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Xero and Trade Portal Integration for a Food Wholesaler

A specialty food wholesaler · Auckland, Auckland · Engagement: A few weeks

Xero and Trade Portal Integration for a Food WholesalerRetail & Distribution
Hours savedeach week
Fastercollections
Accuraterecords

About the client

A specialty food wholesaler, based in Auckland, Auckland, operating in the retail & distribution sector.

The problem

Staff re-entered trade orders into Xero and chased payments manually.

What we did

  • Trade portal orders posted to Xero
  • Automatic payment reminders
  • Customer balance visibility
  • Daily sales dashboard

Outcome

  • Hours saved each week
  • Faster collections
  • Accurate records

Services involved

Accounting Software Integration · ERP Software

Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.