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Wholesale & Distribution

Better processes to grow your business.

DIGITIZE AND ORGANIZE AUTOMATED WORKFLOWS

WorldView solutions can take your processes from invasive and time consuming to automated and simplified. We do the follow-up for you, so your team doesn’t have to. Categorize, search, and retrieve documents to eliminate manual paper-chasing. Department approvals and notifications are all managed for you, so you no longer have to continuously follow up. View your data in real-time dashboards and reports to make more informed business decisions.

Maximize Workplace Efficiency
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WE IMPROVE YOUR DAY-TO-DAY

Key Benefits

WorldView’s system has the capability to run reports and track invoices from creation to final payment. Grab all invoices and supporting documents at once to create a statement that can be automatically distributed to customers using our workflow processes as well. Start prioritizing your business processes so that you can worry less about document management and more about your customers.

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DocPop
Instantly view documents within your ERP system using the DocPop button

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DocDrop
Import documents via browsing, utilize drag-and-drop functionality, define the document type, and track keyword values

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COLD Processing
Automatically capture and index electronic documents created in your ERP system. This tool instantly stores documentation for Accounts Payable, Accounts Receivable, and month-end reporting

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Database Lookup
WorldView's direct ERP connection automatically pulls keyword information and attributes these values to your documents

FULLY CUSTOMIZABLE

Business Solutions

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AP Invoice Automation
WorldView Accounts Payable Workflow Automation is an electronic document and information routing system, which allows for daily transactions to be processed more efficiently and accurately than traditional paper-based processes. Create efficiency within your organization, while also providing full visibility and governance over critical business processes. 
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Credit Request Workflow
Streamline the way your business manages credit requests from customers. Standardize your authorization form and set up workflows for appropriate approval and tracking. Empower customers to fill out the form online or allow the sales team to submit on their behalf. With WorldView, driving efficiency is key to maximizing ROI. 
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Enterprise Content Management 
With WorldView Enterprise Content Management, indexing, storing, and retrieving documentation has never been easier. Built for any size operation, ECM can be directly integrated with your organization's Enterprise Resource Planning (ERP) platform and provides the ability to manage all documentation in a single repository without limitation.  
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New Account Unity Form
Collaborate with WorldView to streamline your new account approval process and build dynamic forms and workflows that route required information exactly where it needs to go. We can help simplify the capture of new vendor information along with many other enhancements such as new customer approval, purchasing requisitions, expense reimbursements, or even time off requests. Save headaches and improve user experience with simple and easy to use technology.  
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AN EFFICIENCY HUB FOR BUSINESS

Why WorldView for Business?

With WorldView’s enterprise suite of solutions, we take a global approach to your business processes. We are constantly developing and implementing new tools to help companies streamline the way they work. It is through this innovation that we are able to provide such a diverse menu of services.

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GET IN TOUCH WITH OUR TEAM

Reach out today and see what WorldView can do for you.

Schedule a Demo