Industry package
Accounts, credit and repeat orders under control
Distribution runs on trade accounts that reorder on a rhythm and buy on credit. This package structures the account, its terms and its order pipeline so a slipping customer is noticed early.
A complete wholesale / distribution workspace: trade customers, wholesale leads, a SKU catalog with stock, an order-fulfilment case workflow, sales/aging reporting and dashboards.
What gets in the way
A declining account looks normal until it is gone
A customer who ordered monthly and now orders quarterly is churning slowly, and nothing in an invoice list makes that visible.
Credit terms are agreed once and forgotten
Limits, payment terms and approval status differ per account, and when they are not on the record every order becomes a phone call.
Order paperwork is the bottleneck
Purchase orders, credit approvals and delivery documents each gate the next step, and chasing them is most of the operational day.
How the package handles it
- Account, credit and terms are structured fields, so order approval reads from the record instead of someone's recollection.
- The order pipeline runs from enquiry through quote and credit approval to delivery, so a stuck order sits in a stage with an owner.
- An order case holds its purchase orders and delivery documents with approval states, making the paperwork bottleneck visible rather than anecdotal.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Wholesale Opportunity
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Order Fulfilment Case
- Purchase order
- Credit approval
- Picking list
- Packing slip
- Delivery note
- Invoice
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is a wholesale / distribution business. Contacts are trade customers segmented as retailers/wholesalers/distributors with credit terms; leads are wholesale leads; deals are wholesale opportunities (sales orders are a separate record); products are SKUs with stock; operational cases are order-fulfilment files from receipt to invoicing.
Start with Wholesale & Distribution configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.