Wholesale & Distribution ERP: Inventory-Centric Control for Trade, Warehousing & Delivery

Wholesale & Distribution ERP

Wholesale and distribution is an execution business: you win by getting the right stock to the right customer at the right time—with disciplined pricing,
reliable allocations, high-accuracy fulfilment and controlled cash collection. Stok.ly is an inventory-centric cloud ERP designed for
trade operations across B2B order management, multi-warehouse inventory, WMS execution, and AI-supported planning.

Trade pricing & discounts
Accounts, terms & credit workflows
Allocation to inbound supply
WMS fulfilment (small + pallet orders)
Auto invoicing & accounting sync
Fleet delivery: routes + POD
Quick takeaway

A distribution ERP should behave like an operational control tower: one stock truth, enforceable commercial rules, allocation discipline,
WMS-grade fulfilment, and tight finance integration. If any of those are weak, the business falls back to spreadsheets and firefighting.

Foundations: Inventory-Centric ERP ·
Multi-location inventory ·
WMS

What is wholesale and distribution ERP?

Wholesale and distribution ERP is the operational system used to manage account-based selling, inventory, purchasing, warehousing, fulfilment, invoicing and delivery.
It connects four realities into one operating platform:

Commercial controlAccounts, pricing, discounts, terms, route/service rules
Inventory controlMulti-warehouse truth, allocations, inbound supply visibility
ExecutionWMS fulfilment, pallets/parcels, dispatch discipline
Cash + deliveryAuto invoicing, finance sync, routes and POD

Trade pricing and discounts

In distribution, pricing is a system—not a spreadsheet. Your ERP must enforce account pricing, discounts and margin controls everywhere orders are taken.

Account price lists and tiers

Customer-specific price lists, tiered pricing, product group pricing and negotiated exceptions—applied consistently in quotes and orders.

Discount rules and promotions

Quantity breaks, time-bound promos, and rule-driven discounts that don’t require manual calculation.

Margin visibility

Surface margin impact at order time so sales can move fast without eroding profitability.

Account management and B2B customer setup

Distribution success depends on disciplined customer setup: terms, delivery rules and defaults drive speed and accuracy later in the workflow.

Account setup checklist

  • Billing and delivery addresses (multi-site)
  • Payment terms and credit workflows (if used)
  • Default price list / discounts / tax rules
  • Service level rules (cut-off times, dispatch days)
  • Delivery rules (parcel vs pallet, route preferences)
  • Sales ownership (rep/territory)

What customer-facing teams need

  • Open orders, backorders and ETAs
  • Allocation status (what is reserved and why)
  • Unpaid invoices visibility (for credit control)
  • Returns/credits history (where relevant)

B2B telesales, field sales (tablets) and trade desk POS

Distributors sell through multiple channels. 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.

Telesales speed

Fast order entry with account defaults, repeat ordering, quick product search and substitute suggestions when stock is constrained.

Field sales on tablets

Quote and order creation with live availability and inbound ETAs, enabling reps to sell what can actually be delivered.

Trade desk POS (counter sales)

Counter trade needs instant availability, correct pricing rules, rapid dispatch flow, and clean inventory decrement from the correct location.

Related: Stok.ly native ePOS.

Pre-allocation of sales order lines to purchase orders or manufacturing orders

Allocation discipline is the difference between “we think we can supply it” and “we can promise it”. High-performing distributors allocate demand to stock and inbound supply.

What to validate

  • Reserve available stock to specific orders/accounts
  • Allocate to inbound purchase orders (POs) for constrained items
  • Allocate to manufacturing orders (MOs) where applicable
  • Visibility: what is promised, what is inbound, and when

Why it matters

  • Protects key accounts and service levels
  • Prevents “oversell then apologise” behaviour
  • Creates disciplined warehouse priorities
  • Improves purchasing and production planning

Related: Manufacturing · AI demand forecasting

Picking small orders and pallet orders

Distribution warehouses usually run two modes: fast small-order parcel fulfilment and pallet/bulk fulfilment. Your ERP must include WMS-grade execution that supports both.

