Public documentation

How to use WholesaleManager

A working guide for the people who run the depot: sales, warehouse, dispatch, drivers, finance, owners, and customers. Anyone can read it — you do not need an account. Pictures below are real screens from the demo; click one to open a popup and slide between shots.

How a delivery day moves

1
Capture

Sales, standing orders, or the customer portal confirm an order. Stock is reserved and credit is checked.
2
Fulfil

Warehouse generates pick lists, picks FEFO batches, packs containers, and scans every pack onto a load.
3
Deliver

Dispatch sequences the van. The driver captures ePOD, shorts, refusals, and COD — offline if needed.
4
Settle

Finance invoices delivered quantity only, then payments, returns, and month-end.

New sale order form with customer search, warehouse, lines, and Confirm — 1. Capture — Orders → New. Search the customer, add lines, then Confirm.

Warehouse handheld home with Waves, pick, pack, and load — 2. Fulfil — Warehouse shell. Generate waves, then pick, pack, and load.

Dispatch board with unassigned loaded orders and routes — 3. Deliver — Dispatch board. Assign loaded orders, optimise, then dispatch.

Driver app showing today’s route on a handheld — 4. Prove it — Driver app. Capture POD; finance invoices from delivered qty.

Where to sign in

Who	Use	Entry
Owner, sales, warehouse, dispatch, finance	Back office	Sign in
Drivers	My Deliveries (web) or Driver App (handheld)	Same sign in → My Deliveries (or handheld Driver App)
Customers	Customer portal	Same sign in → portal home

Shared sign-in screen with demo accounts — One sign-in for staff, drivers, and customers. After login you land in the back office, My Deliveries, or the customer portal based on your account.

Chapters

Everyone

Getting started

What WholesaleManager is, who signs in where, and how a delivery day moves through one sale order.

Owner / buyer

Base vs Premium

What each plan includes, the Base delivery path, and how demo tenants are seeded.

Owner / admin

First-time setup

Onboarding wizard, company profile, warehouses, numbering, and importing products and customers.

Sales / finance

Catalog, pricing & credit

Products, price lists, customer groups, credit classes, and how holds appear at order, load, or delivery.

Sales

Orders, quotes & call cycles

Draft and confirm sale orders, convert quotes, schedule standing orders, and work today’s call list.

Warehouse

Warehouse pick, pack & load

Receive stock, generate waves, pick by FEFO, pack containers, and close a scanned load.

Dispatcher

Dispatch, fleet & live map

Plan routes from loaded orders, assign drivers and vehicles, optimise stops, then dispatch.

Driver

Driver app & proof of delivery

Start the route, capture signature and photo, record shorts and refusals, collect COD, then close the day.

Finance

Invoicing & credit control

Clear the pre-invoice queue, bill only delivered quantity, manage holds, aging, and payments.

Finance / owner

Returns, reports & month-end

Office and door returns, dispositions, credit notes, report library, and period close.

Customers

Customer portal

Shop at contract prices, track orders and POD, pay invoices, and raise support queries.