Cloud ERP Tools Mapped to the Workflows They Run

OLT ships one connected cloud ERP, so choosing tools is really a question of which module owns each workflow. This guide maps all 12 implemented modules across five primary workflows, cross-workflow modules, and specialized workflows, while identifying OLT AI separately as a cross-module capability.

Choose the setup path for your business

Platform access is by invitation. Every new project starts with a conversation with OLT.

Five operational workflows and the module that runs each

Each workflow below is delivered by an implemented OLT module. The record column is what that module keeps on file for the next stage to read.

Workflow 01
Procurement

Raise purchase orders, share them with suppliers for confirmation, and keep supplier documents, messages, and order revisions on the same purchasing record.

Supplier Portal — Purchase order and supplier confirmation
Workflow 02
Inventory

Receive purchasing against stock, track quantities by warehouse and location, and retain lot, movement, cycle-count, and landed-cost history per item.

WMS — Stock, location, and lot history
Workflow 03
Order to cash

Convert quotes into invoices, record payments, and follow receivables, disputes, credit memos, and write-offs on the customer account.

Accounting — Quote, invoice, payment, and receivable
Workflow 04
Distribution

Let wholesale customers order from their own catalog and pricing, choose a configured Offline or Invoice Terms method at checkout, and follow status while staff record received invoice payments in Accounting.

B2B Portal — Customer order and its priced catalog lines
Workflow 05
Transportation

Build truck-aware multi-stop route proposals, dispatch drivers and carriers, follow stop progress, and keep proof of delivery attached to the load.

TMS — Load, route, stop, and proof of delivery

Compare the workflows side by side

The same five rows, read as a table: the workflow, the OLT module that runs it, and the record it carries forward.

Cloud ERP workflows, the OLT module that runs each, and the record it carries
Workflow	OLT module	Record it carries
Procurement	Supplier Portal	Purchase order and supplier confirmation
Inventory	WMS	Stock, location, and lot history
Order to cash	Accounting	Quote, invoice, payment, and receivable
Distribution	B2B Portal	Customer order and its priced catalog lines
Transportation	TMS	Load, route, stop, and proof of delivery

Choose by operating model

Continue to the industry page that most closely matches how your team operates.

Importers

End-to-end import management from PO to delivery
Trucking

Fleet management, dispatch, and route optimization
Logistics

Multi-modal logistics and supply chain orchestration
Freight Forwarders

Freight forwarding operations and client portals
Distributors

B2B ordering, pricing, inventory, CRM, and accounting workflows

Check supported connections

Browse OLT integrations for Shopify WMS, Google Workspace, accounting, telematics, freight, communications, social, reviews, APIs, and search measurement.

Integrations

Cross-workflow modules that connect to all five

Sales CRM

Keep leads, contacts, territories, and rep activity on the same customer records the ordering and invoicing workflows use.
Shipping Portal

Follow inbound containers and shipment milestones that feed receiving and inventory work.
Dynamic Pricing

Apply configured pricing rules and customer-specific terms to the quotes and portal orders these workflows create.
Customer Service

Handle tickets, SLAs, and escalations against the same orders, shipments, and invoices.

Specialized workflows with dedicated modules

Marketing, field service, and review collection sit beyond the five-row operational comparison and each has its own implemented OLT module.

Marketing

From website and CMS content to email campaigns, social publishing, SEO, Google Reviews, contact segmentation, and cross-channel analytics — a complete marketing platform built into your ERP with AI-assisted drafting. OLT AI defaults to local Ollama, with zero data egress to an external model provider and no metered provider cost. Configured external endpoints process relevant ERP context externally and may incur provider charges.
Tradesmen

From job intake to invoicing — Kanban boards, booking calendars, asset registries, technician management, and job timers in one module.
Google Reviews

Payment Received, Quote Accepted, and Deal Won can send eligible recipients a feedback link when the matching event setting is enabled. Every respondent receives the same configured public Google Business Profile link. Private issue details are optional; a customer service ticket is created only if the respondent submits those private details. Each customer decides whether to publish on Google; OLT does not publish public reviews automatically. Monitoring and replying to published Google reviews is separate from automated review requests. It requires a Google Business Profile social connection with manager access and Business Profile API consent.

Every tool named here is implemented in the OLT platform. The descriptions state what each module records, not performance, savings, accuracy, or customer results.

Choose the setup path for your business

Platform access is by invitation. Every new project starts with a conversation with OLT.