Every dealer's balance, every depot's stock, one screen

Dealers as groups, rates as policy

Group dealers by tier or territory and give each group its own pricing, so a retail dealer and a wholesale dealer see different rates on the same invoice screen without anyone remembering who gets what. Per-user discount limits cap what a salesperson can give away, and the Sales by Customer and Party Balances reports read by group.

• +Party groups with their own pricing.
• +Discount limits per user, enforced at entry.
• +Sales, balances and aging by group and by city.

Credit you can actually recover

Each dealer's ledger runs from the opening balance through every invoice, receipt, return and cheque. The aging report buckets what is overdue. A payment reminder or a full statement goes out as a PDF on WhatsApp from the ledger itself, with a portal link so the dealer sees the same figures you do. The cash counter collects against several old invoices at once and prints a receipt on the spot.

• +Aging in Current, 30 to 60, 60 to 90 and over 90 days.
• +WhatsApp statements and reminders from the ledger.
• +Customer portal: balance, ledger and invoices with PDFs, no login.
• +Cheque register through to bounce and re-presentation.

Depots as real branches

Each depot is a real business under head office: its own stock, its own books, its own staff scoped to it. Stock moves between depots as documents with an in-transit state, receipts that record shortages and rejections, and inter-branch settlements that keep both sets of books right. Head office sees consolidated stock, balances and P&L on one screen.

• +Transfers with in-transit tracking and discrepancy reports.
• +Inter-branch settlements and consolidated reports.
• +Company catalog owned by head office, pushed to depots.

A distributor on it

Zain Traders, one of Brandreth Road's biggest heavy-machinery names, took a decades-old trade fully digital, from a self-service customer portal to billing on a tablet. The case study tells the story.