Fulfillment handoffs
Validate a ready-to-release order, submit only an approved warehouse action, and reconcile the resulting shipment.
Explore workflows ↗Consumer packaged goods
Two-way sync and automation for consumer packaged goods.
Two-way sync, workflow automation, Genies, and EDI for CPG companies combining manufacturing, distribution, wholesale, and ecommerce.
Retailer, marketplace, DTC, warehouse, and ERP records disagree while staff bridge the gaps in spreadsheets.
Explore your process in a demo, or get our shared two-way sync architecture guide.
The platform, in operating order
Start with live data. Put it to work.
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediBuilt around your operations
For teams managing more than one business model
US CPG CEOs, COOs, CFOs, IT leaders, and operations teams at companies with 100–1,000 employees.
Credit release
Require a current finance approval before a blocked order re-enters fulfillment.
Explore workflows ↗CPG order-to-cash investigation
A configurable Genie job that gathers order, shipment, invoice, and payment evidence for operations and finance review.
Explore Genies ↗Find your company type
Explore consumer packaged goods operations
Packaged food and snacks
Connect food-brand ecommerce, grocery wholesale, co-packer receipts, and retailer shipment evidence.
Explore packaged food and snacks ↗Nutrition and supplements
Connect nutrition-brand product variants, practitioner wholesale, returns, and approved product-document requests.
Explore nutrition and supplements ↗Beverages
Connect beverage ecommerce, distributor accounts, case and pallet records, delivery exceptions, and EDI.
Explore beverages ↗Personal care
Connect personal-care product variants, salon wholesale, tester fulfillment, returns, and retailer onboarding documents.
Explore personal care ↗Household consumables
Connect household-product ecommerce, marketplace orders, janitorial distribution, replenishment, and quantity disputes.
Explore household consumables ↗Pet food and treats
Connect pet-product ecommerce, independent retailer accounts, wholesale exceptions, approved lot holds, and complaint evidence.
Explore pet food and treats ↗Your systems and records
Agree on ownership before automating actions
| Record | Owner | Operating rule |
|---|---|---|
| Channel order | Commerce operations | Preserve the channel order ID, line ID, currency, and fulfillment responsibility. |
| ERP transaction | Finance | Own the booked amount, payment application, credit decision, and posting status. |
| Pack crosswalk | Product operations | Version each channel SKU to the ERP item and the correct unit or case conversion. |
| Warehouse result | Fulfillment operations | Keep shipment and receipt evidence separate from an instruction to pick or ship. |
ShopifyNetSuiteAmazon Seller CentralHubSpotAcumaticaSalesforcePostgreSQLShopify + NetSuite integrationHubSpot + NetSuite integration
Map retailer purchase orders, acknowledgments, shipments, and invoices with partner-specific item and pack rules.
Implementation and operating guides
Work through the details
- Two-way syncShopify–NetSuite Two-Way Sync for CPG Brands Selling DTC and Wholesale
Connect Shopify orders and customers to the corresponding NetSuite records with explicit ownership for channel identity, ERP posting, and product packs.
- Two-way syncAmazon Seller Central–NetSuite Sync for CPG Brands: Orders, Fees, and Settlement Evidence
Use Amazon Seller Central data as marketplace evidence for NetSuite reconciliation.
- Two-way syncHubSpot–NetSuite Sync for CPG Brands: Distributor Accounts, Contacts, and Payment Visibility
Sync the distributor account identity and approved ERP status fields so CPG sales teams can understand the customer before promising another order.
- Two-way syncAcumatica–Shopify Two-Way Sync for CPG Manufacturers Expanding Into Ecommerce
Connect an ecommerce order to the manufacturing and accounting records that explain it, while preserving the difference between a sellable variant and the ERP stock item.
- Two-way syncDynamics 365 F&O–Salesforce Sync for CPG Sales and Finance Teams
Give CPG account teams a reliable view of the finance-owned customer while retaining Salesforce ownership of selling activity.
- Two-way syncTwo-Way Sync for CPG Master Data: NetSuite, Postgres, and Field Ownership
Use a Postgres operational model to make CPG master-data relationships explicit, with NetSuite remaining authoritative for the ERP records it owns.
- WorkflowsCPG Fulfillment Workflows With NetSuite, Shopify, and Extensiv
A CPG fulfillment workflow should release only an eligible order, transmit the approved warehouse instruction, and reconcile the warehouse result to the originating channel and ERP lines.
- WorkflowsCPG Credit-Hold Release Workflows: Keep Finance Approval and Fulfillment in Step
Automate the handoff around a credit decision while leaving the decision with finance.
- WorkflowsWholesale CPG Account Onboarding: Coordinate Sales, Finance, and Operations
Treat wholesale onboarding as a sequence of owned decisions: identify the legal buyer, approve commercial and finance terms, confirm delivery details, and activate the account for ordering.
- AI agents (Genies)AI Agents for CPG Order-to-Cash: Investigate Order and Payment Exceptions
A CPG order-to-cash Genie can investigate why an order, shipment, invoice, and payment do not agree.
- AI agents (Genies)CPG Retailer Deductions: Assemble the Evidence Before Disputing a Claim
Use a Genie to assemble retailer-deduction evidence by claim, invoice, order line, and shipment.
- EDIRetail EDI for CPG Brands: Connect Purchase Orders, Acknowledgments, Shipments, and Invoices
Build retail EDI around the business chain from purchase order to accepted order, physical shipment, and invoice.
Questions from consumer packaged goods teams
Which process should we connect first?
Connect the order, customer, and product identities that make a cross-channel order explainable. Begin with the records shared by sales, finance, and operations. Establish their owners before adding a workflow or agent that acts on them.
Can this cover wholesale and ecommerce together?
Yes. Connect shared identities and status records while preserving channel-specific prices, packs, fulfillment responsibilities, and approval rules. Amazon Seller Central sync imports marketplace evidence with read-only access; it does not update listings, cancel Amazon orders, or issue marketplace refunds. Verify the separate warehouse and commerce actions needed for each channel.
What should we bring to a demo?
Bring representative orders, the product and customer identifiers used in each system, one exception that consumes staff time, and the current approval policy. These make the proposed connection and its boundaries concrete.
Bring one real process
See how your records and handoffs fit together.
Bring the systems, record types, and exceptions your team handles today. We’ll scope the connections and actions, then walk through the path to a confirmed result.
Explore your process in a demo, or get our shared two-way sync architecture guide.
