Demonstration environment — synthetic Paddywax operating data. No production data is displayed.
Profitable and growing — but wholesale OTIF is below the retailer standard, and the fix is concentrated in a dozen SKUs.
- The open order book stands at $22.9K across 17 unshipped sales orders — $18.2K of it wholesale. 5 orders worth $11.2K are flagged as backorders awaiting inbound supply.
- Wholesale OTIF is running at 72.1% against the retailer-standard 90%+ expectation (DTC on-time performance: 77.1%). Unit fill rate on shipped orders is 98.1%, and 5.7% of order lines shipped short.
- Production: 9 of 41 open work orders are blocked on 5 missing components — 2 fragrance oils, 2 vessels, 1 carton. Unblocking them clears every fill-rate-killer SKU before retailer ship windows close. Fragrance input costs are running 11.2% above last year with $18.3K in unrecovered purchase price variance.
- Fill-rate misses concentrate in 27 SKUs — Al Fresco Juniper Moss Refill Kit; Apothecary Lavender Mimosa Candle; Apothecary Coconut Santal Incense lead the list. Shorted units represent $8.7K in unrealized revenue, while 39 SKUs ($116.9K at cost) sit stranded with 90+ days of cover and no open-order demand.
- Booked revenue stands at $523.5K with wholesale contributing 56%, and blended gross margin holding at 49.3%. Momentum is positive: the trailing 3 months ran 16.0% above the same window last year.
- Cash and compliance: DSO is 42 days on wholesale AR with $500.5K outstanding, and retailer chargebacks total $47.5K (1.4% of wholesale revenue) — Shortage is the top deduction driver. Support containment is at 71.9% with 125 cases open; the return rate sits at 4.4%.
Recommended Actions
Value at Stake: $1.3M · addressable, mixed revenue/cash/protectedExpedite 5 critical component POs blocking the 27 fill-rate-killer SKUs
Of 60 late POs, 5 component orders — 2 fragrance oils, 2 vessels, 1 gift-set carton — are blocking 9 work orders that cover all 27 fill-rate-killer SKUs. Expediting releases $8.7K in shorted demand, clears 5 backorders, and protects the $1.1M Q4 build plan before retailer ship windows close.
- · Shorted open demand behind blocked SKUs: $8.7K (revenue at risk)
- · Q4 build plan on late POs: $1.1M (protected, not incremental)
- Cost to act
- ~$28K est. air-freight premium on 5 POs
- Deadline
- Vendor cutoff Aug 8 to hold retailer ship windows
- Owner
- Procurement Lead · A10 drafts, human approves
Rebalance $116.9K of stranded inventory into open wholesale demand
39 SKUs hold 90+ days of cover with no open-order pull. Targeted wholesale offers and DTC promotions against the $22.9K open book convert dead stock to cash before Q4 resets.
- · Stranded stock at cost: $116.9K
- · Assumed 60% sell-through at cost recovery via offers (cash conversion, not margin)
- Cost to act
- Promo markdown budget ~15% of recovered value
- Deadline
- Before Q4 planogram resets (mid-September)
- Owner
- Wholesale Sales Dir. · A04 drafts offers
Trigger reorder outreach to 3 at-risk wholesale accounts
Hearth Gifts, Hearth Goods, Golden Boutique represent $91.7K in trailing revenue. A draft reorder built from each account's top collection recovers an estimated 15% of run-rate.
- · Trailing 12-month revenue of 3 accounts: $91.7K
- · Assumed 15% recovery of run-rate via timely reorder (conservative reorder-cycle estimate)
- Cost to act
- Rep time only — no incremental spend
- Deadline
- This week — accounts past median reorder gap
- Owner
- Account reps · A04 drafts, rep sends
Dispute 20 open retailer chargebacks and chase 60d+ AR
$27K in chargebacks are open or disputed — shortage-driven deductions are recoverable once fill rates improve. Collections outreach on the 15 invoices 60d+ past due accelerates $156.8K of cash.
