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Every order, from every channel, in one queue

Orders arrive by email, text, phone, portal and EDI, often before dawn. Stockwell reads each one into the same format, checks every line against available stock, and flags what needs a person before picking starts.

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Today
Ask StockwellNew order

Wednesday, October 1

Good morning, Maya

Everything that came in overnight, already on the record.

Orders today42read from email, EDI, text and phone
Lines short1substitute proposed
Receipts today11 / 143 arriving after 10:00
Gross margin · 7 days22.9%$42,511

Needs a person 4

  • Coastline order SO 41872 is 30 cartons of Garlic A shortOrders
    Review substitute
  • Purchase order drafted: Garlic A, 1,170 cartonsPurchasing
    Approve
  • Bok Choy lot BC-0921 is on day 9 of 10Inventory
    Pick first
  • $4,120 freight bill awaiting the broker's invoiceFinance
    Hold

Delivery runs

  • Run 1 · DowntownLoading
    4 of 6 stops loaded
  • Run 2 · SouthPicking
    2 of 8 stops loaded
  • Run 3 · NorthPlanned
    0 of 4 stops loaded

Orders in this morning 42

OrderChannelCustomerLinesStatus
SO 41872EmailCoastline2 linesShort
SO 41871TextNorthgate Oakwood2 linesEntered
SO 41870PortalMidtown Market2 linesEntered
SO 41869EDIFieldway Gardena3 linesEntered
SO 41868PhoneBayview Grill4 linesEntered

What taking orders usually looks like

  • Orders spread across inboxes, phones and a portal, keyed in by hand.
  • A short line found at the loading dock, not at order entry.
  • An early-morning change that never reaches the pick list.

How it works in Stockwell

  1. 01Connect every channel

    Inboxes, text, phone, your portal and EDI all feed one order queue.

  2. 02Read every line

    Stockwell reads each order and matches every line to a product, unit and price.

  3. 03Check against stock

    Each line is checked against available stock, so a short shows up at entry.

  4. 04Route what needs a person

    Complete orders go straight to picking. Shorts and substitutions wait for sales to approve.

One queue for every channel

Every order, whatever it came in on, sits in one queue in one format, with its status and its delivery run.

Order desk
Move toNew order

Sales order queue

Every order from every channel, in one format

OrderChannelCustomerStatusRun
SO 41872EmailCoastlineShortRun 3
SO 41871TextNorthgate OakwoodOpenRun 1
SO 41870PortalMidtown MarketOpenRun 2
SO 41869EDIFieldway GardenaConfirmedRun 2
SO 41868PhoneBayview GrillConfirmedRun 1
SO 41867EDICoastlineConfirmedRun 3
SO 41866EmailPinole MarketConfirmedRun 2
SO 41865TextNorthgate BayviewConfirmedRun 1
SO 41864EDIFieldway GardenaInvoicedRun 2
SO 41863EmailCoastlineInvoicedRun 3
SO 41862PhoneHarbor KitchenInvoicedRun 1
SO 41861EDINorthgate BayviewInvoicedRun 2
SO 41860TextPinole MarketInvoicedRun 2
SO 41859PortalFieldway GardenaInvoicedRun 2
SO 41858EmailMidtown MarketInvoicedRun 1

Shorts caught at order entry

The order intake workflow checks stock on every line. Orders with enough stock are allocated on their own; the rest go to a person with a substitute already proposed.

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

Your rules on every order

Substitutions, cutoffs and approval limits are written down once and applied to every order the same way.

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

The modules behind it

Related

Frequently asked questions.

Something else on your mind? Ask our team.

Which order channels does Stockwell read?

Email, text, phone, customer portal and EDI orders all land in the same queue.

What happens when a line is short?

The order is flagged at entry and Stockwell proposes a substitute within the customer’s rules. Sales approves before anything changes.

Does every order need a person?

No. Complete orders with stock behind them go straight through. A person only sees the ones that need a decision.

Taking orders in five places?

Bring a morning’s orders from each channel. We’ll show you what one queue looks like in Stockwell.

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