Wholesale software: CRM for wholesale

A program for wholesale trade is needed where there are a lot of transactions, dozens of dealers, and prices and conditions are different for everyone. While wholesale is based on Excel and personal agreements of managers, the picture is at odds with reality: balances do not match reserves, receivables grow and freeze, shipment requests are lost between chats. CRM for wholesale and distribution collects the dealer database, warehouse, accounts receivable and price lists into one system, where everyone sees their part and works according to the same rules. Below we analyze the pains of wholesale trade in Uzbekistan and what Taska provides in this case.

Pain wholesale: where money is lost

In wholesale, the dealer base is usually spread out over the phone numbers of managers: if a person leaves, half of the clients leave, along with their order history and agreements. The accounts receivable lives in a separate file and freezes because no one sees who is overdue and for how long, until the money is already stuck. Order balances and reserves are calculated in Excel, so one shipment is promised to two clients, and upon shipment the shortage becomes clear. Each dealer has its own prices and conditions - wholesale, small wholesale, special price - and in the tables this turns into chaos with discounts “from memory”. And orders and shipments get lost between the manager, the warehouse and the accounting department, because there is simply no single place for them.

What does Taska give to a wholesale company?

Taska collects wholesale sales into one system: a dealer database with history, a warehouse with reserves and shipments, accounts receivable and prices - without double input between the manager, storekeeper and accountant. Basic set that covers the work of wholesale and distribution:

• Dealer database in CRM with order history, agreements and contacts - the client remains in the company, and not in the manager’s phone number
• A warehouse with reserves for orders and shipments to several warehouses - one shipment does not go to two clients
• Control of receivables for each dealer and terms: you can see who was overdue and for how long before the money got stuck
• Price lists and conditions for customer groups - wholesale, small wholesale, special price - no discounts “from memory”
• Invoices and payments Payme and Click directly from the transaction, all amounts in UZS
• Requests and shipments in one place - nothing is lost between the manager, warehouse and accounting department

Accounts receivable and warehouse under control

The main pain of wholesale is money stuck in receivables and goods promised twice. In Taska, this is covered by a combination of funnel, warehouse and finance in one system. A transaction with a dealer reserves goods in the warehouse, shipment writes off the balance, and payment and debt immediately go to finance - without reconciling files to date. The receivables show the whole picture: how much each dealer owes, what deadlines are pending, where it is time to stop shipments until payment is made. Reserves and balances for all warehouses are on one screen, so the manager does not promise something that is not there. The connection between dealer base ↔ warehouse ↔ accounts receivable closes the gap where money is usually lost: they shipped, but did not close the payment; reserved, but not shipped.

For whom and how to implement turnkey

The program is suitable for wholesale companies, distributors, suppliers and any B2B trade with a dealer network and shipments from a warehouse. We implement not a box, but a system for your processes: we analyze how the dealer base, price lists, reserves and receivables are organized, and set up a CRM for this. We launch MVP in 14 days. The system can be purchased as your own (one-time payment plus hosting ~$10–20 per month) or purchased via subscription. We connect Telegram, WhatsApp, Payme and Click payments, telephony, as well as exchange with 1C and MoySklad, if the items and balances are already maintained there - this way the wholesale moves to Taska without losing data.

Let's put things in order in wholesale sales

Leave a request for a free consultation - we will sort out your dealer base, warehouse and receivables, show you reserves, shipments and debt control by deadlines on a demo, calculate how much you lose on Excel and forgotten payments, and offer a wholesale trade program for your business in Tashkent and throughout Uzbekistan.