Customer-specific pricing and order rules: set each account up once
Every customer has their own price list, their own minimum, their own way of naming your products. ManualOut is customer management for distributors that keeps all of it against the account — and for the customers you trust, lets clean orders flow straight through without anyone checking.
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Customer management for distributors is per-account rules
The rules belong to the customer, not to someone's memory
Each account has customer-specific pricing rules, a minimum order value and its own names for your products. Today that knowledge — the price list, the order rules, the customer product code mapping — usually sits with whoever has served them longest. Distributor customer management should hold it against the customer record, so an order is handled the same way whether that person is in today or not.
A trusted account should not need checking every time
Some customers order the same clean way every week, and reviewing them line by line is wasted effort. Turn on autopilot for those accounts and their clean orders flow into your ERP untouched — while anything unusual still stops for a person. It is straight-through processing, but only where you have decided it is safe.
Sales, the order desk and IT do not need the same screen
The order desk works the queue. Sales wants to see their own accounts. IT sets up the ERP connection and then leaves it alone. Each gets their own login and their own view, so nobody shares a password or stares at a screen built for a different job.
In the product
Everything listed here exists today.
Multiple users
Give the order desk, sales and IT their own access.
Customer autopilot
Trust an account? Turn autopilot on and their clean orders flow through untouched.
Customer management
Every account, their order history, their rules and their current status in one place.
In context
The accounts your desk works, in one place
Every customer's rules, history and status together — and for the accounts you trust, orders that flow through without stopping for review.
Dashboard
- Orders today
- 148
- ERP success rate
- 93%
- Avg. confidence
- 90%
- Manual review
- 11
+12% vs last week
6 need attention
Match rate 95%
of 148 orders
Where today’s orders came from
- WhatsApp62
- Email51
- File upload21
- Voice14
76% arrived as a message. None of it was typed into a portal.
What needs a person
- 4Below minimumHeld for a decision
- 2ERP errorsRejected by the ERP
- 5No product matchAwaiting review
11 of 148. The other 137 went through without anyone touching them.
Recent orders
| PO | Customer | Source | Entity | Value | Status |
|---|---|---|---|---|---|
| #12012 | Harborline Foods | Meridian | $459.46 | Need attention | |
| #12011 | Northgate Grocers | Meridian | $1,204.00 | In ERP | |
| #12010 | Palewood Catering | Voice | Cordell | $612.25 | Parsing |
| #12009 | Bayside Provisions | Cordell | $880.50 | Error | |
| #12008 | Harborline Foods | File upload | Meridian | $310.00 | Ready for Review |
Per-account, in one place
What ManualOut keeps against each customer
Distributor customer management is only useful if it is complete. This is what sits on each account record, so every order is handled by the customer's own rules — not a guess:
Customer-specific pricing rules
The account's price list, level or contract pricing, applied automatically on every order.
Customer-specific order rules
Minimum order value, cutoffs, delivery terms and any account exceptions.
Customer product code mapping
The names and codes a buyer uses, mapped to your items so their shorthand always resolves.
Customer order history
What the account has ordered before — used to break ties when a description is ambiguous.
Customer order preferences
Preferred warehouse, delivery days and packing or handling notes for the account.
Account status and contacts
Whether the account is on hold, and who to reach on the customer's side.
Automation level
Whether this account is trusted for customer-specific order automation or held for review.
Team access
Which of your people — order desk, sales, IT — can see and work the account.
Access and control
The right people, the right accounts, the right amount of automation
Enterprise distribution means several teams, hundreds of accounts and different levels of trust. ManualOut holds all three without one becoming a spreadsheet.
A role for each team
The order desk works the queue, sales sees their own accounts, IT sets up the connection and steps back. Each gets its own login and a view built for the job — no shared passwords, no screen meant for someone else.
Autopilot where you have earned it
Turn straight-through processing on for accounts that always order cleanly. Their orders flow into the ERP untouched, while anything unusual still stops for a person. You decide which accounts qualify.
Every rule and order, per account
One place for each customer's price list, minimum, product names, order history and current status — institutional knowledge, rather than what one long-serving person happens to remember.
Questions
Customer management, answered
What is customer management for distributors?
It is keeping everything a distributor needs to know to process each account's orders — customer-specific order rules, pricing, product-code mapping, order history and preferences — against the customer record rather than in one person's memory. For wholesale customer management, that context is what lets orders be handled consistently and automated safely.
Does it handle customer-specific pricing and product codes?
Yes. Each account carries its own customer-specific pricing rules, and customer product code mapping resolves the names and codes a buyer uses to your own items — so the right price and the right product are applied without anyone looking them up.
Can orders be automated per customer?
Yes. Customer-specific order automation means a trusted account's clean orders can flow straight into your ERP, using that account's order preferences and rules, while anything unusual still stops for a person. You decide which accounts qualify.
Can different teams have different access?
Yes. The order desk, sales and IT each get their own login and a view built for their job, so no one shares a password or works from a screen meant for someone else.
What is customer autopilot?
For accounts you trust to order cleanly, autopilot lets their orders flow straight into your ERP without line-by-line review. Anything unusual still stops for a person, and you decide which accounts qualify.
Where are a customer's specific rules kept?
Against the customer record: their price list, minimum, the names they use for your products, their order history and their current status, all in one place.
The rest of the product
Order capture
Take the order however it arrives
AI extraction
Read the order, match it to your products
Rules & validation
Your rules, checked on every single order
ERP sync
It only counts once it is in your ERP
Analytics
See what you are selling, and how well the AI is doing
Review & exceptions
Uncertain orders reach a person, not the warehouse
Data & security
What it can see, and what it can't
See it run on one of your own orders
Send us a real order — the messiest one you can find. We will run it live and show you what happens when it works, and when it does not.