Transform Food & Beverage Operations with Gridlex
With Gridlex, food & beverage manufacturers & distributors replace siloed systems with one intelligent suite—CRM, service desk, inventory workflows, contract automation, and more. Drive margin, compliance, and customer satisfaction from one connected platform.
Gridlex Capabilities, Apps & Features for Food & Beverage Manufacturers & Distributors
Gridlex’s Unique Solutions for Food & Beverage Manufacturers and Distributors

No Code, Ultra-Customizable AI Builder for Food & Beverage Manufacturers & Distributors
The Problem:
Food & beverage businesses—from co-managers to regional distributors—are constantly forced to adapt. New regulatory mandates, lot tracking needs, promotional pricing logic, QA workflows, and supplier onboarding processes don’t wait for IT bandwidth. Most manufacturers and distributors can’t afford custom dev teams or license dozens of point solutions. Instead, operations limp along on spreadsheets, email threads, or tools that don’t talk to each other—creating silos, errors, and compliance risk.
How Gridlex Helps:
Gridlex gives both manufacturers and distributors the ability to launch exactly the workflows they need—without developers or third-party tools. Whether you need to digitize HACCP inspections, trace lot-level issues, build custom portals, or enforce contract pricing rules, Gridlex’s no-code AI builder delivers. Users define data models (e.g., SKUs, contracts, QA events), configure forms and rules, and deploy apps in days. AI agents extract data from PDFs, emails, or uploads, turning unstructured inputs into automated workflows. This means sales ops, QA, finance, and compliance can build secure, compliant, role-based apps—all in a single suite.



Customer Service & Ticketing for Food & Beverage Manufacturers & Distributors
The Problem:
Customer complaints, quality incidents, SLA breaches, and credit claims flow in from everywhere—email, phone, brokers, and portals. For both manufacturers and distributors, these issues span teams—QA, sales, finance, ops—but rarely live in one structured system. The result? Lost cases, siloed responses, reactive firefighting, and poor customer satisfaction. Worse, there's no audit trail for CAPAs or regulatory follow-up.
How Gridlex Helps:
Gridlex unifies customer service across manufacturing and distribution. Every complaint or ticket is automatically tagged to the right order, lot, SKU, co-man, or customer—then triggers downstream workflows: CAPAs, credit approvals, regulatory reviews, or field quality alerts. Shared inboxes are structured by role and team, ensuring collaboration with RBAC controls. Dashboards provide full visibility from first complaint to final resolution—whether it’s a regulatory label issue flagged by a broker or a late delivery causing returns. Gridlex enables faster, cleaner, auditable customer service.

Warehouse Integration for Food & Beverage Manufacturers & Distributors
The Problem:
From raw materials to finished goods, warehouse visibility is crucial—but for most food businesses, it’s invisible. Sales reps promise inventory they can’t see. QA teams don’t know what’s on hold. Finance catches mismatched invoices after it’s too late. And logistics doesn’t flag issues until customers complain. Whether you’re shipping frozen pallets or prepping a new product run, the lack of real-time warehouse insight slows operations and hurts service.
How Gridlex Helps:
Gridlex integrates warehouse data directly into your front-line tools—CRM, QA, service desk, finance, and portals—without needing to rip and replace your WMS. Whether you use API feeds, file uploads, or paper logs, Gridlex ingests ATP, staging status, damage reports, and more, and turns them into actionable alerts and dashboards. Sales sees real-time ATP for quoting. QA gets notified when hold lots are staged. Finance reconciles fulfillment with invoicing in real time. And customer service can preempt complaints by tracking shipment delays. Gridlex bridges the warehouse-to-desk divide.



