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Business-type guide

Wholesale & distribution guide

A distributor or stockist of medicines and medical supplies: buying, batches and expiry, the field reps, credit to customers and recalls.

Day one

Installed on day one

What a distributor cannot open without: sign-up installs these with the practice. Setup then recommends more, and you choose.

BillDeskMake bills, take payments, give refundsFirst step: The bill builds itselfStoreStockTrack stock with batches and expiry datesFirst step: Receive a delivery into a batchStockPlannerReorder stock from what you actually useFirst step: Set the levels on an itemTradeLedgerKeep trade customers’ accounts: licences, credit limits, ageing, collections, statementsFirst step: Add your customersOrderBookTake B2B orders from quote to dispatch, earliest expiry picked first, with your tax codesFirst step: Quote or take the orderReturnsDeskTake back returns by batch: credit, restock or destroy, and claim from the supplierFirst step: Receive the returnTradeOrderNetSend purchase orders to your distributor and receive the batches onto the shelfFirst step: Link up with your distributorFieldRepRouteWork a field rep’s day: route, check-ins, orders, payments and stockFirst step: Open today’s routeDrugRecallStop a recalled batch and reach everyone who already has itFirst step: Raise the notice from the letter in your handPulseBoardSee visits, revenue and wait times in one reportFirst step: Open Reports for today
First week

A first week, day by day

  1. Day 1 — sign up as this businessChoose “Wholesale & distribution” when you sign up. 10 essentials are installed for you on day one: BillDesk, StoreStock, StockPlanner, TradeLedger, OrderBook, ReturnsDesk, TradeOrderNet, FieldRepRoute, DrugRecall, PulseBoard.
  2. Day 1 — finish setupSign-up lands you in Setup: specialties, apps, team, where and when, what you do and paperwork. Type it, or press Talk me through it and Rain asks the questions.
  3. Day 2 — bring your records inPatients first, then money owed, appointments, stock and prices, from CSV files through the import desk — each one read as a dry run before anything is written.
  4. Day 3 — invite your teamInvite each person from Team with the role they do. The roles this business’s own apps are built around: operations manager, finance manager, business development, quality officer, store keeper.
  5. Days 4–5 — run a real day on BillDeskThe bill builds itself, then Finalise to lock it, then Take the payment.
The store

Everything else it sees

The store shows a distributor 91 live apps, back office included. These 13 are its own; install any of them when you need it.

Revenue cycle
Operations
Compliance
Business
The team

Role guides for this business

More

Other business types