How it works
A layer on top of the ERP you already run, built to take the busy work off your team's plate.
Connected both ways to your ERP and your team's inboxes, and set up with you around how your office already runs. We automate the busy work, streamline the reactive work, and put high-impact work in front of the right people at the right time.
Running today at
Your ERP stays the system of record, and there's nothing to migrate.
First, the busy work comes off your team's plate.
Too much of your team's day goes to typing, copying and chasing that a system should be doing. That's where we start, usually with the orders.
Take the orders
A customer texts "10 vine 2L, 5 cs cilantro, 3 romaine hearts" the way they always have. It's matched to the right account, every line is scored against what you carry, and the stock is reserved. It learns each customer's shorthand, so every order needs less checking.
Watch the order agent (0:45)Three lines read from a text: two matched, one flagged to check.
Send the paperwork
Price confirmations and bills of lading are generated together from the order and go out as one email. Every document is logged and kept, so it looks the same months later when someone disputes a load. And the numbers someone used to pull by hand arrive as a PDF on a schedule, without anyone building a report.
The order's paper trail, sent together and kept.
Get paid
Once an invoice goes past terms, a reminder goes out from your finance person's own inbox with the invoice or a statement attached, on its own or after a quick look. Accounts on credit hold go to a person instead, using the rules your ERP already holds. One produce house chases 100+ customers a week this way, work that used to take a day and a half.
Today's past-due accounts, and the reminder that went out from the finance inbox.
It comes with people.
No two produce businesses run the same way, so setup starts with your office, not ours. We sit with the people who take the orders and chase the invoices, and learn how the work actually moves: which customers text and which send PDFs, and what your reps check before an order goes in. Each job is set up to match, and nobody on your side has to become the one who teaches it. We roll up our sleeves with you as an extension of your team, and we're the ones you call when something needs changing.
Meet the operatorsHow setup goes
- 01We map how the work moves through your office
- 02You decide what runs on its own and what waits for a yes
- 03It connects to your ERP both ways, with nothing to migrate
You'll feel the time come back the first week it runs on your orders.
With the busy work gone, the time goes where the money is.
This is the half an ordering system leaves to you: the aging lots, the margins, and the customers who've started ordering less.
Stop the dump
At Pinto Brothers, inventory waste is down 40%. Each day starts with the aging lots ranked by dollars at risk, a name on each one. Each lot works down the produce ladder: sell fresh, discount, steep to the customers who take aging product, donate, and only then the dumpster. It knows who has bought every product before, and one click puts a drafted offer in front of all of them, from the rep's own inbox.
The daily flag puts a dollar figure and a name on each aging lot.
The customers ranked for the product, and the offer already gone.
Hold the margin
Fresh, aged and old aren't guesses here. The system learns from your own sales when each category actually stops earning and sets the thresholds per commodity, and shows you the sales behind each one. Margin gets watched by customer, product and rep, so the account whose price never moved with the market, and the rep cutting price to hold one, show up before the quarter ends.
The decay curve finds the day margin crosses zero, and the thresholds move to match.
Catch the quiet ones
Every account is measured against its own ordering rhythm, not a category average. The steady one that slips gets a dollar value and a task on the right rep's desk with a due date, the day its rhythm breaks, long before it becomes a lost account.
Drift caught inside the account's own rhythm.
Sell like one team
Price sheets build from live inventory in about thirty seconds, so every rep quotes from the same sheet. The scoreboard shows each rep's reply times and which accounts have gone dormant, with a name next to every number.
The same sheet and the same board, for every rep.
Buy better, too.
Stopping the dump starts before the truck arrives. Before you say yes to a grower's load, you see how many cases of it you actually sell in a week, and your landed cost next to the USDA terminal price. So the speculative buy gets questioned before the truck leaves, not dumped after it ages.
How much to buy, and whether the market says push or pass.
Nothing walks out the door.
Thirty years of pricing instincts and which account needs a gentle call: in most houses that lives in one veteran's head. The judgment is theirs. The record behind it, every quote, text and email, doesn't have to leave with them.
Reps connect the email they already use, Microsoft or Google, and every text and email files itself against the account. When a rep is out, or gone, the next one reads the whole relationship, every quote and every price. Nothing needs handing over, because the record never left.
Text and email in one inbox, filed to the account.
Everything else your reps work from, off one set of records.
It all runs off the same ERP and inboxes, so nobody keeps a second list.
Campaigns
Pick the commodities; the system picks the people, drafts the message with live prices, and sends now or on a schedule.
Numbers you can trace
Every number goes back to the lots and reps behind it.
Sell what's landing
Quote from live inventory or the full catalog, so Thursday's arrival is pre-sold today.
Every account, one page
Orders, margin, conversations and documents, with what they should buy next.
The buy side scores too
Cases, margin, and dump rate by vendor and product, this year against last.
Produce-native, not adapted.
This isn't a generic sales system with produce labels. It was built with produce houses running it, in the trade's own units, on top of the ERP you already run. Datajolt turns your ERP's records into work that gets done.
Fresh, aged and dump rate by product, in the trade's own units.
Walk through it on your own orders.
Book a call and bring a stack of real orders, texts and PDFs as they landed, or the invoices you're chasing now. We'll show you how each one would run.
Not ready to talk? Get the free daily terminal prices, or put a number on it first with the Money Map.