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For wholesale suppliers, importers and distributors

CRM for wholesale & distribution

Manage trade accounts, quotes and orders, and handle delivery issues and account applications in one place.

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Quotes and orders
Trade enquiry3Trade quoteA$1,850 · JLAccount applicationA$2,400 · JL
Quote prepared2Backorder follow-upA$4,200 · SRTrade quoteA$640 · SR
Availability review1Order enquiryA$960 · AK
Order confirmed3Delivery issueA$7,300 · MP
Illustration with sample data
Free plan
Up to 2 people
Industry setup
Professional, A$39
Card to start
Not needed
Data stored in
Sydney

Sound familiar?

Connect trade accounts, purchasing and order follow-ups.

Trade quotes need checking against stock

Orders are confirmed before availability is known.

Delivery issues have no owner

A short shipment gets passed around the office.

Account applications sit in an inbox

New trade customers wait days to be set up.

How it works for wholesale & distribution

A typical week with the Wholesale & distribution setup. Every name below is exactly what you’ll see in the app.

  1. Enquiries arrive with the right details

    Records are named the way you talk: trade contacts, trade accounts and quotes and orders. Each new quote or order has room for order status, supplier delivery date and fulfilment reference. There are also fields for account type, pack size reference and minimum order reference on trade accounts.

  2. Quotes and orders move through your pipeline

    1. Trade enquiry
    2. Quote prepared
    3. Availability review
    4. Order confirmed
    5. Fulfilment handoff
    Drag each quote or order to the next stage on the board, with its value, owner and next step in view. New ones can start from ready-made templates: “Trade quote” and “Backorder follow-up”.

  3. Quote it and win it

    Build quotes from your price list with GST worked out, send them for acceptance and keep the accepted version on the quote or order.

  4. Trade contacts ask for help

    • Order enquiryQuestions about stock, pricing or an order in progress.Normal
    • Delivery issueLate, damaged or short deliveries.High priority
    • Account applicationA business wants to open or change a trade account.Low
    Each request gets an owner, a response target and a full history. Trade contacts can raise them by email or from their own portal.

  5. Reply in a click

    Ready-made replies come with it: “Order enquiry received” and “Delivery issue resolved”. Each one fills in the person’s first name and can be edited before it’s sent.
    Order enquiry receivedHi Sam,

    Thanks for getting in touch. We've received your enquiry and our sales team will get back to you.

  6. Follow-ups happen on their own

    • Follow up with a new trade contact. Create a next-day task linked to the new trade contact.
    • Qualify every new trade contact enquiry. Create an immediate high-priority task linked to the new trade contact enquiry and notify the team.
A worked example

From first contact to finished work

A trade enquiry becomes a quote at Quote prepared with pack size and minimum order references. Availability review checks stock before Order confirmed and Fulfilment handoff. Supplier orders track what’s inbound. When a customer reports a short delivery, it’s a Delivery issue with an owner and a “Delivery issue resolved” reply.

What the starting point sets up

Choose Wholesale & distribution when you create your workspace, or apply it later from Customisation. Everything below is created for you and stays editable.

Supplier purchasing

Create purchase requests and orders, then record full or partial receipts.

Inventory movements

Track location-based stock transfers, adjustments and returns.

Buyer follow-up

Keep buyer relationships and external sales-order references connected.

Your records are called
Trade contacts, Trade accounts and Quotes and orders
Pipeline stages
Trade enquiry → Quote prepared → Availability review → Order confirmed → Fulfilment handoff
Extra fields
Account type (trade account), Pack size reference (trade account), Minimum order reference (trade account), Order status (quote or order), Supplier delivery date (quote or order), Fulfilment reference (quote or order)
Supplier orders register
Purchase status, Expected date to verify, Supplier reference, Owner
Request types
Order enquiry, Delivery issue, Account application
Ready-made replies
Order enquiry received, Delivery issue resolved
Automations
Follow up with a new trade contact; Qualify every new trade contact enquiry

Questions about NovaSoft One for wholesale & distribution

Still unsure? Read every question or start free and look around.

Does it manage inventory or fulfilment?

No. It doesn’t provide linked sales-order fulfilment or stock control. It manages trade accounts, quotes, orders as opportunities, and customer requests.

Can new customers apply for a trade account?

Yes. Account applications are a request type that customers can raise from the portal on Starter and above.

Can I track supplier orders?

Yes. Supplier orders record purchase status, expected date and supplier reference.

Can I change what the wholesale & distribution setup creates?

Yes. Stages, fields, record names, saved views and automations are a starting point. Rename, add or switch off anything in Customisation, and your records stay where they are.

Can I bring my existing customers across?

Yes. Import a spreadsheet of contacts, companies or leads in the Data Hub, map the columns, check the preview and commit. Possible duplicates are flagged before anything is created.

What does it cost?

Free for up to two people with the core CRM. Industry starting points come with Professional at A$39 per user per month, excluding GST, billed monthly with no lock-in.

Good to know

Does not provide linked sales-order fulfilment, pack conversion or credit management. Industry starting points use NovaSoft One’s existing customer records, pipelines, tasks, saved views and custom records, and are included on Professional plans and above.

How it works

Other industries

Try NovaSoft One for wholesale & distribution.

Start free for up to two people today. Switch on the full industry setup with Professional whenever you’re ready.

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