Zelio / Industries

Business software / Wholesale distributors

Ship what is available. Keep the backorder open.

The warehouse gets one clear pick with the buyer's agreed quantities. Stock, the remaining order and invoice details follow actual shipping; a shortage returns just the unresolved choice to sales.

No signup needed to explore the demo.

Bring an order, pack sizes, price list and your ERP or warehouse system. We agree which records each tool owns and how stock, dispatch and billing connect.

Setup and connection answers
ZelioSummit SupplyInteractive sample

Activity / Wholesale

One decision. Connected updates.

Your next taskFour cartons short

Summit Garage ordered 12 filter cartons

Customer decision · Summit Garage buyer · shipment choice

Review the task details

Eight filter cartons and all 20 glove cases are available. Sales needs the buyer's choice before releasing a partial pick.

You are deciding whether to accept the available quantities now. Allocation has been checked, but packing and dispatch have not happened.

Ordered
12 filter cartons + 20 glove cases
Release now
8 filter cartons + all 20 glove cases
Keep open
4 filter cartons · supplier date unconfirmed
Make this decision to see your team's next step.

Zelio will update these three places

  • Warehouse pick
  • Backorder
  • Stock and invoice

Starting scenario. Choose the sample decision to see the related records change.

Your business, your way of working

Start with an order that cannot ship in full.

Follow requested, allocated and dispatched quantities with sales and the warehouse. Agree on the backorder and invoice rules.

Explore the workflow editor
A warehouse worker checking cartons beside a loading bay.
Illustrative photo
Wholesale workflowExample
  1. Order
  2. Allocate
  3. Resolve shortage
  4. Confirm
  5. Pick & ship
  6. Invoice
Your stagesYour approvalsYour team views

From your needs to your workspace

Meet with Zelikore. Build around your business.

Tell us what your team needs. For new beta users, Zelikore sets up a meeting and creates custom screens and workflows, all included in your subscription. Together we plan the records and connections your team needs before rollout.

  1. 01 / Your business

    A real example of the work.

    Start with one short order. Let the buyer choose the shipment, then give the warehouse the ready pick while purchasing and billing keep their own next tasks.

  2. 02 / Meet with Zelikore

    Custom screens and workflows.

    Together we map the people, steps and exceptions. Zelikore creates the screens, fields and approvals around that work, and reviews the imports and connections your business needs.

  3. 03 / You review

    Keep your tools while it takes shape.

    Your team walks through the first workflow alongside your existing tools. Agree what data moves, what stays and what must be ready before switching real work.

Explore the complete workspace

A fresh 120-carton order meets a supplier shortfall.

Explore North Pier Markets' order for 120 cleaning-supply cartons, with 100 on hand and 20 to purchase. Follow the buyer's shipment choice through purchasing, warehouse dispatch and invoicing.

Follow the complete day
  1. 01

    Sales

    Confirm North Pier's order terms

    Record the 120-carton request and buyer terms before the warehouse reserves stock.

  2. 02

    Warehouse + purchasing

    Reserve 100 and purchase 20

    Keep the available 100 cartons allocated and issue the supplier order for the remaining 20.

  3. 03

    Receiving

    Record what the supplier delivers

    A short receipt holds dispatch and returns the unresolved quantity to order coordination.

  4. 04

    Buyer + sales

    Get the buyer's shipment choice

    Offer 100 now with 20 backordered, or the available EcoClean alternative. Wait for buyer acceptance before releasing the pick.

  5. 05

    Warehouse + accounts

    Verify the shipment and charges

    Confirm the agreed quantities, packing and dispatch before preparing the fulfilled invoice.

See what each person needs

Different views. The same work.

Choose a role to see its responsibilities, records and next decision. The team sees the same work through the information each person needs.

Open the full workspace
ZelioSummit SupplyDemo workspace
Activity

What ships now, and what stays open?

Friday · Customer order review

What can we actually promise?

