Know the account and the order.
Check the authorised buyer, previous order and approved account terms. Confirm the exact products, pack sizes and quantities for each destination.
Prepare repeat orders.
Coordinate branch deliveries.
For distributors, suppliers and businesses serving other businesses, keep account terms, repeat orders and branch deliveries together from enquiry to payment.
A REQUEST YOU RECOGNISESee your workflow in a demo
Handle requests like this.
Repeat our packaging order for BGC and Makati. Cebu needs 30 cases this time.
ImmensiteI’ve found the previous branch quantities. I’ll prepare the revised order and check your account pricing before you approve it.
Branch order
Customer
Same packaging order. Make Cebu 30 cases.
60 cases · Three deliveries
BGC20
Makati10
Cebu30
One quote · Every branch includedFrom request to confirmed action.
See the records to check, the customer confirmations to collect and the actions to complete.
Prepare an itemised quote.
Use the agreed pricing and stock sources to prepare the quote. Show delivery charges, payment terms and branch quantities before the buyer confirms.
Keep finance and fulfilment together.
Match verified payments to the accepted order. Share confirmed dispatch updates by branch and send credit or delivery exceptions to the responsible person.
Solve common operational problems.
The last order is buried in the chat.
“Same as last time” needs the actual previous items and quantities. Reuse verified order history, then confirm what has changed.
Each branch needs something different.
Pack sizes, quantities and delivery addresses can vary. Keep each destination explicit while preserving the buyer’s complete order.
Separate purchase orders from verified payments.
A purchase order, a promised transfer and a verified payment mean different things. Keep the agreed terms and money state visible.
Can it use account-specific pricing?
Only from approved terms and a verified pricing source. We agree access, quote validity, minimums and who can approve an exception before the pilot issues account-specific proposals.
What about credit terms and split deliveries?
We scope these with the people who own finance and fulfilment. Credit authority, branch allocations and delivery updates need explicit rules and reliable records; they are not assumed from a buyer’s message.
First pilots focus on Messenger orders, verified payments and permitted follow-up. These industry examples are illustrative; workflow scope and system access are confirmed before activation.
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