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- Home Inspection Software
- Who it's for
- Dealer distributors
Dealer distributors
A distributor supplying independent dealers needs a clear line from commercial terms to each shipment and open balance. Start with one entity, product range and warehouse.
How Home Inspection Software is set up for you
Dealer orders
Keep accepted quantities and original promises beside partial shipments.
Supply
Match supplier bills to the accepted receipt tranche.
Delivery
Record each stop and line outcome.
A distributor supplying independent dealers needs a clear line from commercial terms to each shipment and open balance. Start with one entity, product range and warehouse.
Start with an active dealer, its ordering contact, the price list and payment terms. Choose a product the dealer needs now and a second product awaiting supplier stock. Sales Representative prepares the offer and retains the dealer response. Sales Manager reviews the current order revision; Finance Manager decides a credit exception only when exposure requires it. Keep both decisions distinct from the dealer's acceptance.
Purchasing Manager secures the short product. Warehouse Operator records the supplier arrival, while the usable accepted portion becomes stock available for reservation. Fulfill the first dealer line from existing stock and leave the second as an open commitment. At each handoff, compare ordered, accepted, reserved and shipped quantities. A revised dealer address or quantity needs a new reviewed order basis instead of an edit to the original accepted promise.
Close the pilot with a delivery result, an invoice for eligible title-transferred scope and a smaller actual cash receipt. Accountant can show what remains open to the dealer and what cash remains unapplied. Warehouse Manager can explain stock still held for this dealer and any failed stop. Rehearse one refused delivery and make the original line allocation visible before another attempt. Add more dealers only after sales, warehouse and finance agree on the same cutoff.
Features to start with
Roles on the team
- Finance Manager
- Independently controls each entity's credit, valuation, payment and period decisions.
- Accountant
- Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
- Warehouse Manager
- Controls stock execution, delivery plans and distribution production.
- Warehouse Operator
- Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
- Purchasing Manager
- Prepares supplier purchasing and resolves commercial supply issues.
- Sales Manager
- Independently accepts dealer orders and owns commercial master and exception review.
- Sales Representative
- Prepares dealer offers and orders and follows accepted delivery commitments.
Set up Home Inspection Software your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.