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Evaluate LuniOps for Your Distribution Workflow

Pilot fit, availability, support capacity, and scope are confirmed during planning. Where agreed, the pilot maps workflows and evaluates supported order, delivery, and invoice-preparation outcomes.

Who This Is For

The pilot program is best suited for distributors who:

  • Manage orders across multiple teams (office, field, delivery)
  • Coordinate deliveries manually or with fragmented tools
  • Struggle with missing information before invoicing
  • Need a cleaner handoff between operations and accounting
  • Currently rely on spreadsheets, WhatsApp, or paper processes

The Problem We Solve

Distributors lose time and accuracy when orders, field activity, deliveries, and invoicing live in separate systems.

Orders in one place, delivery updates in another

Field teams and office teams work from different sources of truth.

Late field information delays invoicing

Back office waits for confirmation that may come hours or days later.

Scattered customer communication

Customers call for status because they have no self-service access.

What the Pilot Includes

Workflow Discovery

We map your current order-to-delivery-to-invoice flow and identify where friction exists.

Initial Setup & Configuration

Configuration scope for products, customers, users, and roles is defined in the written pilot agreement and follows readiness gates.

Limited-Scope Rollout

Start with a focused workflow — not everything at once — and evaluate fit and agreed outcomes before considering a wider scope.

Direct Support

Support cadence, channels, and scope are defined in the written pilot agreement.

Feedback Cycles

Your feedback may inform product improvements; it does not create a roadmap or priority commitment.

Early Product Influence

Share which capabilities matter to your workflow. Product and roadmap decisions remain with LuniOps.

What You Can Expect

Operational Clarity

One system for orders, field activity, and delivery status — no more chasing across tools.

Delivery Execution

Supported delivery workflows can record digital delivery notes, signatures, and proof events; coverage is validated in the pilot.

Invoice Readiness

Delivered quantities and reviewed pricing can feed invoice preparation; any operational effect is measured in the pilot.

What This Is NOT

Transparency builds trust. Here is what the pilot program does not include:

  • Full ERP replacement on day one
  • Unlimited custom feature development
  • Complete bookkeeping or accounting software
  • Procurement or spend management tooling

The pilot evaluates fit and agreed outcomes in a focused distribution workflow before any scope expansion is considered.

How the Pilot Works

1

Book a Conversation

We discuss your workflow, team structure, and current pain points.

2

Assess Fit

We determine if LuniOps is the right tool for your specific distribution workflow.

3

Define Scope

Together, we pick a focused starting workflow — orders, deliveries, or invoicing.

4

Setup & Configure

Your environment is prepared with your data, users, and operational rules.

5

Controlled Readiness Review

Production use is considered only after configuration, access, legal, backup/restore, App Check, and controlled smoke-test gates are evidenced.

6

Review & Decide

After the pilot period, we review results together and decide on next steps.

Frequently Asked Questions

How long does the pilot last?

Timeline and milestones are defined from scope, dependencies, and readiness gates in the written pilot agreement.

Is the pilot free?

Pilot fee, currency, billing cadence, support scope, and response expectations are defined only in the written pilot agreement.

What if LuniOps isn't the right fit?

That's a valid outcome. The pilot is designed to test fit before any long-term commitment. If it's not right, we part ways professionally.

Do I need to migrate all my data?

No. The pilot starts with a focused scope. You can import a subset of customers and products to test the workflow without disrupting your current operations.

Can I keep using my current tools during the pilot?

Parallel operation depends on the agreed data and workflow scope. Any transition follows evidenced readiness gates, a controlled production smoke test, and a written decision.

What happens after the pilot?

We review the evidence and open decisions. Any continued commercial access, plan, modules, and terms require a separate written agreement.

How many pilot partners do you accept?

Availability and support capacity are confirmed during pilot planning and recorded in the written agreement.

Which industries do you support?

LuniOps is built for food distributors, wholesalers, and B2B distribution companies. If you manage orders, deliveries, and invoicing, we likely fit.

Ready to Explore If LuniOps Fits Your Workflow?

Book a conversation to discuss your distribution operations. No commitment required.