Every order writes itself.
Reps pick the account, the lines auto-price, and the warehouse sees the order the second it’s confirmed, with no PDFs or re-keying in between.
Every order, sold, shipped, and settled in one motion.
Replace the back-and-forth between reps, warehouse, and AR with one workspace where every order writes itself, every margin holds, and every invoice closes on time.
What clean order management gets you.
Fewer errors, faster cash, and an order-to-cash cycle that never needs re-keying.
Fewer
order errors. Validation catches pricing, allocation, and license issues before the order leaves the driver’s hand.
Higher
on-time fulfillment. Live inventory and route-aware shipping windows mean drivers leave the dock with what was actually promised.
Freed
AR that used to sit stuck. Aging surfaces stuck orders the day they slip, not the week after the quarter closes.
Faster
order-to-cash. One order travels from rep to warehouse to invoice without re-keying or chasing approvals.
Order management that defends every margin and every minute.
Inventory and allocation, live as orders land.
Stock, holds, in-transit, and three-tier allocations update in real time, so reps stop selling air and ops stop apologizing for it.
Enterprise scale and security, on day one
- No brand-new platform for IT to vet
- Orders, accounts, and AR live next to your CRM and reports
- Keep the logins, sharing, and reporting your team already uses
Pricing that protects the rep and the margin
- Brand, program, and contract pricing built in
- Discount stacks evaluated automatically per line
- Override approvals routed before the order ships
Cash collected, not chased
- Invoices generated the moment a load posts
- AR aging surfaced at the rep, not just in finance
- Holds flag the next order before it leaves the dock
No more orders lost between the truck and the office.
When a rep places an order, the warehouse, dispatch, and AR see it instantly. Status updates back to the rep without a single phone call. The order doesn’t get stuck. It doesn’t have anywhere to get stuck.
See it in actionHold every margin without holding up the rep.
Brand, program, contract, and volume pricing evaluate on every line, in order. The rep sees the protected price, the manager sees the override, and finance sees an audit trail that’s already done.
See it in actionGet paid before the order goes stale.
Invoices generate from real load events, not nightly batches. AR aging is wired back into the order workflow so a slipping account flags the next order before it ships, not the week after it bounced.
See it in actionA demand signal you’d actually plan against.
Order velocity rolls up by SKU, brand, route, and chain, daily, not quarterly. Replenishment and production stop guessing what the sell-through looks like; it’s already in the same workspace.
See it in actionEvery order, sold and settled without a phone call.
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 platform for IT to vet. Orders, AR, and CRM live in one source of truth, so nothing has to be reconciled across three systems at close.
Explore the power of Salesforce →
Mobile order capture
Catch the reorder before the rep gets back in the truck.
Pre-sell and reorder from a phone at the curb. The order syncs straight to the warehouse, so the pick is already waiting by lunch.
Beverage data model
Your trade modeled the way it actually works.
Brands, SKUs, prices, programs, and allocations already modeled the way distributors and suppliers actually trade, not forced into generic software built for something else.
Ease of use
Reps actually place orders in the system, so you can trust the data.
Reorder from a recent visit in two clicks. Edit on the fly, send for fulfillment in seconds. No spreadsheet workarounds that turn into AR mysteries down the line.
When you're not bogged down in antiquated systems that don't talk to each other, that's going to allow us to do what we really set out to do.”
Rebecca MaiselChief Corporate Strategy 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.
Order management
Orders flow in from every channel beverage operators use: the B2B portal, EDI from chain retailers, DTC storefronts, sales reps in the field, automated email-to-order, and direct API. They land on the same record and follow the same routing, credit, and pricing logic regardless of source.
Credit rules run automatically at order entry and on schedule, so AR-aged accounts get held, released, or partially fulfilled based on the rules you configure. Back-orders create a follow-up record on the customer with promised dates, and the rep sees both on the account page.
Yes. Routing rules decide which warehouse, branch, or 3PL fulfills each line based on inventory, geography, and customer preference. The customer sees one invoice and one tracking experience; operations sees the split internally.
Yes. Order, invoice, and shipment events post in real time to your accounting system and out to chain EDI partners over 850 / 855 / 856 / 810 transactions, with a status timeline on the order showing every handoff and ACK.
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.
See how distributors close the loop from the rep’s hand to the back office on one Salesforce-native workspace.