Sales & CRM
Customer card, price list, quote, bulk order and after-sales tracking.
Keep wholesale under control from order to collection
Each customer works on their own price list, discount and payment terms; the bulk order ties to the warehouse, the shipment to the invoice, the invoice to collection. marqey puts the promise made to the customer, the warehouse prep and the expected payment on the same screen.
A sales setup that runs price, payment terms and shipment rhythm together
Wholesale
This solution gathers customer- and dealer-based price lists, payment terms and risk rules, bulk orders, warehouse picking and collection tracking on the same record structure. Customer, price, stock and account data show up in the same view. Wholesalers who sell through a dealer network or on customer-specific terms use this. Value comes less from how many customers you serve than from each customer having their own price and their own payment term.
The order ties to the warehouse, the shipment to finance
An order does not stand alone in marqey. Seven steps each have an owner, each step leaves its own record on the order; warehouse prep, invoice and collection move in the same chain.
Customer terms get defined
The sales manager sets the price list, discount structure and payment terms for each customer and dealer on the account card; order history and balance sit on that same card.
The bulk order goes in
The sales rep enters the order at the customer's own list price; an order record forms, and the rep sees stock and balance before making a promise to the customer.
Risk goes through a check
A customer pushing past their account limit, or a term overrun, drops the order to the sales manager's approval; an approval record posts to the order history, and risk stays visible without breaking from the sale.
The warehouse starts prep
The order reaches the warehouse lead's picking list; a prep record opens, and the warehouse knows what to prepare, for whom and in what order.
The shipment goes out
A dispatch note gets issued as the shipment leaves the warehouse; the stock movement posts to the order, and prepared, shipped and delivered orders track off the same list.
The invoice gets issued
The invoice for the shipped goods gets cut off the same order; the amount posts to the account, and the expected collection enters the record with its due date.
Collection closes out
The finance lead tracks payment against the due date; the collection record deducts from the account balance, and a late payment shows up in the risk view.
What Do You Gain?
Cleaner operations, tighter control over sales
Make fewer wrong promises
The sales team takes orders with stock and account data in hand; the quantity and deadline promised to the customer stop being a guess.
Bring order to warehouse traffic
Orders to prepare, waiting items and outbound shipments stay visible; the warehouse stops waiting on a phone confirmation.
Keep collection tied to the sale
Which invoice belongs to which order stays clear; a late payment shows up on time.
Sales, stock and finance form the backbone of this solution
These products carry the price, stock and collection sides of wholesale together. Bank, carrier and e-document connections get set up around your existing setup; your customers track order and invoice status from their own portal.
Frequently Asked Questions
Which records need to connect in a wholesale order?
Customer-specific price, order quantity, reservation, picking, dispatch, invoice and receipt should follow one transaction chain. The shared record shows sales, warehouse and finance where the order is waiting.
Which teams use Wholesale?
Sales reps, warehouse and shipment leads, the finance team and management. Sales opens the order, the warehouse runs the prep, finance tracks the term. Management reads risk and outstanding collections from one screen.
Do our customer-based price lists and payment terms move over?
Yes. Each customer's price list, discount structure and payment term get set on the account card. Your current lists move in bulk and get reviewed together during migration planning.
Does our accounting setup change?
No. Your accountant keeps working the way they do today. marqey holds the order, shipment, account and term side, and invoices reach accounting complete.
Which business example shows Wholesale in use?
Cape Davis, a sportswear manufacturer supplying chain stores, moved from team production to store supply with this setup. Barcode infrastructure got team-pack stock tracked correctly, and order and invoice tracking moved from the phone to the customer portal.
How You Start
Let's map out your wholesale setup together
Let's assess which customer works on which price list and which term, how a bulk order reaches the warehouse, and who tracks a late payment. See marqey in a demo close to your own operation; together we decide how the price lists, approval rules, warehouse steps and reports get set up to match the way you work.