Boni

Boni Trade OS

Run the brand-to-distributor-to-retailer chain from one operating record.

Boni Trade OS connects brands, distributors, field teams, retailers, inventory, orders, schemes, claims, delivery, and accounting evidence in one operating chain.

For: Brands, distributors, wholesalers, field sales teams, retailers, HORECA suppliers, and business buyers.

Boni Trade OS: operating workflow
  1. 01Map the channel
  2. 02Load products and opening stock
  3. 03Run primary receipts
  4. 04Run secondary orders

Shared context · Clear responsibility · Review where it matters

Brand
Products, variants, channel offers, schemes, distributor coverage, and network-level exceptions.
Distributor
Receipts, stock, retailer orders, dispatch, delivery, collections evidence, claims, and daily work.
Retailer or buyer
Own pricing, repeat baskets, substitutions, delivery status, invoices, returns, and issues.

Connected commerce

From an order to the work that fulfils it.

Keep the buyer, stock and fulfilment state connected. Give exceptions an owner so the team knows what needs attention before the order moves forward.

Trade operations
  1. 01Customer & catalog
  2. 02Stock & order
  3. 03Delivery & exceptions
  4. 04Financial evidence

Shared context · Clear responsibility · Review where it matters

How it works

Start from the trade process that already exists.

The first useful rollout is a bounded operating chain, not a multi-year replacement project.

  1. 01

    Map the channel

    Define the brand, distributors, locations, retailers, field roles, and commercial relationships that belong in the first rollout.

  2. 02

    Load products and opening stock

    Bring products, variants, packs, channel offers, and current stock from controlled files or approved system exports.

  3. 03

    Run primary receipts

    Record the brand-to-distributor order and confirm goods received so the distributor stock position changes once.

  4. 04

    Run secondary orders

    Capture retailer or business-buyer demand, apply the right offer, reserve stock, and preserve the responsible seller.

  5. 05

    Track fulfilment and trade work

    Move accepted orders through allocation, dispatch, delivery, returns, schemes, claims, and collection follow-up.

  6. 06

    Reconcile the outcome

    Review the company invoice and stock cost in Accounting, then use Today to follow daily exceptions through Tasks.

Product scope

What the product covers.

Product families, variants, packs, channel offers, and price provenance.

Brand, distributor, location, retailer, HORECA, and field-team operating roles.

Primary receipts and one-tap goods-received updates to distributor stock.

Secondary retailer orders with inventory allocation and guarded lifecycle states.

Shared Inventory views for original Trade batches, location balances, counts and movement history.

Trade schemes and claims with sponsor, target, evidence, and status.

Controlled catalog and stock imports with preview, validation, and replay protection.

Original delivery handoffs to company Accounting, with reviewed invoices and separate stock-cost treatment.

Daily operating checks with source coverage and retained follow-up tasks.

Optional Bino demand, buyer, and distribution entry points over stable product contracts.

Built around your business operations.

Connect the right people, records and systems around your workflow, with clear ownership and the controls your team needs.

DMS is one workspace, not the whole product

The distributor view covers stock, orders, retailers, schemes, claims, and daily exceptions. Trade OS also preserves the wider channel and brand relationship.

No distributor bypass

Retailer relationships, prices, stock, and fulfilment stay attached to the legal business responsible for them. A network view does not merge participants into one tenant or book.

Accounting stays authoritative

Trade OS records operational trade state. Posted invoices, tax, payments, outstanding balances, and accounting corrections belong to the accounting system.

Rollout scope is explicit

A first rollout names the market, product set, participating distributors, current data sources, operating owner, acceptance measures, and decision date.

Questions

Common questions

Is Boni Trade OS a distributor management system?

It includes a distributor management workspace, but the product is broader. It also connects the brand, stockist, field team, retailer or business buyer, fulfilment, schemes, claims, and accounting evidence.

Does a distributor need to replace its ERP immediately?

No. A first rollout can start from current CSV or spreadsheet exports and add integrations later. Trade OS owns operational trade state while the accounting system remains the financial source of truth.

Can distributors set their own retailer prices?

A brand can provide suggested offers while an authorised distributor can manage its retailer offer when the commercial policy allows it. The applied price and source stay traceable on the order.

Is this available as a self-serve product?

Trade OS is in production and available now. Boni sets up the territory, product set, participating distributors, operating owner, and review cadence with you before the first live order.

See it working for your business

Bring your process, files and team. See the workflow configured around your business.

Discuss a Trade OS rollout