Account management for a wholesaler
A repeat order arrives on WhatsApp, the price depends on the customer, and credit was approved out loud because the previous invoice is still open. The warehouse releases goods before anyone sees that the limit was crossed.
Who it is for
For a wholesaler with standing customers, different prices, and a credit limit. A poor fit for a shop that sells to a walk-in with no open account.
Problems this page addresses
A price that depends on who answered
The same item went out at two prices to two customers, and then again to the same customer, because the price list sits with the salesperson, not on the account.
A repeat order from zero
The customer says "same as last time". There is no previous order to open, so the lines are rebuilt and one is forgotten.
A limit broken at dispatch
Open invoices already passed the amount. The warehouse has packed the order, because the check is a phone call to accounting.
What you get
A price list on the account
Item price by account, not by who picked up. An exception needs approval and stays written on that order.
An order opened from the previous one
A new order can start from last time’s lines, then quantities change. Nobody retypes from memory.
A limit check before release
An order does not reach the warehouse if open invoices plus the new order pass the limit, unless someone approves it explicitly.
Common questions
Does this replace the inventory software?
No. Stock and the invoice stay in the system that already runs. This holds the customer’s terms: price, repeat order, and limit, before the line goes down to the warehouse.
What does it cost to connect existing customers?
It follows how many accounts are active, and whether there is one price list or a price per customer. Start with accounts that have a limit, not with everyone who ever bought.
Is a renovation contractor a customer here?
Yes, if they buy from you on an open account. Their site and crew stay on their side. Here they are an account, an order, and a limit.
Related pages
A CRM shaped around how you already work
An off-the-shelf CRM asks the team to adopt someone else’s stages and fields. We build the record around the approvals, statuses, and fields that already decide who the customer is and what happens next.
A core system instead of a pile of tools
When the central process - enrollment, handling, scheduling, follow-up - fits no product without bending it, the team becomes the glue. We build the core of that process and leave outside the tools that already do one narrow job well.
Job management for a renovation contractor
The quote went out on WhatsApp, the change on site was said out loud, and the crew arrives in the morning without knowing which room was closed yesterday. The client asks why the price moved, and there is no line that shows the extra.