B2B wholesale and trade operations are inventory-led. The operational challenge is controlling
trade pricing, allocations, backorders, picking efficiency and
cash collection—without losing the “one stock truth” across warehouses and locations.
Stok.ly is an inventory-centric cloud ERP designed for B2B order management, multi-location inventory control, WMS execution and built-in AI planning.
What B2B order management ERP is ·
Trade pricing & discounts ·
Account management & B2B customer setup ·
Telesales, field sales & trade desk ·
Allocation & pre-allocation to inbound supply ·
Picking small orders and pallet orders ·
Backorders and pre-sales automation ·
Auto invoicing & accounting integration ·
How Stok.ly fits ·
Overview video ·
FAQs
If your B2B team is juggling price lists, allocations, partials, backorders and invoicing in spreadsheets, the root problem is usually the same:
orders are being managed separately from inventory, supply and fulfilment execution. An inventory-centric ERP fixes that operating model.
Foundations: Multi-location inventory ·
WMS ·
AI functionality
B2B order management ERP is the operational system that controls how trade orders are priced, taken, allocated, fulfilled and invoiced,
while maintaining a reliable inventory truth across warehouses and locations. It connects four realities into one operating system:
In B2B, pricing is account-based. Your ERP must enforce pricing consistently across telesales, field sales and trade desk orders—without manual re-keying.
Support customer-specific price lists, tiers (e.g., bronze/silver/gold), product-group pricing and exception rules, with auditability on changes.
Apply discounts based on account, product group, quantity breaks, and promotional windows—at quote and order stage.
Surface margin impact at order time, especially for negotiated deals, so sales can move fast without eroding profitability.
Strong B2B order management starts with clean account structure: trading terms, delivery rules, invoicing preferences and contact roles.
Wholesale selling happens in multiple contexts. The system must present the same truth—pricing, availability, allocations and ETAs—whether the order is taken on the phone, in the field, or at a trade counter.
Fast order entry with account defaults, repeat ordering, quick search, and the ability to propose substitutes when stock is constrained.
Quote and order creation with live availability and inbound ETAs, enabling reps to sell what can actually be delivered.
Counter trade needs instant availability, correct pricing rules, rapid invoicing/dispatch flow, and clean inventory decrement from the correct location.
Related: Stok.ly native ePOS (useful for trade counters) and multi-location inventory control.
A high-signal B2B requirement is the ability to allocate demand against inbound supply—so promised dates are credible and key accounts are protected.
Related: Manufacturing · AI demand forecasting
B2B fulfilment is typically bimodal: high-frequency small parcel orders and lower-frequency pallet or bulk orders. You need WMS-grade execution that supports both.
| Picking mode | Typical characteristics | System requirements |
|---|---|---|
| Small orders (parcel) | Many lines across many orders; speed matters; high error risk. | Barcode scanning, pick paths, batch/wave options, pack verification, exceptions. |
| Pallet / bulk orders | Fewer orders; large quantities; forklift flows; time windows. | Location/bins, replenishment discipline, staged despatch, traceability and documentation. |
See: Warehouse Management System (WMS) · Pick, pack and despatch
In B2B, backorders and pre-sales are normal. What matters is whether the system can manage them with discipline:
clear promises, allocation to inbound supply, and automated communication triggers (where you choose).
Support partial fulfilment, maintain outstanding quantities, and keep ETAs tied to inbound POs or manufacturing orders—not guesswork.
Take orders against future stock, while preventing accidental oversell and ensuring pre-sold stock remains reserved for the right accounts.
Generate actions automatically: create PO proposals, highlight transfer needs, and prioritise warehouse picking once inbound stock arrives.
Wholesale is not just fulfilment—it is cash. The fastest way to reduce admin overhead and improve cash collection is to connect dispatch to invoicing and synchronise finance properly.
Related: Accounting integrations (if available) and Ship It (dispatch workflows).
Stok.ly is designed for inventory-led operations across wholesale, distribution, retail, warehousing and manufacturing.
For B2B teams, it supports account workflows while keeping inventory truth, allocation and fulfilment execution aligned with the physical reality of stock.
If your B2B team is manually managing allocations, backorders and invoicing, map your operating model and validate Stok.ly end-to-end.
Book a demo.
A short overview of how Stok.ly supports inventory-led operations across wholesale, retail, warehouses and manufacturing.
Treating B2B as “sales first” rather than “inventory first”. If you cannot see availability, allocations and inbound ETAs by location, you end up overselling, firefighting backorders and losing trust with key accounts.
Many inventory-led businesses require this. Pre-allocating demand to inbound supply improves promised dates and protects strategic accounts—especially in wholesale and manufacturing-led operations.
Invoices should be generated based on what actually shipped (including partials). This reduces admin overhead and avoids disputes caused by invoicing quantities that did not dispatch.
Because cash collection and credit control depend on payment status. Two-way integration means invoices and credits flow to accounting, while payment status flows back—reducing disputes and supporting disciplined credit policies.
Yes. Stok.ly is an inventory-centric cloud ERP designed for wholesale and trade operations that need inventory accuracy, allocations, warehouse execution and planning in one platform—alongside B2B account workflows.