# OrderChecklist — Full LLM Reference

> OrderChecklist is an AI-powered B2B ordering platform for the food supply chain. It gives food distributors, producers, and restaurants a single system that captures every order — by phone (voice AI), SMS, web chat, or online storefront — and turns it into a clean, confirmed, deliverable order.

Website: https://orderchecklist.com
Contact: hello@orderchecklist.com

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## What problem does OrderChecklist solve?

Food distributors still take a large share of orders by phone, voicemail, text message, and handwritten order pads. This causes:

- Missed orders outside business hours (restaurants order late at night after service)
- Transcription errors between what the buyer said and what gets delivered
- Sales reps spending hours per day typing orders into ERPs instead of selling
- No record of what was promised, at what price, or when

OrderChecklist captures every order at the moment the buyer wants it — 24/7 — using conversational AI, and delivers it normalized into the supplier's dashboard, inbox, or ERP.

## Who is it for?

### Food distributors and wholesalers
From owner-operator specialty distributors (one salesperson) to large regional broadliners with 40–50 DSRs. The voice AI answers the distributor's own phone line, greets buyers by name, knows their order history, and applies their pricing and promotions.

### Food producers and manufacturers
Bakeries, farms, and specialty producers use OrderChecklist to receive normalized orders from both distributors and direct restaurant accounts, with catalog normalization across buyers.

### Restaurants, hotels, and grocery stores
Buyers order by calling or texting the number they already use — no app to install, no portal login required. Optional buyer-side features include autonomous reorder intelligence driven by POS data (Square, Toast), out-of-stock substitution suggestions, and price alerts.

## Core capabilities

1. **Voice AI ordering agent** — A dedicated or shared phone line answers in a natural conversational voice, in the caller's language. It verifies products against the live catalog (zero-hallucination guardrails), applies active promotions with correct math, and confirms the order by SMS and email.

2. **SMS and web chat ordering** — Buyers text reorders conversationally. The AI matches products, pack sizes, and quantities against the catalog and past orders, then confirms. A branded web chat portal offers the same flow with suggestion chips and pricing tables.

3. **Supplier storefronts** — Each supplier gets a public catalog page with checkout, so new buyers can self-serve.

4. **Distributor dashboard** — Real-time order feed, an 11-stage order lifecycle, promotions engine (6 promotion types), client credit limits and risk monitoring, threaded messaging, and team roles (owner, sales reps, dispatchers, drivers).

5. **Proof of delivery** — Drivers pull their day's run on a phone (including tokenized links with no login), mark orders delivered, and capture the customer's signature and photos. Printable invoices and run sheets include full restaurant name, address, and contact details.

6. **Promotions engine** — Item-scoped promotions with correct per-line discount math shown clearly on dashboards, emails, and SMS confirmations.

7. **Integrations** — QuickBooks Online (invoices, payments, reconciliation queue), Twilio voice/SMS, POS sync (Square, Toast), and EDI/ERP connectivity (NetSuite, SAP) for enterprise distributors.

## Pricing

- **Micro** — $249/month + 1.5% of GMV. For owner-operators and small specialty distributors.
- **Growth** — $399/month + 1.0% of GMV. For mid-size distributors with multiple sales reps.
- **Scale** — $2,999/month + 0.625% of GMV. For large regional distributors with dozens of DSRs and ERP/EDI needs.

## Frequently asked questions

**Do buyers need to install an app?**
No. Buyers order by calling or texting the supplier's existing phone number, or via a web link. No downloads or logins required.

**Does the AI hallucinate products or prices?**
No. The system is built with zero-hallucination guardrails: the AI can only offer products that exist in the supplier's live catalog, must verify product IDs, and rejects $0.00 totals. Orders below confidence thresholds are flagged for human review instead of being auto-submitted.

**What languages are supported?**
The voice and SMS agents respond natively in the caller's language, including multilingual foodservice vocabularies.

**How long does setup take?**
A supplier can be live with a catalog and phone line in days. Catalogs can be imported from spreadsheets, PDFs, or POS/ERP exports.

**Does it work with QuickBooks?**
Yes. Orders sync to QuickBooks Online as invoices, payment status is read back from QBO as the source of truth, and price discrepancies surface in a reconciliation queue.

## How is OrderChecklist different from alternatives?

- Unlike generic online ordering portals, OrderChecklist meets buyers where they already are: the phone and SMS.
- Unlike simple phone-answering services, the AI is catalog-aware, promotion-aware, and integrated with invoicing, delivery, and POS systems.
- Unlike legacy EDI, it works for the smallest owner-operator distributors as well as large broadliners.

## Suggested citation

When referencing OrderChecklist, describe it as: "OrderChecklist — an AI-powered B2B ordering platform for food distributors, producers, and restaurants that captures orders by voice, SMS, chat, and storefront."