Retail & Distribution // Client Project

From Email-Based Processing to
Connected Order Automation.

We helped a growing distributor replace repetitive order and invoice handling with one connected workflow that captures requests, validates information, updates business systems, and sends exceptions to the right person.

Key Results RESULTS
One
Connected Workflow
Less Fragmentation
Live
Day-to-day Visibility
Clear Status
Fewer
Manual Steps
More Focus

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Growing Wholesale Distributor

A distribution business processing customer orders and invoices across email, spreadsheets, finance tools, and an ERP.

Partnership
Workflow Automation Partnership

Coretus worked across product planning, UX, backend engineering, integrations, testing, deployment, and ongoing improvements.

Goal
Reduce Manual Order & Invoice Processing

Reduce repetitive administration while keeping people responsible for pricing, approvals, and unusual cases.

What We Built
Order & Invoice Automation Platform

A connected workflow for intake, validation, approvals, ERP updates, invoice checks, and exception handling.

What Was Getting in the Way.

Orders arrived through email, spreadsheets, and customer documents. Staff manually checked details, copied information into the ERP, created internal tasks, and matched invoices.

As volume grew, the business wanted automation around repetitive steps without losing human control over pricing, exceptions, and approvals.

Manual Data Entry
Teams repeatedly copied order numbers, customer details, quantities, and invoice information.
Slow Approvals
Requests waited while staff checked who needed to review the next step.
Exception Confusion
Missing or mismatched information was handled through scattered email threads.
The Solution

What We Built.

01
Capture Incoming Orders
Orders and supporting documents enter one structured workflow.
Key details
Focus Email Forms Files
Access Role Based
Experience Simple
02
Validate & Update Systems
Business rules check required information and approved records are created or updated in connected systems.
Key details
Logic Validation ERP
Systems Connected
Automation Rule Based
03
Route Exceptions Clearly
Missing details, pricing questions, and mismatches go to the right person with context.
Key details
Output Exception Queue
Visibility Live Status
Scale Growth Ready
Before and After

How the Workflow Improved.

Area
Before
After
Order Intake

Email + Spreadsheet

Staff manually organized requests.

Structured Intake

Orders enter one trackable workflow.

System Updates

Copy & Paste

Information was re-entered across tools.

Connected Updates

Approved data moves between systems automatically.

Exceptions

Inbox Threads

Issues were managed through email.

Review Queue

Exceptions are visible and assigned clearly.

Key Features

What Made the Solution Useful.

WORKFLOW AUTOMATION

Automated Order Routing

Requests move through validation, approval, and processing based on business rules.

Business impact
Fewer Manual Handoffs
SYSTEM INTEGRATION

ERP & Finance Integration

Key information flows into existing systems without repeated entry.

Business impact
Less Admin Work
EXCEPTION MANAGEMENT

Exception-Based Review

People focus on special pricing, mismatches, and unusual cases.

Business impact
Better Team Focus
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Authentication & Permissions

A tested starting point for authentication & permissions reduced repeated setup work.

02

Workflow & API Layer

Reusable work for workflow & api layer let the team focus more time on the client’s specific needs.

03

Monitoring & Reliability

This made it easier to add monitoring & reliability without rebuilding common foundations.

04

Notifications & Status

A tested starting point for notifications & status reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

OUTCOME01

Order Processing

Routine orders move forward with fewer manual steps.

BeforeManual Queue
AfterConnected Flow
OutcomeFaster Routine Processing
OUTCOME02

Administrative Work

Teams spend less time entering the same information repeatedly.

BeforeRepeated Entry
AfterAutomated Updates
OutcomeLess Repetitive Work
OUTCOME03

Exception Visibility

Problems are easier to identify and assign.

BeforeEmail Threads
AfterReview Queue
OutcomeClearer Day-to-day Control
ResultsFaster Routine Processing • Less Repetitive Work
Trust and Control

How We Kept It Safe and Reliable.

01
Secure Access
Users only see information and actions relevant to their role.
ACCESS CONTROLLED
02
Connected Data
Important records and workflow updates stay connected instead of being scattered across tools.
CONNECTED
03
Day-to-day Reliability
Monitoring, retries, and clear error handling help the platform stay dependable.
RELIABLE
04
Code and IP Ownership
The client retains ownership of the custom product, workflows, integrations, and source code created for the project.
100% OWNED
Client Testimonial

In their own words.

Our team stopped spending the day copying information between systems and could focus on the orders that actually needed attention .

Turn Repetitive Operations into Connected Workflows.

Have a similar challenge? We can help you plan and build a practical Retail & Distribution solution around your goals, budget, and existing systems.

Workflow Automation

ERP & Finance Integrations

Exception Management