Frequently Asked Questions about SimplyDepo

SimplyDepo is an all-in-one B2B wholesale and retail execution software built specifically for CPG workflows. It combines wholesale ordering, CRM, route optimization, merchandising compliance, and AI-powered analytics to help brands and distributors work smarter

• CPG brands looking to streamline B2B order processing
• Distributors managing multiple product lines and clients
• Field sales teams needing mobile, offline-ready tools
• Merchandisers tracking in-store compliance and execution
• Beverage, food, and consumer goods companies looking for one connected platform

SimplyDepo focuses exclusively on consumer packaged goods workflows, offering AI-driven insights that:

• Predict demand and prevent stockouts
• Identify high/low-performing SKUs
• Optimize delivery routes
• Detect merchandising compliance gaps in real time

Yes. Many startup brands and small distributors use SimplyDepo as their first digital sales and retail execution platform.

SimplyAI uses predictive analytics to forecast orders, identify SKU trends, optimize delivery routes, and answer natural language queries like “Show me top-selling products last quarter.”

Yes. The mobile app allows offline order entry, note-taking, and photo capture, syncing automatically when reconnected.

Yes. SimplyDepo integrates with Quickbooks and other ERP systems.

• Custom merchandiser task lists
• AI-powered photo compliance checks
• Real-time visibility into stock, pricing, and placement
• Manage dashboards for progress tracking

Yes. Fields, product groupings, and pricing can be tailored by customer, region, or campaign.

Yes. Supports customer-specific price lists, volume discounts, and promotions.

Yes. Capture competitor SKUs, pricing, and shelf placement for competitive analysis.

Streamlines order collection, monitors product freshness, optimizes delivery schedules, and maintains ideal stock levels using AI.

Yes. Create, track, and evaluate promotions with instant access for field reps.

Yes. Allocate stock across multiple warehouses based on demand forecasts and route efficiency.

Yes. Unifies wholesale and e-commerce data for consistent inventory and pricing management.

We offer flexible, team-size-based pricing with all core functions included.

Most teams onboard in under two weeks with guided setup and training.

Yes. Live demos and trial environments are available.

Yes. Both monthly and annual plans are available.

Yes. Import customers, SKUs, pricing, and orders via CSV or ERP sync.

Yes. Role-based access control limits data visibility per user.

In real time when online, queued and pushed when offline.

Yes. Filter by rep, region, channel, or customer type.

Yes. Notes, photos, GPS, and compliance checks are saved together.

Yes. Returns are recorded in-app and linked to orders.

Yes. Customers can sign directly on the mobile device.

Yes. Integrated with accounting software.

Yes. Supports CRM, email, and promotion integrations.

Yes. Ordering functions can be disabled for merch-only roles.

Yes. AI photo recognition calculates shelf percentages.

Yes. Integrates e-commerce/DTC and wholesale for unified operations.

Yes. Compare SKUs, promotions, and compliance by chain or territory.

Set launch-specific task lists, promo pricing, and merchandising checklists.

Yes. Merchandisers access updated planograms and marketing materials.

Yes. SimplyAI predicts order volumes using historical and seasonal data.

Yes. Filter accounts by channel, frequency, or region.

Yes, if retailers share data, SimplyDepo integrates these insights.

Yes. Automated alerts can be configured.

Yes. Tracks distribution, shelf execution, and field feedback.

By optimizing delivery routes and reducing overproduction.

Yes. Export in multiple formats for presentations or updates.

Yes. Manage diverse catalogs, assign SKUs to suppliers, and set supplier-specific pricing.

SimplyAI optimizes routes based on locations, time windows, and traffic data—reducing fuel costs.

Yes. Monitor stock in warehouses, cross-docks, and delivery vehicles in real time.

Yes. AI forecasting recommends replenishment quantities based on trends and lead times.

Yes. Define customer-specific order rules.

Yes. Assign payment terms, credit limits, and account status flags.

Yes. Dashboards show performance metrics by territory or segment.

Yes. Target promotions by group, territory, or order volume.

Track order activity, visit logs, GPS check-ins, and compliance.

Yes. Supports van inventory and cash-on-delivery.

Yes. Manage restocking or disposal workflows.

Yes. Export sales, stock, and territory data for supplier meetings.

Yes. Manage wholesale and retail channels in one platform.

• 24/7 chat and email
• Dedicated onboarding specialists
• Knowledge base with articles and videos

Yes – for larger or complex accounts.

Offline mode ensures reps can keep working until the connection is restored.

Yes. Uses enterprise-grade encryption, secure APIs, and regular audits.

We use secure Google Cloud hosting with data logically separated per customer. All information is encrypted in transit (when sent) and at rest (when stored), using industry-standard encryption protocols.

Customer data is stored in trusted, reputable cloud data centers with strong physical and network security controls.

Our platform is built for high availability, with a target uptime of 99.9%. We monitor systems continuously to address potential issues quickly.

Yes. Our data handling practices are designed to align with GDPR and other relevant privacy regulations. We are committed to transparency and only process customer data as directed.

No. We do not share, sell, or disclose customer data to third parties unless specifically requested by the customer or required by law.

Yes. We can provide details about our security practices and answer vendor assessment questions under a mutual NDA.

Yes. A standard DPA is available upon request for customers who require one for compliance.