CPQ Integration with CRM for Food & Beverage Manufacturers & Distributors
The Problem:
Quoting in food & beverage is anything but simple—volume tiers, pack size pricing, promotions, regional rules, and real-time inventory constraints. Sales teams often rely on offline spreadsheets, disconnected quoting tools, or guesswork. This leads to margin loss, errors, approval delays, and strained customer relationships—especially when quotes don’t reflect live costs or contract terms.
How Gridlex Helps:
Gridlex embeds a powerful CPQ engine directly into its CRM—built for F&B complexity. For manufacturers, that means pack-size-aware pricing, co-man cost logic, and quote-to-contract automation. For distributors, reps can quote with live ATP, apply promotional rules, and auto-generate contracts. AI agents validate quotes against contract terms, flag rebate violations, and sync with inventory and ERP data. Sales, finance, and legal all work from the same system, shortening cycles, increasing accuracy, and protecting margins.

Contract Intelligence for Food & Beverage Manufacturers & Distributors
The Problem:
Contracts hold critical data—rebate schedules, volume tiers, pricing floors, service obligations—but are often buried in PDFs or scattered inboxes. Whether it’s a national retailer agreement or a co-man production contract, missing a clause can mean lost margin, penalties, or compliance failures. Sales, procurement, and QA lack structured visibility into what’s been agreed—until there’s a problem.
How Gridlex Helps:
Gridlex transforms contracts into structured, actionable data. AI agents extract key clauses—renewal dates, rebate logic, ingredient sourcing rules—and embed them into CRM workflows. Sales gets alerted when quotes violate pricing terms. Procurement sees if volume commitments are off-track. QA is notified when FSMA or allergen clauses are triggered. Every department acts on live, enforceable rules, not static PDFs. Contracts become central operational assets—not just legal records.



Order Management for Food & Beverage Manufacturers & Distributors
The Problem:
Order intake is messy—PDFs, EDI, email reorders, broker Excel sheets. Manufacturers and distributors alike suffer from manual re-entry, fulfillment delays, credit risks, and missed production planning. No one knows what’s committed, which SKUs are in stock, or whether the order meets contract terms until it’s too late.
How Gridlex Helps:
Gridlex consolidates and automates the order intake process, no matter the format. AI reads PDFs, emails, and spreadsheets, extracting SKUs, pricing, and delivery terms—and validates everything against contracts, inventory, and credit. Orders are structured, exceptions flagged, and fulfillment workflows triggered instantly. For manufacturers, that includes MOQs and export specs; for distributors, it’s fulfillment status, ATP, and SLA triggers. Every team—sales, finance, logistics—gets a shared, real-time order view with no rekeying required.

Lot, Recall & Return Management for Food & Beverage Manufacturers & Distributors
The Problem:
In food & beverage, product issues—whether quality complaints, contamination risks, or labeling errors—require fast, lot-level action. But many companies rely on fragmented systems: returns in emails, QA logs in spreadsheets, and customer outreach done ad hoc. This delays responses, increases regulatory risk, and leads to over-recalls or lost trust.
How Gridlex Helps:
Gridlex provides structured, end-to-end traceability. Every complaint, return, or QA flag is tagged to a specific lot and triggers downstream workflows: internal investigations, customer alerts, CAPA escalations, and credit approvals. Distributors can isolate affected inventory and notify customers within hours. Manufacturers can trace from raw materials to finished goods and back. Mock recall simulations generate audit-ready reports. With Gridlex, you gain a single source of truth across inventory, service, compliance, and customer communication.



Accounting & ERP Integration for Food & Beverage Manufacturers & Distributors
The Problem:
Sales, service, and ops need financial visibility—but ERP systems are locked down and not designed for collaboration. Without access to real-time margin data, credit exposure, or invoice status, teams make poor decisions: quoting too low, shipping without credit checks, or missing AR follow-ups.
How Gridlex Helps:
Gridlex integrates with your ERP and accounting systems and surfaces only the relevant financial data through role-based dashboards in CRM and service tools. Reps see margin and credit insights. Finance tracks disputes and overdue accounts. QA and procurement check supplier financial standing. Every stakeholder gets filtered, real-time insight—without breaching ERP governance. The result is smarter pricing, fewer disputes, and proactive issue resolution.

