FAQs

Ohanafy is an all-in-one beverage business platform built on Salesforce, designed to help suppliers and distributors sell more, scale smarter, and run more efficiently. Bringing together order management, Ecommerce, payments, warehouse, CRM, routing, data, and AI, Ohanafy gives the entire beverage ecosystem the tools to simplify operations and grow revenue.

Since launching, Ohanafy has powered hundreds of beverage companies across beer, wine, spirits, and non-alcoholic categories, helping them streamline operations, eliminate inefficiencies, and future-proof their businesses.

Backed by leading investors and advised by industry veterans, Ohanafy’s team combines decades of experience across technology, data, and the beverage industry. With deep Salesforce expertise and firsthand knowledge of the complexities of beverage operations, Ohanafy is uniquely positioned to deliver innovation at scale.

Ohanafy is the trusted technology provider across all three tiers of beverage. By uniting modern AI, real-time analytics, and enterprise-grade infrastructure, Ohanafy helps the beverage industry work smarter today and prepare for tomorrow.

Ohanafy supports the full beverage supply chain. That includes beverage suppliers of every size, as well as beverage distributors and wholesalers managing complex multi-brand portfolios.

Yes. For most of our customers, Ohanafy replaces an aging legacy ERP plus several point solutions. We deliver the core ERP capabilities you’d expect, including orders, inventory, finance, and reporting, and layer on beverage-specific workflows that generic ERPs don’t handle natively.

AI is embedded across the platform, not bolted on as a chatbot. You’ll see it in demand forecasting, route optimization, 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.

Ohanafy is an AI-powered operating system built specifically for the beverage industry, covering CRM, orders, warehouse, route accounting, retail execution, analytics, and finance in one platform. It is built natively on Salesforce and serves beverage suppliers, distributors, and retailers that want one connected system of record instead of a stack of disconnected tools.

Ohanafy is purpose-built for beverage, so it ships with workflows that generic CRMs and ERPs do not handle natively, including depletion reporting, route accounting, trade promotion management, and three-tier compliance. A general ERP forces costly customization to fit beverage, while Ohanafy already understands suppliers, distributors, brands, and routes out of the box.

Ohanafy replaces spreadsheets and disconnected tools with one connected system of record, so orders, inventory, depletions, and finance all share the same live data. Teams stop rekeying numbers between apps, reporting becomes real time instead of end-of-month, and AI can act on the data because it finally lives in one place.

Ohanafy is built natively on Salesforce, so the Salesforce platform is included as the foundation Ohanafy runs on. You do not buy or manage a separate beverage CRM alongside it. If you already use Salesforce, Ohanafy extends it with beverage-specific data and workflows rather than replacing your existing investment.

Ohanafy gives beverage suppliers one system for brand management, demand planning, inventory, sales, and depletion analytics. Suppliers track performance across their distributor network, plan promotions, and forecast demand with AI, so commercial and operations teams work from the same numbers instead of stitching together distributor spreadsheets and separate reporting tools.

Ohanafy gives beverage distributors route accounting, depletion reporting, and trade promotion management in one platform alongside orders, inventory, and delivery. Sales reps plan visits and capture orders in the field, back-office teams reconcile settlements and billbacks, and managers see margin and depletion trends in real time rather than waiting for month-end reports.

Ohanafy helps beverage retailers manage purchasing, inventory, and supplier relationships from one connected system. Retailers track what sells, automate reordering against real demand, and share clean data with their suppliers and distributors, which reduces out-of-stocks and manual purchase-order work across every location they operate.

Ohanafy AI is a team of specialized agents that take action inside your system of record. Agents draft reorders from email and PDFs, optimize delivery routes, flag billback and inventory anomalies, forecast demand, and answer plain-language questions about your data. Because the agents work on your live data, their output flows straight into orders, routes, and reports.

Ohanafy AI is not just a chatbot. It includes a natural-language assistant for pulling reports and running scenarios, but its core is a roster of agents that perform real work such as drafting orders, catching errors, and re-sequencing routes. The assistant answers questions, and the agents complete tasks inside the platform.

