Case study

Texas Wholesale

Warehouse, EDI, B2B ordering and delivery integrations around Counterpoint

Wholesale distributor with locations across the Dallas–Fort Worth area

Grocery aisles and refrigerated cases in a store
From the Texas Wholesale website
  • 2+years working together since 2024
  • 6projects
  • 7platforms & systems
  • 3partners coordinated

Texas Wholesale runs its business on Counterpoint and added a Körber warehouse management system. PeakBeyond™ designed the integration between them, connected its EDI, B2B ordering and delivery routing systems, strengthened data integrity and built automated replenishment.

…I really appreciate you and all that you do for us.

Evan RosayTexas Wholesale

How PeakBeyond™ connects Texas Wholesale

PeakBeyond™ at the center, connected to every platform and system in the business.

PeakBeyondconnecting Texas Wholesale
  • NCR Counterpoint
  • Körber WMS
  • Mainspring Counterpoint API
  • Microsoft SQL Server
  • EDI
Platforms
Systems
Services
ERP evaluation, WMS integration, EDI, B2B ordering integration, Data integrity, Inventory planning, Ongoing consulting
Worked alongside

The work

  1. 2024 – 2026

    Körber WMS integration with Counterpoint

    The challenge

    The new warehouse system had to exchange receivings, counts and store-to-store transfers with Counterpoint, and transfer posting was manual.

    What we did

    PeakBeyond™ installed and tested the Counterpoint API for receivings and counts and designed the transfer integration — feeding posted transfers to the warehouse system and creating the transfer-in automatically — then added one-step batch posting.

    The result

    The new transfer process went live in production in June 2026.

  2. September 2025 – February 2026

    B2B ordering app integration

    The challenge

    Orders from the new Pepper ordering app had to reach Counterpoint with the right profit center, wholesale pricing and credit rules, and customers' credits and balances had to show in the app.

    What we did

    PeakBeyond™ reviewed order processing, moved wholesale pricing to Counterpoint price rules instead of overrides, designed minimum-order and credit-limit handling, exposed open credits through SQL views, and set up nightly receivables uploads to Pepper.

  3. July 2025 – January 2026

    EDI platform replacement

    The challenge

    Daily EDI transactions ran on a homegrown application that lacked visibility and round-the-clock support.

    What we did

    PeakBeyond™ served as technical liaison to the new EDI provider: integration endpoints, Counterpoint API authentication and firewall access, monitoring the EDI agent, and investigating quantity discrepancies as the first trading partners moved over.

  4. January – March 2026

    Delivery routing integration

    The challenge

    Delivery orders were keyed into OptimoRoute by hand, leaving addresses inconsistent and duplicated.

    What we did

    PeakBeyond™ wrote the Counterpoint query and guided a developer on the sync script, added defaults for next-day and second-day delivery, and recommended Counterpoint as the single source of addresses.

    The result

    A production test in March 2026 confirmed the upload worked and was fast.

  5. 2025 – 2026

    Data integrity and replenishment

    The challenge

    The team needed confidence in transaction data and min/max replenishment that uses safety stock by location.

    What we did

    PeakBeyond™ documented every system and integration in a data-flow diagram, built automated duplicate checks and location-level min/max recalculation, and scoped a backorder workflow across Counterpoint and the warehouse.

    The result

    The duplicate check runs automatically, and location-level replenishment went to production in August 2026.

  6. 2024 – 2025

    ERP evaluation and Counterpoint planning

    The challenge

    Texas Wholesale was assessing a new ERP, and its Fort Worth and Dallas locations ran as separate Counterpoint companies.

    What we did

    PeakBeyond™ reviewed ERP candidates and their data conversion, identified the warehouse data Counterpoint would need, reviewed the next Counterpoint version with the dealer, and test-migrated Fort Worth data into a copy of the Dallas company.

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