Dealer Price List and Credit-Aware Ordering
Each dealer orders from its own price list, sees credit available before it submits, and knows at once if an order needs credit review.
These images are illustrations of the concept, not screenshots of the actual product.
Overview
In wholesale and distribution, a dealer or contractor ordering from a supplier needs more than a consumer cart. They buy from their own price list in rolls, boxes and cases, they need to know what is in stock and when the next delivery comes, and they need to see how much credit they have before they commit. When an order would take an account over its limit, it can be held without the dealer being told. This concept shows dealer ordering in Kadaikodi, building on the B2B account pricing and server-computed order totals envisioned for it.
The desktop illustration shows a new order for a sample hardware and supply dealer, reached through Catalog, with Repeat last order and Save as draft buttons. Chips name the account, its Dealer Tier B price list and that the order was drafted from messaging by Botlit. Figures show the credit limit, open balance, credit available and the age of the oldest invoice, with a note that the balance came from the accounting system via FluidGrids. The Price list items table gives each item's photo, SKU, pack, list price, the dealer's own price, stock, quantity and line total, under a note that stock and route come from MoveTheWheels. One line has fewer in stock than ordered, so two cases go to backorder.
The Order summary gives the subtotal, the delivery route and window, and the day's cut-off. Because the order is larger than the credit available, it shows a negative credit after this order and says the order goes to credit review before the cut-off under a credit release rule in FluidGrids, and the main button reads Submit for review. In the sample, line totals, subtotal and credit figures all add up. The phone illustration shows the dealer's Reorder tab: credit available and price tier, the last order with Repeat order and Edit lines, a Usually ordered, running low list with add buttons, the submitted order with a Credit review badge and a decision due before the cut-off, and the next delivery.
In the design, Kadaikodi holds the price list and computes the order. FluidGrids is designed to bring the credit limit and open balance from the accounting system, to pass stock at the serving warehouse and the delivery day from MoveTheWheels, and to run the credit release rule, so an order that would exceed credit is marked for review instead of being silently held. Orders that Botlit drafts from a dealer's message are designed to open here for confirmation. The phone view puts the last order one tap from a repeat, for dealers and for reps on a visit.
What this concept shows
- Account, price list tier and drafted-by-Botlit chips on the order
- Credit limit, open balance, credit available and oldest invoice age, with the balance from the accounting system via FluidGrids
- Price list table with pack, list price, the dealer's price, stock, quantity and line total
- Low-stock line flagged with the cases going to backorder
- Stock and route from MoveTheWheels, with the delivery route, window and cut-off in the summary
- Credit after the order shown before submission, with a credit review notice citing a FluidGrids rule
- Phone reorder screen with Repeat order, Edit lines and a usually-ordered, running-low list
- Submitted order tracked with a Credit review badge and a decision before the cut-off
How it works
- A dealer's message is designed to become a draft order through Botlit, or the dealer starts a new order or repeats the last one.
- Open the order under Catalog to see the account's price list, credit figures and delivery route.
- Set quantities against the dealer's prices and the stock shown from MoveTheWheels, noting any backorder.
- Check the order summary for the subtotal, cut-off and credit remaining after the order.
- If the order exceeds credit, submit it for review before the cut-off under the FluidGrids credit release rule.
- On a phone, the dealer or rep repeats the last order, adds usually-ordered items and follows the credit review.
Who it's for
- Dealers and trade contractors
- Inside sales and order desk teams
- Field sales reps
- Credit controllers
- Wholesale distribution managers
Illustrations
2 illustrations of this concept. Select one to view it full size.
Dealer Order With Price List and Credit Check
This illustration shows a new dealer order in the Kadaikodi console, reached through Catalog, for a sample hardware and supply dealer, with Repeat last order and Save as draft buttons. Chips give the account number, the Dealer Tier B price list and a note that the order was drafted from messaging by Botlit. Figures show credit limit, open balance, credit available and the age of the oldest invoice, with the balance from the accounting system via FluidGrids. The Price list items table lists five plumbing and electrical items with photo, SKU, pack, list price, the dealer's price, stock, quantity and line total, under a Stock and route from MoveTheWheels note. One item shows only six in stock and two cases to backorder. The Order summary gives the subtotal, a delivery route and morning window, the cut-off, a negative credit after this order and a notice that the order goes to credit review under a FluidGrids rule, above Submit for review.
Dealer Reorder on a Phone
This illustration shows a Reorder tab on a phone for the same sample dealer, with Reorder active in a bottom bar beside Catalog, Orders and Account. A card at the top gives credit available and the Dealer Tier B price list, with the time the balance was taken. The last order card shows its date, line count and total, with Repeat order and Edit lines buttons. Under Usually ordered, running low, three items, a push-fit coupling, a brass ball valve and a wire connector assortment, each show pack and the dealer's price with an add button. Below, the order submitted that afternoon, at the same total as the desktop order, carries a Credit review badge and a note that a decision comes before the 4:00 PM cut-off. A last card gives the next delivery route and window.
Topics
- B2B dealer ordering portal
- dealer price list
- customer-specific pricing
- credit limit check at order entry
- wholesale ordering app
- order credit review
- repeat order for trade customers
- backorder visibility
- delivery route and order cut-off
- contractor ordering
- wholesale distribution ecommerce
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Part of an industry solution
This concept appears in a cross-product solution on burdenoff.com — see how it works alongside other Burdenoff products to solve a problem in that industry.
