Wholesale distribution: sell by the pack, invoice what shipped

Sell in the unit your customer orders

A wholesale customer buys in dozens, cases and master cases. The order line is written in the pack the customer buys, so the confirmation reads the way the buyer ordered.

The catalog price follows the pack: a price set per piece becomes the case or dozen price on the line. Beyond the catalog, the server resolves the line price per customer. It tries the customer’s private price first, then the customer’s price list, then the pack price, then the catalog, matched on product, unit and order date, taking the largest quantity break the ordered quantity meets. The line shows where its price came from, the seller sees the next break, and a price typed by hand on the order is kept.

Each pack is defined once on the product. A master case of 30 dozen means exactly that, everywhere it appears. Stock shows the pack breakdown next to the piece total, like 1 MC + 15 DZ. A mixed order is ordinary: one line in master cases, the next in dozens.

Discounts and sales tax on the order

A line takes its own discount, by percent or by amount. The order can carry a discount across all lines. Both are visible on the order and both are part of the total the customer sees.

Sales tax is estimated on the order by the ship-to state, from the company’s tax table. The customer record keeps the resale certificate number and its expiry date, and shows a warning once the certificate has expired. Whether a customer or a product is taxed is a flag on each. The tax on the order is an estimate. The invoice is official.

Invoice what shipped

The invoice is created from shipped quantities. A short ship bills only what left the dock, not what was promised on the order.

The invoice starts from the order’s net lines and tax. Nothing is retyped.

A posted invoice prints and emails as the same PDF. The company name is in the From, and Reply-To goes to the company billing email.

Purchase orders your supplier can read

The purchase order prints in a form a supplier can act on: item codes, the ordered quantity in packs and in base pieces, and the unit price with its unit. It saves as a PDF for the supplier file.

The sales order prints too, for the customer file. Paper still runs the back office, so the paper is clean.

Every unit has a witness

Every pack that moves lands on the ledger described in inventory management.