Choose the records
Select a customer enquiry, item group and location for a bounded review.
Distribution and wholesale
Keep the customer conversation close to the stock record.
Wholesale operations involve customer commitments, item movements and accounting evidence. Start with a small set of records so each department can agree what belongs in its own operating system.
How it works
A workflow you can evaluate.
Confirm procurement, warehouse and ERP integration requirements before using this as an end-to-end wholesale system.
Retain the commitment
Keep the customer context and next commercial action in CRM.
Reconcile the movement
Compare Inventory and accounting records with the supplied evidence.
The suite
The apps around your workflow.
Start with the app that solves the immediate problem. Bring in the others when the work needs them, with access governed by each app and workspace.
Before you get started.
Useful questions for choosing the right starting point.
What should we evaluate first?
Confirm procurement, warehouse and ERP integration requirements before using this as an end-to-end wholesale system.
How do we choose the right plan?
Use the current pricing page to review plan terms. For a workflow spanning several apps, discuss the access and operational requirements in a demo before choosing the setup.
Keep exploring.
Check the product, review the details or talk through your next workflow.
Explore Inventory
See the Inventory workspace and its current availability.
Read the Inventory reference
See the available capabilities and how they work.
Browse related solutions
Find another starting point for your business or role.
Check plans and pricing
Review current plan terms and the apps your workflow needs.
Book a demo
Talk through the process and requirements you want to evaluate.
Bring the process you want to improve.
Show us the work, the people involved and the handoffs that matter. We will help you evaluate a focused starting point.