Modules13
- Sales
- Quotes
- Shop
- Discounts
- Invoices
- Inbox
- Campaigns
- Team
- Reports
- Website
- Dashboards
- Workflows
- AI
Business setup · Industry
Wholesale distributor
Dealer accounts, a sales pipeline, quotes, case-priced orders with stock, net-30 invoices and collections.
- modules
- 13
- agents
- 4
- workflows
- 5
- sample services
- 3
- site pages
- 4
What Era prepares for this business
Built for a distributor that sells by the case to markets, restaurants, hotels and caterers: each business is an account with its buyers under it, new prospects move through a pipeline, quotes turn into approved invoices, dealer orders reserve stock in the warehouse, and overdue invoices are chased before they become a problem.
Agents4
- Quote assistant
Turns a price request into a draft quote for the sales rep to check and send.
- Order desk
Checks every new dealer order against stock and terms before a person confirms it.
- Collections follow-up
Reminds dealers politely about invoices coming due, and flags the ones that are late.
- Reorder planner
When a product runs low, drafts the reorder for purchasing.
Workflows5
Sample services and prices3
Comes with the setup; swap in your own prices.
| Chickpeas 1 kg × 10 (case) | ₺620 | |
| Tomato paste 830 g × 12 (case) | ₺1,180 | |
| Paper towels 12 × 4 (case) | ₺940 |
Website4
Themes for this field:
Every lead, with its stage in plain sight
Leads come in from Instagram, a form or WhatsApp and land as new. Log the calls and set the next follow-up; an overdue one turns red. For a won customer, the quote and the payment come from the same record.
How it’s set up
Four steps. Era does the first two; you connect your channels and get to work.
1Pick the setup
When you sign up you pick your business; Era suggests the right setup.
Wholesale distributorAnother business2Era sets it up
Modules switch on, agents and workflows are prepared, sample records are added.
- Sales
- Quotes
- Shop
- Discounts
- 4 agents
3Connect your channels
Connect your accounts once so every message lands in one inbox.
WhatsAppConnect
InstagramConnect
GmailConnect
Google CalendarConnect
4Start
Your agents are ready. Type or say what you need to Era.
- Quote assistantReady
- Order deskReady
- Collections follow-upReady
Workflows included in this setup
Similar templates
Start with Wholesale distributor
Runs on your own Claude or ChatGPT subscription, or your API key.