CASE STUDY
Paul W. Marks Wholesale Dashboard
Founded in 1946, Paul W. Marks has grown from a small family business into one of New England’s leading specialty food distributors. With a focus on quality, consistency, and long-term partnerships, the company supplies premium ingredients, baked goods, and confections to restaurants, cafes, and foodservice operations across the region. Every product they offer reflects their commitment to craftsmanship, customer care, and the finest flavors that have guided the Marks family for nearly eight decades.

Faster Ordering Process
2.8x
faster after 3 months
Wholesale customers can now place and manage orders nearly three times faster than before.
Improved User Experience
68%
fewer support requests
A cleaner dashboard and tier-based pricing simplified the buying process and reduced confusion.
Seamless Operations
83+
hours saved per month
Automated backend syncs eliminated manual data entry and reduced operational overhead.
Overview
Paul W. Marks approached us to design and develop a custom wholesale dashboard that integrated directly with their existing ERP system, Zoey. Their goal was to create a modern, user-friendly interface that simplified ordering for wholesale customers while maintaining full compatibility with backend operations. The result is a fully integrated system that streamlines the customer experience, reduces manual tasks, and gives the Paul W. Marks team greater control over their data and workflows.

Client Background
Paul W. Marks needed a wholesale platform that could match the complexity of their existing systems without sacrificing usability. Their previous solution required constant manual updates and customer support. They wanted a faster, more reliable experience that customers could trust and their team could easily manage.
The Challenge
The client required a two-way API sync between their ERP (Zoey) and the new website. Inventory, pricing, and order data had to stay perfectly aligned across both systems, ensuring customers always saw accurate, up-to-date information.

The Solution
Paul W. Marks needed a reliable two-way API sync between their ERP and website to keep inventory, pricing, and order data perfectly aligned in real time. Their complex system required a solution that could handle role-based pricing, dynamic product updates, and purchase order submissions while staying fast, stable, and scalable as the business continues to grow.
Real-Time ERP Sync
Product data, pricing, and account details stay automatically updated through a two-way connection with Zoey.


Customized Product Pages
Dynamic product pages automatically adjust pricing and availability based on stock levels and wholesale user status, ensuring each buyer sees accurate, relevant information in real time.
Modern Product Listings
A clean, mobile-optimized layout makes it easy for wholesale buyers to browse and filter products, view tiered pricing, and manage orders from any device.


Streamlined Purchase Orders
Wholesale customers can submit and manage purchase orders directly through the portal, reducing email back and forth and improving order turnaround time.
Role-Based Pricing
Every account sees pricing, discounts, and minimums tailored to its role, allowing Charleston Coffee Roasters to reward top-tier buyers while maintaining consistent margins.


Scalable Architecture
Built with flexibility in mind, the system is ready for future integrations, larger product catalogs, and new pricing tiers without added complexity or downtime.




