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Distribution & stock
Know your true profit, debtors and stock, every day.
For businesses that buy and resell goods, often on credit. One ledger of purchases, sales, payments, expenses and stock, with a self-service BI dashboard that answers profit, cash-collection and stock questions without a BI analyst.
Built for
- Distributors and suppliers of consumables, materials and parts
- Businesses that sell on account and chase payments
- Finance teams producing monthly management packs
- Owners who want profit per product, client and salesperson
Problems it solves
- Profit worked out as revenue minus purchases, not real cost of sales
- No clear view of who owes what, or how old the debt is
- Running out of fast movers while slow stock piles up
- Monthly reports rebuilt by hand in Excel
What it does
Features
Purchases with landed cost
Supplier invoices with transport and delivery fees allocated to the goods, so cost of sales is real.
VAT invoicing
Sales invoices with discounts, VAT and due dates from payment terms, checked against stock, as branded PDFs.
Payments and statements
Several payments per invoice, lump sums allocated oldest first, receipts and client statements.
Debtors ageing
Every rand outstanding aged as current, 1-30, 31-60, 61-90 and 90+ days, and owned by a salesperson.
Stock control
Stock on hand, average cost, days of cover, reorder alerts, adjustments with reasons and stock takes.
Sales targets and commission
Monthly targets per salesperson and commission on cash collected.
Executive BI dashboard
KPI strip with trends, revenue against expenses with margin, profit waterfall, product Pareto and drill-through to the records.
Insights and forecast
Rules-based alerts on overdue debt and targets, and a three-month revenue forecast.
Monthly management pack
Board-ready PDF and Excel pack in one click, plus exports from any chart.
Control and security
Built for trust
- Roles from super admin to read-only auditor
- Two-factor sign-in for executives and finance
- Records voided with a reason, never deleted
- Append-only audit log
Configured to the way you work
Every business runs differently. We set the system up around your roles, approvals and reports, migrate your existing data from Excel, train your team, and host and support it after go-live.
Client references available on request.
See it working on your own process
Book a free 45-minute demo and systems review on Microsoft Teams or Google Meet. We walk through the system with your scenario and show what would change. No obligation.