01· Sales · USDlive
Invoiced sales in real trend
Monthly consolidated multi-company sales curve in USD. Detect drops before the quarterly close.
Sales Q1 → Q2 (USD k)demo data
Distributors that collect on time — not ones chasing invoices
Quote → Order → Dispatch → Invoice pipeline with reserved stock. Multi-warehouse inventory, price lists by customer type, dual BCV/Parallel rate and Shopify sync. All in a multi-company ERP/POS connected to Claude and Make.
Anthropic deployment standardSystem in production in this industryAssessment on your operation
Repuestos del Centro C.A. · Retail Hub
DSP-2026-00418
Customer
Grupo Latitud
| Product | Qty | List price | Subtotal |
|---|---|---|---|
Air filter FRX-220 SKU FRX-220 | 12 | $15.17 $18.50 | $182.04 |
Iridium spark plug BUJ-04I (set of 4) SKU BUJ-04I | 8 | $26.24 $32.00 | $209.92 |
Synthetic oil 5W-30 · 4L SKU ACE-5W30 | 20 | $20.42 $24.90 | $408.36 |
Timing belt CRR-118 SKU CRR-118 | 5 | $33.62 $41.00 | $168.10 |
Subtotal$968.42
VAT 16%$154.95
Total$1,123.37
4 SKUs · stock reserved when the order is confirmed
KPI 01
4
stages
of traced pipeline
KPI 02
6
customer types
each with their own price
KPI 03
1
inventory
the same number in every warehouse
KPI 04
L1
the discount
proposed, with its reason
LIVE DATA
Your distributor, in metrics that decide
What your management sees every morning: sales trend, orchestrated pipeline, rep activity and revenue by customer type.
02 · Workflows · Claude24/7
Document pipeline orchestrated by AI
Every quote enters a workflow that reserves stock, issues the invoice and traces collections; a discount above the cap waits for approval.
quote.created
quote.created (price by customer type)
→stock.reserve(order confirmed)
→invoice.emit (dual BCV/Parallel rate)
→ar.track (aging 0-30...90+)
03 · Performance · reps12 weeks
Sales by rep, not aggregate totals
Closed sales by rep × week. Detect activity drops before month-end.
Bermúdez
Salas
Rojas
Peña
Lara
Mora
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
04 · Revenue · customer typetoday
Billing by customer type
Sales distribution by price list. Wholesale leading this week.
58
41
47
22
31
18
Whl
Inst
Dist
Ret
Corp
Gov
$217k invoiced this week cross-company
WHERE ORDER STARTS
Five points in distribution that move to a single source of truth
If you invoice with several price lists and more than one currency, each of these points is already handled with spreadsheets and memory. The system orders them into an end-to-end process for price, stock and collections, with the rule written down and a trace of every document.
01
One price from quote to invoice
Today the salesperson quotes from an old spreadsheet, applies the discount from memory and administration invoices with a different list. The gap ends up as a credit note. In the system, quote and invoice read the same customer price list, and a discount above the cap waits for a person’s approval.
02
Inventory connected to the POS, with available and reserved stock
Today real stock sits in a file that one person updates when they can, and a salesperson can commit units already shipped on another order. In the system, the POS and inventory are the same source, and every sale reserves what it commits.
03
Receivables with aging by bucket
Today there are unpaid invoices with no view grouping them into 0–30, 31–60, 61–90 and 90+ days, and partial payments are noted by hand. In the system, the portfolio reads by bucket and by customer, with each payment applied to its invoice.
04
The day’s exchange rate, applied by rule on every document
Today every invoice requires deciding which rate to use — BCV, foreign currency or parallel — and typing it in, and at month-end USD sales have to be reconciled across the three. In the system, the rate is taken from its source by rule, frozen on the document, and the close reconciles with that same rate.
05
Shopify and the ERP synced both ways
Today the catalog is maintained twice, in the online store and in the ERP, and prices and stock drift apart. In the system, the catalog has one source and the other is updated through the integration, with a record of every change.
Related capabilities:Agents with ClaudeCRM with AILogistics & DistributionClaude · AnthropicBoosty Method
LIVE SYSTEM
Explore the modules before talking to us
A navigable version of the system, with fictional data: click, filter and open each record. These are the four modules your team will operate every day.
