Orders, credit and dispatch, in one place

The system

Every order checked before it goes out.

The right price, the right scheme and a credit check on every order, whoever enters it. Built as a business system with a CRM at the front.

What goes in

• Dealers as accounts: GST details, delivery addresses, route, salesperson, price list and credit terms.
• Orders from every channel turned into one kind of order, with prices, schemes and tax applied without anyone typing them.
• Price lists and schemes with dates, so a price change on the first of the month applies to everyone at once.
• Credit checks on every order, with your rule: warn, hold for approval, or block.
• Dispatch: what to pack, part dispatches, and the invoice, vehicle and transporter on each.
• A phone screen for salespeople: today's route, each dealer's outstanding and recent orders, and a quick way to book one.
• Dealers who have gone quiet, listed, so the call gets made this week.

The dealer portal

Dealers serve themselves, if they want to.

A login for each dealer, so the repeat questions get answered without a call to your office. More on customer and dealer portals.

What dealers can do

• See their own price list and schemes, and nobody else's.
• Place an order any time, and see where past orders stand.
• Check their outstanding and download invoices.
• Get a WhatsApp message when their goods leave the godown.

The website

A site that brings in new dealers.

For a distributor, the website's job is to tell a retailer what you carry, where you deliver, and how to open an account. See website design.

What goes in

• The brands and categories you carry, each with its own page.
• The areas you cover, said plainly.
• A way to apply as a dealer, checked by your team before an account opens.

Relevant work

No distributor on the work page yet.

We would rather say so. These live builds use the same pieces a distribution system needs.