How a Liquor Distributor Fixed Sales with Mobile Order Entry

Company Profile / Background

The business is a baijiu (Chinese white liquor) wholesaler and retailer. Its product is high-consideration and relationship-driven: customers buy in volume, expect accurate pricing, and want their orders handled quickly. The company runs a hybrid of wholesale accounts and walk-in retail, and its salespeople spend most of their day away from any desk. That reality exposed a hard limitation in the software it was using.

The previous system simply could not keep up with how the company actually sells. Sales reps had no way to create an order from a mobile device, which is a dealbreaker for a team that lives on the road. Rather than keep working around the gap, the firm decided to replace the system with one built for mobile-first selling.

Core Challenges

No mobile order entry

With the old tool, reps were tied to a desktop to write an order. Out on routes and at customer sites, that meant scribbling notes and re-keying them later, or hoping the order survived until someone got back to the office. The software forced a disconnect between the sales moment and the recorded order.

Missed and delayed orders

Without field capture, orders waited until manual entry happened. Slow approvals and late entry meant stockouts, forgotten line items, and frustrated customers who had expected confirmation on the spot. Every hour an order sat unrecorded was a small leak in revenue and trust.

Weak visibility for management

Because orders only appeared after someone typed them in, managers could not see the day's pipeline in real time. Coaching reps, spotting stuck deals, and planning stock became guesswork based on yesterday's lagged data.

How the System Solved It

Customers and products on the phone

On the HaoYeCai cloud ERP suite (the ERP product by Chanjet), reps open the mobile app and work entirely from the field. Customer lists, price tiers, and the full product catalog are at hand, so a rep can pull up an account, see its history, and quote correctly without calling the office. The phone becomes the order desk, not a passive viewer.

Building the order on the spot

The rep selects products, quantities, and pricing directly in the app. Because historical and tier prices are carried automatically, the order is accurate the first time. What used to be a paper note or a phone message becomes a clean digital sales order created at the customer's location, with the right price already applied.

Submit, approve, and fulfill

Orders created on mobile flow straight into the system for review and approval on phone or computer. Once approved, the order reaches fulfillment without a second data-entry step. The warehouse works from the same record the rep just made, which eliminates lost and missed orders and keeps the ledger in step with the field.

Measurable Results

Orders captured where they happen

Reps no longer wait to get back to a desk. Every order is created at the customer, so the sales moment is not lost and nothing depends on memory or paper notes. Approval happens the same day, often the same minute, instead of after a trip back to the office.

One process, no re-entry

Mobile capture feeds fulfillment and finance directly, removing the duplicate entry that slowed the old workflow and caused errors. Managers finally see pipeline and confirmed orders in real time, which turns coaching and stock planning from guesswork into a routine view.

A better customer experience

Customers get an accurate quote and immediate confirmation on the spot, which builds trust in a relationship-driven trade. Reps spend the visit selling and solving rather than scribbling, and the firm presents itself as organized and responsive instead of reliant on paper. That professionalism protects repeat business.

Conclusion

For a distributor whose salespeople are rarely at a desk, software that only works at a desk is not a tool, it is a bottleneck. By moving order entry onto the phone with the HaoYeCai cloud ERP, this baijiu wholesaler and retailer closed the gap between the sales conversation and the recorded order. The change is simple to describe and hard to overstate: reps sell where they stand, and the order is already in the system before they get back to the car.