Stay on top of every order and cost.
Keep customer invoices, supplier bills, inventory costs, and financial records connected as your wholesale or distribution business grows.
Built around your work
Your margins depend on the details.
Wholesale and distribution businesses manage purchasing, stock movement, sales orders, customer balances, and ongoing delivery costs. The financial effect of these activities needs to remain visible even as transaction volumes increase.
ValueBooks helps you organize purchasing and sales records while maintaining a clearer view of business expenses, outstanding payments, and financial performance.
The financial work behind the work
Common challenges for wholesale & distribution businesses.
High purchasing activity.
Supplier bills and payment obligations add up.
Customer credit balances.
Outstanding invoices require monitoring.
Stock and purchasing costs.
Inventory investment affects available cash.
Operating margins.
Transportation, storage, and other costs influence profitability.
How ValueBooks helps
Bring the financial details into clearer focus.
Organize customer sales.
Maintain invoices and sales records.
Track supplier commitments.
Record purchases and payments due.
Maintain inventory records.
Use inventory features on eligible plans.
Understand the financial picture.
Review receivables, payables, and profitability.
Relevant ValueBooks features
The tools that support your financial workflow.
- Sales orders
- Invoices
- Purchase orders
- Supplier bills
- Inventory management (eligible plans)
- Accounts receivable and payable reports
A practical workflow
From order to financial visibility
- 1
Record a customer sales order.
- 2
Issue invoices through the supported order workflow.
- 3
Record supplier purchases and expenses.
- 4
Review receivables, payables, and performance.
A more connected financial picture
Organized records make the next business decision easier.
Keep everyday financial activity connected, understand where your money is going, and review the information that supports your next step.
Questions, answered
Frequently asked questions.
Yes, subject to the available vendor-management functionality.
Bring more clarity to your business finances.
Keep your financial work organized with ValueBooks. Start your 14-day free trial and explore a simpler way to manage your business.
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