Distribution and wholesale workspace guide

What the Distribution workspace covers

Run wholesale sales, warehouses, inventory, purchasing, deliveries, customers and supplier operations in one distribution workspace.

The workspace brings together wholesale customers and pricing, sales orders and fulfilment, multi-warehouse inventory, purchasing and supplier orders, picking, packing and deliveries, stock transfers and adjustments, margin, service and distribution reports. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage wholesale customers and pricing, sales orders and fulfilment, multi-warehouse inventory, purchasing and supplier orders, picking, packing and deliveries, stock transfers and adjustments, margin, service and distribution reports. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Capture the wholesale order, reserve stock from the right warehouse, generate picking and delivery work, replenish through purchasing and close the order with margin and service reporting.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.