Industries — Wholesale
Built for batch, party credit and van sales.
Batch and expiry tracked properly, party-wise credit balances, and recovery ageing that flags an account before it's a write-off.
Overview
Wholesale runs on credit in a way retail doesn't — a shopkeeper takes stock today and pays across two or three visits, a van sales route extends credit to a dozen small accounts at once, and by the time someone notices a party hasn't paid in six weeks, it's already a harder conversation than it needed to be.
EZ CRM tracks every party's balance and payment history on one record, ranked by how overdue it is, so a recovery call happens at 30 days instead of 90. EZ ERP tracks batch and expiry on stock that actually has a shelf life, and van sales — stock loaded onto a vehicle and sold across a route — reconcile against what left the warehouse, not just what the salesman reports back at the end of the day.
Bookkeeping keeps the ledger honest about what's genuinely owed versus what's aged past collectible, so your management accounts reflect real receivables, not a number that's been carrying the same overdue balances for a year.
The specific pain, and how we answer it
- A party's balance isn't obvious until someone manually adds up several separate invoices.
- Every party's full balance and payment history sits on one CRM record, not spread across separate invoice files.
- An account goes quiet for months before anyone flags it as a collection problem.
- Balances are ranked by how overdue they are, so a recovery call happens at 30 days, not after it's a write-off conversation.
- Stock with a shelf life sits next to stock that doesn't, with no way to tell what needs to move first.
- EZ ERP tracks batch and expiry per unit, so what should sell first actually does.
- A van sales route reports back what the salesman says sold, not what actually left the warehouse.
- Van loads reconcile against warehouse stock movements directly, so the two numbers have to agree with each other.
What we’d set up
Talk to someone who knows wholesale
Tell us how your business actually runs — we'll tell you exactly what we'd configure.