Fulfillment Agents
Starting problem
Multi-merchant agencies often juggle quotes, orders, and client updates across chat and spreadsheets as client count grows.
Connected workflow
- Merchant request
- Quote review
- Order
- Shipping status
- Billing record
Onboard merchants into a white-label portal, run quote-to-order on one workflow, and keep wallet and tracking visibility scoped by client.
Software-supported outcomes
- Merchants review quotes and order status in the portal instead of chasing chat updates
- Orders stay tied to the same client, quote, and shipment records
- Billing records follow operational charges without a separate spreadsheet ledger