One record for every product, customer, supplier and price
Master data defines every product, supplier, customer and price list once. Every module and every connected system uses the same record, and every change keeps its history.
Book a demoProduct · GA-003
Garlic A
One record, used by every module and every connected system.
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
The customer’s price on every order
Orders read prices from the customer’s price list, so a substitute is held at the right price without anyone looking it up.
Sales order queue
Every order from every channel, in one format
| Order | Channel | Customer | Status | Run |
|---|---|---|---|---|
| SO 41872 | 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 | Pinole Market | Confirmed | Run 2 | |
| SO 41865 | Text | Northgate Bayview | Confirmed | Run 1 |
| SO 41864 | EDI | Fieldway Gardena | Invoiced | Run 2 |
| SO 41863 | 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 | Midtown Market | Invoiced | Run 1 |
Landed cost that stays current
When a freight or duty bill posts, the product’s landed cost updates, and inventory value and margin follow.
Week to September 30
Margin, costed as it runs
Every receipt, cost and dispatch posted to QuickBooks without re-keying.
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 |
Stock on the same record
Inventory, purchasing and finance all read the same product, so the pack, cost and supplier are the same everywhere.
Harbor Fresh inventory
Stock across every cooler
Down to the lot, at landed cost, as each delivery lands.
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-1490% of shelf life
- MangoMG-0914 · 180 trays · Cooler 3 · C-0289% of shelf life
- Garlic BGB-0829 · 420 cartons · Dry store · D-1171% of shelf life
Master data, end to end
Every capability below runs on the same live record as the rest of Stockwell, so nothing is reconciled after the fact.
- ProductsPack, unit, supplier and shelf life, defined once.
- Customers & price listsEvery account with its own prices and delivery details.
- SuppliersLead times, cutoffs and what each supplier sells you.
- IDs in every systemEach record mapped to its ID in every connected system.
- Landed costPurchase price plus freight and duty, kept current.
- Margin targetsThe margin each product should make.
- Change historyEvery change, when it happened and who made it.
- Approved changesPrice changes approved before they take effect.
The modules it powers
Every module runs on the same workflows, rules, data and AI.
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.
See all integrations
Frequently asked questions.
Something else on your mind? Ask our team.
Do we have to clean up our data first?
No. We move your products, customers and prices from your current system and tidy them with your team as we go.
Does it stay in step with QuickBooks?
Each record keeps its ID in every connected system, including your accounting system.
Who can change a price?
The people you choose. Price changes can need approval, and every change records who made it.
See Stockwell on your operation.
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