For solar distributors and wholesalers
Panels, inverters, batteries and cables sold to installers and resellers from several warehouses: every step is recorded, from the quote to the payment.
"Stock in the notebook never matches the warehouse."
Keep stock in several warehouses, with every movement recorded. Move stock between warehouses with transfers (shipped, then received), track serial numbers and the history of each serial, and see what is reserved and what is still available.
"We sold the same inverters twice."
When the reseller accepts the quote, the stock is reserved and the invoice is created in the same step. If the quote is refused or expires, the reserved stock is freed.
"Goods left before the money arrived."
A pay-now order must be fully paid before it is collected. A pay-later order can be collected once its credit check has passed: the app refuses pay-later past the reseller's limit or when they have an overdue invoice. A manager with the right permission can override it with a written reason.
"One reseller takes all the scarce batteries."
For products in short supply, give each reseller a fixed quantity they may order. The portal shows each reseller only their own remaining quantity, never the warehouse total. It's a ceiling, not stock set aside: real stock stays first come, first served.
"Resellers call and WhatsApp us for every order."
Resellers order in their portal, at their own price list. The order becomes a quote request: staff check it, apply any discount and send it by e-mail or Telegram. The reseller accepts it in the portal and sends proof of payment there.
Worth knowing
Collection is a staff action, with no approval step and no printed exit slip. The app's invoices are in US dollars and do not replace the legal tax invoice.
30 minutes, on fictional data. Two steps, then you pick your time slot.
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