WorkSuite for
wholesale & distribution.

Order management across every channel you sell on — the largest module in the suite.

• Create, edit, approve, confirm and cancel orders
• Reserve and release stock as orders are confirmed
• Fulfilment, shipment, delivery and returns

Products, warehouses and what is actually on the shelf.

• Products and categories, created and edited
• Stock viewed, moved between warehouses, adjusted and counted
• Purchase orders raised and goods received

Invoices, payments and the money owed.

• Create, edit and issue invoices to customers
• Record payments and allocate them across invoices
• Credit notes and refunds

The books: chart of accounts, journals, periods, reconciliation and reporting — 24 distinct permissions.

• Chart of accounts, maintained per company
• Write, post, approve and reverse journals
• Lock and reopen accounting periods

Leads, accounts, deals and quotes, with a price list behind them.

• Create and work leads through to won or lost
• Accounts and the contacts inside them
• Deals on a pipeline you move by stage

What staff spend, what it is charged to, and who agreed to it.

• Submit and track your own expenses
• Claims routed to an approver who decides them
• Reimburse, settle advances and record payment