01COMMERCIAL · POS PIPELINE
Quote → Order → Dispatch → Invoice with reserved stock
A single commercial document that advances through 4 stages with a progress step indicator. Price is calculated from the customer list, stock is reserved upon order confirmation and 16% VAT is automatic. The salesperson quotes at the price that gets invoiced.
- 4 stages traced with green step indicator
- Stock reserved on order confirm, not on dispatch
- Automatic price by customer type
- 16% VAT and BCV rate calculated without typing
↓ Interactive · demo data
Repuestos del Centro C.A. · Retail Hub
DSP-2026-00418
Customer
Grupo Latitud
| Product | Qty | List price | Subtotal |
|---|---|---|---|
Air filter FRX-220 SKU FRX-220 | 12 | $15.17 $18.50 | $182.04 |
Iridium spark plug BUJ-04I (set of 4) SKU BUJ-04I | 8 | $26.24 $32.00 | $209.92 |
Synthetic oil 5W-30 · 4L SKU ACE-5W30 | 20 | $20.42 $24.90 | $408.36 |
Timing belt CRR-118 SKU CRR-118 | 5 | $33.62 $41.00 | $168.10 |
Subtotal$968.42
VAT 16%$154.95
Total$1,123.37
4 SKUs · stock reserved when the order is confirmed
02OPERATIONS · INVENTORY
Multi-warehouse inventory with real In Transit column
Warehouse×product grid with available, reserved, minimum, maximum, location and in-transit goods. Tabs per warehouse, barcode scanning, bulk threshold editing and movements per SKU.
- Main, East Branch and Transit in tabs
- Available = stock − reserved, always real
- Low Stock badge when it falls below minimum
- SKU movements with one click
↓ Interactive · demo data
Retail Hub · Inventory
Multi-warehouse
317
In stock
71
Reserved
2
Below minimum
Click a product to see its movements
| Product | Stock | Resv. | Avail. | In transit | Min/Max | Status |
|---|---|---|---|---|---|---|
Air filter FRX-220 SKU FRX-220 · A-12-3 | 140 | 32 | 108 | — | 40/200 | OK |
Iridium spark plug BUJ-04I (set of 4) SKU BUJ-04I · B-04-1 | 18 | 8 | 10 | 24 | 30/120 | Low stock |
Synthetic oil 5W-30 · 4L SKU ACE-5W30 · C-08-2 | 86 | 20 | 66 | — | 25/150 | OK |
Timing belt CRR-118 SKU CRR-118 · A-15-4 | 9 | 5 | 4 | — | 12/60 | Low stock |
Brake pads PST-300 SKU PST-300 · D-02-1 | 64 | 6 | 58 | 12 | 20/100 | OK |
03COMMERCIAL · PRICE LISTS
The same product, 6 different prices
Wholesale, installer, distributor, retail, corporate and government: each type with its discount % on the base list plus overrides per specific SKU. Select the type and watch the whole list change instantly.
- 6 customer types each with their own discount
- SKU overrides highlighted in the table
- Salesperson price = invoice price
- Zero outdated spreadsheets
↓ Interactive · demo data
Retail Hub · Price lists
The same product, 6 prices
Select a customer type to see its price
| Product | Base price | Wholesaler price |
|---|---|---|
Air filter FRX-220 SKU FRX-220 | $18.50 | $14.43 −22% off list |
Iridium spark plug BUJ-04I (set of 4) SKU BUJ-04I | $32.00 | $22.40 SKU override |
Synthetic oil 5W-30 · 4L SKU ACE-5W30 | $24.90 | $19.42 −22% off list |
Timing belt CRR-118 SKU CRR-118 | $41.00 | $31.98 −22% off list |
Brake pads PST-300 SKU PST-300 | $27.00 | $21.06 −22% off list |
The rep always quotes at the wholesaler price — the one that shows on the invoice
04MANAGEMENT · DYNAMIC REPORTS
Period × Rep × Company in multi-currency USD
Matrix with expandable rows by month and BCV, Foreign and Parallel USD sub-columns. 'Below avg.' badge on reps below 80% of average. Overall total and dual-rate chip always visible.
