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OptiMason

Automation for warehouses and big-box suppliers

Free 20-minute call · Limited time: 40% off an audit. Terms

Supplying a big-box retailer means living inside their rules: routing guides, labeling specs, ASN windows, and a chargeback whenever you miss one. A short, fixed-price audit of where that eats your week, then a build that catches the misses first.

Chargebacks are a process problem

Every account comes with a routing guide running to dozens of pages that changes without warning — label placement, carton marks, pallet configuration, appointment windows, ASN timing. Miss one and the deduction appears weeks later, when nobody remembers the shipment.

This usually sits with one experienced person and a spreadsheet. It works until they are on vacation, you add a third account, or the guide changes.

The audit maps what each account requires and where your process diverges. A rule nobody wrote down cannot be enforced by software.

Where the hours go in a supplier operation

The ones that come up most often. Yours will differ by retailer.

EDI exceptions

Failed 850s, mismatched 856s, acknowledgements nobody chased — each one a person in a portal working out what was rejected.

Routing guide compliance

Checking each shipment against the current guide, usually from memory and a printout.

Chargeback review and disputes

Deductions arriving weeks later, needing someone to reconstruct the shipment and assemble evidence.

ASN accuracy

Notices that must match what is on the truck, built at the end of a shift.

Vendor portal updates

Item setup, pricing and uploads across several portals, each with its own idea of a required field.

Inbound and receiving discrepancies

Shipments that do not match the PO, resolved by email with the warehouse floor.

A chargeback caught before the truck leaves costs a few minutes. Found on a remittance, it costs the margin.

The audit prices each opportunity in your own numbers, with a downside case beside it. For a supplier the arithmetic is unusually clean, because chargebacks are already a line item you can count.

When a workflow is not ready — scattered data, a process that changes every time — the report says so plainly instead of selling you a build that will break.

How the audit works

Built around your WMS and EDI, not instead of them

No new platform, no migration, no rebuild.

Built against the systems you have — your WMS, EDI provider or VAN, vendor portals, the ERP and the spreadsheets between them. Everything runs in accounts you own.

Nobody is replacing your WMS or EDI setup. Work sits around them, flagging what looks wrong before it ships.

On anything the retailer sees

Anything the retailer sees keeps a human in the loop. The automation flags and prepares; a person approves — a wrong ASN creates the chargeback it was meant to prevent.

Where our experience does and does not apply

Straight answer: we have run multichannel ecommerce brands with warehouse operations, not a big-box supply business. Order exceptions, inventory reconciliation and warehouse handoffs are familiar ground. Deep EDI compliance and chargeback disputes are adjacent rather than lived.

What transfers is two decades of enterprise architecture for major US banks and insurers: rigid external formats, penalties for non-compliance, rules spread across documents and people.

We can show you what we built for our own operation, and you can judge the fit. There is 40% off an audit for a limited time.

Start small if you prefer

A $999 Workflow Review takes one workflow — chargebacks or EDI exceptions — and tells you what it costs and whether it is worth automating. Credited in full against an audit.

Free 20-minute call · Limited time: 40% off an audit. Terms