Wholesale Trade
Wholesale: multiple price lists, dealer network, advanced inventory.
Challenges
- Every customer gets a different price but no list is kept, so quotations come out inconsistent.
- Shipments still go out when the credit limit is exceeded; the exposure is seen only afterwards.
- Conversion between cases/pallets and units is done by hand, so order quantities get entered wrong.
- Short-shipped lines are not tracked; you find out when the customer calls.
Workflows
From order to collection
- The customer account and price tier are set.
- The order is entered; price and discount for that tier are applied automatically.
- The credit limit and exposure are checked; an alert appears on overrun.
- Shipment and invoice are issued and the receivable enters due-date tracking.
Unit conversion and short shipment
- The product is set up with unit, case and pallet units.
- Whichever unit the order uses, stock is held in a single base unit.
- A short-shipped line stays open and closes when it is completed.
Documents
- Order form
- Dispatch note
- Sales invoice
- Payment receipt
Reports
- Profitability by customer
- Account ageing and exposure
- Back-order list
- Price-tier usage report
Metrics
- Average collection period
- Number of credit-limit overruns
- Order fill rate
- Margin by customer
Compliance
- GİB e-Invoice / e-Waybill
- Cheque and promissory note regulations
- KVKK (Turkish data protection law)
Glossary
- Price tier
- Price list bound to a customer group
- Back-order
- Open order line
- Credit limit
- Account risk limit + alert rule
- Case / pallet
- Unit conversion factor
FAQ
Can I give each customer a different price?
Yes. A price list is bound to a customer group and applies automatically when the order is entered.
Can I stop a shipment that exceeds the credit limit?
Yes — when the account risk limit is exceeded an alert appears and the document goes to review.
Does it convert between cases and units?
Yes — a unit conversion factor is defined and stock is held in one base unit.
Can I track sales by field sales rep?
Yes, every order is linked to a field sales rep; turnover and collections are reported per person.
Can I convert delivery-note sales into an invoice at period end?
Yes, open delivery notes are consolidated into a single invoice at period end.
