PO-3041 · 1,550 cartons Garlic AChina Import Supplier · lands Oct 13 · waiting for Maya to approve

Needs approval

Ask about stock, orders, margin or suppliers…

Every step shownEach lookup is tagged with the system and the rule it came from.
Your rules, every timePromos, lead times and cover targets your team wrote down.
It offers, you decideIt drafts the order or the reply. A person approves anything that moves money.

See Ask Stockwell

How rollout works.

Our engineers move your operation onto Stockwell with your team, on your floor. One module at a time, never a big-bang cutover.

01Weeks 1–2
Core records
We load your products, suppliers, customers and prices, and reconcile opening stock with your team.
02Weeks 3–4
First module, in trial
Your team runs it on real orders alongside the current system, and we tune the rules to how you work.
03Weeks 5–6
Switch over
When the numbers match, that part of the old system retires. Your accounting stays connected throughout.
04Then
The next module
Every module shares the same record, so each one you add goes faster and makes the others more useful.

Connect the systems you already run.

Accounting, inboxes and trading partners plug into the same live record. Your old distribution system hands over one module at a time.

Ask about yours

Questions, answered.

Something else on your mind? Ask our team.

Is Stockwell an ERP?

Yes: an AI-native, composable one built for wholesale distributors. Orders, inventory, purchasing and pricing run on one live record, and you choose which modules to run. Your general ledger can stay in Xero, QuickBooks, NetSuite, Sage or Dynamics, and Stockwell posts to it. Distribution software like Prophet 21, Eclipse or a homegrown system is retired one module at a time.

How is that different from a traditional ERP?

A traditional ERP asks your business to change to fit the software, and takes a long, expensive project to get there. Stockwell works the other way round: our forward deployed engineers compose the system around how you already work, one module at a time, so it goes live faster, costs less to implement and keeps up as your business changes.

Do we have to buy every module?

No. Most distributors start with the module that hurts most, usually orders or purchasing, and add the rest when they’re ready. Every module shares the same record, so each one you add makes the others more useful and nothing has to be rebuilt.

How long does it take to go live?

We move your products, customers and prices, set up your rules and run alongside your current system until your team is ready to switch. Then we add the next module. Our forward deployed engineers do this work with your team, on your floor, and the first module is typically live within weeks.

What does the AI actually do?

It reads incoming orders, plans purchases, checks stock against promos and drafts replies, working on the same live record your team uses. It shows every step it took. You decide what runs on its own; anything that contacts a customer or moves money needs a person at first.

What does it cost?

A fixed onboarding fee for the weeks we spend moving you over, then a monthly platform fee based on the modules you run. No per-seat pricing and no usage meters. We agree the number with you before anything goes live.

How do you keep our data secure?

Your pricing, supplier and customer data stays yours. Nothing is shared across customers and nothing you give us trains anyone else’s models. We’ll show you where your data is stored, who can access it and how it is used.

See Stockwell on your operation.

Bring your products, customers and suppliers. We’ll show you what your morning looks like on one platform.

Book a demo team@stockwellagents.com

The platform that reshapes around your operation

The modules that run your operation.

The platform behind every module.

AI that does the work, and shows its working.

How rollout works.

Core records

First module, in trial

Switch over

The next module

Connect the systems you already run.

Questions, answered.

See Stockwell on your operation.