- Expandable rows by month
- BCV / Foreign / Parallel USD sub-columns
- Below avg. badge on lagging reps
- Overall total consolidated multi-company
↓ Interactive · demo data
Retail Hub · Reports
Period × Sales rep × Company
Click a month to expand sales reps · figures in USD
| Period / Sales rep | BCV | FX cash | Parallel | Total |
|---|---|---|---|---|
| March 2026 | $36,740 | $18,200 | $12,330 | $67,270 |
| April 2026 | $41,790 | $20,060 | $13,690 | $75,540 |
| May 2026 | $47,880 | $23,100 | $15,500 | $86,480 |
L. Bermúdez Repuestos Centro | $23,440 | $11,600 | $8,020 | $43,060 |
A. Salas Repuestos Centro | $19,200 | $9,400 | $6,300 | $34,900 |
M. Rojas Distribuidora Este | $5,240 | $2,100 | $1,180 | $8,520below avg. |
| Grand total | $229,290 | |||
WHAT THE SYSTEM DOES
Operational capabilities built for distribution
The critical modules for the sector are already solved and adapt to your process.
Quote → Invoice pipeline with reserved stock
Quote → Order → Dispatch → Invoice with a progress step indicator. Stock is reserved when the order is confirmed, not when dispatching: nobody sells the same thing twice.
Multi-warehouse inventory with In Transit
Warehouse×product grid: available, reserved, minimum, maximum, location and In Transit column. Barcode scanning and bulk threshold editing.
Price lists by customer type
Wholesale, installer, distributor, retail, corporate and government: each type with its discount % on the base list, plus overrides per specific SKU.
Dual BCV / Parallel rate
Each document uses the correct rate automatically. Coverage, change and 16% VAT calculated without manually typing rates on any invoice.
Shopify sync with SKU matching
Link products by SKU, publish, sync price and stock, and import images. The catalog is maintained just once.
AR/AP with automatic aging
Unpaid invoices grouped in 0–30 / 31–60 / 61–90 / 90+ with partial payments applied and Excel export. You collect by priority, not by who yells.
Tiered sales commissions
Tiered percentage by amount sold plus goal bonuses. The salesperson sees their projected commission on every quote.
Bulk CSV imports with validation
Import catalogs, customers and account statements via CSV with duplicate SKU validation and bank reconciliation by file.
Multi-company with hot switch
Multiple companies in a single system. Switching companies reloads the app with its catalog, customers and reports; management sees everything consolidated.
CONNECTED STACK
The integrations your distributor needs, already built
We connect the tools you already use and the ones worth adopting.
Claude · Anthropic
Claude PartnerSKU matching, account statement parsing, portfolio analysis and margin insights
Shopify
Native integrationProduct linking by SKU, publishing, price/stock sync and image import
Kommo CRM
PartnerB2B prospect pipeline with scoring and synchronized customer type
WhatsApp Business
Quote, dispatch and overdue payment reminder notifications
Make / n8n
Webhooks to Shopify, accounting systems and distributor legacy ERPs
Supabase
Multi-company database, Deno Edge Functions for sync and AI validation, storage
LIVE SYSTEM · Grupo Latitud
This is what it looks like inside an AI-operated system — and how it is governed.
A demo company’s system, with its modules, agents and rules at work. Follow the guide or browse freely.
Modules in this tour
- 01Available, reserved and in transit
- 02What is coming is already promised
- 03An alert that already looked at transit
- 04Where the AI stops on its own
- 05The same datum, end to end
Boosty Standard for Operating with AISimulated AI · demo data
FEATURED CASE
Multi-company distributor: one inventory and four stages with reserved stock
A distributor with several companies operated on separate spreadsheets for prices, inventory and collections. We built a multi-company ERP/POS with a Quote → Order → Dispatch → Invoice pipeline and stock reserved at each stage, six customer types each with their own price list, and sync with the online store. The inventory number is the same in every warehouse and every channel; a discount above the cap stays proposed with its reason and waits for approval.
4
pipeline stages with reserved stock traced
6
customer types, each with their own price list
1
inventory: the same number in every warehouse and channel
B-O-O-S-T-Y METHODOLOGY
Four phases, one order, one owner per task
This is how an end-to-end implementation is chained: every bar is a concrete task, with the role that owns it, and the marker runs through the sequence. The calendar is set in the assessment, with your team and your timing.
