Retail and distributor CRM
Retail and wholesale distribution run from one system
A homeware retailer and distributor manages shop sales, wholesale orders, credit sales, stock and ledgers in one place.
- Client
- Fancy Crockery
- Industry
- Retail and wholesale
- Platform
- Web app
- Permissions
- 17
The challenge
Retail and wholesale ran on separate records. Credit sales, promised payment dates and stock value were hard to follow, and staff needed different levels of access.
What we built
We built a system with separate shop and distributor areas, sales with VAT and discounts, purchase orders, credit sales with instalments, stock valuation and ledgers for customers, suppliers and staff, with 17 page-level permissions enforced on the server.
Capabilities
Key features
- Shop and distributor areas
- Sales with VAT and discounts
- Credit sales, instalments and promise dates
- Purchase orders and stock valuation
- Customer, supplier and staff ledgers
- Fund transfers
- Document uploads with PDF reading
- Multilingual interface
Outcome
- Retail and wholesale in one system
- Credit and collections tracked by date
- Access controlled page by page
More work
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