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WholesaleManager
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Everyone

Getting started

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

What this product does

WholesaleManager is for distributors who take pre-orders, pick them in a depot, run Direct Store Delivery van routes, prove delivery at the door, and invoice the same day. It is not a retail till, a D2C shop, or a full general ledger.

The promise is simple: one sale order from capture to cash, with stock and customer balance moving only through ledgers.

After sign-in you land on the dashboard. The left sidebar is built from your role — an owner sees every module.

The four surfaces

  • Back office — desktop screens for sales, warehouse office work, dispatch, finance, reports, and admin. Role-gated: you only see menus you can use.
  • Warehouse app — high-contrast, large-tap screens for waves, pick, pack, and load. Open Warehouse in the sidebar.
  • Driver app — installable handheld view for today’s route, POD, exceptions, and COD. Works offline; it syncs when signal returns.
  • Customer portal — a separate login for buyers. Catalog prices are their contract prices, not a public list.
Staff, warehouse, dispatch, finance, and drivers sign in here.
Warehouse is a dark, large-tap layout — start at Waves.
Drivers see today’s dispatched route, or an empty state until dispatch sends it.
Customers use a separate portal for catalog, orders, and invoices.

What you will see after sign-in

The left sidebar is built from your role. An owner sees everything. A warehouse user sees warehouse and inventory, not credit dunning. A finance user sees invoicing and credit, not pick lists. If a screen is missing, you do not have permission — ask an owner to change your role rather than sharing someone else’s login.

Golden rules (every role)

  1. Confirm an order only when the customer is sure. Confirm reserves stock and checks credit.
  2. If the order is on credit hold, finance releases it. Never create a second order to bypass the hold.
  3. Invoice only the quantity on the proof of delivery. Never more than delivered.
  4. Stock changes only through goods receipts, adjustments, transfers, load, and POD — not by editing a number on a spreadsheet.
  5. Every status change is audited. If something looks wrong, open the order and read the history before inventing a workaround.

Continue with Base vs Premium to see which modules your plan includes, then first-time setup if you are opening a new tenant, or jump to the chapter for your role.