Articles

#450 Supplier firms and connection

Before you can work with a partner's catalogue, you have to connect to them. A connection is a request from one factory to another; until the other side confirms it, neither the catalogue nor the prices are available. Re…

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#451 Supplier goods and prices

Once the wholesale connection is confirmed, the supplier's catalogue becomes available in the "Materials / goods" section. It holds the product list, units and two prices: base (shared with everyone) and partner (for a s…

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#452 Needs and supplier orders

When a client order contains a material that is not in stock, CRM records this as a need. The "Needs" section gathers such items and helps you quickly turn them into wholesale orders to suppliers. Created orders go to th…

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#453 Stock remainders

"My product stock" is a wholesale module section where you, as a wholesaler, keep your own stock records and set retail prices. The section serves two purposes: (1) show partners how much product is in stock and at what …

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#454 Orders to partner

The "Orders to partner" section lists your own orders placed with a wholesale partner firm from which you buy goods and materials. Here you act as the buyer: you create the order, agree on its contents and track the stat…

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#455 My orders

The "My Orders" section lists orders that your customers have placed with your company as a wholesale supplier. Here you act as the seller: you see the incoming flow, negotiate the contents and ship the goods. Open it fr…

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