Price list and discount management
Sales price lists are included in all packages. In SYNTRA and higher packages, customer-specific prices, seasonal pricing, discount definitions and discount approvals set sales terms by dealer and channel.
Trade & Services
ERP software for wholesalers and distributors
Manage customer-specific prices for dealers and corporate buyers, the flow from order to shipment, sales on credit terms and receivables risk on the same current account record.
Credit terms, high volume, thin margins
In wholesale, most sales are made on credit terms and margins stay thin. Every dealer has its own price list, discount terms and payment due date, and collections by cheque and promissory note as well as late payment charges need separate tracking. When ordering, shipping and invoicing run in different teams, short-shipped orders and overdue receivables are noticed too late.
In Factorbooks Autonomous ERP the sales order, shipment order, outgoing e-waybill and sales invoice move along one record chain. Customer-specific prices and discount approvals keep sales terms under central control. Customer cheques and promissory notes and cheques sent for collection are tracked in Advanced Finance Management, and Risk Management shows all customer receivables by customer and by product.
What it brings to wholesalers and distributors
Dealer-specific terms
Each dealer's sales terms are defined separately with customer-specific prices, seasonal pricing and customer/product discounts (SYNTRA and higher).
Approved discounts
Discounts outside the price list go through the Discount Approvals step, so the terms given in the field stay on record.
One flow from order to dispatch
Shipment planning and shipment orders organize warehouse dispatch, and the outgoing e-waybill and sales invoice are linked to the same order.
Due dates, cheques and notes
Customer cheques and promissory notes, payroll lists and cheques sent for collection are matched with current accounts; late payment invoices are issued for overdue payments.
Visible receivables risk
All customer receivables and receivables by product are tracked in Risk Management; ABM packages add risk monitoring and close follow-up stages.
Cash planning
See the cash effect of collections and payments on credit terms in advance with the Cash Flow Forecast.
Featured industry-specific solutions
Orders, shipments and e-waybills
Pass sales orders to the warehouse with shipment planning and shipment orders. Transport and logistics records, shipment returns and outgoing e-waybills are tracked in Shipment Management.
Warehouse and stock reservation
Reserve stock for confirmed orders; stock across warehouses, goods receipts and warehouse transfers are visible in the same module. Serial and lot management supports tracking by batch.
Current accounts, cheques and collections
Current accounts, customer cheques and promissory notes, cheques sent for collection and POS collections come together in Advanced Finance Management. Collection records, collection calls and SMS sending are an add-on in MOTIVA and higher ERP packages and included in ABM packages.
Receivables risk monitoring
Risk Management lists all customer receivables and receivables by product. In ABM packages, receivables are split into risk monitoring, close follow-up, administrative follow-up and legal follow-up stages.
B2B dealer portal
Open a digital sales channel for your dealers with B2B Portal Management, the dealer portal and the customer portal in the Digital Channels add-on module. Portal transactions run on the same platform as the sales and current account records in the ERP.
Related Factorbooks modules
See module coverage and package availability on each module page.
Sales Management
Price lists, discounts, sales contracts and orders, outgoing e-invoices and e-archive invoices, sales targets.
Shipment Management
Shipment planning and orders, outgoing e-waybills, sales delivery notes, transportation and shipment returns.
Materials & Warehouse / Inventory Management
Materials, serial/lot, cost allocation, warehouses, goods receipt, e-waybills and stock counts.
Advanced Finance Management
Current account, cash, bank, loan, POS, company credit card, payment, cheque and note management.
Risk Management
Receivables by customer and product, with risk monitoring, close monitoring, administrative and legal follow-up.
Digital Channels (B2B / B2C)
B2B portals (customer, dealer, supplier, partner), B2C e-commerce and marketplace integration.
Other industries
Retail Trade
Manage store stock, prices and discounts, POS collections and online orders on the same records.
Transportation and Logistics Services
Track transport revenue, fleet obligations, trip advances and warehouse movements on one platform.
Accommodation and Food Services
Manage stock, recipe costs, agency sales and collections for hotels, restaurants and caterers.
Education Services
Manage instalment fee collection, deferred revenue, payroll and purchasing for schools and courses.
Healthcare and Care Services
Manage medical supplies, purchasing, SGK invoicing, KVKK and payroll for hospitals, clinics and care homes.
Professional and Technical Services
Bring quotations, costs and invoicing together for consulting, engineering, firms, field service and rental businesses.
Let’s find the right Factorbooks package for Wholesale Trade
We go through your priority processes together, identify the packages and modules that fit your needs and prepare your annual quote.