WHOLESALE & DISTRIBUTION / THE OPERATING DAY

Automate the SOPs
behind distribution.

Connect the teams, records and handoffs behind distribution, with the right people at each decision.

EXAMPLE OPERATION · DISTRIBUTIONAll industries

Field Sales & Capture / Example record

An order needs a credit review

Operating record

A depot order is ready, with an account exception attached.

Supporting recordLinked to the original instruction

ATTACHED

Daffy

I have linked the record and prepared the next step for Area sales manager. Send the account exception to the authorised reviewer before dispatch?

DECISION OWNER / AREA SALES MANAGER

Send the account exception to the authorised reviewer before dispatch?

The source record, responsible team and proposed next step are linked. This example waits for the decision owner.

Area sales manager · Approval required

Context follows this operation.

CONNECTED TO THIS OPERATION

Operating recordWorkspace · Evidence

DaffyDaffy · Superagent · Coordination

Area sales managerHuman · Approval owner

Operation recordSoftware · Operational record

Responsible teamHuman · Next step

Field Sales & Capture → follow-up

Operating record DaffyEvidence captured
2
Daffy Area sales managerAwaiting approval
3
Area sales manager Operation recordAction pending
4
Operation record Follow-upFollow-up waiting

Related operation context

THE WORKSPACES BEHIND THE THREADS

Where your work
comes together.

Each workspace holds its part of the operation. Daffy coordinates the handoffs under the permissions you set.

Field Sales & Capture Inventory & Stores Billing & Collections Lead Capture & Enrichment AI Calling Desk Dispatch & Loading Fleet, Transport & Route Finance & Accounts Warehouse & Fulfilment Attendance & Shifts Workforce Core Payroll & Statutory Customer Support Desk Costing & Profitability Traceability & Serialisation Compliance & Audit Command Centre DAFFY Chat & Authority

ONE SOP TO START WITH

An order needs a credit review.

A representative scoping example. Integrations, actions and approval rules are agreed for your deployment.

01 / THE TRIGGER

A depot order is ready, with an account exception attached.

02 / THE HUMAN DECISION

Send the account exception to the authorised reviewer before dispatch?

03 / THE CONNECTED OUTCOME

The account owner and depot see the same pending decision.

THE PEOPLE BEHIND THE PROCESS

Different teams.
One operating context.

01Depot Operations

02Field Sales

03Credit Control

04Scheme & Claims

05Warehousing

06Secondary Logistics

07Finance

08Customer Service

09Purchase

10HR

11Compliance

12Analytics

THE OPERATING CYCLE

The handoffs that
make the business work.

Use this operating map to decide where a record is created, who takes responsibility and what must be checked before work moves.

01 / START THE RECORD
Primary purchase
Capture the source instruction, evidence and responsible owner.
02 / CARRY THE CONTEXT
Depot stock
Link the depot stock record to the previous stage and the team responsible for the next handoff.
03 / CARRY THE CONTEXT
Beat planning
Link the beat planning record to the previous stage and the team responsible for the next handoff.
04 / CARRY THE CONTEXT
Field visit
Link the field visit record to the previous stage and the team responsible for the next handoff.
05 / CARRY THE CONTEXT
Order capture
Link the order capture record to the previous stage and the team responsible for the next handoff.
06 / CARRY THE CONTEXT
Delivery & collection
Link the delivery & collection record to the previous stage and the team responsible for the next handoff.
07 / CLOSE THE LOOP
Schemes & claims
Retain the outcome, outstanding exceptions and decision history.

THE WORKSPACE MAP

The same brain.
Your industry’s vocabulary.

A workspace is shaped around the people and records it serves. These are starting points, with connected workflows between them.

Field Sales & Capture

AUTHORITY, IN CONTEXT

The right answer.
For the right person.

Agree access and action permissions before connecting operational data. The same question can require a different scope for each role.

Field salesman

“What is this outlet’s outstanding and can I take an order?”

Own beat, own outlets, own collections.

Area sales manager

“Who missed their planned visits yesterday?”

Their team’s beats, coverage and productivity.

Depot manager

“What stock is within 30 days of expiry?”

Their depot, stock, dispatch, expiry, collections.

Credit controller

“Which outlets are over limit and still ordering?”

All outlets, outstanding, limits and blocks.

Sales head

“What is our real secondary sales position this month?”

All depots, all brands, coverage and secondary sales.

Director

“How much working capital is stuck in outstanding and expiry?”

Network profitability, claims and working capital.

START WITH ONE WORKFLOW

One SOP today.
A more connected company tomorrow.

Bring us the process, the people and the exceptions. We’ll map the first proof of value.

Let’s put Daffy to work

Automate the SOPs
behind distribution.

An order needs a credit review

Send the account exception to the authorised reviewer before dispatch?

What needs your attention?

Where your work
comes together.

An order needs a credit review.

Different teams.
One operating context.

The handoffs that
make the business work.

Primary purchase

Depot stock

Beat planning

Field visit

Order capture

Delivery & collection

Schemes & claims

The same brain.
Your industry’s vocabulary.

Beat & Field Sales

Depot Stock & Expiry

Credit, Collections & Outstanding

Outlet Coverage & Onboarding

Tele-ordering & Reactivation

Secondary Delivery

Secondary Logistics

Scheme Claims & Accounts

Depot Warehousing

Field Attendance

Workforce Core

Payroll & Incentives

Retailer Service Desk

Outlet & Route Profitability

Batch Traceability

Compliance & Licences

Network Command Centre

DAFFY Chat & Authority

The right answer.
For the right person.

What should Daffy
coordinate first?

One SOP today.
A more connected company tomorrow.

Ask Daffy

Automate the SOPsbehind distribution.

Send the account exception to the authorised reviewer before dispatch?

What needs your attention?

Where your workcomes together.

An order needs a credit review.

Different teams.One operating context.

The handoffs thatmake the business work.

Primary purchase

Depot stock

Beat planning

Field visit

Order capture

Delivery & collection

Schemes & claims

The same brain.Your industry’s vocabulary.

Beat & Field Sales

Depot Stock & Expiry

Credit, Collections & Outstanding

Outlet Coverage & Onboarding

Tele-ordering & Reactivation

Secondary Delivery

Secondary Logistics

Scheme Claims & Accounts

Depot Warehousing

Field Attendance

Workforce Core

Payroll & Incentives

Retailer Service Desk

Outlet & Route Profitability

Batch Traceability

Compliance & Licences

Network Command Centre

DAFFY Chat & Authority

The right answer.For the right person.

What should Daffycoordinate first?

One SOP today.A more connected company tomorrow.

Automate the SOPs
behind distribution.

Where your work
comes together.

Different teams.
One operating context.

The handoffs that
make the business work.

The same brain.
Your industry’s vocabulary.

The right answer.
For the right person.

What should Daffy
coordinate first?

One SOP today.
A more connected company tomorrow.