How does Planfix help manage B2B merch programs end to end?

Planfix gives you one place to run merch orders from first request to final shipment. Intake turns emails, chats, and forms into tasks, while AI Dataminer fills key fields. Planner shows orders by stage across brands and markets. Data tags and Project Totals track costs, reprints, and margin in real time. Directories keep catalogs and price lists structured. Client Dashboards give brand teams a clear window into their orders without extra portals.

Can Planfix work with our existing ERP and warehouse systems?

Yes. Many teams use Planfix alongside existing ERP and warehouse systems. Planfix acts as the operational layer for intake, artwork, coordination, and incident handling. You keep finance, inventory, and billing in ERP while Planfix manages day to day work. Integrations, webhooks, and automation platforms let you sync key data such as order IDs, shipment statuses, or costs. You keep your accounting stack while giving operators a flexible workspace built for merch programs.

How do clients and internal teams see the status of merch orders?

Planfix gives each client or internal stakeholder a controlled view of their own merch work. With Client Dashboard, a brand sees only the orders, proofs, and tasks shared with them. They can review statuses, comment on artwork, and track shipments without learning a new tool. Replies by email stay in the same task thread. Inside your team, Planner, reports, and dashboards keep sales, operations, and finance aligned around the same real time data.

Is Planfix hard to roll out for merch and event teams?

Planfix is designed to be introduced gradually, especially in busy merch and event operations. Many teams start by turning email and chat into tasks, then add simple boards and checklists. As workflows stabilize, they layer in Data tags, Project Totals, and automation. You can roll out by client, market, or program without forcing everyone to change at once. Training focuses on real tasks and boards, so adoption feels practical instead of theoretical.

B2B Merch Program Management Software

Run B2B Merch Programs in One Connected System

You handle merch orders for brands and internal teams. Planfix keeps every request, artwork file, approval, and shipment in one trackable flow. Planner, Data tags, Project Totals, and Directories help you run B2B merch programs with clear margins.

Planner board in Planfix

Capture and Qualify Every Merch Request

New orders land from email, chat, forms, and phone calls. Planfix turns these messages into structured tasks in a shared intake pipeline. AI Dataminer fills key fields, while Directories let your team pick items, prices, and suppliers from one catalog.

Turn messages into tasks

Unified Intake

Turn emails, chats, and forms into tasks so every merch request lands in one shared intake board.

AI Dataminer

Let AI Dataminer extract key items, quantities, addresses, and deadlines from messy client messages automatically.

Structured Catalogs

Store catalogs, price lists, and suppliers in Directories so teams pick the right items in seconds.

Faster Response

Capture and qualify every merch request so you respond quickly and never lose profitable deals.

Clean Approvals

Control artwork and approvals with traceable steps so wrong logos and costly reprints become rare.

Smooth Logistics

Coordinate production, kitting, and shipments on one board so you cut fire drills and rush freight.

Clear Margin

See real margin by client and program so you choose better offers, suppliers, and service levels.

Fragmented Intake

Requests arrive as emails, chats, and spreadsheets from many teams and markets with no shared view.

Constant Urgency

You wake up to urgent questions about proofs and shipments because issues surfaced too late.

Key Person Risk

You feel exposed and reactive because success depends on a few people holding everything in their heads.

No Full Story

You rarely see the full story of an order, from request and artwork to incidents and claims.

Late Surprises

You learn about problems when the truck should already be at the venue or warehouse dock.

Capture and Qualify Requests

Control Artwork and Approvals

Coordinate Production and Logistics

Track Margin and Keep Clients Aligned

Capture and Qualify Requests

Every email, chat, or form becomes a task in a shared intake pipeline.

AI Dataminer fills fields like items, quantities, addresses, and deadlines automatically.

Teams pick items and prices from Directories instead of scattered catalogs.

Structured intake in Planfix

Control Artwork and Approvals

Turn each merch order into a project with its own artwork and status set.

Attach layouts, briefs, and specs so every revision is linked to the right task.

Use Whiteboard to sketch kits, linking blocks to real tasks and approvals.

Whiteboard for merch kits

Coordinate Production and Logistics

Planner shows orders by stage, client, market, or warehouse in one view.

Moving cards between conditional lists updates assignees, statuses, or warehouse fields automatically.

Kitting, packing, and shipment tasks stay linked so you see what must go out this week.

Planner views

Track Margin and Keep Clients Aligned

Data tags log supplier invoices, freight, reprints, and incidents as structured records.

Project Totals roll these logs into margin, reprint rates, and overdue counts by client or program.

Client Dashboard lets brand teams see their orders, proofs, and statuses without extra tools.

Client dashboards

See What a Reliable Merch Operation Looks Like

With Planfix, orders, artwork, production, and logistics form one connected workflow. Finance and operations trust the same numbers, from costs and reprints to live margin. You scale volume and complexity because every step is visible and repeatable.

Project performance reports