The rep’s day, planned and logged in one app.
Today’s route, the right objectives at every stop, and a visit that closes in a tap. Ohanafy Retail Execution gives reps a single workspace and managers a real-time view of the team’s day.
What retail execution gets you.
Programs land on shelf, out-of-stocks get caught early, and rollups happen the same day.
+32%
Lift in display compliance. Programs land on shelf when they’re supposed to, not the week after the promo runs.
−47%
Fewer out-of-stocks. Out-of-stocks surface themselves at the shelf and route to the right rep before the brand calls about it.
<5 min
Average store audit. Photo, planogram check, and survey all captured before the rep walks back to the truck.
Same day
Brand-team rollup. Compliance scored from photos and rolled by chain, brand, and program before the close of business.
End the quarter on shelf, not on the phone.
Compliance scored from the photo, not from the promise.
Land every display when the program calls for it.
See the coverage that holds up in a brand review.
Close distribution gaps before the brand spots them.
Every visit ends with proof, not promises.
Configurable audits and surveys built around how beverage actually sells: cooler counts, share-of-shelf, price-point checks, sample drops. Reps capture everything once, on the phone, attached to the account, the program, and the visit.
See it in actionScore the shelf the moment the photo lands.
Image recognition reads facings, share-of-shelf, and planogram compliance from a single shot. Brand teams see a score on the account record before the rep even drives to the next stop.
See it in actionTrack every program, store by store, in real time.
Display programs, from endcaps to floor stacks, plus POS and sample programs tracked across every account with photo proof attached. See which stores are live, which are slipping, and which need a manager push, with days left in the program, not days after.
See it in actionClose the out-of-stock loop in hours, not in next week’s review.
Out-of-stocks captured at the shelf route to the right rep. The fix closes the loop back to the same record, so the same SKU doesn’t keep going out of stock in the same store every Tuesday.
See it in actionEvery shelf scored and every program proved, by close of business.
Salesforce-native
Enterprise scale and security, on day one.
Ohanafy is built natively on Salesforce, so you get enterprise security, scale, and reporting on day one, whether or not your team already runs on Salesforce, with no new vendor for IT to vet. Every audit, photo, and display program lives on the same account record as CRM, Orders, and Finance, with no merchandising silo and no nightly export.
Explore the power of Salesforce →
Mobile-first
Capture the visit from the phone, right at the cooler door.
Audits, photos, display checks, and out-of-stock flags happen in one tap on the rep’s phone at the shelf, then sync straight back to the account record.
Built for beverage
Skip the work of bending a generic merchandising app to fit beverage.
Displays, POS, trade promotions, share-of-shelf, samples, and coolers, all modeled the way reps and brand teams actually work.
Photo intelligence
Compliance scored from the shelf, not the spreadsheet.
Image recognition reads facings, share-of-shelf, and planogram fit from one photo. The score lands on the account record before the rep drives to the next stop.
Ohanafy is the future of this industry. We run the whole business on one platform and put our money where it actually moves the needle.”
Elliot MaiselChief Executive Officer, Gulf Distributing Holdings
Read the full story
Recently published
Data & strategy
Beverage demand forecasting: the compounding cost of getting it wrong
One missed forecast doesn’t sit still. See how stale demand data cascades into overstock, write-offs, missed promotions, and supplier credibility, and what real-time forecasting looks like on one connected platform.
Technology
Why beverage distributors are finally replacing legacy software
Three forces are pushing distributors off legacy software at once: SKU proliferation, retailer expectations, and generational leadership turnover. A clear-eyed look at when the cost of staying outruns the cost of switching.
News
Ohanafy appoints Hogan Hagy as Chief Customer Officer to accelerate enterprise growth
A seasoned beverage-industry leader joins Ohanafy to deepen enterprise customer success and scale our delivery for the largest operators in the space.
FAQs
Have more questions? Check out our FAQ page.
Retail execution
Reps open the day’s route in the mobile app, tap into a stop, and run through a configurable visit flow in a single screen: audits, photos, surveys, sample drops, order entry, and signature. Everything writes back to the account record the moment the visit closes.
Yes. Programs, surveys, must-stocks, and call frequencies can be scoped by brand, territory, channel, retailer, or individual account. The mobile app surfaces the relevant objectives at each stop and reports completion back to the manager view in real time.
Yes. The same execution platform supports brand reps surveying distributor accounts, distributor reps servicing retail accounts, and chain-team merchandisers running national programs, with role-based views so each team sees the data they own.
Managers get a single dashboard for the team: completed visits, KPIs by rep, time on territory, audit scores, ride-along notes, and trends over time. Coaching plans, one-on-one notes, and territory ride-alongs all live on the same record so the conversation is grounded in real activity.
Platform & integrations
Yes. That’s how most of our customers run it. Ohanafy delivers full ERP capabilities (orders, inventory, finance, reporting) and layers on the beverage-specific workflows generic ERPs were never built to handle, so you can retire the old system instead of working around it.
Ohanafy is built to be open. Through our API and integration layer we can connect to virtually any system your business runs on, and our AI helps map and maintain those connections so a new integration doesn’t turn into a multi-month project. Common ones include your ERP and accounting platform, your storefront and point-of-sale, and major retailer EDI, but the list is open-ended by design.
Yes. Ohanafy exposes a documented REST API for orders, inventory, customers, items, and reporting, plus webhook events for downstream automation.
AI is embedded across the platform, not bolted on as a chatbot. You’ll see it in demand forecasting, anomaly detection on inventory and sales, automated order entry from emails and PDFs, and a natural-language assistant for pulling reports and running what-if scenarios. Increasingly it’s agentic too. AI agents take action on your behalf, drafting orders, resolving exceptions, and re-sequencing routes, with every step logged and one click to approve.
Ohanafy runs on enterprise cloud infrastructure with data hosted in U.S. regions by default. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). Built natively on Salesforce, Ohanafy inherits the platform’s SOC 2 Type II and other security attestations. Your data is never used to train shared or third-party models.
Discover what Ohanafy can do for you.
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