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.
Trading & Distribution
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
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.
Purchase decisions are made from a memory of what has been selling, because there is no stock position anyone trusts enough to buy against.
The real cost of a consignment is complete only when the last freight and handling bill arrives — usually after the goods have been sold.
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.
The rate a customer gets depends on who took the call and which version of the sheet was open in front of them.
What was sold and what was loaded are reconciled by hand at the end of the day, if anyone gets to it.
Closing the books starts by working out which of the systems is telling the truth about the same month.
The solution
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.
Quotations, price lists per customer and territory, and an order that dispatch and finance read rather than copy.
Requests, purchase orders, supplier pricing and goods receipt booked against the order that caused it.
Real-time stock per warehouse and per branch, with reservations, batches and reorder levels.
Bins and locations, putaway and picking, and stock counts recorded as movements with a reason.
Loading plans, delivery notes, gate-out and proof of delivery, driven from the sales order.
One customer record carrying the credit limit, terms, territory and order history everyone works from.
Invoicing raised on what actually shipped, with receivables and credit control against the same customer.
Margin per order, stock ageing, branch performance and customer profitability from one set of records.
Example business flow
Bought, received, held, sold, shipped, delivered, invoiced — with the cost following it the whole way.
An item moves through seven stages: purchase order, goods receipt, available stock, confirmed sales order, dispatch, delivery and invoice.
01 Purchase order
SKU-2210
Raised
02 Goods receipt
SKU-2210
Received
03 Stock
SKU-2210
Available
04 Sales order
SKU-2210
Confirmed
05 Dispatch
SKU-2210
Shipped
06 Delivery
SKU-2210
Delivered
07 Invoice
SKU-2210
Raised
Benefits
Landed cost sits on the item, so the margin on an order is a figure rather than an estimate someone defends.
Availability read across every branch or one at a time, so stock is moved rather than reordered.
The customer’s rate comes off the customer record, so it does not depend on who answered the phone.
What loaded is recorded against what was sold, and the invoice follows the dispatch, not the order.
Nothing to reconcile between systems, because there is one set of records underneath all of it.
When importing starts to matter, Trade and Logistics switch on against the data already there.
Apps used
Trading and distribution is not a separate product. It is these apps, on the shared Core OS, arranged around one way of working.
Quotations, price lists and the order everything downstream reads.
Real-time stock across warehouses, batches and serial numbers.
Planning, picking, loading and proof of what actually left.
Trips, carriers and freight cost allocated to what moved.
FAQ
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.
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.
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.
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.
We will follow it from the purchase order to the invoice and show where the platform would have caught it.