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An ERP For

Wine & Beverage Agents

A user-friendly, cloud-based ERP system built to simplify order and customer management, enhance inventory and purchasing processes, and ensure the reliable delivery of goods.

Wine Agent ERP

Automate & Grow Your Wine & Beverage Agency

ChannelSnap was purpose-built to handle every aspect of managing the full operational needs of any wine and beverage agency. From accurate sales tracking and product delivery to accounting, sales rep commissions, marketing, and seamless Liquor Control Board integration, ChannelSnap Wine Edition equips you with the tools and insights to drive sales while ensuring structure and accountability for your back office.  With ChannelSnap, the days of endless spreadsheets and repetitive and inefficient tasks are over.

 

Whether you’re a consignment or retail sales agent, ChannelSnap automates your processes across all channels, synchronizing inventory, pricing, and orders with your Point-Of-Sale, Shopify, or other third-party platforms.

 

Discover why ChannelSnap is the industry’s most advanced ERP solution for wine and beverage agents, designed to elevate your business across every channel.

Access From Anywhere

Access ChannelSnap at any time from any browser
Cloud ERP

Liquor Control Boards

Keeps track of your LCBO inventory and other automated processes
LCBO Integration

Inventory Management

Detailed inventory tracking & movement of items between inventories

inventory And PO Management

Book Your Sales & Deliveries

Create your sales pre-picks, and build your delivery schedules
Sales Management

Consignment & Retail

Automate all of your consignment agent processes, and generate supplier commission invoices
manage deliveries

Connect Your eCommere

Sync your inventory and products with Shopify and pull any new orders into ChannelSnap

ecommerce & Shopify integration

Automate Your Agency

DASHBOARD

  • Notifications & upcoming calendar events that all your team can view

  • View your daily, monthly and yearly orders and total sales at a glance

  • Can be customized to meet your needs
     

MANAGE YOUR CONSIGNMENT & RETAIL COMMISSION BUSINESS

  • Fully automate the capturing, calculation and creation of your supplier commission invoices

  • Manage every aspect of your consignment business including pre-picks, POs & inventory

 

INTEGRATIONS

  • Ability to integrate with your respective Liquor Control Board or Commission

  • Seamlessly integrate with Quickbooks Online

  • Shopify & other e-commerce systems

  • SuccessByEmail.com – Email marketing & automation

  • Road Warrior - Delivery route optimization

  • Google Maps - Map your deliveries

  • Capture Credit Cards - Moneris, Clover & Quickbooks Online

  • Calendars - Schedule events to your calendars

  • Courier integrations - Includes ShipNoble, Ship Station

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PURCHASING

  • Creation and management of POs

  • Track supplier lead times

  • Track and communicate with your producers/suppliers

  • Detailed PO status and backorder reporting

  • Multi-currency support

  • Creation of LCBO forms, including mixed case management

 

PRODUCER/SUPPLIER MANAGEMENT

  • Full producer and supplier management

  • Track supplier lead time history and PO status

 

INVENTORY

  • Multiple Inventories/Warehouses

  • Transfer between inventories

  • Detailed inventory tracking & movement of items between inventories

  • Detailed reporting on inventory quantities and reorder points

  • Detailed First-In-First-Out (FIFO) inventory management so you can see your true costs and profit for each order

  • Detailed Inventory log that clearly shows how your inventory values came to be

  • Tracking of backorders

  • Support for negative inventory

  • Reserve inventory for customers

 

PRODUCT/SKU MANAGEMENT

  • Create new products, product categories and associated details

  • Make-To-Stock & mixed cases - Create bundles from existing inventory

  • Create vintages for each product

  • Accounting integration to GL

  • Case lot management

  • Retail and licensee pricing

  • Bottle deposit management

  • Inventory reorder points and alerts

  • Detailed product inventory reports

  • Inventory quantity adjustments

  • Item back-order management

  • Price list creation

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CUSTOMER MANAGEMENT (CRM) & MARKETING

  • Detailed customer relationship management

  • Flexible contract/special pricing management

  • Reserve inventory for customers

  • Flexible purchasing rules based on terms, AR status, etc.

  • Associate customer signatures for easy inclusion on relevant documentation

  • Competitor tracking

  • Customer purchasing history profile & analysis

  • Review customer aging accounts receivables, sales and payments

  • Commission management

  • Create prospects then convert them into customers

  • Customer segmentation and grouping

  • Send targeted and measurable emails to your customers and segments
     

QUOTATIONS & SALES ORDER MANAGEMENT

  • Create Private Orders, Consignment, High Volume Consignment (HVC), and others

  • Create orders (pre-picks) quickly via bulk ordering

  • Create individual orders and sales requests

  • Pick inventory from multiple warehouses

  • Manage and track trade samples

  • Capture orders from your website directly into the ERP with ChannelSnap Ecommerce

  • Create detailed customer quotes and easily convert them into orders

 

DELIVERY MANAGEMENT & PRODUCT FULFILLMENT

  • Mobile app for drivers that works on any smart phone

  • View items to pick up for delivery for any given day

  • Track customer deliveries

  • Collect customer delivery signatures and POD

  • No paper required

  • Optimize item pickups: driver/warehouse pick lists organized by product

  • Auto-creation of packing/delivery slips for customers

  • Define delivery zones and shipping rates

  • Create shipping address labels for your deliveries

  • Integration with ShipNoble, Ship Station & Road Warrior

 

SALES REP MANAGEMENT

  • Calculate rep commissions & reporting

  • Customized dashboard with events and notes

  • Customer account transparency to view items such as aging A/R so funds can be collected

  • Reps can create sales orders and admins can approve orders and items for pre-picking (no re-entry of orders)

  • Customer prospecting

  • Mobile-optimized app for sales reps

 

USER MANAGEMENT & REPORTING

  • Unlimited users with dual roles and tailored functionality

  • Support for custom reporting

  • Multi-company support

  • Role based permissions

 

ACCOUNTING & HR

  • Full integration with Quickbooks Online

  • ChannelSnap and Quickbooks data integrity checking and reporting

  • Automatic synchronization of orders and credit memos

  • COGS & detailed cost tracking

  • Track employee time off, vacation, etc.

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ECOMMERCE, POINT-OF-SALE & API INTEGRATIONS

  • Full integration with Shopify

  • Sync inventory, pricing & product details to Shopify

  • Sync Shopify orders with ChannelSnap

  • Built-in POS system to sell your goods at retail

  • Full API to integrate third-party applications
     

REPORTING, AI & AUTOMATION

  • Over 100 reports for inventory, sales, accounting and more

  • LCBO automations - ChannelSnap manages your proformas, POs, NTPs and other documents to streamline processes, make calculations, and reduce manual labour.

  • AI Predictive modelling and forecasting for sales & inventory, based on past purchasing behavior and current trends
     

GENERAL ADVANTAGES

  • Access ChannelSnap and Quickbooks online from any web browser

  • Easy-to-use

  • Responsive technical support

  • Mobile optimized for delivery & sales staff

  • Export all data and reports to Excel

  • Customizable to meet your unique business needs

 

TRANSPARENCY

  • Logging & audit of all transactions and actions by user/dates/details

  • Inventory in/out logs

 

SUPPORT

  • You’re never alone. Our knowledgeable customer service reps will be able to answer all of your questions regarding the ChannelSnap platform
     

Wine & Beverage Edition Features

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