Customer story

Meet Dana Reyes

Owner/Operator, Reyes Restaurant Supply Co., a real-world use case for how TraxSail AI's workflow runs quietly in the background of a small distribution business.

DR

Dana Reyes

Owner, Reyes Restaurant Supply Co.

12 employees · 28 suppliers · ~150 restaurant customers

Business type

Restaurant equipment & disposables distributor

Team size

12 people, no dedicated ops/IT hire

Old workflow

Shared Google Sheet + manual "checking in" emails

Biggest pain point

Finding out about delays after a customer complains

A week with TraxSail AI

Dana's actual workflow, start to finish

MONDAY, 8:15 AM

Drags in her weekly order export

Dana exports her usual order sheet from her point-of-sale/ordering system, same messy format she's used for years, and drags it into TraxSail. No reformatting, no template. AI parses 14 new purchase orders across 9 suppliers in under 10 seconds.

MONDAY, 8:16 AM

AI catches a price hike, instantly

One of the 14 new POs has Northstar Fasteners' hex bolts priced 18.5% higher than her last order, buried in a spreadsheet Dana would never have caught by eye. TraxSail flags it right on her dashboard before she even finishes her coffee.

WEDNESDAY, 30 SECONDS

AI writes the follow-ups, she just hits send

Two suppliers haven't confirmed their ship dates. TraxSail writes a polite check-in to each, in Dana's business's voice, and drops both in her review queue. She skims them over coffee, sends both, and that's the whole task.

WEDNESDAY, 4:40 PM

A reply comes in, and gets read for her

One supplier replies admitting a 3-day delay. AI reads and classifies the reply instantly, updates the PO status, and resets the follow-up clock. Dana finds out from her dashboard, not a scramble.

THURSDAY MORNING

She gets ahead of the customer complaint

Because she knew about the delay a day early, Dana proactively calls the affected restaurant customer before they notice anything's wrong, turning a potential complaint into a "wow, they're on top of it" moment.

FRIDAY, 9:00 AM

Shipment closes the loop automatically

A different order ships via FedEx, another via UPS. TraxSail's UPS + FedEx Integrated Tracking syncs both automatically, and the moment either is marked delivered, the PO auto-closes. Dana never had to check a tracking number by hand.

FRIDAY, 5:00 PM

Her AI concierge flags a bigger problem

TraxSail's AI Data Insights show her one supplier's reliability score has quietly dropped over the past month, they've pushed their ship date back three times without ever going silent, so a simple "did they reply" check would've missed it entirely. Nothing urgent yet, but worth a call before it becomes one. Dana never opened a spreadsheet all week.

FRIDAY, 5:15 PM

She sees exactly where her risk is concentrated

TraxSail's Supplier Lead Time & Risk view lays it out plainly: nearly $9,200 in spend is currently tied up with the one supplier whose reliability keeps sliding, right next to their on-time percentage and average delay in days. It's not a crisis, she's not over the 50% single-source concentration threshold TraxSail watches for, but now she can see it before it becomes one instead of guessing from memory.

FRIDAY, 5:30 PM

Her Cash Flow Forecast catches a tight week before it hits

TraxSail combines what she owes suppliers with what customers owe her, and projects it 12 weeks out. It flags a week three out where she's due to pay nearly $14,000 in committed supplier orders against under $1,000 in expected customer receipts. Dana calls a customer to collect an invoice a few days early and pushes a discretionary order back a week, instead of finding out she's short when the payment's already due.

What Dana would see on her dashboard next

Amazon Seller Protection

Coming Soon

If Dana sold on Amazon, a late supplier is what would empty her FBA inventory, and a stocked-out listing loses the Buy Box, sheds rank, and takes weeks to climb back. TraxSail is building a direct connection to Amazon Seller Central so a supplier's slipping ship date turns into a dated stock-out warning, while there's still time to expedite.

Selling on Shopify instead? This part is already live — read Marcus's story →

The result

TraxSail AI didn't just save Dana time and frustration,
it put real-time data intelligence behind every decision she makes.

~6 hrs

saved per week not writing follow-up emails or manually checking tracking numbers

1-2 days

earlier warning on delays, enough time to get ahead of a customer, not react to one

28 → ranked

suppliers now sorted by actual reliability, not gut feel, renegotiation leverage built in

18.5%

price hike caught and renegotiated the same week, instead of discovered months later in the books

38 days

DSO on outstanding customer invoices, tracked automatically instead of eyeballed from memory

12 weeks

of cash flow runway visibility, so a tight week is a plan, not a surprise

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