Requested quantities and allocated stock support the customer decision.

SKU G-20
Workshop gloves20 cases ordered · 20 allocated
Available
SKU F-12
Filter sets12 cartons ordered · 8 available
4 short
ORDER 306
Summit Garage deliveryReview partial shipment with buyer
Decision needed
ORDER 306

A delivery commitment with the stock in view

Buyer
Summit Garage
Shortfall
4 cartons of filter sets
Decision
Ship available stock or wait

Record the buyer's shipment choice

Explore each role. Open the demo to try the next decision.

Zelio Business

Know the price before you begin.

Explore the demo, then describe the workflow you want to build.

Request beta access

Early beta · First 250 approved companies

Zelio Business

$15/month

Per Business account · billed monthly in USD

Keep $15/month for 24 calendar months from the start of your paid subscription, then $60/month.

  • Customer work, schedules, documents and billing
  • Team permissions and approvals
  • Setup help, custom screens and workflows
  • 5,000 universal AI credits each paid month

No automatic AI overage charges. Payment processing and other connected provider fees are separate, under those providers’ terms. Plan and AI credit terms

Applying and approval do not start a charge. Choose whether to subscribe after approval. Cancel anytime in the billing portal; access continues through your paid month.

Team, locations and beta setup

Setup help, custom screens and custom workflows are included in your subscription, even at $15/month during early beta. There are no separate setup or custom development fees. Request a meeting with Zelikore to discuss your staff, locations, existing tools and the workflows you need. Your feedback helps us improve Zelio for your business and others like it.

Discuss your beta setup

How AI usage is billed

Browsing records and other workspace actions that do not run AI do not spend AI credits. Asking Zelio, processing a document with AI and running AI steps in a workflow use credits.

Early beta includes 5,000 credits each paid month. The amount used depends on the action, model and material processed. Credits are a measure of AI usage, not dollars or a fixed number of messages. Unused included credits expire one calendar month after the paid billing period ends.

An AI action cannot run if your available credits cannot cover it. Extra credits require an available offer and your explicit purchase; its price is shown before payment. Running out of credits does not automatically charge your card.

See the full beta price progression
  1. Early beta · available now$15/month
  2. Beta · later$30/month
  3. Launch · later$60/month

Both early-beta and beta members keep their plan price for 24 calendar months from the start of your paid subscription, even as prices rise for new members. Then the standard rate applies. All prices are per Business account, per month in USD. Full price terms

Canceling ends renewal; the discount does not pause as a count of paid months. If you subscribe again, the offer and discount period are shown at checkout.

Before you begin

Practical answers for your team.

How does it avoid overstating available stock?

Keep on-hand, allocated and shipped quantities distinct. Agree on receiving counts, units and release rules, then compare the sample order with your actual stock process before live use.

Can we keep customer prices and pack sizes?

Bring a price list and an order with case, carton or each quantities. Those rules need to be mapped explicitly so sales, purchasing and the warehouse use the same units.

Will this replace our ERP?

You can plan a first workflow alongside your ERP. Identify which system owns orders, stock and accounting, then review the interfaces and reconciliation needed. A broader move follows the same agreed ownership and data plan.

Can we build a different workflow?

Yes. Bring your own stages, responsibilities and decisions, including tools or records you want to keep. Zelikore meets with new beta users and creates custom screens and workflows around those needs as part of your subscription. We review the result with your team and keep improving it with your feedback.

Who do we contact about our setup?

Contact support@zelikore.com with your current tools and the workflow you want to connect. Zelikore handles beta setup and product support. You can also request beta access with this industry already selected.

Is this demo using live AI or sending messages?

This preview uses fictional records and a prepared Ask Zelio answer. Messages, approvals and payments are simulated. You can explore without an account.

Zelio / Wholesale

Make this work for your team.

Tell Zelikore what your business needs, then meet to plan your screens and workflows.

Applying is free.