What wholesale teams use flo.space to prepare
Each lands in your Action Center with the records it read, its reasoning, and a Low, Medium, or High risk level. You approve; flo.space executes.
RFQ → priced quote
Parses an inbound RFQ in Gmail, matches SKUs to your price book, applies the account’s tier and MOQ, and drafts the quote email ready to send.
- Reads the last quotes sent to that buyer
- Applies contract pricing and volume breaks
- Flags any line that’s below margin floor
Order confirmations
Turns an accepted quote into a confirmation with quantities, lead times, and terms. Drafted in Gmail and mirrored to the order record.
- Confirms availability before sending
- Restates freight terms and ETA
- Creates the QuickBooks sales order draft
Backorder & restock alerts
When stock drops below your threshold on a moving SKU, flo.space drafts the internal alert and the buyer facing heads up together.
- Internal alert drafted for your team
- Suggests a substitute SKU when one fits
- Drafts the PO to your vendor for review
Invoice reconciliation
Matches payments to open QuickBooks invoices, catches short pays and duplicates, and prepares the credit memo or follow up, whether the money landed in QuickBooks or Stripe.
- Matches by amount, PO, and remittance
- Flags partial and over-payments
- Drafts the balance follow up email
Shipment updates
Drafts the ‘your order shipped’ note from your order sheets, plus a proactive alert to the buyer when a delivery slips its window, with carrier tracking from ShipStation attached.
- Ship confirmation with tracking link
- Delay heads up before the buyer asks
- Updates the order status across tools
Proactive reorder nudges
Watches each account’s cadence and, when a buyer is due to reorder, drafts a friendly nudge with their usual pack and a one click quote.
- Based on the account’s own order history
- Timed to their real replenishment cycle
- Includes a ready to approve quote
Monday, 7:40am to 5pm, mostly on approve
A distributor emails asking for pricing on 12 SKUs. flo.space parses it, prices against the account’s contract, and drafts the quote. You approve in under two minutes.
The buyer accepts, but one SKU is 40 units short. flo.space drafts the confirmation for what ships now, a backorder note, and a vendor PO, all queued for your review.
A payment posts in QuickBooks. flo.space matches it to the invoice, notices a $180 short pay on freight, and prepares a follow up email with the balance stated.
A steady buyer hasn’t ordered in six weeks, a week past their usual cycle. flo.space drafts a reorder nudge with their standard pallet. You approve; it sends.
What changes the week you turn it on
- RFQs answered same day instead of sitting two days in a full inbox
- Quotes priced from real history, not a rep guessing from memory
- Backorders caught at the threshold, not when the buyer complains
- Short pays and duplicate payments flagged before month end close
- Reorder nudges timed to each account’s cadence, not a blast campaign
- Ship delays communicated before the ‘where’s my order?’ call
- QuickBooks reconciled continuously, not in a Friday scramble
- Every send and every update logged with who approved it
What wholesalers ask before starting
flo.space reads your price book and past quotes from the tools you already use: QuickBooks, Google Sheets, or the quote history in Gmail. It applies the account’s tier, MOQ, and contract terms, then shows you exactly which records it priced from. You always approve before anything sends.
It checks availability as it prepares the confirmation. If a line is short, it splits the confirmation into what ships now plus a backorder note, drafts the internal alert, and prepares the vendor PO, all as separate actions you review.
When a payment posts, flo.space matches it to open QuickBooks invoices by amount, PO number, and remittance detail. Short pays, over-payments, and duplicates are flagged as Medium or High risk with the reasoning shown, and it drafts the credit memo or follow up for your approval. Stripe payments match the same way.
No. flo.space is read only to start and, even after you grant send access, nothing goes to a buyer until you approve it. Reorder nudges, ship updates, and quotes are all drafted and queued. You have the final say on every message.
Wholesale teams commonly connect Gmail on day one and see prepared quotes and follow ups within hours, because it learns from the history already in the inbox. QuickBooks, Slack, Stripe, and ShipStation connect the same way.
Related solutions and industries
Turn your inbox into a queue you just approve
Connect Gmail and QuickBooks. flo.space starts preparing quotes, confirmations, and reconciliations, read only until you approve. Nothing sends without you.