Five tools that run your P&L.
Not fifty that clutter it.
A tour of the foundational workflow from Phase 1 — plus the new interactive learning and data efficiency tools in Phase 2: Interactive Learning & Data Efficiency.
Orders that work as hard as you do.
TradePath HQ handles the heavy lifting of order management. From receiving the initial order to tracking its progress through shipping and billing, every detail is organized and easily accessible.
- Guided workflow: from draft to closed, ensure every order follows your standard process.
- Flexible delivery tracking: handle complex multi-destination orders with ease.
- Smart allowance handling: automatic calculations for promotions and off-invoice deals.
- Complete audit trail: every change is tracked, ensuring you always have the full history.
- Fast, intuitive editing: update quantities and prices instantly without leaving the page.
| Line | Item | Product Description | Qty | Unit | Net Total |
|---|---|---|---|---|---|
| 001 | PRF-0440 | Roasted Almonds · 8oz | 120 CS | $28.40 | $3,408.00 |
| 002 | PRF-0442 | Sea Salt Cashews · 8oz | 80 CS | $32.10 | $2,568.00 |
| 003 | PRF-0501 | Honey Pecan Granola · 12oz | 60 CS | $24.75 | $1,485.00 |
| PROMO APPLIED: 3.00% off-invoice allowance · -$222.03 savings reflected in net. | |||||
| 004 | PRF-0612 | Dark Choc Trail Mix · 6oz | 96 CS | $19.20 | $1,843.20 |
Accuracy you can take to the bank.
Our commission engine eliminates the guesswork and manual calculations. By automatically matching the right rate to the right order, you can ensure your team and your partners are paid correctly.
- Smart rate matching: prioritize rates by manufacturer, retailer, or specific product.
- Effective date management: automatically apply new rates on the day they go live.
- Revenue splits: easily manage commission sharing across your sales team.
- Total transparency: every commission dollar is tied directly back to the original order.
Professional billing in a few clicks.
Stop spending your Fridays building invoices in spreadsheets. Batch-select your earned commissions and send professional, branded invoices directly to your manufacturers.
- Custom branded PDFs: invoices that represent your brokerage professionally.
- Automated emails: send invoices and reminders directly through the platform.
- Flexible payments: handle partial payments and complex splits with ease.
- Aging reports: keep a close eye on outstanding payments and cash flow.
Pine Ridge Foods
Connect to any retailer, without the headache.
We handle the technical complexity of retailer order formats so you don't have to. Whether it's a direct digital feed or a manual file upload, your orders land in one consistent view.
- Universal format support: works with all major retailer identification systems.
- Smart address matching: automatically routes orders to the correct distribution centers.
- Error prevention: flags potential mismatches before they hit your system.
- Scalable connectivity: add new retailer partners as your brokerage grows.
Know your numbers in seconds.
Get a clear view of your business performance without opening a single spreadsheet. Track your order pipeline, monitor outstanding commissions, and see which clients are driving your growth.
- Sales pipeline: see exactly where your orders are in the lifecycle.
- Aged commissions: quickly identify overdue payments from manufacturers.
- Top performer tracking: see your best-selling products and most valuable clients.
- Ready to share: easily export data for your accounting or manufacturer meetings.
Found money, organized at last.
Stop letting retailer short-pays erode your margins. Our Deduction Hub provides a professional workspace to ingest, triage, and recover every cent of unauthorized deductions.
- Email Ingest: Forward any client email to `deductions@` and watch AI build the case.
- Evidence Bundler: Link POs, BOLs, and promotion sheets in one click for the dispute.
- Recovery Pipeline: Track claims from "Under Review" to "Recovered" with automated follow-ups.
- Multi-PO Support: Resolve complex distributor claims covering dozens of orders in one go.
- Impact Reporting: Prove your ROI to clients with detailed recovery success ledgers.
Want the full tour?
We'll screen-share your actual workflow with your data. 20 minutes is all we need to show you the difference.