Wholesale samples
Track an approved sample request through fulfillment and associate follow-up orders with the correct account.
Explore workflows ↗Nutrition and supplements

Connect nutrition-brand product variants, practitioner wholesale, returns, and approved product-document requests.
Flavor, serving-size, bundle, and batch references diverge across commerce, finance, support, and product documentation.
Explore your process in a demo, or get our shared two-way sync architecture guide.
The platform, in operating order
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04Connect trading-partner documents to operational records and exception handling.
Explore ediBuilt around your operations
Nutrition and supplement brands combining manufacturing, DTC, marketplaces, practitioner sales, and retail distribution.
Track an approved sample request through fulfillment and associate follow-up orders with the correct account.
Explore workflows ↗Connect support requests to actual receiving and finance decisions without promising automatic restocking.
Explore workflows ↗A configurable Genie job that finds the approved product and batch documents for a named request.
Explore Genies ↗Your systems and records
| Record | Owner | Operating rule |
|---|---|---|
| Nutrition variant | Product operations | Keep flavor, serving count, package size, and bundle identity as separate approved attributes. |
| Practitioner account | Sales operations | Resolve the practitioner contact, clinic buyer, and legal payer before creating a wholesale account. |
| Return request | Support | Capture the original order line and requested remedy without treating the request as a received return. |
| Approved batch document | Quality team | Own document approval, batch association, effective version, and permission to share. |
Retailer item identifiers, serving and package variants, and approved pack configurations.
Evaluate your next process
Connect nutrition ecommerce orders to the exact ERP product, package, and bundle definition.
Connect supplement marketplace evidence to the right ERP offer and order-line context.
Coordinate practitioner and retailer sample requests from approval through actual fulfillment and sales follow-up.
Configure a Genie to assemble approved product and batch documents for a specific nutrition customer request.
Implementation and operating guides
Why a title match picks the wrong tub, and how an approved variant-to-item crosswalk keeps flavors, sizes, and kit revisions distinct in NetSuite.
A single bottle and a two-bottle promo share one product name on Amazon; keeping seller-scoped offers apart in NetSuite is what lets finance and returns agree on bottle counts.
A practitioner who works at two clinics is the test case: keep contacts, companies, and NetSuite payers as three levels so terms and order history stay with the right buyer.
Three flavors requested, one unavailable and no ship-to contact: the workflow fills the gaps, routes the substitution, and records what shipped to the clinic before sales calls.
Wrong tub size reported, nothing back at the warehouse yet: the workflow keeps the ticket, the authorization, the receipt, and the credit as four separate facts.
A buyer wants documents for one batch of powder: the Genie joins the sales sheet, the lot association, and quality's approved file into a packet a person signs off.
Two plausible COAs, one a newer draft, and a shortened lot code: the safe path holds both candidates, names the missing characters, and lets quality pick.
A 30-serving tub ordered in cases of six can pass Orderful validation and still ship the 20-serving tub; the fix is an approved item crosswalk, not a name match.
Only when the quality team has already approved that document for sharing. The Genie searches for the approved batch document that matches the named product, lot, and effective version, checks the sharing permission on it, and cites whatever it cannot find. It will not certify product quality, generate a COA, or offer a document from a different batch as a stand-in. The quality team keeps ownership of approval and batch association; a person reviews the assembled packet before anything leaves the company.
Not until sales operations resolves the practitioner account. The wholesale samples workflow tracks an approved sample request from HubSpot through fulfillment, and a NetSuite wholesale account is created only after the practitioner contact, clinic buyer, and legal payer are identified. Follow-up orders then attach to that account instead of a duplicate. Sales operations owns the account decision; HubSpot keeps the contact and its activity, and NetSuite keeps the customer and terms it books.
No. A return request in Zendesk records the original order line and the requested remedy, and support owns it as a request rather than a received return. Restocking depends on what the warehouse receives and what finance decides, so the return review workflow connects the ticket to those records instead of promising a result. For Amazon orders, the Amazon Seller Central connector imports marketplace evidence with read-only access; it does not update listings, cancel Amazon orders, or issue marketplace refunds, and warehouse and commerce actions are scoped separately.
Bring one real process
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.