DoubleTick helps wholesale distributors and trading teams run order workflows, vendor follow-ups, credit approvals, and trade document tracking — replacing the WhatsApp groups and spreadsheets that make operations chaotic.
Trading and distribution businesses run on orders, vendor follow-ups, credit approvals, and trade documents. Most of it happens in WhatsApp and Excel. Nothing is tracked. Follow-ups are manual. Orders slip through the cracks.
Credit approvals depend on someone remembering to check. Import-export documents sit in email threads that nobody can find. Vendor commitments are verbal, made over calls, and forgotten the next day. Your operations team starts every morning trying to reconstruct what's happening from scattered messages and personal memory.
Every order gets a defined process — from intake to fulfillment — with clear steps, owners, and status tracking so nothing falls through.
Commercial invoices, packing lists, certificates of origin, bills of lading — every document tracked with checklists and reminders.
AI workers chase vendors with contextual reminders about pending orders, documents, and commitments — and escalate when deadlines pass.
Route credit requests through defined approval workflows with the right checks, owners, and deadlines — no more approvals over calls.
Capture orders from any channel, assign them to the right team, and track through fulfillment.
Start this workflow →Collect and verify trade documents with checklists, reminders, and compliance checks.
Start this workflow →Track vendor commitments with automated reminders, escalation rules, and deadline visibility.
Start this workflow →Route credit requests through review, approval, and documentation with defined owners.
Start this workflow →Route purchase requests through budget checks, manager approval, and PO generation.
Start this workflow →Pulls key details from purchase orders, invoices, packing lists, and other trade documents into structured workflow data — eliminating manual data entry.
Chases vendors with contextual reminders about pending orders, documents, and commitments — and escalates to managers when deadlines pass.
Checks that trade documents, certifications, and required approvals are complete before orders move forward — preventing document gaps.
Go live in hours — no IT department or integration project needed
Works alongside your ERP, email, WhatsApp, and existing tools
AI handles document extraction and vendor follow-ups — your team focuses on deals
Full audit trail for every order, document, and approval
DoubleTick also works for: