Aerated drinks supplier is a business that specializes in providing a variety of carbonated beverages to retailers, restaurants, and other businesses. They offer a wide range of products, from popular soda brands to unique, artisanal fizzy drinks. As a wholesale supplier, they sell their products in large quantities, often at discounted prices. This makes them a valuable resource for businesses that need to stock up on beverages for their customers. Whether you're looking for classic cola, tangy … lemon-lime, or something more exotic, an aerated drinks supplier can provide the refreshing beverages you need.
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Based on the nature of your business as an aerated drinks supplier operating in the wholesale beverage and carbonated drinks sector, several business flows can be automated to streamline operations, reduce manual tasks, and enhance efficiency. Below are the main areas and examples of what can be automated for your industry:
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1. Order Management Automation
- Automated Order Intake: Capture wholesale orders from multiple channels (email, web forms, EDI, or CRM) and centralize order entry to your backend system.
- Order Confirmation & Notifications: Automatically send order confirmations and status updates to customers via email, SMS, or WhatsApp.
- Inventory Level Checks: Trigger automatic checks and notifications when inventory of specific drinks falls below a set threshold.
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2. Inventory and Stock Handling
- Real-Time Inventory Sync: Sync inventory data across your ERP, accounting software, and warehouse management systems in real time.
- Stock Replenishment Workflows: Automatically initiate stock order requests to suppliers when inventory is low.
- Batch Expiry Tracking: Notify warehouse managers about expiring batches of products.
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3. Customer Relationship Management
- Lead Intake Automation: Capture and route new wholesale customer leads to the sales team or CRM system.
- Customer Account Onboarding: Onboard new customers with automated welcome emails, account setup, and documentation sharing.
- Review Requests: After delivery, trigger automated emails/SMS for feedback or reviews.
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4. Invoicing and Payment
- Automated Invoice Generation: Generate invoices based on fulfilled orders and automatically send them to customers.
- Payment Reminders: Schedule and send payment reminders before and after invoice due dates.
- Payment Reconciliation: Automatically match payments received to the relevant invoices in your accounting system.
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5. Logistics and Delivery Management
- Delivery Scheduling: Automatically create delivery tasks and assign them to drivers based on order delivery dates.
- Tracking Updates: Notify customers proactively with delivery status and estimated arrival times.
- Proof of Delivery: Send customers a request to confirm delivery with digital signature capture or photo upload.
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6. Reporting and Compliance
- Sales & Inventory Reports: Schedule automated generation and distribution of key sales, inventory, and stock movement reports.
- Regulatory Compliance: Automate compiling and sending statutory compliance reports (e.g., excise, tax).
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7. Marketing and Communication
- Bulk Promotions: Schedule and send bulk promotional emails or WhatsApp messages to your wholesale customers for new products or offers.
- Event Triggers: Automate birthday, contract renewal, or custom milestone messages.
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8. Internal Workflow Automation
- Staff Task Assignment: Automatically assign and notify staff of tasks (like warehouse restocking, scheduled maintenance).
- Approval Flows: Route high-value orders or discounts for manager approval.
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AutomateDFY delivers custom automation solutions for all the above scenarios, tailored specifically to beverage wholesalers and suppliers. Get in touch with AutomateDFY for a detailed proposal and to discover how your beverage distribution business can operate more efficiently with automation.
### 1. Order Management & Processing
- Automated order entry from multiple sales channels
- Real-time inventory synchronization and alerts
- Automatic order confirmation and invoicing
- Bulk order processing for wholesale clients
- Automatic backorder and stock replenishment notifications
- Scheduled order status updates to customers
- Automated picking list generation for warehouse
- Integration of e-commerce platform with ERP
- Customer order tracking notifications
- Automatic generation of delivery notes and shipping labels
### 2. Customer Relationship & Sales
- Automated lead capture and assignment
- Scheduled follow-up reminders for sales teams
- Auto-responders for customer inquiries and quote requests
- Categorization and segmentation of customers by purchase history
- Customer birthday and loyalty program notification
- Trigger-based feedback and review requests post-delivery
- Automated price list updates for key accounts
- Targeted bulk email/SMS promotions
- Regular credit limit check and notifications
- Scheduled account statement dispatch
### 3. Supply Chain & Logistics
- Automated supplier order creation and tracking
- Inventory level monitoring and supplier notification
- Automated reordering based on predefined thresholds
- Delivery route optimization and scheduling
- Supplier compliance and document management alerts
- Cold chain and sensitive goods temperature monitoring alerts
- Vehicle maintenance and inspection scheduling
- Real-time shipment status notifications
- Integration with third-party logistics providers
- Automated Proof of Delivery (POD) capture and storage
### 4. Finance & Reporting
- Automatic invoice generation and emailing
- Scheduled reconciliation of payments against invoices
- Automated reminder for overdue payments
- Real-time sales and revenue dashboard updates
- Expense and purchase order approval automation
- Tax computation and GST/VAT filing reminders
- Periodic profit and loss statement generation
- Integration with accounting software for transaction syncing
- Bulk expense report reviews and approvals
- Stock valuation and aging reports generation
### 5. Regulatory, Compliance & Quality
- Automated recall alert for defective or expired batches
- Scheduled compliance documentation reminders
- Quality control checklist automation per batch
- Supplier certification monitoring and alerts
- Regular audit scheduling and reminder workflows
- Regulatory update notification system
- Automated tracking of batch numbers for traceability
- Incident reporting and escalation workflow
- Real-time temperature log submission for audits
- Document expiry tracking and renewal alerts
For a detailed, tailored automation offer contact AutomateDFY.
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