Wholesale Inventory management

Wholesale inventory management when trade and retail share a shelf

Trade buyers and retail buyers take stock from the same pallet, at prices that are nowhere near each other. QuickSync keeps one count behind both and applies your price rule per channel.

No credit card · nothing syncs until you switch it on

QuickSync · CS-TEE-BLK-M
ShopifyTrade shop · order #220812 units
CS-TEE-BLK-M148on hand, the figure every shop copies
Everywhere else3 listings
WooCommerceWooCommerce148In sync
SquareSquare148In sync
QuickBooksQuickBooks148In sync

One trade order for twelve takes twelve off the retail shop as well, because there is one pallet rather than two. QuickBooks gets the invoice and the same figure on the books.

The problem

Two price lists, and one pallet behind them

The stock is shared and the commercial terms are not, so most wholesalers end up running two catalogues that slowly stop agreeing with each other.

A trade order empties the retail shop

One buyer takes twelve of something you had fourteen of. The retail listing still says fourteen until somebody remembers, and the next two consumer orders are ones you cannot fill.

The same product, priced twice

Trade pays one number and the public pays another, so the product exists twice in your systems. Change a cost and you have two places to remember, then three when you add a marketplace.

The books find out last

Orders arrive across several channels and reach the accounts as a monthly export somebody assembles by hand. The figure on the books is a description of last month.

Trade and retail counted apartOne count, priced per channel
A trade order for twelve leaves the retail shop oversellingTwelve leaves every channel at once, retail included
The product duplicated so it can carry two pricesOne item, with a price rule per channel on top of it
A cost change typed into each shop in turnTyped once, applied everywhere your rule says
Invoices assembled for the accountant at month endThe invoice reaches QuickBooks as the order arrives
Nobody sure which channel took the last unitEvery movement carries the order and the channel

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What connects

The channels this vertical usually runs on

The table shows how each channel tells us about a change and what it does with orders: eleven hand theirs to us and seven can be told to fill one, so it asks those separately.

SupportedSupported, with a limitNot supported

Per-channel behaviour, read from the integration source
ChannelStockSends us its ordersCan be sent one to fillTracking backHow we hear of a change
LightspeedLightspeedBoth waysYesYesMarked shipped, no tracking numberThe moment it happens
SquareSquareBoth waysYesYesSquare does not accept oneThe moment it happens
ShopifyShopifyBoth waysYesYesSent to the orderThe moment it happens
WooCommerceWooCommerceBoth waysYesYesSent to the orderThe moment it happens
QuickBooksQuickBooksBoth ways, as a book figureInvoices go in, nothing comes backYesNot applicableNot applicable: QuickBooks is your books, not a shop
Thirteen integrations, eleven places a customer can buy: QuickBooks and Xero hold your books rather than a storefront, so its quantity is a figure on the accounts that no shopper sees. See all thirteen →
Limits

What we do not do

Wholesale asks for three things worth being direct about, because two of them are the reason some wholesalers need a different tool.

No case-to-unit conversion

A case of twelve and a single unit are two SKUs with two counts. We will not break one into the other, so selling both means keeping both as their own line rather than relying on a conversion we do not perform.

QuickBooks only goes one way

Orders go into QuickBooks as invoices and nothing comes back out. Quantities do move both ways, but a QuickBooks figure is a bookkeeping number no shopper ever sees, so it is not one of the shops your customers buy from.

No customer-specific pricing

Price rules attach to a channel rather than to a buyer. If every trade account needs its own negotiated rate, that belongs in the trade storefront rather than here.

Four steps, and none of them a migration

Connect your till

You sign in to it the normal way and approve QuickSync on its own screen. Nothing to copy or paste, and you can withdraw it from either side whenever you like.

~2 minutes

Connect where you sell online

The same again. One shop on its own has nothing to stay in step with, so you need at least two before anything happens.

~2 minutes

Let it match your items

We line the catalogues up by SKU across the trade shop, the retail shop and QuickBooks, then show you what matched. Price rules are set per channel at this point rather than baked into the items.

~5 minutes

Watch, then switch it on

Watch it in read-only for as long as you want. Switch on the retail channel first if you want the smaller blast radius.

A day, or a week

Questions shop owners ask before connecting anything

Can I charge trade and retail different prices?

Yes. Set a rule once per channel, as a percentage, a fixed uplift or a price you type yourself, and we apply it whenever the price changes. One item can sit on a trade shop and a retail shop at two different numbers.

If a trade buyer takes twelve, does the retail shop know?

Yes, within about a second. There is one count behind both shops, so twelve leaving on a trade order takes the retail listing down by twelve at the same time.

Does QuickSync write to QuickBooks?

It does. Orders arrive in QuickBooks as invoices, and quantities move in both directions. What QuickBooks will not do is send orders back out. It is your books rather than a storefront, so nothing is listed there for a customer to buy.

Can it break a case into single units?

No. A case of twelve and a single are two SKUs with two counts, and we do not convert between them. If you sell both, keep both as their own line and let each carry its own figure.

Which channels can actually receive an order?

Seven of the thirteen: Shopify, WooCommerce, Square, Clover and Lightspeed, plus QuickBooks and Xero, which take it as an invoice. The other six hand orders out without taking them in. On Amazon, Etsy, eBay and TikTok Shop that is the marketplace’s rule; Squarespace and Wix are not marketplaces, but QuickSync does not create orders on them either. All six still send us their orders.

Do you support per-customer trade pricing?

Not directly. Our price rules attach to a channel, so a trade shop can carry one set of terms and a retail shop another. Rates negotiated per account belong in the storefront that knows who is logged in.

One pallet, two price lists, no double-selling

Connect the trade shop and the retail shop, then place a trade order and watch the retail listing move. Bring QuickBooks in whenever you are ready.

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