Solutions for wholesale and distribution
Keep high-volume finance records ready for action.
Process customer, supplier, order, invoice, credit, payment, and bank activity with clear document and payment status.
Where Foresight fits
The finance work Foresight ERP supports for wholesale & distribution.
Manage sales orders, purchase orders, invoices, credit notes, customer deposits, and payments on account.
Track draft, pending approval, approved, posted, rejected, cancelled, paid, partially paid, and outstanding states.
Use reporting datasets and workflow find/create actions across invoices, orders, transactions, and bank activity.
Operating patterns
Bring the records, reviews, and reporting for these finance jobs together.
Use the same accounting, banking, reporting, workflow, and control capabilities across the operating model.
Trade
Customer and supplier documents stay connected.
Sales and purchase orders, invoices, credit notes, files, allocations, payment status, and party records remain tied together.
Cash
Receipts, payments, and bank reconciliation support the daily queue.
Bank transactions can be imported, allocated to invoices, matched, reconciled, and reviewed through exception states.
Watch
Aged balances and document states are ready for reporting.
Aged receivables, aged creditors, sales invoices, purchase invoices, bank transactions, and transaction lines are reportable datasets.
Supported capabilities
Use the finance capabilities that match your operating model.
Work from the underlying finance records as you route approvals, run workflows, build reports, and apply controls.
Workflow fit
Automate the finance steps Foresight ERP can perform and record.
Find documents by status, payment state, due date, reference, customer, or supplier.
Batch and format spreadsheet rows before finance action.
Export run results and exception lists for operational follow-up.
Wholesale & Distribution
See how Foresight ERP fits your finance team.
Walk through the records, workflows, reporting, approvals, and controls that match the way your business operates.