LeadGen Digital Services
ABN: 33 991 919 283
Canberra, Australian Capital Territory
eamon@leadgen-digital.com.au
Wholesaler System Proposal
Dear Danyal, thank you for the opportunity to collaborate on Golden Farm's wholesaler system project. I would be thrilled to build, setup and configure a comprehensive B2B onboarding and order management solution for your ghee wholesale operations. Below, you'll find a detailed proposal tailored to your specific requirements. I look forward to hearing from you and please don't hesitate to contact me if you need any further information.
Eamon Byrnes | Owner | LeadGen Digital Services
Executive Summary
Golden Farm requires a comprehensive wholesaler onboarding and order management system to streamline B2B operations while maintaining complete control over the approval process. This proposal outlines a cost-effective solution that delivers corporate-level functionality at a fraction of the cost of dedicated B2B platforms.
Key Benefits
92% cost savings compared to enterprise solutions like NuORDER, whilst providing all required functionality including manual order approval, pallet configuration, credit management, and automated accounting integration.
Professional Onboarding
Streamlined application process with electronic signatures and automated account creation
Manual Control
Golden Farm maintains complete control over customer approval and order authorisation
Flexible Bundling
Customers can easily configure mixed pallets and custom product bundles with real-time pricing
Current Challenge
Golden Farm currently manages wholesaler applications and orders through manual processes, resulting in:
- Time-intensive manual data entry and order processing
- Inconsistent customer experience during onboarding
- Difficulty tracking and managing customer relationships
- Limited ability to offer sophisticated ordering options like pallet configuration
- Manual coordination between sales, accounting, and fulfillment teams
Enterprise solutions like NuORDER cost $7,000+ annually and often lack the flexibility needed for Golden Farm's specific requirements around manual approval and Australian business practices.
Proposed Solution
We propose implementing a comprehensive B2B system using best-in-class tools that integrate seamlessly.
The Automated Workflow - Simple Overview
1. Customer applies online → Professional form captures all business details
2. You review and approve → One-click approval in your dashboard
3. System handles the rest → Automatically sends credit application, creates account, and notifies customer
4. Customer orders online → Professional portal with pallet configuration and real-time pricing
5. You approve each order → Review and approve with one click before payment
6. Accounting happens automatically → Invoices created in Xero, payments tracked, no manual entry
Result: Professional customer experience with complete Golden Farm control - 95% less manual work
Technology Stack
Airtable
Professional application forms and customer relationship management with approval workflows
BoldSign
Electronic signatures for credit applications and terms & conditions (DocuSign alternative)
Make.com
Automation platform connecting all systems and eliminating manual data entry
WooCommerce + B2BKing
Professional B2B portal with order approval, customer management, and pricing tiers
Product Bundles
Advanced pallet and bundle configuration with flexible product combinations
Xero Integration
Automated invoice creation, purchase order tracking, and financial reporting
Key Features
Purchase Order Workflow
All wholesale orders require manual approval before payment processing. Customers submit orders with purchase order numbers, Golden Farm reviews and approves, then payment and fulfillment proceeds automatically.
Advanced Bundle Configuration: The WooCommerce Product Bundles plugin enables customers to configure complex mixed pallets with multiple product combinations, quantity restrictions, and real-time pricing calculations.
Credit Management: Support for COD, 7-day, and 14-day credit terms with automated tracking and electronic credit applications.
Professional Customer Portal: Customers access a dedicated B2B interface with order history, reorder functionality, and account management.
Automated Notifications: Golden Farm receives immediate notifications for new applications and orders requiring approval.
Expected Benefits
Benefits vs Manual Workflows
95% reduction in manual data entry and processing time
Automated workflows eliminate human error and delays
Centralised database with complete customer and order history
Professional customer experience builds trust and loyalty
Real-time notifications ensure prompt response to enquiries
Streamlined accounting with automatic invoice and payment tracking
Customer Experience Flow
Cost Comparison
| Solution | Annual Cost | Setup Cost | Key Limitations |
|---|---|---|---|
| Proposed System | $500 | $1,000 | None - fully customisable |
| NuORDER | $7,000+ | $5,000+ | Limited customisation, international support |
| Manual Process | $500 | $600 | High labour cost, poor customer experience |
Annual Savings: $6,000+
The proposed system pays for itself within 2 months compared to enterprise alternatives, whilst providing superior functionality tailored to Golden Farm's specific requirements.
Implementation Timeline
6-week implementation with minimal disruption to current operations
Investment & Pricing
Complete System Implementation
Implementation Fee
- Complete system setup and configuration
- All automation workflows
- Custom bundle configuration system
- Staff training and documentation
- 6 weeks implementation timeline
- 30-day post-launch support
Annual Platform Costs
- Airtable: FREE (up to 1,200 records)
- Make.com: FREE (up to 1,000 operations)
- BoldSign: FREE (unlimited documents)
- B2BKing plugin: $350/year
- Product Bundles: $150/year
Not Included
- Xero subscription (if not already subscribed)
- Domain registration fees
- Additional email accounts
- Third-party payment gateway fees
- SSL certificate (usually included with hosting)
Payment Terms
Implementation Fee: $1,000 flat fee payable upon project commencement
Annual Platform Costs: $549 per year, payable annually in advance
First Year Total: $1,549 (setup + first year platforms)
Subsequent Years: $549 annually
Next Steps
Thank you for considering LeadGen Digital Services for your B2B wholesaler system.
Please choose your preferred next step:
I look forward to working together to streamline your wholesale operations!