← Swipe · the full sequence
Step: 1/104 phases · 11 tasks
Phase / Task
STEP 1
STEP 2
STEP 3
STEP 4
STEP 5
STEP 6
STEP 7
STEP 8
STEP 9
STEP 10
F1
Assessment
▸ Use-case inventory + systems map
Walk of sales, till and warehouse
PR
AD
Price lists and integrations
DA
F2
Architecture
▸ Architecture diagram + AI usage policy
Multi-company schema
DA
Reservation and dual-rate rules
GO
DA
F3
Build
▸ System in production + evaluation cases
Quote → invoice pipeline
EN
PR
Multi-warehouse inventory
EN
DA
Shopify sync and receivables
EN
Evaluation cases before release
GO
DA
F4
Adoption
▸ Adoption measured by role + rollback plan
Training for sales, till and management
AD
Onboarding of additional companies
AD
PR
Rollback plan and support
GO
EN
Owners
Hover a task to highlight itPRProductDADataENEngineeringGOGovernanceADAdoption
Frequently asked questions about our ERP/POS for retail and distribution
Yes. The system is multi-company: each company has its own catalog, customers, price lists and reports. A user switches companies and the app reloads with that context. Management sees everything consolidated in the dynamic reports. Data separation is by RLS in Postgres, not by application filters.
Stock is reserved when the order is confirmed, not when dispatching. The moment an order moves from Quote to Order, those units are set aside in inventory and are no longer available for another sale. The grid always shows available vs reserved vs In Transit, so nobody commits what is already set aside.
No. The price is calculated automatically by customer type (wholesale, installer, distributor, retail, corporate, government) applying the discount % from their list plus SKU overrides. The price the salesperson sees on the quote is exactly what appears on the invoice.
The system maintains both rates and applies the correct one based on the document configuration. It calculates coverage, change and 16% VAT without anyone typing rates manually. Dynamic reports show sales in USD with BCV, Foreign Currency and Parallel sub-columns for month-end reconciliation without spreadsheets.
Products are linked by SKU. From there you can publish to the store, sync price and stock in both directions and import images. The catalog is maintained just once in the ERP and Shopify becomes a synchronized storefront, not a parallel database.
Each invoice accepts multiple partial payments. The system maintains the live balance and automatically repositions the invoice in the correct aging bracket (0–30, 31–60, 61–90, 90+). You can export the portfolio to Excel with the aging cutoff at any time.
No. We replicate exactly your price list structure and discounts by customer type, including the SKU overrides you currently keep in spreadsheets. What changes is that it stops being manual and error-prone: the pricing logic is yours and we respect it 100%.
Scope and model are defined in the assessment. They depend on how many warehouses have to be synced and whether the online store is in scope. Book 30 minutes and we put it in writing.
Founder · Boosty Digital
A WORD FROM THE FOUNDER
“In distribution, selling works when the price, the invoice and the inventory say the same thing.”
A distributor works like a scale: price, invoice and inventory have to read the same. When the quote carries one price and the invoice another, when the inventory spreadsheet shows 40 units that already shipped and nobody knows who has owed for 90 days until the money is needed, margin goes into that gap.
We build what is specific to distributing in this market: stock reserved at every stage, six price lists applied by customer type, the dual BCV/parallel rate without typing and receivables sorted by age. The AI layer with Claude matches against the online store and reads account statements; a discount above the cap stays proposed with its reason and a person approves it.
For the distributor, that means one inventory number in every warehouse and every channel. Book 30 minutes with me: I’ll tell you what we would put in order first, what we would build and how we would measure it. Which of your spreadsheets holds the current price today?
Gabriel Montiel
CEO · Boosty Digital
Applied AI Professor, UCAB·Industrial Engineer·MBA
GET STARTED
Ready to quote at the price you invoice and collect on time?
Schedule a 30-minute assessment. We tell you which module to order first, what we would build and how it would be measured. No corporate presentation.
✓
Assessment of your inventory and POS operation✓
What we would build first: one inventory and one decision per SKU✓
Synchronization plan across points of sale