Picking mode Typical characteristics System requirements
Small orders (parcel) Many orders, many lines; speed matters; high error risk. Barcode scanning, pick paths, batch/wave options, pack verification, exceptions.
Pallet / bulk Fewer orders; larger quantities; forklift flows; time windows. Bins/locations, replenishment discipline, staged dispatch, traceability and paperwork.

See: WMS · Pick, pack and despatch

Automated handling of backorders and pre-sales

Backorders and pre-sales are normal in distribution. What matters is whether they are managed with credible ETAs tied to inbound supply, clear outstanding quantities and allocation discipline.

Backorders

Support partials, keep remaining quantities open, and tie ETAs to inbound POs or manufacturing supply—not guesswork.

Pre-sales

Take orders against future stock while preventing accidental oversell and ensuring pre-sold stock remains reserved for the right accounts.

Operational triggers

Turn demand into actions: PO proposals, transfer needs and pick priorities once inbound stock arrives.

Auto invoicing on dispatch and two-way accounting integration

Distribution is a cash business. Tight dispatch-to-invoice workflows and proper finance integration reduce admin effort and improve cash collection discipline.

Auto invoicing on dispatch

  • Generate invoices automatically when goods dispatch (including partials)
  • Ensure invoiced quantities match what shipped
  • Support credits/returns cleanly

Two-way accounting integration

  • Push invoices and credit notes into accounting (e.g., Sage, Xero, QuickBooks)
  • Pull payment status back into ERP for visibility of unpaid invoices
  • Support bank reconciliation workflows and disciplined credit control

Related: Ship It · AI functionality

Fleet delivery, route planning and proof of delivery (POD)

Many distributors run their own delivery fleet. The ERP must support the operational realities of routes, delivery windows and customer proof of delivery—without breaking the inventory and invoicing chain.

Route planning

Build daily routes by geography, capacity, delivery windows and service priorities, and link those routes to shipments and invoices.

Proof of delivery

Capture POD (signature/photo/notes) at the point of delivery to reduce disputes and support clean customer service resolution.

Exception handling

Handle failed deliveries, partial deliveries and returns-to-depot while keeping inventory, invoicing and customer comms consistent.

If you rely primarily on carriers, validate courier and shipping workflows instead:
Pick, pack and despatch.

How Stok.ly fits for wholesale and distribution

Stok.ly is an inventory-centric cloud ERP designed for trade operations that need inventory accuracy, allocation discipline, warehouse execution and planning in one platform—alongside B2B account workflows and multi-channel selling.

Validate Stok.ly against your workflow

  • Trade pricing and account setup
  • Telesales/field sales/trade desk flows
  • Allocation and pre-allocation to inbound supply
  • WMS fulfilment for parcels and pallets
  • Backorders and pre-sales discipline
  • Dispatch-to-invoice process and accounting sync
  • Delivery model: carrier vs fleet routes and POD

Next step

If you’re evaluating distribution ERPs, map your operating model and validate Stok.ly against pricing, allocation, WMS execution, dispatch-to-invoice, and delivery workflows.
Book a demo.

Stok.ly overview video

A short overview of how Stok.ly supports inventory-led operations across wholesale, retail, warehouses and manufacturing.


Explore related cluster pages

FAQs

What is the biggest difference between wholesale ERP and retail ERP?

Wholesale is account-based: pricing, terms, allocations and service rules vary by customer. Retail is typically transaction-based. In wholesale, promised dates, partial fulfilment, backorders and cash control become operationally central.

Do distributors need WMS functionality as well as ERP?

If warehouse volume is meaningful, yes. You typically need barcode-led receiving, bins, pick/pack, replenishment and exceptions.
Some ERPs require a separate WMS. Stok.ly includes warehouse workflows designed for operational execution.
See: WMS.

How do allocations work in distribution?

Allocations reserve stock (or inbound supply) to specific sales orders, accounts or channels. This protects service levels, improves promised dates and prevents overselling when stock is constrained.

How should route planning and POD fit into ERP?

Routes should be linked to shipments and invoices so delivery status and POD can be referenced for customer service, disputes and cash collection workflows. Exception handling must keep inventory and invoicing consistent.

© Stok.ly. This page is intended for informational guidance to support software evaluation.
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