How does Planfix handle mixed channels from distributors?

Planfix joins email, messengers, telephony, and webforms into a single channel to task flow. Each incoming request becomes a task with the sender, time, and channel recorded. From there you can route the task to the right lane and keep the entire timeline for audits.

Can we run orders, returns, and marketing in one account?

Yes. Orders, returns, and channel marketing can run in the same account because Planfix supports separate status sets, transition rules, and templates. You can build different paths for each object type and still report across them using a single Planner and shared directories.

How do partners see status without extra emails?

You can give a distributor access to the client dashboard. It shows only the tasks, comments, and files you shared with them. Partners can post messages directly in the same thread, so your team does not have to forward emails or copy status updates manually.

Do we need developers to configure lanes and routing?

No development is required for core setup. You can build rules, status sets, templates, directories, and dashboards in the UI. If you need to integrate an external system or trigger actions from outside, you can add webhooks or buttons later without changing the distributor workspace.

Distributor Operations Management Software

Why Distributors Use Planfix

Every email, messenger message, webform, or call from partners must become a tracked task. Planfix turns channel to task, routes it to the right lane, and shows operations, warehouse, finance, and marketing the same source of truth.

Channel to task

Capture and Route Orders

Turn partner requests into tasks and send them to sales ops, warehouse, or finance instantly.

Standardize Returns

Use templates with required fields, photos, and RMA numbers to keep returns auditable.

Track Channel Marketing

Approve MDF and promo tasks with budget, dates, and proof-of-performance in one place.

Start with the Fastest Win

Start with channel to task. Connect the inboxes and messengers partners actually use. Planfix creates tasks automatically, assigns by rules, and timestamps for SLA. You get control without asking partners to change channels.

Set up routing

Show How Work Moves

Move a task from sales ops to warehouse on the Planner and Planfix updates the assignee and status for the new lane. Share the task with the partner through the client dashboard and messages stay in the same tracked thread.

Client dashboard

Orders Stay Visible

Email to ticket and channel to task make sure partner orders never get lost.

Returns Are Auditable

Tasks keep photos, required fields, and RMA numbers in one timeline for finance.

SLA Is Tracked

Planner and reports work on the same data so managers see workload in real time.

Scattered Partner POs

Manual Retyping

Missed Emails

Reactive Firefighting

Scattered Partner POs

Partners send POs in random formats and channels.

You want clean order-to-ship and clean returns-to-credit.

Planfix turns them into tasks with the same fields.

Use directories

Manual Retyping

Sales ops keeps retyping partner info.

Automation and templates reduce repetitive work.

Tasks prefill partner and product data.

Automation in Planfix

Missed Emails

You start the day worried about missed messages.

Chronicle and notifications keep the team current.

Tasks stay in the same tracked thread.

Planner & Chronicle

Reactive Firefighting

You keep answering “Did you get it?”

Client dashboard shows partners only what you share.

Less chasing, more process.

Partner view

How Planfix Controls Distributor Orders

Capture partner requests as tasks so nothing is lost and SLA starts. Enrich with partner and product data from directories. Route to the right internal lane with auto triage. Create subtasks for pick, pack, and ship on calendars.

Sequential tasks

Use Directories

Keep partner and product data structured and insert it directly into tasks.

Auto Triage Lanes

Assign orders to sales ops, warehouse, or finance based on rules and status.

Plan Pick / Pack / Ship

Create subtasks with dates so operations knows what to do and when.

How Planfix Standardizes Returns

Use task templates with required fields so no RMA is incomplete. Request photos and reasons in the same task. Move to Inspection and let Planfix update assignees. Log credit or replacement in data tags for finance.

Return templates

Required Fields

Force RMA number, product, quantity, and partner to reduce back-and-forth.

Proof in Task

Store photos and messages in the same timeline for fast decisions and control.

Finance Logging

Write credits or replacements into data tags so finance can reconcile quickly.

Channel Marketing and MDF Visible

Turn MDF or promo requests into tasks with budget and dates so marketing sees the pipeline. Let AI agents summarize long threads. Store proof-of-performance files in the task and report on planned versus actual per partner.

AI agents

Tasks for MDF

Create one task per activity with budget, dates, and partner contacts inside.

Summaries for Managers

AI agents write short outcomes into fields so managers read them faster.

Planned Vs Actual

Reports show partner, activity, planned spend, and actual payout in one view.

What the End State Looks Like

All partner-facing work lands in Planfix. Orders move through the same steps. Returns are documented. Channel activities are approved and paid. Managers see who is over SLA. Partners see progress without your team forwarding emails.

Workspaces for teams