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Wholesale and trade
For traders who need orders, stock, and invoices in one place.
A customer order should meet stock and billing without a second spreadsheet. Unpaid deliveries should be chased by the workspace, not by whoever remembered.
Stock truth and chase in one place.
How the work moves
- 01Order
- 02Stock check
- 03Delivery
- 04Invoice
- 05Follow-up
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Inventory
Stock truth sits next to the order.
What they do
- Products and movements in one list
- No second spreadsheet for counts
- Chase and stock share the workspace
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
AI Inventory Controller
Inventra
Creates categories and products, checks stock, and records warehouse adjustments on request.
What they do
- Add products to your shared catalog
- Ensure warehouses exist before stock moves
- Record stock in and out without lost counts
- Flag low-stock items before you are empty
The mix that does the work
Trade is a mix: orders, stock truth, delivery, invoices, and chase. That combination is the workspace.
Orders that are work
A customer request is named and owned. It is not a message that ages in chat.
Stock checked before you promise
Availability sits with the order so you do not sell what you cannot ship.
Deliveries with a trail
What left and what is still open live on the customer file.
Unpaid invoices that get chased
Automation can keep open balances on a list. Relance is not a notebook.
What changes in your day
You stop promising stock you cannot see
The order and the stock check share a file before the date is committed.
Deliveries are not reconstructed from WhatsApp
What shipped and what is open sit on the customer.
Unpaid work is a queue, not a feeling
Who owes what is visible. Chase can be automated enough to actually happen.
The commercial file survives the rush
Order, delivery, invoice: one record the team can pick up.
How the work moves
01
An order arrives
Customer and quantity become a named order.
02
Stock then delivery
Availability and shipment stay attached.
03
Invoice then follow-up
Billing and remaining balance stay on the same record.
SagaSprint gives wholesale and trade teams a workspace built around the way they already sell and ship.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your trade workspace running.