Wholesale and distribution go-live checklist
- Main warehouse and depots are locations with their own invoice schemes (step 1).
- Enable Sub Units, Enable Sales Order, lot and expiry settings are on as needed.
- A4 invoice layout looks right with your tax details.
Products and prices
Section titled “Products and prices”- Carton and bale units exist; products have the right Related Sub Units (step 2).
- Price groups have prices; customer groups are linked.
- Opening stock is entered per location, in pieces.
Customers and suppliers
Section titled “Customers and suppliers”- Every account has a customer group, pay term, credit limit and opening balance (step 3).
- Suppliers have pay terms and opening balances.
Selling and delivery
Section titled “Selling and delivery”Frequently asked questions
How do I bring in what customers already owe me?
Enter it as the Opening Balance on each customer, or import customers with their opening balance using Contacts › Import Contacts.
What is the most common go-live mistake?
Opening stock entered in cartons instead of pieces, or in the wrong depot. Check Reports › Stock Report by location before the first sale.
Do I need sales orders from day one?
No. Many distributors start invoicing directly and add sales orders later.
Should reps have the owner login?
No. Give each rep their own user with only selling and customer permissions, edited in User Management › Roles.