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Case Studies
Smoke Shop — Distribution & Cash & Carry Texas, Oklahoma & New Mexico 12 weeks

Unified CRM + Wholesale POS for a Regional Smoke Shop Distributor

One platform from warehouse rack to retailer shelf.

Replaced spreadsheets and a legacy ERP with an integrated wholesale POS, route-sales CRM, and B2B ordering portal serving 900+ retail accounts.

3.1x

faster will-call throughput

+11 pts

gross margin lift

900+

retail accounts on the B2B portal

< 15 min

data freshness across every dashboard

The problem

  • Route reps quoted from stale spreadsheets; short-dated stock and pricing errors bled margin every week.
  • No customer database of record — three sales channels, three definitions of a retailer.
  • Cash & carry counter used a POS that could not enforce age verification or tiered wholesale pricing.

Our approach

  1. 1

    Discovery (Weeks 1–2)

    Mapped SKUs, retailer master data, and every sales motion (route, will-call, B2B portal).

  2. 2

    Platform (Weeks 3–6)

    Rolled out unified wholesale POS + CRM with tiered pricing, age gating, and route-sales mobile app.

  3. 3

    Portal (Weeks 7–9)

    Launched B2B ordering portal with real-time inventory, credit terms, and reorder suggestions.

  4. 4

    Analytics (Weeks 10–12)

    Sell-through dashboards for buyers and brand partners, with weekly retailer scorecards.

Deliverables

  • Wholesale POS with tiered pricing, age verification, and lot tracking
  • Route-sales mobile CRM with offline order capture
  • B2B retailer ordering portal with real-time stock and credit terms
  • Sell-through analytics for internal buyers and brand partners
  • PCI-DSS SAQ B-IP attestation and MFA across all back-office accounts
Stack
Cloud POSPostgreSQLFivetranMetabaseTwilio
Compliance
  • • PCI-DSS SAQ B-IP
  • • State age-verification records
  • • Vendor + lot traceability

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