Customers and counterparties
One customer card with contacts, order history, documents, payments and settlements.
For trading companies and distributors
ERP and CRM for wholesale, warehouse and B2B sales
QUINCEFIN brings customers, price lists, orders, stock, reservations, documents, payments and shipments into one system, so sales and the warehouse work in sync without spreadsheets and chaos.
Key business needs
In trading companies the trouble usually starts not from a lack of tools, but from the gap between them. Orders live in chats and spreadsheets, sales cannot see current stock, and accounting and logistics join in only after the mistake. QUINCEFIN closes that gap and gives one picture of the customer, the order, the payment and the shipment.
What usually hurts
- Orders get lost between messengers, spreadsheets, email and phone calls.
- Sales staff cannot see current prices, discounts, limits and customer debt at the moment of the sale.
- The warehouse and sales work separately, so stock and reservation errors keep appearing.
- Documents, payments and shipments are controlled in different places with no shared status.
- There is no transparent customer history: what they bought, what they owe, what has already shipped.
What changes with QUINCEFIN
- Sales managers process orders faster and stop re-asking the same questions.
- The manager sees the real state of stock, reservations, payments and settlements.
- The customer gets a coherent service: price, invoice, shipment and payment are connected.
- The company works in one system instead of a pile of spreadsheets, chats and disconnected services.
What a trading company gets in QUINCEFIN
This page is not about every ERP feature, but about what wholesale, distribution and B2B sales actually need day to day.
Price lists, prices and discounts
Work with prices and selling terms without digging through spreadsheets and chat threads.
Orders, reservations and shipments
Control the cycle from the customer order to reservation, shipment and deal closure in one loop.
Warehouse accounting
Current stock, goods movement, reservation control and full transparency between the warehouse and sales.
Invoices, documents and payments
Invoices, supporting documents, payment statuses and receivables control are no longer scattered across different tools.
CRM, tasks and team control
The team sees who owns the customer, what stage the order is at and what needs to happen next, without losing context.
How this works in QUINCEFIN
A real scenario for companies that need to move quickly from a customer enquiry to shipment and payment control.
Step 1
Customer enquiry and order creation
The manager records the request and immediately sees the customer card, previous sales and the current state of the relationship.
Step 2
Current prices, discounts and stock check
While the order is being created the system helps work with price lists, customer terms, availability and reservations.
Step 3
Invoice, documents and payment
Once the order is agreed, the team issues the invoice and supporting documents, while payment and settlements are recorded in the same process.
Step 4
Shipment, debt and repeat sales
You can see what has shipped, what is still reserved, what debt remains and what the full customer history looks like for the next sale.
How it looks in daily work
A few real screens showing the wholesale scenario: orders, analytics and coordination of the sales team.
Orders and documents in one window
The manager sees order statuses, amounts, shipments, the partner and the current state of the work without jumping between separate spreadsheets.
Margin and product profitability control
Analytics show what the company actually earns per product and where profitability drops inside the trading loop.
Tasks and sales team coordination
The process does not end at the invoice: the team tracks tasks, approvals, shipment checks and the next steps for the customer.
Who it fits
It works best for companies with active B2B sales, a warehouse, sales managers, orders, documents and regular settlements with customers.
Wholesale suppliersDistributorsTrading companiesCompanies with B2B salesTeams with a warehouse and sales managers
More on the topic
How to start the implementation
Step 1
We analyse your processes and the data you need to import.
Step 2
We configure directories, roles, integrations and access rights.
Step 3
We train the team and launch the system with support in place.
FAQ for wholesale
Short answers to the questions trading companies usually ask before choosing an ERP and CRM.
Is QUINCEFIN suitable for wholesale?
Yes. QUINCEFIN fits wholesale companies, distributors and trading teams that need customers, orders, stock, documents, payments and shipments in one system.
Can I run the warehouse and sales in the same system?
Yes. QUINCEFIN joins sales and the warehouse loop, so managers see current stock and reservations while they work on an order.
Can I control customer debt and payments?
Yes. The system handles settlements, shows payment status and lets you control receivables per customer.
Does QUINCEFIN work for several sales managers?
Yes. QUINCEFIN gives a shared picture of customers and orders for multiple managers, so the team follows the same rules and never loses context.
Can we start without a heavy implementation project?
Yes. The start can be staged: first the basic sales and warehouse processes, then extensions for your scenarios, roles and integrations.
QUINCEFIN for wholesale, distribution and trading companies
If you need a system for wholesale where the warehouse, sales, documents and payments work together, look at QUINCEFIN on your own scenarios.