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For trade & distribution

What's in stock, and which sale actually earns — can you read both from the system?

Wholesale, retail, distribution and e-commerce — you don't manufacture, but you don't sell hours either. On the trade profile, MindDX Digital Transformation Platform's question set runs on stock accuracy, sourcing and reordering, channel management and margin by product and customer.

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What makes this hard in trade and distribution?

Count

Stock accuracy is discovered at inventory count

The gap between the quantity in the system and the quantity on the shelf surfaces at year-end. Every promise made and order taken in between was built on that gap.

Channel

Every channel in its own system

Dealer orders, marketplaces and your own store collect in separate places; stock is told to each one separately and the same item can be sold twice.

Margin

Revenue hides the profitable product

Freight, discounts and payment-term cost aren't allocated per line, so which product, customer and channel actually earns doesn't show up in the revenue report.

Gut feel

Reorder points set by feel

When lead time, seasonality and campaign effects aren't read from data, the reorder point falls to experience; the result is overstock and stockouts at the same time.

What MindDX does here

Is stock in one source

Whether dealers, marketplaces and your own channel see the same quantity is asked directly; when reservations and returns hit stock is part of the scope too.

The order-to-delivery flow

Discovery surfaces where an order waits and where it is carried by hand — in most setups the hand-off between CRM and back office belongs to nobody.

How margin breaks down

Whether freight, discounts and payment-term cost are allocated per line is measured; if they are not, margin cannot be read by product, customer or channel.

Where to start

If you already run a system

Start with Audit: unused capabilities in stock, purchasing and sales, and the breaks between channels, reported department by department.

If CRM and ERP don't see each other

Discover's scope discovery structures the hand-offs: which record is born where, which is duplicated and which is carried by hand gets written down.

Related products: MindDX Checkup · MindDX Discover · MindDX Process

Purchase restriction: the Process X-ray can currently be purchased only for Odoo.

One more thing you can measure before you start

Value Calculator

Model the expected gain with your own figures; the output is not a promise but a calculation built from your inputs.

Value Calculator →

Frequently Asked Questions

Frequently asked

We don't manufacture, but we don't sell services either — which profile are we?
The «trade» profile. For buy-sell, wholesale, retail and distribution businesses the question set runs on stock accuracy, sourcing and reordering, channel management and margin by product and customer; bill-of-materials and line-planning questions never come up.
We sell through several channels; does the assessment see that?
Yes. What is measured is not the number of channels but whether they all read one source of stock and price. If dealers, marketplaces and your own store collect in separate systems, that shows up as a gap in the operations dimension of the maturity picture.
Where should we start?
Get a direction in minutes with the free Digital Maturity Scan; then the consultant-reviewed full assessment puts your decision on a numerical footing.

All questions and answers →