BUILT FOR WHOLESALE & DISTRIBUTION
Wholesale & Distribution
Industry snapshot
Best for:
Distributors, wholesalers, suppliers, importers, traders, depot-based sales teams, B2B sellers
Key teams
Sales team, warehouse/dispatch, purchasing, finance/admin, management
Top workflows:
Enquiry → Quote → Order → Stock allocation → Invoice → Payment → Delivery tracking → Reporting
Most-used modules:
CRM & Customers, Invoicing, Payments, Inventory, Purchasing, Expenses, Reports
Manage customers, pricing, orders, stock flow, invoicing, payments, and reporting in one place — so you fulfil faster, reduce stock confusion, keep customer accounts accurate, and protect cashflow while you scale.
Common Challenges in Wholesale & Distribution
- Customer orders get messy when quotes, prices, and order details are handled across WhatsApp and spreadsheets.
- Pricing inconsistencies happen because teams don’t follow one approved price list or customer terms.
- Stock allocation becomes confusing when multiple customers order at once and inventory isn’t visible in real time.
- Dispatch delays occur due to poor coordination between sales, warehouse, and delivery teams.
- Customer balances are unclear, causing disputes and slow collections on high-volume accounts.
- Purchasing is reactive, leading to stock-outs, overbuying, or missed opportunities when demand spikes.
- Reporting takes too long, so management can’t quickly see top customers, fast-moving products, or cashflow risk.
How IXL CORE fits your workflow
- Capture and manage B2B customers in CRM, including terms, notes, and account history.
- Send structured quotes and track deal progress using Sales pipeline/quotes, so orders don’t get lost.
- Convert approved orders into Invoicing fast, keeping billing consistent and professional.
- Track partial and full payments using Payments, so balances stay correct per customer account.
- Manage stock flow with Inventory, including movement visibility to support allocation and fulfilment.
- Track supplier orders and restocking using Purchasing, so reordering becomes planned and consistent.
- Monitor sales performance, customer trends, and risk areas using Reports.
Benefits:
Faster order processing because quotes, orders, and customer details stay organised in one place
Better stock control and allocation so you fulfil accurately and reduce dispatch confusion
More consistent pricing discipline, reducing disputes and improving customer trust
Cleaner customer accounts with accurate balances and payment tracking across high-volume clients
Stronger cashflow visibility so you know what’s owed, what’s paid, and what needs follow-up
Improved purchasing control that prevents stock-outs and avoids tying up cash in dead stock
Better coordination across sales, warehouse, and finance through one shared workflow
Faster reporting for smarter decisions on top customers, best sellers, and growth opportunities
Integrations
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