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Solution · Retail & wholesale
Retail, wholesale and distribution
Connect products, suppliers, purchasing, warehouses, orders, margins and payments across the full sales cycle.
- Retail stores
- Wholesalers
- Distributors
- Importers
How the work flows
From first contact to paid — connected
Every step writes to the same records, so nothing is typed twice and every report is current.
- 01
Purchase
Raise purchase orders with supplier lead times and landed cost.
Clients, suppliers, products, and purchasing - 02
Receive
Book goods into the right warehouse, shelf and batch.
Inventory and warehousing - 03
Sell
Quote and invoice with price lists and credit limits.
Invoicing and revenue - 04
Get paid
Record card, transfer or cash payments and reconcile them.
Payments, expenses, and treasury - 05
Margins
See margin and stock value per product and location.
Reporting and analytics
Modules you’ll use
Everything retail & wholesale teams rely on
127 documented capabilities across 6 modules — with the rest of the platform there when you need it.
- 22 capabilitiesInventory and warehousingLive stock across warehouses, with valuation, margins and reorder logic.
- Inventory dashboard
- Warehouses and warehouse locations
- Customs ledger and customs-release tracking
- 14 capabilitiesClients, suppliers, products, and purchasingOne shared master record behind every quote, order and invoice.
- Client directory, detailed profiles, contacts, balances, and activity
- Product and service catalog
- Purchases and purchase documents
- 25 capabilitiesInvoicing and revenueEverything from draft to signed, paid and fiscalised invoice.
- Create, edit, duplicate, cancel, and archive invoices
- Product, service, discount, tax, unit, and multi-line invoice items
- Multiple invoice templates and organization branding
- 19 capabilitiesPayments, expenses, and treasuryCash in, cash out and every transfer in between — fully auditable.
- Payment register with filtering and reporting
- Expense creation, editing, approval, rejection, reversal, and categorization
- Employee reimbursement requests, approval, and payment
- 31 capabilitiesAccountingA complete double-entry ledger that fills itself from daily operations.
- Country-aware accounting setup and templates
- Income statement
- Bank accounts and cash accounts
- 16 capabilitiesReporting and analyticsEvery module reports into one place — exportable and schedulable.
- Revenue and payment summaries
- Inventory valuation and margin reports
- PDF and Excel exports
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