01 / BUSINESS OWNERS
Review the period before setting priorities.
Compare recorded sales and purchasing, collections, and outstanding balances when the underlying data is available.
- Check period totals
- Review outstanding amounts
SOLUTIONS
Built for each distribution role.
Owners review results. Managers prepare product and supplier records. Operations staff handle customer and stock tasks, subject to role and configuration.
Explore the roles
BY RESPONSIBILITY
A practical view for each role.
Available screens and actions depend on company permissions and release configuration.
02 / MANAGERS
Prepare the records teams work from.
With the right access, maintain product selling units and supplier details, then manage purchase orders and received quantities.
- Keep product units current
- Coordinate supplier purchasing
03 / OPERATIONS TEAMS
Handle customer and stock tasks.
Depending on role, staff can create orders, issue invoices, record payments, and check stock levels and movement history.
- Complete customer-facing work
- Check stock before the next task
PLAN YOUR ACCESS
Tell us how your team works.
We can discuss which roles and configuration fit your distribution operation.
Request Access