External Portals for Food & Beverage Manufacturers & Distributors
The Problem:
Emailing for every invoice, document, or certificate wastes time and causes errors. Vendors can’t track submissions. Customers can’t view returns. Brokers, QA labs, co-mans—all have different needs, but legacy portals are rigid and hard to update.
How Gridlex Helps:
Gridlex lets you create secure, fully branded external portals tailored to each stakeholder—customers, vendors, auditors, brokers, or labs. Customers can check orders and submit returns. Vendors upload HACCP and insurance docs. QA labs share results. Auditors get filtered access during compliance reviews. Portals are no-code configurable by business teams with RBAC and audit trails built in. Gridlex replaces inbox chaos with structured collaboration.



Supplier & Product Compliance for Food & Beverage Manufacturers & Distributors
The Problem:
FSMA, allergen labeling, HACCP, SQF—compliance requirements are endless, and every vendor and product comes with its own set of documents. Most companies juggle this via shared drives, spreadsheets, and email inboxes. Certifications expire unnoticed. Allergen changes go unflagged. Audits turn into scramble sessions.
How Gridlex Helps:
Gridlex centralizes supplier and product compliance into structured, searchable records. AI extracts fields from COAs, HACCP plans, and allergen declarations. Expiry dates trigger automated renewal workflows. Every document is linked to the correct vendor, SKU, lot, and facility. QA, procurement, sales, and service all work from one live compliance dashboard. Customers and auditors can access filtered documents via external portals—making audits seamless and compliance proactive.

Master Data, Catalog & Price Feed Management for Food & Beverage Manufacturers & Distributors
The Problem:
SKUs vary by market, pack size, vendor, and price tier. But most food businesses manage this via inconsistent spreadsheets and disconnected systems. The result? Sales quoting wrong prices. QA referencing outdated allergens. Service and finance working off mismatched names. Errors, rework, and compliance risk pile up.
How Gridlex Helps:
Gridlex unifies product, vendor, pricing, and compliance data into one governed master data schema. AI flags duplicates, version mismatches, and missing fields. Changes propagate across CPQ, portals, CRM, and QA workflows instantly. Whether you’re launching a new SKU, updating allergen tags, or syncing vendor cost files, every team sees the same truth—validated, segmented, and auditable. Gridlex makes clean data a growth enabler, not a bottleneck.



Food Safety Incident & CAPA Automation for FSMA Compliance
The Problem:
From temperature excursions to label errors, food safety incidents are inevitable—but most businesses still log them in paper forms or scattered spreadsheets. There’s no structured follow-up, no trend tracking, and no way to show regulators a complete corrective action lifecycle.
How Gridlex Helps:
Gridlex automates the full CAPA process. A QA flag, customer complaint, or audit finding instantly triggers a structured workflow—root cause analysis, corrective steps, approvals, and closure. Dashboards show open CAPAs, recurring categories, and resolution time. Preventive controls are tracked by facility and linked to real-time QA data. Whether it’s a live issue or a mock recall, Gridlex ensures every action is logged, traceable, and compliant with FSMA, GFSI, and internal standards.

CRM & 360° View of Customers and Suppliers for Food & Beverage Manufacturers & Distributors
The Problem:
Food & beverage businesses don’t just need a contact list—they need deep visibility into each customer and supplier: contract terms, credit status, complaints, CAPAs, compliance files, trade deals, and quality scores. But in most organizations, this data lives in silos—email threads, spreadsheets, shared drives, and disconnected tools. Teams operate on partial views, leading to errors, service gaps, and missed opportunities.
How Gridlex Helps:
Gridlex provides a structured CRM built specifically for operational excellence—not just sales tracking. Every customer and supplier profile includes all touchpoints: onboarding documents, pricing exceptions, QA issues, trade promotions, and dispute histories. Field reps log store-level feedback. Procurement sees co-man performance. Finance tracks credits and compliance in one view. Role-based access ensures each team gets the context they need. Gridlex turns CRM from a static database into an operational command center—enabling smarter, faster, cross-functional decision-making.
