Orders in, invoices matched, stock watched.
Distributors run on volume: customer orders arriving by email, supplier invoices to match, stock to reorder, and customers to chase for payment. Third Shift builds automations that take the re-keying out of it, inside the systems you already run, with a person approving anything that moves money.
What piles up
Volume, re-keyed by hand
The same order, invoice or stock count typed into one system after another.
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Order entry
Orders that arrive by email or as PDF purchase orders are read and entered as draft orders for your team to check, with anything unclear held for a person.
More on what else we build -
Supplier invoices
Matched to purchase orders and what was received, posted, and lined up for payment by their due dates.
How invoice automation works -
Reorder alerts
Stock checked against your minimums every night, with a reorder list ready for whoever does the buying.
More on what else we build -
Collections
Overdue balances by customer, with statements and reminders drafted for you to send.
How automated reporting works -
Sales by rep, customer and product
The weekly numbers built overnight from your accounting system and store, checked against the source.
How automated reporting works -
Apps that don’t talk
Your online store, accounting system and warehouse spreadsheets kept in step, instead of being typed in twice.
More on what else we build
What stays with you
Your margins, your call
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Pricing
Prices, discounts and credit terms stay with you. Anything unusual on an order is held, not guessed.
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Money
No money is paid or sent without a person signing off, unless you decide otherwise.
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Purchasing
Reorder lists are prepared for a person to approve. Nothing is ordered on its own.
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Your customers
Statements and reminders go out under your business name, in words you approved.
Who it’s for
A good fit if
- Orders arrive by email and get typed in by hand.
- Someone matches supplier invoices to purchase orders every week.
- You find out about low stock when a customer asks for it.
- Collections happen when someone remembers.
Works with
What you already run
- QuickBooks
- Xero
- Sage
- NetSuite
- Shopify
- Excel
- Google Sheets
- Gmail
- Outlook
Using something else? Ask. If you can log into it, there’s usually a way to connect it.
Questions
What owners ask
Our customers send orders in every format. Can it cope?
Emails, PDFs and spreadsheets, yes. Anything it can’t read with confidence is held for a person with the original attached, rather than guessed at.
Do we have to change our item codes?
No. It works from your price list and past orders, and holds anything that doesn’t match for a person.
How long does a first build take?
First builds typically ship within a few weeks. We run it alongside your team until it’s trusted, then hand it over.
Who else it’s for
Other kinds of business
- Trades and contractorsQuotes followed up, crew schedules sent, supplier invoices matched to jobs.
- ClinicsThe business side of the clinic: supplier invoices, inquiries, schedules and numbers.
- Professional servicesDocuments chased, clients onboarded, billing and month-end kept moving.
- ManufacturersPurchase orders, supplier invoices, material reorders, timesheets and weekly numbers.
Book a call
Tell us where the re-keying happens
A free 20-minute call. Tell us how orders, invoices and stock move today, and we’ll tell you plainly what’s worth automating.
Prefer email? thirdshift.ca@gmail.com