Timelines depend on your scope and how clean your existing data is. Smaller producers can be up and running quickly, while multi-warehouse distributors with deep ERP migrations take longer. Your implementation team sets the timeline with you at kickoff.

Yes. Your implementation team handles migration of master data: items, customers, vendors, pricing, open orders, and historical transactions where applicable. We’ve migrated customers off a wide range of legacy solutions, including beverage-specific systems, general ERPs and accounting tools, and homegrown databases.

Every implementation includes role-based training delivered by your dedicated Ohanafy team, with live sessions for sales, accounting, and warehouse staff, plus on-demand video and a written knowledge base. We train trainers so the knowledge sticks after we hand the keys over.

Ohanafy onboarding is run by a dedicated team, not a self-serve portal, and includes discovery, configuration, data migration, role-based training, and go-live support. After launch, every customer keeps a named Customer Success Manager and in-app support. Our customer satisfaction score averages 4.9 out of 5.0 across the teams we onboard.

Ohanafy is a subscription product. Pricing is based on the modules you turn on and the size of your business, typically measured by case volume, locations, or seats. A one-time implementation fee covers data migration, configuration, and go-live support.

Implementation covers discovery, system configuration, integrations setup, data migration, user training, parallel testing, and go-live support. You’ll have a dedicated project manager and a beverage-industry solutions architect from kickoff through stabilization.

Ohanafy connects to the systems beverage operators actually use:

• Ecommerce & POS: your online store and point-of-sale
• EDI & retail: major retailer EDI and EDI networks
• State compliance: TTB, state excise, and state reporting
• Logistics: major 3PLs, route-planning, and ELD providers

If a system you depend on isn’t on the list, talk to us. Most enterprise tools speak APIs we can connect to.

Yes. Ohanafy exposes a documented REST API for orders, inventory, customers, items, and reporting, plus webhook events for downstream automation. API access is included on our higher tiers and available as an add-on on others.

Ohanafy’s open API connects broadly to the distributor depletion and syndicated-data feeds beverage suppliers rely on. These are most likely the ones you already use. Depletions flow into Ohanafy automatically, so supplier teams see distributor sell-through, inventory, and depletion trends in one place without manually downloading and reconciling separate distributor reports each week.

Ohanafy supports EDI for the documents beverage operators exchange with retail and chain partners, including purchase orders, advance ship notices, invoices, and chain authorizations. EDI transactions map directly to Ohanafy orders and inventory, which removes manual data entry and reduces chargebacks caused by mismatched or late documents.

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). You retain full ownership of your data and can export at any time.

Ohanafy is built natively on Salesforce and runs on Salesforce’s enterprise infrastructure, which maintains SOC 2 Type II and other leading platform attestations. Ohanafy follows OWASP secure-development guidelines, and customers under an MSA can request the latest platform compliance documentation through their account team.

Ohanafy is built natively on Salesforce and inherits the security, availability, and confidentiality protections of the Salesforce platform, which holds SOC 2 Type II and other leading attestations. Data is encrypted in transit and at rest, and customers under an MSA can request the latest platform compliance documentation through their account team.

Ohanafy is available on the Salesforce AppExchange, listed as a native beverage application built on the Salesforce platform. Being on AppExchange means Ohanafy has passed Salesforce security review and installs directly into the Salesforce ecosystem that many beverage companies already trust and use.

Ohanafy does not use your data to train shared or third-party AI models. AI features run only on your own tenant’s data to serve your business, and forecasts, recommendations, and agent outputs are generated with strict per-customer isolation. You retain full ownership of your data and can export it at any time.

Every Ohanafy customer gets a named Customer Success Manager, access to in-app chat support, a 24/7 support portal for incidents, and quarterly business reviews to identify new opportunities and feature requests.

We ship continuously. Smaller improvements deploy weekly; larger feature releases are announced monthly in our release notes and customer newsletter. Major version upgrades happen automatically. There’s nothing for your team to install or patch.