Sales / finance

Catalog, pricing & credit

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

Products

Open Products. Each SKU needs a name, sellable units (case, each, and so on), and — if you pick by expiry — batch tracking. Inactive products stay in history but drop out of new orders and the portal catalog.

Use Import for a spreadsheet. Preview first, then commit.

Products list — search by name, SKU, or barcode. New Product or Import CSV is top right.

Price lists and quantity breaks

Open Price Lists. Create a list, add products, and set prices. Quantity breaks apply automatically when the ordered qty crosses a break — telesales, quotes, standing orders, and the portal all use the same price resolver. There is no “special portal price” path.

Open a price list to review lines, then assign that list to a customer or to a customer group.

Price lists index — Price lists — one list can cover a trade band or a named account.

Price list lines with quantity breaks — Open a list to maintain lines and quantity breaks.

Customer groups

Customer Groups let you attach one price list (and related defaults) to many accounts. Use groups for trade bands such as “Cash & Carry” or “National Account” rather than maintaining a unique list per shop unless you truly need it.

Customers

Open Customers → New (or Import). Capture:

Code and trading name
At least one delivery address with postcode; add zone and delivery window if you route by area
Credit class, credit limit, and payment terms (zero days is treated as COD on the driver app)
Price list or group so lines price correctly on the first order

The customer show page is the hub: orders, invoices, balance, and hold status in one place.

Customers index — Customers — search, then open an account.

Customer record with credit, addresses, and orders — Customer hub — credit, addresses, and order history together.

Credit classes

Open Credit Classes. A class is a named policy: limit behaviour, terms, and where the hold bites — at order entry, at load, or at delivery. Put risky accounts on an earlier hold point; trusted accounts can be checked later in the chain.

Live outstanding balance plus in-flight orders is what finance sees as exposure in the credit cockpit.

Credit classes list — Credit classes name the policy: limit, terms, and hold point.

Inventory health

Use Inventory for on-hand vs reserved by warehouse. Batches shows lot and expiry for FEFO picking. Goods receipts, adjustments, and transfers are how stock enters, is corrected, and moves between depots — see the warehouse chapter.

Inventory stock levels by warehouse — Inventory — on-hand vs reserved. Confirming an order reserves; loading decrements.