Orders arriving in disconnected inboxes
Keep customer requests, order records and follow-up tasks together.
Explore this capability
WORKBIE · BECAUSE IT’S EASIER
Workbie for Retail & Wholesale
From customer order to fulfilment. Keep the details together.
Connect order enquiries, stock notes, supplier follow-ups, packing tasks and billing around how your business operates.
Free Business Workflow Audit. No obligation.SOUND FAMILIAR?The gaps between your tools
The gaps between your tools
are where the work gets harder.
Your existing software may handle one part well. Workbie connects the work around it — customers, people, documents, operations and accounts — in one business management suite.
Stock questions answered from old files
Bring agreed stock records, item references and outstanding checks into one view.
Explore this capabilityPicking and packing handed over verbally
Assign fulfilment tasks and record packing checks against the order.
Explore this capabilitySupplier queries repeatedly chased
Link supplier emails and purchasing follow-up responsibilities.
Explore this capabilityReturns disconnected from the original order
Attach return notes and resolution tasks to the customer's order history.
Explore this capabilityInvoices re-keyed from fulfilment records
Connect recorded fulfilment and billing stages; scope your accounts connection.
Explore this capabilityBEFORE AND AFTER
A more connected working day.
Illustrative changes we can scope around your team — not measured customer outcomes.
TodayWith Workbie
Orders arriving in disconnected inboxes
Keep customer requests, order records and follow-up tasks together.
Stock questions answered from old files
Bring agreed stock records, item references and outstanding checks into one view.
Picking and packing handed over verbally
Assign fulfilment tasks and record packing checks against the order.
Supplier queries repeatedly chased
Link supplier emails and purchasing follow-up responsibilities.
Returns disconnected from the original order
Attach return notes and resolution tasks to the customer's order history.
Invoices re-keyed from fulfilment records
Connect recorded fulfilment and billing stages; scope your accounts connection.
One record. From the first step to the last.
01
Enquiry & order
02
Confirm stock
03
Pick & pack
04
Despatch
05
Invoice & follow up
OrdersCustomersStockSuppliersReturns
ASK WORKBIE AILess searching.
Less searching.
A clearer next action.
Ask about the records your role is allowed to see. Prepare summaries and follow-ups from agreed information, with approval where it matters.
Fictional example conversations. Available actions and permissions are scoped; AI does not replace your team's professional judgement.
Which orders are waiting for supplier confirmation?
Workbie AIThe sample order list shows outstanding supplier tasks and their assigned owners.
Prepare a reply to this customer's order query.
Workbie AII've drafted a reply using the permitted order notes for your team to check before sending.
WORKBIE ON THE MOVE
My fulfilment task. Wherever the work happens.
- Check item MON-24
- Record quantity packed
- Prepare order handover
Illustrative mobile view with fictional records. Access, device needs and workflows are agreed for your team.
Discuss your workflow
TRY BEFORE YOU BUY · 10 PILOT PLACES ACROSS WORKBIE
Discuss the pilot offerA free Business Workflow Audit. One agreed pain point fixed free.
Business Workflow Audit worth £995. We agree the chosen problem and success criteria before starting, then fix it free, guaranteed. No obligation to buy further work. All we ask is a short honest testimonial when we fix your pain point.
Know what you're getting before committing.
Your workflow map
We map the chosen process, its handovers and where information is entered or lost.
A shortlist of improvements
What to keep, connect or replace — starting with the gap that matters most to your team.
A suggested pilot and timeline
An agreed first workflow, success criteria and indicative next steps, rather than an open-ended software project.
Do we have to replace our existing software?
No. We review what works and the available connection options first. Outlook, accounts packages and other providers are considered where relevant; technical access and integration scope are confirmed before development.
What does a wider system cost?
Pricing depends on the agreed configuration and scope. Custom-built pricing is agreed after discovery, with monthly payments. The free pilot does not require you to buy a wider system. See the pricing options.
What needs to be agreed for our industry?
POS, ecommerce, payment and live stock connections depend on your providers and agreed scope. No automatic replenishment or inventory guarantee is assumed.
See how this works for a real team.
Illustrative drinks-wholesale image — not Bartons’ premisesDrinks wholesale · Bartons Brewery
More reliable deals, with costs in view.
Bartons was managing customer deals and orders across Merlin and spreadsheets. Workbie brought branch costs, pricing and delivery costs into a more consistent workflow, helping sales staff build accurate deals and giving management reports from Merlin data.
Read Bartons Brewery's storySector photograph is illustrative. The story describes the work delivered; your scope and outcomes would be agreed separately.
YOUR BUSINESS. BUILT SMARTER.
Start with the part of your working day that needs fixing.
Tell us where the work slows down. We'll discuss your current tools, what needs to connect and a sensible first step.
Want more context? See the retail & wholesale overview or explore the platform.
Choose Workbie — because it’s easier.
Step 1 of 2 · takes 10 seconds
Retail & Wholesale. Built smarter.
Just your name and email to start. We’ll contact you back as soon as possible.