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Land the account, then earn every reorder

Every account you’re courting on one board, the big first order run as a project with every step owned, and the account’s whole history ready when the reorder comes up. Your reps, your warehouse lead, and your AI assistant work from the same record.

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  • Set up in an afternoon
  • Free for 3 people
  • Your order system stays as it is
A vendor behind a market table of jam jars, granola and packaged goods chats with a customer under market umbrellas

From the sample case to the reorder.

A wholesale account is won once and earned on every order after. The first order is the hard one: samples, vendor setup, sourcing, freight, and a buyer watching to see whether you ship what you promised. Scoped keeps the account, the work behind that first order, and every reorder on one record, beside the system that holds your stock and takes your orders.

See every account you’re courting, and which buyers went quiet

The buyer from a 14-store grocery chain stopped at your booth at the regional show and took a sell sheet. A deli owner emailed on Sunday asking about your preserves. A café group wants a shelf of your goods by the register. Put each one on the board the day it happens: the account, the buyer’s name, what they tasted, and which rep is following up. Name the stages the way your team already talks: New account, Samples sent, Pricing out, Order confirmed.

Each card carries the amount of the opening order you priced, so you can see what’s out and what it adds up to. The $24,600 opening order for Fairbourne Market that hasn’t heard back in six days is right there, with the buyer’s tasting notes on the card when you call. So is the gift shop chain that got your holiday pricing eleven days ago and hasn’t answered.

Your price sheet still goes out from the tools you use today. Scoped holds the amount, the notes, and the history, so the follow-up doesn’t depend on which rep remembers the show.

Next Tuesday. The deli that emailed on Sunday has samples on the way by Tuesday, and the quiet grocery account has “Call the buyer” set as the next step on its card before lunch.

See the sales pipeline

Try it: drag the $24,600 card to Order confirmed.

Wholesale accounts on the board, with the stages named the way a specialty food wholesaler says them.

Run the opening order as a project, with every step owned

When the buyer says yes, one click turns the deal into the project with the account attached. The order itself goes into your order system and your accounting software, the way it does now. Scoped holds the work around it: getting set up as their vendor, chasing the purchase order, sourcing from your producers, case packs and shelf tags, freight to the buyer’s warehouse, and the first reorder check-in. Each step has an owner and a status.

The opening order is where accounts are lost. Say the grove can ship only 40 of the 60 cases of olive oil by the 10th. The buyer needs to hear it from you, not from the receiving dock. That change goes on the sourcing step as a comment the whole team sees, so whoever books the freight plans two drops instead of finding out when the truck is half empty.

Big orders from accounts you already have run the same way: the holiday assortment, the new-store opening, the private-label run with its own labels to approve. On Plus and Pro, a cycle groups the preseason push. The Focus view shows each person only what’s waiting on them.

See Projects
A woman in a navy sweatshirt works at a packing table beside tall stacks of flat cardboard boxes in a warehouse
A grocery chain’s opening order broken into steps, each with an owner and a status, with the account linked at the top.

Keep the account’s history, and be the supplier they reorder from

Every step, comment, and change stays on the project. When the buyer asks in March why the olive oil came in two drops, or who on their side okayed it, the answer is one click away instead of buried in a rep’s inbox. When the first reorder check-in is done, archive the project. The account keeps the history.

Your order system knows what shipped and what was billed. The account’s page knows the rest: every buyer and who signs off, the stores that carry you, every deal and every order you ran as a project, and the starred note that the receiving dock closes at 2. When the reorder comes up, add it to the board as its own deal on the same account. Last season’s order and its amount are already on that page.

So the reorder call starts from what you know. You ring the buyer with what the first order looked like and what’s new this season, before they start tasting someone else’s samples.

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A grocer in a dark apron restocks a wooden display rack in a brightly lit grocery store
The opening order’s activity: every change recorded with who made it, including an assistant’s update under the person who asked for it.

Your AI assistant, briefed on every buyer before you dial.

Connect Claude Code or Codex to your workspace and ask it about the real work: the buyers who went quiet, the opening order waiting on a producer, the account you’re about to call.

  1. Note on the Fairbourne order: oil ships 40 cases by Oct 10 and 20 by Oct 24. Ask Rosa to confirm both dates.It posts the comment on the sourcing step, with the question for Rosa in it, recorded under your name with the connection it came through.
  2. Which accounts got samples more than two weeks ago and still have no pricing from us?It reads the board and lists each account with how long it has sat, the buyer, and the rep who owns the follow-up.
  3. I’m calling Wexford Street Grocers about a spring reorder. Catch me up on the account.It pulls the account’s page, the last order’s project and comments, and the starred notes, and sums them up for the call.

You approve the connection for one workspace, choose whether it can make changes, and revoke it whenever you like. How assistant updates work.

The assistant’s update is recorded under the person who asked for it, with the connection it came through.

Every order you shipped, ready when the buyer reorders.

Reps move on and buyers change, but the grocery chain still expects you to know what you promised last spring, and why. Scoped keeps that where anyone on your team, or your assistant, can find it.

One record from first call to finished jobCustomers, quotes, and jobs live together. The won quote becomes the job with the customer attached, so nothing is retyped between the sale and the work.Your AI assistant, on the real workConnect Claude Code or Codex to the one workspace you pick. Every change it makes is recorded under the person who authorized it, and you can revoke it at any time.Your records stay yoursExport your whole workspace whenever you want it, with no ticket and no waiting. What an export contains, and what it leaves out, is documented.Priced for the business you runFree for three people, and your first workspace gets 30 days of Pro with no card. Paid plans are priced per workspace, not per seat.

Put Claude Code or Codex on your accounts, and export the whole workspace anytime.

Two named setup paths for AI assistants, each maintained and tested, plus your whole workspace to export whenever you want it.

Claude CodeAdd Scoped to Claude Code, sign in once, and it works in the one workspace you picked.CodexAdd Scoped from the Codex command line, then approve the connection in your browser.Bring your dataImport projects and issues from a supported CSV export, with a note of anything that didn’t come across.Export anytimeYour whole workspace, whenever you want it, with documented boundaries.Scoped ConnectComing soon: the desktop app that keeps your records on a database you control.
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That buyer has a shelf to fill by spring. Put your line on it first.

Next Tuesday, your reps have put the leads from the weekend’s show on the board before the booth is unpacked, the split delivery is noted on the step it touches, and the reorder call starts from the account’s history, not a blank page. Scoped takes an afternoon to set up.

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