Business software for retail, wholesale and trading companies
Counter sales are only part of a shop's work. Trade accounts want quotations, distributors work on invoices and terms, and every supplier sends paperwork. BusinessPilotOS keeps those customers, quotes, invoices, payments and supplier costs in one place.
Trade customers on account
Quote bulk or special orders in line items, convert the accepted quote into an invoice and record part payments, with overdue balances flagged automatically.
Supplier paperwork everywhere
Record supplier invoices as expenses and keep agreements, price lists and import documents in the Document Center, searchable and with expiry dates where they apply.
Knowing your best accounts
Each customer record shows quotes, invoices and payments, so you can see who buys most and who pays late.
How a job flows through it
- 1Add the trade customer
- 2Send a quotation for the order
- 3Invoice the accepted quotation
- 4Record payments as they arrive
- 5Follow up overdue balances and record supplier costs
Who it suits
Hardware and building-material stores, specialist shops, wholesalers, distributors and import and export traders who sell on quotation and invoice as well as over the counter.
What to know before you start
There is no point-of-sale, barcode scanning, stock control or e-commerce storefront. Product prices are entered on each quote or invoice; there is no product catalogue with stock levels yet.
Frequently asked questions
Does it track stock?
No. Inventory is not built yet. Use your stock system and BusinessPilotOS for customers, quotes, invoices and costs.
Can I issue quotations in different currencies?
Each workspace has one currency, chosen at setup. It cannot be changed once money has been recorded.
Can my team only see some customers?
Access is controlled by role and module, not per customer record.