Can sales reps take orders in the field?

Yes. Reps use the responsive web app on their phone to create orders against the customer's price list and see their balance before confirming.

Does KztOne support quantity-based pricing?

Yes, through price lists with quantity breaks on Growth and above.

How do I stop a customer exceeding their credit?

Set a credit limit on the customer. An order that would exceed it is held for manager approval through the approval workflow.

Which plan fits a distributor with two warehouses and ten staff?

Growth: 10 users, 3 branches or locations, price lists, advanced automation and approvals. Business adds supplier and customer portals and 10 locations.

KztOne for Wholesale & Distribution

Sell on credit without losing track of who owes what

Distributors run on price lists, credit terms and trust. KztOne gives each customer a price list, a credit limit and a statement, and chases balances for you.

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Industry: Wholesale & Distribution
Modules: 9 highlighted
Templates: 4 preinstalled
Trial: Every feature for 7 days

Price lists and credit terms per customer

Set wholesale, retail and customer-specific price lists. Give each customer payment terms and a credit limit; orders that would breach the limit need approval. Statements and ageing show exactly where your money is.

Price lists by customer and quantity (Growth and above)
Credit limits with approval on breach
Customer statements and receivables ageing
Reminders by email and WhatsApp

Warehouses, vans and transfers

Track stock per warehouse and per delivery van. Transfers record stock in transit; counts correct discrepancies with a name attached. Purchase orders show incoming stock and measured supplier lead times.

Multiple warehouses and van locations
In-transit visibility
Purchase orders with goods receipts and unit costs
Supplier reliability tracking

Orders and deliveries at volume

Take orders by WhatsApp, phone, sales reps in the field or a customer portal. Assign deliveries to drivers with waybills, record proof of delivery and let the customer track it.

Orders from WhatsApp, portal and reps' phones
Driver assignment and waybills
Proof of delivery on the order
Customer portal for reorders and statements (Business and above)

What you get

Receivables under control: Limits, statements and reminders run themselves.
Stock across sites: Warehouses and vans on one ledger.
Supplier discipline: Lead times and approvals on every purchase.

Features this setup leans on

Warehouse Management
Multiple warehouses and stores, bin locations, transfers and stock counts on one ledger.
Growth and above
Purchase Management
Suppliers, purchase orders, approvals and goods receipts that update stock and expenses automatically.
Business and above
Sales Management
Quotations, orders and invoices in one flow, from the first quote to the final payment.
Free plan and above
Payment Management
Record, verify and reconcile payments and refunds from Paystack, bank transfers, cash and POS.
Starter and above
Supply Chain Management
Suppliers, procurement, logistics and delivery tracking connected from purchase to customer doorstep.
Business and above
Invoices on WhatsApp
Send invoices, quotations and receipts to customers on WhatsApp as well as email, with a Pay now link.
Starter and above
Customer & Supplier Portals
Customers see orders, invoices and tickets; suppliers confirm orders, without a KztOne login.
Business and above
Multi-Branch Support
Central control of several locations with branch-level stock, sales, staff and reports.
Business and above
Accounting & Finance
Income, expenses, cash flow, budgets and financial reports built from your invoices and payments.
Starter and above

Workflows switched on for you

Each one is a When, If, Then rule you can read, test and edit. They start paused until you turn them on.

Invoice overdue → reminder + tell the owner
When an invoice becomes overdue, send the customer a polite reminder with the pay link (email and WhatsApp) and tell the owner.
When invoice overdue · 2 actions
Low stock: restock request with approval
When a product falls to its reorder level, prepare a restock request, tell the managers and wait for a yes before anything is bought.
When inventory stock changed · 3 actions
Online order → WhatsApp confirmation + packing task
When an order comes in online, on WhatsApp or from a marketplace, confirm it to the customer on WhatsApp and create a task to pack it.
When order created · 2 actions
Payment received → thank-you on WhatsApp
When a payment is confirmed, thank the customer on WhatsApp and tell the owner.
When payment confirmed · 2 actions

Questions

Can sales reps take orders in the field?: Yes. Reps use the responsive web app on their phone to create orders against the customer's price list and see their balance before confirming.
Does KztOne support quantity-based pricing?: Yes, through price lists with quantity breaks on Growth and above.
How do I stop a customer exceeding their credit?: Set a credit limit on the customer. An order that would exceed it is held for manager approval through the approval workflow.
Which plan fits a distributor with two warehouses and ten staff?: Growth: 10 users, 3 branches or locations, price lists, advanced automation and approvals. Business adds supplier and customer portals and 10 locations.

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