Practical guides for wholesale, distribution and warehouse teams: selling, fulfilling and shipping with less busywork.

Not on QuickBooks? How wholesale businesses on Xero or Odoo can add a sales rep app and customer ordering portal, and what syncs between them.
Oct 28, 20263 min read

Not every customer should see every product. How custom catalogs simplify ordering, protect private-label and exclusive lines, and reduce ordering mistakes.
Oct 28, 20263 min read

A practical guide to B2B pricing: pricing tiers, customer-specific prices, quantity breaks, date-limited promotions, and how to apply them without mistakes.
Oct 28, 20265 min read

Slow quotes lose deals. How wholesale teams send accurate quotes fast, follow up, and turn an accepted quote into an order in one click, synced to accounting.
Oct 28, 20263 min read

Commission on invoiced or paid sales? Writing rep or account rep? How to handle credits and tax? A clear guide to calculating and automating rep commissions.
Oct 28, 20264 min read

Most wholesale promotions fail because nobody hears about them. How to set up B2B promotions with dates, alert reps and customers automatically, and measure results.
Oct 28, 20263 min read

No signal in the stockroom? Learn how offline order taking lets wholesale reps write orders anywhere and sync them to QuickBooks when the connection returns.
Oct 28, 20265 min read

Help field reps visit more customers in less time. How to plan sales routes on a map, record check-ins and visit notes, and make every visit count.
Oct 28, 20263 min read

Trade show leads go cold fast. How wholesale sales teams capture leads by scanning badges and business cards, take orders at the booth, and follow up the same week.
Oct 28, 20263 min read

A B2B ordering portal lets customers reorder on their own, day or night, at their own prices. Here is what to include and how it works alongside your sales reps.
Oct 28, 20264 min read
Sales, orders and warehouse apps that work together, on any device.