Whitepaper — When Growth Exposes the Cracks Read report

The same platform. Three very different trades.

A beverage agency, a distributor and a manufacturer with field service do not have the same problem. ChannelSnap arrives configured for the one you have, which is most of why implementation takes weeks instead of quarters.

  • Built for your industry

    Each edition comes with pre-built workflows, documents and reporting.

  • Sized for growing businesses

    Typically $1M–150M: past spreadsheets, not ready for a two-year project.

  • Configured your way

    Pre-configured is a starting point, not a straitjacket.

Wine & beverage

Wine & Beverage Agents

Automate consignment and retail agency work, LCBO, AGLC, BCLDB & SAQ, supplier commissions and purchases in one cloud ERP.

Read the detail

Sound familiar?

  • Endless spreadsheets and repetitive tasks eating into selling time.
  • Supplier commission invoices captured and calculated by hand.
  • LCBO proformas, POs and NTPs managed manually.
  • Inventory, pricing and orders out of step between the office, your POS and Shopify.
  • Capturing and entering pre-picks (orders) is a major undertaking, because you can’t easily pick from specific POs.
  • Having difficulty managing AGLC and BCLDB sales and purchasing data in one system?

What ChannelSnap does about it

  • Consignment and retailAutomate your consignment agent processes and generate supplier commission invoices.
  • Forecast revenueForecast your consignment and LCBO retail revenue.
  • Capture every sale and costNever miss a sale. Orders from your salespeople, eCommerce and other sales channels flow straight into ChannelSnap, and the cost of goods is calculated on the fly.
  • Accounting made easyCapture your orders and payments in QuickBooks Online, and process payments directly with Elavon, Moneris and Clover.

Distribution

Distributors, Importers & Wholesalers

Centralise online and offline orders, keep inventory accurate and deliver reliably, from one cloud ERP built for importers and distributors.

Read the detail

Sound familiar?

  • Orders arriving by web, phone, email and sales reps, each keyed in somewhere different.
  • Inventory counts that never agree between warehouses, the storefront and the books.
  • Customers on different price bands and contracts, priced from memory or a spreadsheet.
  • Quotes that go cold because nobody follows up on them.
  • Deliveries planned on paper, with no proof of who signed for what.

What ChannelSnap does about it

  • Always in syncSync inventory, price & product details with Shopify, Squarespace & QuickBooks Online.
  • Price bandsSet different price bands for different classes of customer.
  • Inventory managementDetailed inventory tracking, and movement of items between inventories.
  • Book your sales and deliveriesCreate your sales orders and build your delivery schedules.

Manufacturing

Manufacturing & Field Service

Control the whole process from purchasing to production to the service call, with costs captured as they happen.

Read the detail

Sound familiar?

  • Bills of material maintained in a spreadsheet that drifts from reality.
  • Work orders that do not consume components until someone remembers.
  • True cost per unit unknown, so pricing is a margin guess.
  • Field technicians scheduled by phone with no parts visibility.

What ChannelSnap does about it

  • Access from anywhereUse ChannelSnap at any time, from any web browser.
  • Field service and schedulingSchedule customer service calls and remote technician tasks, with the job history and the parts required in view.
  • Inventory managementDetailed inventory tracking, and movement of items between inventories.
  • MRPAssess the impact on inventory before you begin manufacturing.

The same outcomes, whichever trade you are in.

65%
less labour spent on manual data entry and re-keying
1.25x
increase in inventory turnover across deployments
4–6 wks
to a live implementation, not 6–12 months
1 system
replacing spreadsheets, portals and disconnected tools

Live in four to six weeks, not four to six quarters.

Most ERP projects fail on duration, not features. Ours are run by the people who build the product, with a fixed shape and a defined end.

How our services work
  1. Week 1

    Scope and data

    We map your items, customers, suppliers, pricing and open transactions, and agree what comes across and what gets retired.

  2. Week 2

    Configure

    Locations, costing, workflows, permissions, price lists and document templates configured to how you actually trade.

  3. Week 3

    Migrate and integrate

    Historical data loaded, QuickBooks Online and your storefront connected, balances reconciled against your existing system.

  4. Week 4

    Train on real work

    Your team runs live transactions in a parallel environment. Training on your data, not a demo company.

  5. Weeks 5–6

    Go live and settle

    Cutover, hypercare, and the tuning that only surfaces once real volume flows through the system.

Compare with the 6–12 month average for mid-market ERP deployments.

Book a demo

Not sure which one
describes you?

Most businesses sit across two of them. Tell us how product actually flows through your operation and we will tell you honestly whether we are the right fit.

  • 60 minutes, run by an implementation consultant
  • Your data and your workflows, not a demo company
  • Straight answer on fit, cost and timeline