ERP for Distributors That Connects Every Order to Stock and the Books

Give B2B customers a self-service ordering path, apply account-specific pricing and credit controls, and coordinate inventory, replenishment, CRM, invoicing, and accounting in one ERP.

Distributor capabilities

  • Wholesale customer ordering portal

    Give wholesale customers a self-service place to browse assigned catalogs and pricing, build a cart and check out, and review order and connected-shipment status.

    Portal for wholesale customers

  • Customer-specific and tiered pricing

    Maintain customer-specific prices and tier rules so the right account sees the right commercial terms when it orders.

    Explore Dynamic Pricing

  • Credit controls

    Set and review customer credit limits alongside B2B account management and order approval workflows.

    Review B2B credit workflows

  • Multi-warehouse inventory

    Track stock across warehouses and locations from the same inventory records used by ordering and fulfillment teams.

    Explore WMS

  • Replenishment

    Use reorder points and replenishment views to identify items that need purchasing attention before the next order is allocated.

    Review replenishment tools

  • Sales CRM

    Keep distributor accounts, contacts, opportunities, territories, and sales activities together for account follow-up.

    Explore Sales CRM

  • Invoicing

    Manage quotes, invoices, payments, and accounts receivable alongside the customer and order records finance needs.

    Explore invoices and quotes

  • Accounting workflows

    Coordinate accounts receivable, accounts payable, and financial review without separating the books from distributor operations.

    Explore Accounting

How do you onboard a wholesale customer account?

Onboarding a wholesale customer connects the new account to the commercial and operational records it needs to buy: account contacts, assigned pricing and credit controls, catalog access, ordering, inventory, and invoicing.

Bringing on a vendor instead of a wholesale customer? Supplier onboarding software for distributors covers supplier invitations, document collection, validation, approvals, and ERP synchronization.

  1. 01

    Set up the account

    Create the customer company and contacts in Sales CRM so sales and operations share the same account record.

  2. 02

    Assign pricing and credit controls

    Apply customer-specific or tiered pricing and review the account's credit limit and order approval controls.

  3. 03

    Grant catalog access

    Give the account access to its B2B catalog so buyers can browse available products and see their assigned prices.

  4. 04

    Open B2B ordering

    Let customers place orders, reorder past purchases, and review order status through the B2B portal.

  5. 05

    Coordinate inventory

    Use multi-warehouse stock and replenishment views while orders move through fulfillment.

  6. 06

    Invoice the account

    Continue the order into quotes, invoices, payments, accounts receivable, and accounting review.