Turn an accepted quote into an order
Build quotations from the product catalogue and generate a new sales order from the accepted offer without re-entering its customer, terms, or lines.
Explore QuotationsBoth sides of the trade
Keep customer demand and supplier sourcing connected.
Sales can move an accepted catalogue-based quotation into a draft order, while purchasing records a request, compares supplier responses, and converts a selected quote into a draft purchase order. The warehouse and finance teams then continue through separate, linked operational documents.
Compare suppliers before committing
Record an RFQ, capture each supplier response, select the preferred quote, and generate a draft purchase order from it.
Explore RFQsPost every stock movement once
Receipts, issues, transfers, returns, adjustments, and stocktakes write signed movements that determine on-hand by product and store.
Explore InventoryRole-aware wholesale workflow
Move the transaction forward without losing the document trail.
Each team owns its operational step while customer, supplier, product, store, currency, and document references carry the transaction into the next decision.
- 1Sales
Win the demand
Qualify the opportunity, prepare a quotation, and convert the accepted offer into a sales order.
- 2Purchasing
Secure the supply
Request supplier prices, compare responses, and turn the selected quote into a purchase order.
- 3Store
Post what moved
Receive, issue, transfer, return, correct, or count stock so the ledger matches the documents.
- 4Finance
Complete the record
Handle sales and purchase invoices, customer and supplier payments, and the related accounting work.
Stock in practice
See what moved, where it moved, and which document caused it.
The stock ledger records each posted movement with its date, product, store, direction, signed quantity, unit, price, valuation cost, and source-document reference. On-hand is calculated from those movements rather than maintained as a separate number.
- On-hand by product and store
- Receipts and issues
- One-document store transfers
- Customer and supplier returns
- Stocktakes with variance posting
- Moving-average product cost
Commercial and technical clarity
Give owners the operating picture and support teams the record trail.
The owner can follow demand, sourcing, stock, invoices, and payments. The people supporting the system can trace the modules, document links, statuses, and approval handoffs behind each result.
Opportunities, quotations, orders, invoices, customer payments, and open balances.
RFQs, supplier responses, selected quotes, purchase orders, and supplier bills.
Goods documents, signed movements, on-hand quantities, counts, and stock value.
Documented module boundaries, lifecycle states, flow guides, and shared master data.
The broader wholesale operation
Connect the teams around every order.
The Wholesale solution combines customer-facing work, supplier-side purchasing, physical stock, billing, and accounting in the same suite.
CRMWork leads and opportunities before the quotation.SalesConfirm customer orders and carry them into fulfilment.PurchasingApprove supplier orders with products, delivery store, and totals.InventoryControl receipts, issues, transfers, returns, counts, and stock value.BillingIssue customer invoices and follow balances and payments.AccountingKeep the chart of accounts and journal alongside the trade.
Current scope
Customer-specific wholesale price lists, volume-discount tiers, and wholesale credit-limit rules are not currently modelled; selling prices come from the product catalogue.
A starting point, not a fixed package
Shape the solution around the way your distribution business operates.
BusinessIntents can adapt documents, fields, approval paths, reports, or business areas on request when the ready-to-run Wholesale solution is close but not exact.
Try BusinessIntentsDecision-stage answers
Wholesale FAQs
Who is the Wholesale solution designed for?
It is designed for B2B distributors that sell products in bulk, source from suppliers, fulfil orders from one or more stores, and keep sales, purchasing, inventory, billing, payment, and accounting records together.
How does a quotation become a sales order?
Sales prepares a line-item quotation using catalogue defaults. An accepted quotation can generate a new draft sales order with the customer, terms, and lines copied across.
How does supplier sourcing work?
A buyer records an RFQ, enters each supplier response, compares the quotes, and selects the preferred response. That quote can generate a draft purchase order with its supplier, currency, prices, quantities, and terms.
Can stock be tracked across multiple stores?
Yes. Receipts and issues affect a specific store, while a transfer posts an outgoing movement from the source and an incoming movement to the destination.
Does it include customer-specific wholesale pricing?
No. Prices currently come from the product catalogue; customer-specific price lists, volume discounts, and wholesale credit-limit rules are not modelled.
Can the solution be adapted?
Yes. Documents, fields, approval paths, reports, and whole business areas can be adapted on request.
Follow both sides of one trade
See demand, sourcing, stock, and finance in context.
Use a real wholesale transaction to review where the documented flow fits and where your operation needs a different record or decision.