Wholesale

For B2B distributors selling in bulk. Quote from the catalogue, convert accepted quotes into orders, source through requests for quotation, move stock between stores, and run both sides of the ledger.

New to BusinessIntents? How the apps work explains the workspaces, lists, Inbox, printing and line-total math shared by every solution - the rest of this page is what is specific here.

What makes this solution different

Both sides of the trade are modelled. The sell side runs lead to opportunity to quotation to order; the buy side mirrors it with RFQ to supplier quote to purchase order.

The sidebar

• Sales - Sales Orders, Delivery Notes, Sales Invoices, Customer Payments, Customers.
• CRM - Leads & Opportunities, Quotations.
• Purchases - Requests for Quotation, Purchase Orders, Purchase Invoices, Supplier Payments, Suppliers.
• Inventory - Stores, Inventory.
• People - Employees.
• Accounting - Chart of Accounts, Journal.
• Registries - Products, Companies, Countries, Currencies, Units of Measure, Tax Rates, Payment Methods.

Built-ins

Every solution ships the shared shell: the Dashboard with the tiles relevant to the lens, the Inbox for approval tasks assigned to you, Documents, Reports and Settings. Personal surfaces (Personal shell) show each employee only their own records.

Customizing this solution

This solution is a starting point, not a fixed product. If something is close but not quite how your business works - a document, an extra field, an approval path, or a whole area - it can be adapted for you. Customization is available on request.

Not covered yet

Customer-specific price lists, volume discount tiers and credit limits are not yet modelled; pricing comes from the product catalogue.