- · Open chargebacks: $27K × 50% assumed win rate = $13.5K
- · 60d+ AR accelerated (cash timing, not new revenue): $156.8K
- Cost to act
- AR analyst time ~2 days
- Deadline
- Dispute windows close 30 days after deduction
- Owner
- Controller · A01 assembles evidence packets
Holiday '26 Readiness
S&OP view · updates as WOs complete- 08/08 · 11d outComponent PO expedite cutoff5 POs must be expedited by this date to hold the build plan
- 09/19 · 53d outHoliday production complete41 WOs scheduled, 9 blocked on components
- 09/28 · 62d outFirst retailer ship windows openNational accounts, Holiday '26 resets
- 10/26 · 90d outPeak wholesale ship windowMiss this and chargebacks + cancellations follow
Order-to-Ship
The wholesale heartbeat — OTIF, fill rate, and where the misses come fromOrder Book & Fulfillment
Production
Financial
Wholesale Compliance & Cash
Sales & Order-to-Cash
Customer & Support
Inventory & Procure-to-Pay
AI Layer Performance
Agent Fleet
Reading & writing NetSuite records via SuiteTalk REST + RESTletsAnalytics & BI Agent
Natural-language analyst
Last: Update segment · Success
Open WorkspaceMaterials & Production Agent
Work order and component intelligence
Last: Expedite component PO · Success
Open WorkspaceLifecycle Marketing Agent
Campaign and retention copilot
Last: Raise risk alert · Success
Open WorkspaceWholesale B2B Sales Agent
Retailer and rep copilot
Last: Request human approval · Success
Open WorkspaceSupply Chain & Fulfillment Agent
Fulfillment and inbound logistics exception manager
Last: Retrieve context · Success
Open WorkspaceWMS Agent
Global warehouse intelligence above Manhattan WMS and NetSuite
Last: Draft transfer proposal · Success
Open WorkspaceCustomer Support Agent
Autonomous CX first-line support
Last: Raise risk alert · Success
Open WorkspaceScent Personalization Agent
Conversational scent concierge
Last: Create draft order · Success
Open WorkspaceProduct Insights Agent
Merchandising and design intelligence
Last: Retrieve context · Success
Open WorkspaceIn-Store Candle Bar Assistant
Associate and guest-facing retail copilot
Last: Update segment · Escalated
Open WorkspaceCompliance & Privacy Agent
Consent and claim governance gate
Last: Recommend action · Success
Open WorkspacePending Approvals
NetSuite Approval Routing queueDormant VIP segment needs winback
Generate campaign brief and offer logic
Impact: MediumTarget system: Klaviyo (Campaign sync)
Q4 hero SKU build plan short 2 components
Draft expedite requests for PO-8026 and PO-8050 with vendor air-freight quote comparison
Impact: HighTarget system: NetSuite Procurement
Marketing copy says candle is non-toxic and safe for everyone
Flag risky claim and propose approved wording
Impact: LowTarget system: SuiteCommerce InStore
CEO asks why conversion dropped last week
Root-cause analysis with chart and action list
Impact: MediumTarget system: Klaviyo (Campaign sync)
Retailer needs reorder for two locations
Draft location-level reorder
Impact: MediumTarget system: SuiteCommerce InStore
Trade show lead asks for opening assortment
Create starter assortment quote
Impact: HighTarget system: Klaviyo (Campaign sync)
Holiday launch has low inventory on hero SKU
Suppress hero SKU, recommend substitutes, update email draft
Impact: LowTarget system: NetSuite WMS
Shopper wants woody housewarming gift under $70
Recommend three products and build gift cart
Impact: MediumTarget system: SuiteCommerce InStore
Guardrail Events
Blocked before NetSuite write-backVariance above auto-threshold
Draft reconciliation entry
Low inventory
Request human approval
Unsupported claim
Retrieve context
High refund amount
Raise risk alert
Unverified customer
Recommend action
Unverified customer
Request human approval
Expedite cost exceeds threshold
Draft expedite request
Unverified customer
Draft response
From Paddywax Pilot to Designworks Collective Platform
12 brands · 6 divisions · one agent layerEvery agent here reads standard NetSuite record types — sales orders, work orders, inventory, invoices. Extending to sibling brands is a subsidiary filter, not a rebuild. The portfolio question this unlocks: where should DWC invest its next dollar of inventory, marketing, or product development?