Selling goods

Wholesale and distribution

Sell to shops and companies on credit: price lists, delivery vans, post-dated cheques and credit control.

Made for Distributors, wholesalers and van-sales companies

Start with the Wholesale and distribution setup All business types

Already have a workspace? Open Settings, then Business type, and add this setup to it.

What is ready on day one

Accounts added to the chart

  • Post-dated Cheques Received
  • Allowance for Doubtful Debts
  • Delivery Vehicles
  • Post-dated Cheques Issued
  • Customer Deposits and Credits
  • Sales Discounts and Returns
  • Supplier Rebates and Incentives
  • Freight Inward
  • and 4 more

Items and services

  • Delivery charge

Warehouses

  • Delivery van 1
  • Returns and damaged

Departments

  • Sales
  • Warehouse
  • Delivery
  • Accounts
  • Management

Divisions and locations

  • Wholesale
  • Van sales
  • Export
  • Main warehouse

Invoice wording

TAX INVOICE

Thank you for your business.

Workflows, step by step

Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.

New customer credit account

6 steps

Check a new customer, decide the credit limit and open the account.

  1. Add customer
  2. Collect the documents
  3. Check the customer
  4. Set the credit limit and terms
  5. Open the account
  6. First order delivered and paid as agreed

Order to delivery

7 steps

Confirm, pick, deliver and invoice a customer order.

  1. Add customer
  2. Confirm the order
  3. Check stock and credit
  4. Pick and pack
  5. Deliver
  6. Invoice
  7. Collect the payment

Bounced cheque

5 steps

Recover the money after a cheque is returned by the bank.

  1. Add customer
  2. Record the return memo
  3. Call the customer
  4. Replacement received
  5. Decide on legal action

New supplier approval

6 steps

Check and approve a new supplier before the first order.

  1. Add supplier
  2. Collect the supplier documents
  3. Check a sample or the first delivery
  4. Agree prices and payment terms
  5. Approve the supplier
  6. Add to the system

Customer complaint

7 steps

Handle a complaint from the first message to the follow-up call.

  1. Add customer
  2. Log the complaint
  3. Reply to the customer
  4. Find the cause
  5. Decide the remedy
  6. Put it right
  7. Follow up

Overdue payment recovery

6 steps

Collect an unpaid balance step by step, from the first statement to a final decision.

  1. Add customer
  2. Send the statement
  3. Call and agree a payment date
  4. Send a final reminder
  5. Decide the next action
  6. Payment received

Tasks that repeat

These start as templates. Turn on the ones you want and they appear on the right day.

Cheques to deposit this weekEvery weekDeposit the post-dated cheques that are due and record them.
Weekly credit control callsEvery weekCall every customer who is over their terms or limit.
Reconcile van stockEvery weekCompare what each van should hold with what the driver reports.
Reorder stock below the minimumEvery weekRaise purchase orders for fast-moving items.
Count stock by warehouseEvery monthA full count at the end of the month.
Send customer statementsEvery monthSend every customer a statement of account at month end.
Review credit limitsEvery 3 monthsRaise or lower limits based on how customers pay.
Update the price listEvery 3 monthsApply the new supplier prices and send the price list.

Sales pipeline

  1. New lead
  2. Price list sent
  3. Trial order
  4. Credit approval
  5. Won (account open)
  6. Lost

Other business types

General businessRetail shopImporter, exporter and traderTransport and logisticsService providerAccounting and audit firmReal estate agencyContractor and constructionRestaurant, café and cateringManufacturerWorkshop and repair