Product Rep Connection

The project shouldn’t lose its supply chain.

TradeFlo connects the contractor’s project workflow with the manufacturer rep and distributor relationships already used to select, price, supply, install, and support electrical products.

TradeFlo does not replace the manufacturer–rep–distributor channel. It gives that channel a place to stay connected to the contractor’s actual project.

One live Project Record

From proposal through warranty

Proposal + material need

8 LED emergency fixtures

Manufacturer rep

Product / spec / warranty confirmation

Authorized distributor

Price / availability / fulfillment

Installed product

Product history stays with the job

Warranty + future support

Rep and distributor relationship retained

Rep

Product

Distributor

Price

Contractor

Approval

How it works

A lightweight layer on top of the project workflow.

The contractor does not stop building the proposal to enter another system. TradeFlo carries the project context forward and gives each channel participant only what they need.

01

Contractor builds the proposal

Materials are already part of the proposal. TradeFlo can show a planning range and ask whether the contractor already has the product or rep connection they need.

The contractor stays inside the proposal — no separate procurement app or duplicate data entry.

02

TradeFlo connects the product request to a rep

If the contractor needs help, TradeFlo creates a product request from the project context and routes it to a selected manufacturer rep.

The rep receives the contractor contact, product need, quantity, location, timing, and any known specification details.

03

The rep confirms the product

The rep can call the contractor directly, then use a secure no-login page to return the product, manufacturer, model or SKU, technical notes, spec sheets, warranty terms and requirements, alternates, and a recommended distributor with contact information.

TradeFlo supports the rep relationship instead of replacing it.

04

The distributor confirms price and availability

The distributor receives a focused pricing request and returns actual unit cost, availability, lead time, quote number, pickup or delivery details, freight if applicable, and quote documents.

Final pricing and fulfillment remain with the authorized distributor.

05

Everything stays with the Project Record

The selected product, rep, distributor, pricing, documents, fulfillment status, installation date, serial numbers, inspection context, and warranty information stay connected to the same live project.

The project does not lose its supply-chain history after the sale.

See the three sides

The contractor, rep, and distributor each get the right view.

These examples use demo project data, but they mirror the actual workflow now built into TradeFlo.

1. Contractor proposal

Product connection starts while the proposal is being built.

Commercial Receptacles

Qty

20 Each

Subtotal

$240

Material Planning

$4.50–$9 / Each

Planning guidance only — final pricing comes from the distributor.

Do you already have a manufacturer rep?

Yes
No — connect me

This mirrors the proposal experience shown inside the contractor workspace.

2. Manufacturer rep page

Secure, no-login product confirmation.

PR-1042

Confirm Product

Manufacturer

Lithonia Lighting

Model / SKU

ELM2L M12 · ELM2L-M12

Warranty

5 years · starts at installation

Distributor

Northline Electrical Supply · Sarah Lopez

Spec sheet + warranty documents
Open Rep Example

3. Distributor page

Secure, no-login pricing and fulfillment response.

PR-1042

Submit Distributor Pricing

Unit / Total

$142.80 · $1,142.40

Availability

8 in stock · 3–5 business days

Fulfillment

Pickup · Secaucus Branch

Quote

NL-839102

Upload normal distributor quote PDF
Open Distributor Example

Who confirms what

The channel keeps its existing roles.

TradeFlo structures the handoff without pretending every participant owns the same decision.

Manufacturer rep: Confirms product selection, manufacturer, model/SKU, specs, substitutions, warranty terms/start requirements/documents, and the recommended distributor/contact.

Distributor: Confirms actual price, stock or availability, lead time, quote details, pickup/delivery, freight if applicable, sale, and fulfillment.

Contractor: Makes the final project decision and decides what is approved, ordered, installed, and carried into the Project Record.

What stays protected

Rep sees project product context

Need, quantity, project location, timing, specs, and contractor contact when the contractor consents.

Rep does not see contractor financials

No labor cost, markup, margin, customer selling price, deposit, or customer financial information.

Existing relationships come first

Manufacturer rules, territories, and established contractor relationships override automation.

Human connection stays human

The rep can call the contractor directly. TradeFlo is the context layer, not a replacement for the relationship.

After pricing is confirmed

The product stays connected through fulfillment and installation.

The contractor approves the distributor and price, then TradeFlo keeps the product record moving through the practical field steps that usually disappear into calls, emails, and PDFs.

Approved

Contractor approves the confirmed product and distributor pricing.

Ordered

Order status is saved to the Project Record.

Pickup / Delivery

Track ready-for-pickup, shipped, or received status.

Installed

Contractor records installation date and serial numbers.

Warranty

Manufacturer warranty terms, start rules, documents, and support stay attached to the installed product.

Why it matters

One project. Four perspectives. One connected record.

Contractor

Less guessing, fewer disconnected calls and PDFs, and a clear path from product need to installed product.

Manufacturer Rep

Gets involved while a contractor is making a real product decision for a real project — with the context needed to help.

Distributor

Receives a more complete request and remains responsible for actual pricing, availability, sale, and fulfillment.

Project Record

Preserves who specified it, who supplied it, what was installed, and who supports it later.

What exists today

Proposal-level product and rep request

Contractor contact-sharing consent

Secure rep response page — no TradeFlo account required

Secure distributor pricing page — no TradeFlo account required

Contractor approval and Project Record connection

Product, pricing, specs, warranty terms/documents, distributor contact, fulfillment, installation date, and serial-number history retained with the project

Designed to validate with the channel

Routing stays intentionally flexible.

TradeFlo can use manufacturer line, product category, territory, project location, and existing contractor relationships to recommend the right rep. But the first version keeps human review in the loop so real manufacturer and distributor channel rules shape the routing — not assumptions.

The goal: make it easier for contractors to reach the right rep at the right point in the project, while preserving the distributor’s role in pricing and fulfillment.

TradeFlo OS

Connecting the project lifecycle without breaking the relationships that already make the channel work.

Contractor → manufacturer rep → distributor → installed product → inspection → warranty and future support, all connected to the same Project Record.