Industries05 / 08

Custom software for trading and wholesale businesses

Trading and wholesale mean quotes, orders and reconciliation every day, with data scattered across personal spreadsheets and emails. We can make quotes that build themselves from a few selections, let software do a first pass on document checks and reconciliation, and bring data out of systems you have used for years. The judgement stays with the people who know the business.

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What we often hear

  • "Every quote starts from an old file, and with so many versions nobody knows which is final."
  • "We check purchase orders against supplier confirmations line by line."
  • "Combined payments and bank fees make reconciliation a headache."
  • "Our Access inventory system only opens on one PC."
  • "There are so many specs that customers disappear after the first round of questions."
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Services that fit

  1. Workflow automation tools

    Automatic quotes, AI comparison of two documents, and matching invoices to bank receipts, starting as a small tool.

  2. Custom B2B management systems

    Quotes, customers, orders and stock movements in one system, with a record of who changed what.

  3. Legacy application migration

    Turning Access or VB6 systems into web versions, or first exporting years of data and checking counts and totals.

  4. Websites, apps and B2C products

    Online configurators for complex products, so customers choose their specs and send an enquiry.

  5. Integration and long-term support

    Keeping order, accounting and shipping systems in sync.

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What we could build for you

These are example scenarios showing how such needs can be met. They are not completed client projects.

  • spot the differences between two PDFs

    A purchase order and the supplier's confirmation often differ in small ways — an item name, a quantity, a delivery date — and line-by-line reading misses them. A small tool can have AI read both PDFs, compare them field by field and highlight every mismatch for a person to confirm.

  • pick the items, get the quote

    Every quote starts by copying an old file, changing the customer name and looking up the latest prices, and soon nobody is sure which version went out. Instead, sales can tick items and quantities on a web page, have the right price tier applied and produce a consistent quote, with every version kept on record.

  • matching invoices to bank receipts

    Each month the accountant matches issued invoices against bank deposits one by one, and combined payments or deducted bank fees make it slow. Once both lists are imported, entries are matched by amount, customer and date, and whatever doesn't match is collected on one list — the accountant only handles the exceptions.

  • straight from the form to LINE

    Enquiries from the website sit unnoticed in an inbox, and customers who hear nothing back ask someone else. The form can notify the right salesperson on LINE the moment it's sent and turn the request into an enquiry record, so everyone can see who picked it up and where it stands.

  • an Access or VB6 program rebuilt for the web

    A long-serving Access or VB6 inventory program opens on only one PC, so colleagues take turns to look things up. We first map its tables and everyday workflows, then rebuild it to run in a browser, bring all the old data across and keep the screens as familiar as possible.

  • orders, accounts and shipping entered once

    Orders live in the e-commerce back end, accounts in the bookkeeping software and shipments on the courier's platform, so the same sale is typed in several times. Syncing these systems means a new entry in one flows into the others, with a log that shows which record failed and where.

See every scenario for this industry

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Related approaches (real projects)

These are real systems we have built. They share a process or technology with this industry, and most are not clients in it; each note says why it is relevant.

  • Port expansion and panel accessory selection, with the configuration summary updating live on the right

    Industrial PC Configurator

    Industrial PC configurator, where customers choose specs step by step and send an enquiry, and internal cost data never reaches the browser.

  • Dashboard with units held, market value, unrealised margin and a six-month profit trend (figures are illustrative; real business numbers are not shown)

    Inventory and P&L System

    Inventory and profit system with barcode intake and real-time profit on sales. Not a trading client.

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Questions

Our quote layout is fixed. Can we keep it?

Yes. Generated quotes can follow your current layout, apply prices by customer tier, and keep a record of every version.

What if the AI document comparison gets something wrong?

The tool lists every difference with its location in the original for a person to confirm. Its job is to make sure nothing is missed, not to decide for you.

Can all the data come out of our old system?

We analyse the old system's data format first, then check record counts and totals after export to make sure nothing is missing.

Would you like to talk through how your business works?

No specification needed. Tell us which part of your work takes the most time, and we will look at the right approach together.

Book a chat on LINE@mahitech

Or email us atsales@mahitech.co

or use the contact form