B2B self-ordering by account
Each customer sees its own catalogue, pricing, order history and account-safe ordering path while your team keeps approval, visibility and customer ownership controls.
AU / NZ commercial operations platform
Run B2B ordering, field sales, receivables and warehouse execution in one operating layer.
CMG Flow gives distributors, wholesalers and service teams a tenant-safe command layer for customers, catalogues, pricing, orders, routes, KPI visits, receivables, live operations, reporting and accounting-provider sync.
Customer 360
B2B ordering
Field sales
Receivables
Warehouse
AI Desk
Accounting sync
Built for teams that sell, deliver, collect and report without losing control.
CMG Flow sits between customer demand, field execution and accounting truth. Finance authority stays in the tenant accounting provider.
One platform, clear boundaries
Operational control stays in CMG Flow. Ledger truth stays in Xero or MYOB.
Order-to-warehouse execution
Orders move into approval, allocation, picking, packing, shipping, and invoice readiness without becoming an email or spreadsheet problem.
Accounting-safe sync by design
Operational documents, invoice registers, payments and receivables stay visible in CMG Flow, while invoice, credit, refund and ledger authority remains with the tenant accounting system.
Commercial operating system
One system for the work that normally gets split between phone calls, spreadsheets, accounting screens and field notes.
Orders, quotes and customer buying history
Fast order capture, customer-specific product memory, catalogue search, quote status, approvals and provider-ready handoff without forcing reps through accounting screens.
Customer 360 with value, balance and activity
Contacts, suburb, sales rep, current balance, financial-year value, recent invoices, payments, credits, statements and collection context in one customer view.
Receivables, statements and payment pressure
Open receivables, overdue risk, ageing buckets, customer statements, latest receipts, reportable-customer controls and PDF/CSV exports for finance follow-up.
Routes, visits, KPI and live operations
Sales rep routes, planned visits, check-in direction, location-aware operations, vehicle replay, customer proximity and visit evidence for field accountability.
Inventory and catalogue readiness
Items, categories, product availability, images, recently sold stock, catalogue visibility and AI-assisted item categorisation for cleaner ordering.
AI Desk with governed operating boundaries
Assistant workflows are designed around department boundaries, tenant visibility, approval gates, audit history and practical recommendations instead of uncontrolled automation.
Mobile and tablet direction
A simpler field app for reps, with manager views when desktop is not available.
CMG Flow separates desktop control from mobile execution. Reps get the practical actions they need: customers, orders, catalogue, receivables, route work and statements. Managers can still view live operations and receivable pressure from tablet when they are away from the office.
PhoneFocused actions, no desktop noise, direct customer and order paths.
TabletWider operational views, route context, customer finance panels and manager-ready summaries.
DesktopFull reporting, admin, map, sync, governance and export control.
B2B commerce layer
Wholesale ordering features without reducing the system to a simple online shop.
Approved buyers can order from their own account, review previous purchases, see available catalogues and keep repeat ordering simple.
Customer groups, private price profiles and catalogue visibility rules keep B2B pricing away from public browsing and unrelated buyers.
Sales reps can take orders using customer history, product images, price memory and route context instead of asking the buyer to rebuild the order from scratch.
The platform is being shaped to support faster reorder lists, payment visibility, statement links and account-safe payment guidance without replacing accounting controls.
Xero is active, while MYOB and QuickBooks paths are part of the provider-safe architecture so tenants can keep their own accounting backbone.
CMG Flow adds what pure B2B storefronts usually do not cover deeply: receivables pressure, routes, KPI visits, live operations, warehouse readiness and AI-guided execution.
The operating rhythm
Lead, quote, order, fulfil, invoice, sync.
Customer layer
CRM, account ownership, activity history, and commercial visibility for every team involved.
Sales and order layer
B2B portal ordering, catalogues, pricing, approvals, and exception handling in one flow.
Warehouse and invoice layer
Allocation, fulfilment, invoice registers, credit-note visibility, statement exports, payment feedback and sync-state visibility without taking over finance authority.
AI-supported planning
AI-supported sales reps and monthly route planning.
We are shaping a planning layer that helps teams assign the right sales reps, build monthly visit routes, manage collection priorities, and rebalance field effort without turning planning into a spreadsheet exercise.
Sales rep suggestions
Recommend who should cover each account based on territory, cadence, and workload.
Monthly route plans
Draft visit sequences for the month and rebalance them when priorities shift.
Collection-focused visits
Push overdue receivables and high-risk collection accounts into the field planning view.
Sales and hybrid routes
Support sales-focused, collection-focused, or hybrid route plans for each rep and period.
Visit frequency checks
Highlight accounts that are overdue, over-serviced, or missing planned coverage.
In development
AI support
Rep-to-account matching
Suggest field ownership with lighter manual planning.
Route planning
Monthly coverage map
Build route packs around visit windows and account priority.
Collections
Receivables route focus
Bring overdue balances and collection pressure into monthly route decisions.
Hybrid mode
Sales plus collection routes
Blend sales calls and collection stops inside the same route plan when needed.
Operations view
Planned vs actual visits
Track what was scheduled, completed, skipped, or moved.
In development
New customer recommendations by product category
Suggest prospect targets that fit the categories and product mix already being sold.
AU / NZ native direction
Use the accounting stack your team already trusts.
Wave 1
Xero
Primary sync for contacts, items, invoices, credit notes, and payment status feedback.
Wave 1
MYOB
Business and AccountRight support for local teams that need operational control without replacing finance.
Next
QuickBooks AU
Growth connector for Australian teams once the first sync layer is stable and proven.
Ready
Peppol path
Invoice architecture designed to stay compatible with future eInvoicing expansion in AU and NZ.
48-hour guided demo
Request a guided two-day workspace before you commit to pricing.
Every request is reviewed first, then the demo workspace is activated manually for 48 hours so your team can validate CRM, pricing, warehouse flow, invoicing, and accounting sync against a realistic operating path.
- Manual activation after request review
- CRM + account structure
- B2B customer portal ordering
- Product, catalogue, and pricing view
- Order and warehouse flow
- Invoice and accounting sync story