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Order Processing & Sales Software for Wholesale Distributors

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Give your sales teams and customers one simple way to quote, order, and reorder across every channel. Ximple Sales ERP connects POS, counter sales, inside sales, B2B eCommerce, and field reps in a single cloud platform with live pricing, credit, and inventory.

Instead of juggling separate POS, web store, and spreadsheets, Ximple ERP lets you manage customers, orders, and special pricing in one step—improving speed, accuracy, and margin control across every branch and warehouse.

What is Sales ERP for wholesale distributors?

Ximple Sales ERP is wholesale sales order management software: distributor order processing software that captures orders from the counter, sales reps, inside sales, EDI, and your B2B portal, checks real-time inventory and customer pricing, and turns quotes into picked, shipped, invoiced orders on one platform.

ERP Software for Accounting in Wholesale Distribution

Outcomes wholesale distributors can expect

  • Reduce order entry time by 30–40% with guided, one-screen workflows.
  • Cut pricing and discounting errors with rules-based price matrices and SPAs.
  • Improve fill rate and on-time delivery with real-time branch-level availability.
  • Increase repeat orders via self-service portals for B2B customers.
  • Gain daily visibility into sales, margin, and pipeline by branch, channel, and rep.

Go-Live

≈ 90 days

Order Entry

30–40% faster

ROI

~ 9 months

Channels Unified

POS • Counter • Web

Unified order capture

Capture quotes and orders from POS, phone, web, and reps in one cloud ERP workflow—no re-keying.

Flexible pricing & SPAs

Support contracts, SPAs, volume breaks, and promos while keeping margin guardrails in place.

Real-time availability

See multi-branch ATP, substitutes, and related items as you build each order.

Customer self-service

Let customers place orders, repeat orders, and pay online 24×7 with their custom pricing.

Integrated payments

PCI-compliant credit card, debit card, and ACH payments at the counter and online, fully linked to AR.

Sales analytics

Dashboards for pipeline, hit ratio, and profitability by branch, channel, customer segment, and salesperson.

Why wholesale distributors need dedicated sales and order processing software

Distribution sales teams juggle counter lines, phone orders, bids, backorders, and online requests—often across multiple systems. Ximple Sales ERP replaces disconnected tools with one wholesale distribution ERP platform that ties together customers, orders, pricing, inventory, warehouse, and accounting.

One source of truth for every order

Keep customer terms, contacts, ship-to addresses, and order history in a single profile shared across POS, web, reps, and inside sales.

Pricing controls that protect margins

Apply matrix pricing, SPAs, and promotions consistently—while enforcing approval workflows and minimum margins, fully integrated with accounting & financials.

Faster, more accurate service

See live ATP, cross-sells, and substitutes during order entry so customers get the right product the first time, every time.

Today: Patchwork sales process

Separate POS, web store, and ERP screens that do not share data.
Manual copying of quotes, orders, and pricing updates across systems.
Limited visibility into what customers buy across branches and channels.
Inconsistent discounting, margin leakage, and slow approvals.

With Ximple Sales ERP

All channels—POS, counter, web, reps—share the same cloud ERP workflows.
Pricing, discounts, and SPAs apply automatically within defined rules.
Sales, operations, and finance see the same real-time data and KPIs.
Orders flow straight into picking, shipping, invoicing, and GL & AR.

Common distribution sales challenges—and how Ximple ERP solves them

Leading distributors are moving from reactive, manual sales processes to proactive, data-driven growth. Ximple Sales ERP helps you tackle the most common sales and customer experience challenges in wholesale distribution.

Challenge What it looks like How Ximple Sales ERP helps
Complex pricing & SPAs Reps struggle to apply the right SPA or contract price, leading to margin erosion. Centralize price matrices, SPAs, and contracts in one engine with guardrails and approvals.
Limited inventory visibility Reps promise stock that isn’t available or miss alternatives at nearby branches. Real-time ATP with multi-branch visibility, substitutes, cross-sells, and related items.
Slow order entry and training New counter staff take weeks to get comfortable, lines grow, and orders are mis-keyed. Guided POS and counter screens, fast search, and one-screen workflows reduce errors and training time.
Disconnected channels Web orders use different pricing than counter; customer history is fragmented. Single ERP platform for POS, inside sales, reps, and B2B portal with shared pricing and customer data.
Lack of sales analytics Leaders lack timely insight into margin by branch, customer, or product group. Real-time dashboards for sales, hit ratio, and profitability integrated with financial reporting.

