// Wholesale & Distribution
Automation for wholesale and distribution
Quotes, stock, prices, payments and debts are spread across the CRM, BAS and spreadsheets. These example workflows show how they can stay in step.
Typical operational problems
- Managers check stock and prices in BAS or Excel before every quote.
- Commercial proposals are assembled by hand from old files.
- CRM deals and accounting orders do not match.
- Payments are matched to invoices manually.
- Overdue debts are noticed late.
- Purchasing reacts to shortages instead of planning for them.
Systems commonly involved
Which of these can be connected, and how, is confirmed during the audit: through available APIs, webhooks, database access or custom connectors.
- CRM
- BAS / 1C
- Excel / Google Sheets
- Bank
- Вчасно
- Nova Poshta
Relevant automation examples
Example workflow: from request to quote
Illustrative sequenceStatic view
- TriggerA customer asks for a quote
- SystemStock and prices are read from the accounting system
- AutomatedA commercial proposal is prepared from the approved template
- Requires approvalA manager approves discounts and non-standard terms
- SystemThe deal is updated in the CRM and the order is created in accounting
- AutomatedThe invoice is sent and the payment is tracked
- ResultThe manager is reminded when the payment is overdue
Human control
- AutomatedStandard quotes at list prices
- Requires approvalDiscounts and credit terms
- Requires approvalOrders above the agreed credit limit
- Human decisionNegotiations with key customers
Integrations
See which systems can be connected, grouped by category.
Show us the workflow your team still handles manually.