Less Time Behind the Counter. More Time Selling.
Trade counter retail has volume-driven, repeating workflows: orders come in across counter/web/phone, pickers fulfil them, accounts get billed monthly, suppliers get reordered. AI and automation take the mechanical layer off the team's plate so they can focus on the high-value work — customer relationships and trade account growth.
The promise
Where it hurts
The trade counters & industrial supply reality.
Counter staff toggle between EPOS, the web shop admin, the email inbox, and a paper pick sheet. Account customers ring with "can you add this to next week's order" and someone has to remember. Suppliers are reordered when someone notices the gap, not before. Multi-channel without unified workflow is just three jobs poorly done.
What we actually build
Tuned for trade counters & industrial supply.
Unified order queue
Counter, web, phone, and account orders flow into one queue — picked, packed, and tracked uniformly. Counter staff see web orders. Pickers don't care about source.
Account customer automation
Standing orders, recurring deliveries, automated month-end consolidation. Account customer service queries triaged by AI and routed to the right person.
Reorder triggers
Stock thresholds + the demand forecasting model trigger reorder drafts. Buyer approves; PO generated and sent. Cuts the "we ran out of X again" cycle.
Invoice and statement automation
Monthly statements for account customers generated and sent automatically. Reconciliation to receipts. Disputes triaged with the original order/delivery evidence to hand.
Real engagement
The outcome.
Multi-channel trade counter operations engagement. Order flow, stock visibility, and account-customer workflows unified across counter, web, and B2B channels.
Typical stack
We integrate with what you have.
- Custom EPOS
- Shopify / WooCommerce
- Sage 50 / Sage 200
- Account customer portals
- Supplier ordering systems
If your stack isn't listed, ask — almost always we can integrate. We've connected to bespoke MES, ancient on-prem systems, and email-only interfaces.
Pricing
Fixed fee, phased delivery.
£4,800–£18,000 depending on scope and existing systems
From £4,800
Workflow automation for trade counters & industrial supply
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Live deployment in your environment
- Ongoing tuning + accuracy monitoring
Questions
Things people in this industry ask us.
01 Will this replace our EPOS?
No — we extend it. Most trade counters have decent EPOS; what's missing is the workflow layer that connects EPOS to the web shop, account customer portal, supplier ordering, and accounts. We add that layer.
02 How do you handle account customers?
Standing orders, custom pricing per account, monthly statement generation, payment terms tracking, dispute handling — all automated. Your account managers spend time on relationships, not reconciliation.
03 What about counter staff training?
We design the staff-facing pieces around their existing workflow — same EPOS interface, same pick sheets, just augmented. Adoption is typically fast because nothing changes about the customer-facing experience.
04 Can it handle our seasonal peaks?
Yes — the automation scales without adding staff. Demand forecasting catches the peaks early so stock is in place. Order processing automation handles the volume jump without manual reconfiguration.
05 What's the timeline?
First workflow live in 6-8 weeks (typically order intake unification). Full deployment 12-16 weeks depending on scope. Phased delivery — you see value progressively, not just at the end.
Same pattern, different industries
Related solutions.
Let's see if we can help.
A 15-minute chat with Chris & Kay. No slides. No pitch deck. You tell us what's on your plate; we follow up by email with real thinking.