Pourtion

Features

One platform. Built for every side of distribution.

Explore the tools and workflows for suppliers, distributors and the businesses that buy from them.

For wholesalers who sell to bars, restaurants and stores.

Distributor portal

Run the whole operation from one record.

Inventory, Orders and Invoices come with the distributor portal. Add the modules you need on top: Opportunities, Analytics and Reports today, Warehouse View later.

From price book to paid invoice

Each step picks up where the last one left off: an account's checkout creates the order, and the order creates its draft invoice.

  1. ImportYour price book becomes live inventory
  2. OrderYour accounts order from it
  3. FulfilMove each order to delivered
  4. InvoiceA draft for every order, paid online
  5. UnderstandAnalytics and reports on all of it
CoreAvailable

Inventory

Your products and stock, built from the price book you already keep.

Start from your own spreadsheet instead of retyping your catalogue.

  • Import a price book from a spreadsheet
  • Save a file's column mapping to reuse next time
  • Add products by hand, each with its own item page and picture
  • Archive what you no longer carry, without losing it
  • CatalogsIn development
  • Product DropsPlanned
  • Purchase OrdersPlanned

Your accounts order from this inventory, and Analytics reads its stock.

CoreAvailable

Orders

Orders from your accounts, moved step by step from submitted to delivered.

You and your account always see the same status.

  • Receive the orders your accounts place in their portal
  • Move each order through confirmed, picking, packing and delivery
  • Choose automatic or manual confirmation
  • Lock edits from the step you choose
  • Raise a picking issue, and the account chooses how it's resolved

Every order makes a draft invoice, and feeds Analytics and Reports.

CoreAvailable

Invoices

A draft invoice for every order, sent to the customer and paid online.

Bill as you deliver, without building invoices by hand.

  • Get a draft invoice for each order automatically
  • Review it and send it to the customer
  • Take payment online through Stripe, once you've connected it
  • See what's paid and what's outstanding

Outstanding invoices show in Reports, and Tappy can list them.

Add-onAvailable

Opportunities

Newly registered brands that still have no wholesaler, from the state registry.

Spot brands you could pick up before anyone else notices they're free.

  • Browse brands in the Nebraska Liquor Control Commission's registry
  • Filter by product type, registrant, status, or what's new this week
  • Flag the brands your team wants to follow up

Nebraska is the first state; the module is built to add others.

Add-onAvailable

Analytics

Sales, product, inventory and customer insight from your own orders.

See which products move, which customers grow, and what to reorder.

  • Follow sales, orders and average order value over time
  • Compare how each product performs
  • Check stock health and reorder points
  • Understand each customer's buying, and plan ahead
  • Customer predictionsIn development

Customer predictions are being added here, starting with Next Order.

Add-onAvailable

Reports

Inventory, order, customer and financial reports over any date range.

Answer the office's questions without a spreadsheet of your own.

  • Run reports by category, with date ranges and filters
  • Check stock, open orders, customer balances and invoice aging
  • Export a report as CSV, or print it

The screens are Pourtion's, playing with sample data. No real business's information is shown.

Also planned for distributors

  • Planned

    Warehouse ViewAdd-on

    A 2D or 3D map of where each product sits on your warehouse floor.

A concept of Warehouse View, drawn from the plan. It isn't built yet.

Included with every distributor portal

  • Mail with your team and the businesses you trade with
  • Your team, roles and permissions
  • Settings for your layout and workflows

Find your fit

Find the right tools for your business.

Tell us how you work and we'll show you the parts of Pourtion that fit.