Know the customer behind the order.
See contacts, balances, and the products each customer can order in one place before you take the next order.
Bring customers, orders, buyer ordering, inventory and financial visibility together. Every CloTrace workflow is included.
We will confirm the features, connections, and setup your team needs before rollout.
“Two cases romaine,
one case celery.
For Thursday, please.”
Give the customer desk, warehouse and office the tools to manage their part of the day in one place.
See contacts, balances, and the products each customer can order in one place before you take the next order.
Put products, quantities, prices, and delivery details in one draft. Your team checks and approves the order before it moves forward.
Invite buyers to browse the products you allow, request orders, and ask questions. Your team reviews each request and answers each question.
See open work, customer balances and decisions waiting for approval.
Review open work and the signals that need a closer look.
Keep a visible review step before supported actions move forward.
See recorded customer balances and the total outstanding.
CloTrace runs the connected lot workflow. CloPro includes all of CloTrace, then adds the customer, ordering, and office work around it.
| Capability | CloTrace | CloPro |
|---|---|---|
| Shared CloTrace foundation | ||
| Receiving and source records | Included | Included |
| Lot and package inventory | Included | Included |
| Packing and repacking | Included | Included |
| Fulfillment and shipping | Included | Included |
| Recall review and supported exports | Included | Included |
| CloPro adds | ||
| Customer details, contacts, balances, and product access | Not included | Included |
| Customer order management | Not included | Included |
| Buyer portal for invited customers | Not included | Included |
| Management dashboard and approvals | Not included | Included |
CloPro handles the operational workflows in your agreed scope. QuickBooks remains the accounting ledger for supported postings, reconciliation, and financial records.
Review the QuickBooks connectionConfirm customer, catalog, pricing, vendor bill, posting, and reconciliation responsibilities during setup.
Uses a separate Windows connection. We check your year, edition, and workflow during setup.
Delivery routes, vendor payables, fresh sheets, sales follow-up suggestions, and email templates are planned. We will share availability as these features are released.
Yes. CloPro includes the receiving, lot inventory, packing, repacking, shipping, recall review, and supported export foundation shown in CloTrace.
No. Clovero runs the operational work in scope while QuickBooks remains the accounting ledger. We confirm the boundary for each record and posting during setup.
Invited buyers can request orders for the products you allow them to see. Your team reviews each request before it becomes an order.
Show us how your team works, from customers and orders to the warehouse and office. We’ll walk through Pro with your business in mind.
Start with sample data. We’ll confirm next steps together.