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Trading & Distribution

One order, from the supplier’s invoice to yours.

Trading and distribution is a margin business run on movement. OrbitWix connects purchase, stock, sales, dispatch and finance so the margin you calculated when you bought is the margin you actually collect.

Common business problems

Six ways margin disappears between buying and billing.

None of these show up as a loss on any one transaction. They show up at the end of the year, as a gap between the margin you thought you were making and the one in the accounts.

Buying blind

Purchase decisions are made from a memory of what has been selling, because there is no stock position anyone trusts enough to buy against.

Margin known too late

The real cost of a consignment is complete only when the last freight and handling bill arrives — usually after the goods have been sold.

Branch stock is invisible

One branch is out of an item while another is sitting on six months of it, and neither has any way to see the other.

Price lists that disagree

The rate a customer gets depends on who took the call and which version of the sheet was open in front of them.

Dispatch is a separate world

What was sold and what was loaded are reconciled by hand at the end of the day, if anyone gets to it.

Month-end is an investigation

Closing the books starts by working out which of the systems is telling the truth about the same month.

The solution

What the solution puts in place.

Eight parts, all reading the same customers, suppliers, items and warehouses. Nothing here is a separate system that has to be kept in step with the others.

Sales

Quotations, price lists per customer and territory, and an order that dispatch and finance read rather than copy.

Read about Sales

Purchase

Requests, purchase orders, supplier pricing and goods receipt booked against the order that caused it.

See it in the catalogue

Inventory

Real-time stock per warehouse and per branch, with reservations, batches and reorder levels.

Read about Inventory

Warehouse

Bins and locations, putaway and picking, and stock counts recorded as movements with a reason.

See it in the catalogue

Dispatch

Loading plans, delivery notes, gate-out and proof of delivery, driven from the sales order.

Read about Dispatch

Customer management

One customer record carrying the credit limit, terms, territory and order history everyone works from.

How the Core OS holds it

Finance

Invoicing raised on what actually shipped, with receivables and credit control against the same customer.

See it in the catalogue

Reporting

Margin per order, stock ageing, branch performance and customer profitability from one set of records.

See it in the catalogue

Example business flow

One item, seven stages.

Bought, received, held, sold, shipped, delivered, invoiced — with the cost following it the whole way.

Purchase to invoice

An item moves through seven stages: purchase order, goods receipt, available stock, confirmed sales order, dispatch, delivery and invoice.

  1. 01 Purchase order

    SKU-2210

    Raised

  2. 02 Goods receipt

    SKU-2210

    Received

  3. 03 Stock

    SKU-2210

    Available

  4. 04 Sales order

    SKU-2210

    Confirmed

  5. 05 Dispatch

    SKU-2210

    Shipped

  6. 06 Delivery

    SKU-2210

    Delivered

  7. 07 Invoice

    SKU-2210

    Raised

Benefits

What changes in a normal week.

Margin you can verify

Landed cost sits on the item, so the margin on an order is a figure rather than an estimate someone defends.

One stock figure across branches

Availability read across every branch or one at a time, so stock is moved rather than reordered.

Prices that apply themselves

The customer’s rate comes off the customer record, so it does not depend on who answered the phone.

Dispatch tied to the order

What loaded is recorded against what was sold, and the invoice follows the dispatch, not the order.

Books that close from records

Nothing to reconcile between systems, because there is one set of records underneath all of it.

Room to add trade later

When importing starts to matter, Trade and Logistics switch on against the data already there.

Apps used

The apps behind it.

Trading and distribution is not a separate product. It is these apps, on the shared Core OS, arranged around one way of working.

Sales

Quotations, price lists and the order everything downstream reads.

Read about Sales

See the full catalogue

FAQ

Questions about trading and distribution.

Is this an ERP?

It covers what a trading or distribution ERP covers, but you are not buying the whole thing on day one. The Core OS plus sales, purchase and inventory is a working system; warehouse, dispatch, logistics and finance are added when they earn their place.

We keep our accounts in another system. Does that have to change?

Not necessarily. An existing accounting system can stay and be integrated, so operations move to OrbitWix while the books stay where your accountant wants them. Whether that is worth keeping is a conversation, not a requirement.

How does it handle transfers between branches?

As stock movements between warehouses, with the same visibility as any other movement. Stock in transit between two branches is a state you can read, not an unexplained gap in both.

How long before it is running?

It depends far more on the state of your master data than on the software. Configuring companies, branches, roles and workflows is quick; reconciling four versions of a customer and item list is the part worth planning for.

Have a different question? Talk to us.

Bring one order that went wrong.

We will follow it from the purchase order to the invoice and show where the platform would have caught it.