A price list per customer
Tiers, contract prices and volume breaks, applied automatically. The commonest wholesale mistake is a price typed from memory.
TEMPLATES / WHOLESALE & DISTRIBUTION
Customer price lists & orders
Every customer on their own agreed prices, with orders, stock and what they still owe.
Take orders at the right price without ringing the office to check.
5–10 days
To a system your team is using
Your language
And your country's rules and currency
From €29
Per month, everything included
01 What you get
Orders taken anywhere
Reps take an order on a phone at the customer's counter, with that customer's prices and live stock in front of them.
Credit checked before it hurts
A customer over their limit or past their terms is flagged as the order is entered, not when the invoice ages.
Picking that matches the van
Pick lists in warehouse order, grouped by delivery route and day.
02 Who it is for
Built for wholesale & distribution
Wholesalers and distributors selling to shops, restaurants and trade customers on agreed price lists and credit terms.
AND THEN YOU CHANGE IT
No two businesses in the same trade work identically, so the template is a starting point rather than a finished product. You describe how yours differs — the extra field, the different rule, the report someone asks for every month — and it is adapted. That keeps happening for as long as you use it.
03 Other starting points
Small retail
Stock & reordering
Know what is actually on the shelf, what is about to run out, and what to order this week.
The resultStop running out of the things that sell and overbuying the things that do not.
Restaurants & cafés
Suppliers, stock & daily takings
What you bought, what you sold, what is left in the store — and what last night actually made.
The resultSee your food cost weekly instead of guessing at it annually.
Accounting firms
Client & deadline tracker
Every client, what they owe you, and which filing deadline is next — in one screen instead of a spreadsheet per person.
The resultStop missing filing deadlines and chasing documents by phone.
Close, but not quite your business? That is normal — the templates are a head start, not a catalogue. Tell us what you do →