Accounting for Wholesale & Distribution
Built for the pace of wholesale
Volume is unforgiving: one lost order or unmatched delivery costs real money. MyCloudBook gives every carton a paper trail, from purchase order to customer payment.
Every order documented, in both directions
Wholesale runs on promises: what you ordered from suppliers and what customers ordered from you. Verbal promises break. Documents do not.
Raise purchase orders for incoming goods and record customer orders before you ship, so nothing is promised twice or forgotten.
- Purchase Orders — sent to suppliers and converted into bills on arrival.
- Sales Order — customer commitments recorded before invoicing.
- Estimates — priced offers that become invoices when accepted.
Supplier and customer balances, always current
With dozens of active accounts, the dangerous question is "who owes what?". Answering it from memory or old spreadsheets ends in disputes.
Statements and aging reports keep both sides of your ledger current, so conversations with suppliers and customers start from the same numbers.
- Suppliers Statement — every supplier's bills, payments, and balance in one view.
- Customers Statement — clear statements your customers can reconcile against.
- AR & AP Aging Reports — overdue balances grouped by period, on both sides.
Stock accuracy at volume
Thousands of units across fast-moving lines make manual stock control impossible, and mispriced stock quietly eats the margin.
FIFO tracking values every movement at its true cost and keeps a full history you can audit at any time.
- Inventory Tracking (FIFO) — true costs even as purchase prices change.
- Inventory Movement Reports — every movement, grouped by day or month.
- Inventory Adjustment — counts corrected with a documented reason.
Cash flow ahead of the curve
Wholesale margins are thin. Cash tied up in stock and late payers can strangle an otherwise profitable business.
Aging summaries and cash reports show where money is stuck before it becomes a crisis.
- AR Aging Summary & Details — the late payers, ranked and quantified.
- Cash Flow Statement — where cash came from and where it went.
- Dashboard — the position of the business at a glance.
Every feature, in every plan
MyCloudBook does not sell features back to you tier by tier. Every plan includes everything, with up to 100 users. Explore the full features list.