Skip to content

Industries

Wholesale & distribution

Buy, hold, deliver and get paid, in one order.

A distributor buys from suppliers and sells to customers on terms. SalexHub holds stock for the customer who ordered it, drafts the purchase orders for what is short, invoices an accepted quote in full or in parts and writes one reminder per late invoice.

What wholesale & distribution teams hand to the Agent.

Each job ends in a document or a booked slot, and each says where you decide.

  • Confirming the customer's order reserves the goods, so no unit is promised twice; the Agent drafts the delivery from the order.

    You get
    A delivery, with the goods leaving at average cost.
    You decide
    A person confirms and delivers.
  • Ask what the open orders need, or name the items under a count, and the Agent drafts a purchase order for each supplier, in the unit you buy in.

    You get
    A purchase order per supplier; Confirm gives it its number and locks its lines.
    You decide
    Waits for your yes, unless you chose Full autonomy. A rule can hold an order over an amount. You send it to the supplier yourself.
  • The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left.

    You get
    A numbered invoice, dated and locked once issued.
    You decide
    Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver.
  • Ask who is late paying, and the Agent writes one email per overdue invoice to that customer's contact, with the invoice, the amount and how late it is.

    You get
    The reminders, editable on their cards or saved as drafts.
    You decide
    Sending asks first, unless you let the Agent send.
  • A supplier's bill is posted against the goods receipt: billing past what was received is refused, and so is a repeated bill number.

    You get
    A posted supplier bill, and what is still owed on it.
    You decide
    A person does it.

You decide what goes out.

The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.

How you stay in control

Start with the core.

Start free, set up your organization and let the Agent prepare the work. What it prepares waits for your yes.