Omnichannel sales and order management on one cloud platform

Whether your customers prefer to walk the counter, call inside sales, or order online at midnight, Ximple Sales ERP keeps every interaction connected. One platform, one customer record, one pricing engine—all built for wholesale distribution.

Channel How it works in Ximple Sales ERP Key Benefits
POS & Counter Sales Guided screens with customer lookup, credit check, live stock, pricing, and payments in a few keystrokes. Shorter lines, fewer mistakes, and faster training for new counter staff.
Inside Sales & Order Desk Quote-to-order workflows with SPA pull-through, special instructions, and visibility to open orders and backorders. Higher hit ratios, better service levels, and fewer missed opportunities.
B2B eCommerce Portal Branded portal with custom pricing, contract items, and order history linked directly to ERP. Customers order, reorder, and pay invoices 24×7 without adding pressure to your inside team.
Field & Outside Sales Mobile-friendly access to pricing, availability, and order entry from tablet or laptop. Reps quote and close orders on-site, with full visibility into current stock and pricing rules.
Marketplaces & EDI APIs and integrations connect marketplaces and EDI hubs to the same ERP backbone. Expand channels without adding manual work or duplicate systems.

Selecting an ERP is one of the most important decisions a distributor can make. With Ximple, the transition was smoother than we expected, and the support team was consistently proactive and knowledgeable. What impressed us most was how quickly issues were resolved and how invested the team was in our success. Ximple has become a reliable foundation for our operations, and I would make the same decision again without hesitation.

Kathy G Johnson, Glaze Supply Company, GA

Moving to a new ERP is a long-term commitment, so we needed a platform and a team we could trust. Ximple delivered exactly that. The data migration was smooth, the rollout was structured, and the support has remained consistently strong years later. What has stood out most is the partnership—direct access to leadership, quick responses, and a willingness to improve the system based on real distributor needs. Ximple continues to deliver value long after implementation.

Chris Duncan, Duncan Supply, UT

What stands out about Ximple is how user-friendly and fast it is. The mobile-style interface fits perfectly with our day-to-day workflow, and the pricing service integration gives us everything we need—spec sheets, data, and full pricing functionality—without extra steps. Support has always been prompt and straightforward, making the platform easy to trust.

John Rose, Customer Service, Supply TN

We needed an ERP that could support multiple companies without adding layers of complexity. Ximple made that easy. We now operate three companies on one platform, and our team moves between them with confidence. Shared accounting and effortless cross-coverage have improved our efficiency and reduced downtime. It’s a straightforward system that delivers meaningful operational value.

John Thomson, First Electric Supply

We evaluated several ERPs and chose Ximple because it balanced power with simplicity. Implementation was smooth, adoption was quick, and the platform continues to deliver measurable operational gains. We have better visibility into our business, tighter control over inventory, and faster, more confident decision-making. It’s a modern ERP we trust to support our growth for years ahead.

Sean Brooks, EVP, Encompass Supply

Ximple stands out as one of the most thoughtfully designed ERP platforms I’ve worked with. It simplifies complex distribution workflows, improves data accuracy, and reduces the manual effort that often slows teams down. The implementation framework is strong, the product is stable, and the support team is highly responsive. I confidently recommend Ximple to distributors looking for a modern, dependable ERP.

Masood, ERP Consultant, WMD

Ximple has brought clarity, consistency, and efficiency to our operation. The system is easy for our team to use, reduces manual work, and gives us the real-time visibility we need to make confident decisions. It’s a modern ERP that delivers value without adding complexity.

Geoff Calhoun, President, House Electric

Ximple has been one of the easiest ERPs to support from an IT standpoint. The system is stable, secure, and designed with practical workflows that our users adopted quickly. We’ve reduced support tickets, improved data accuracy, and gained a platform we can confidently build on.

John Cox, IT Department Head, Thompson Distribution

Ximple has elevated our customer service in a way that’s easy to see every day. Orders move faster, information is always accurate, and our team can serve customers with confidence. The system is simple to use and has made our service experience far more consistent.

Nick Patel, Owner, Discount Wholesale

We compared several ERP systems and Ximple stood out immediately. It offered the best balance of functionality, simplicity, and real-time visibility for a wholesale operation like ours. Implementation was smooth, the learning curve was low, and the platform has consistently delivered the performance we expected. Choosing Ximple over the others was the right call.

Jason, Owner, C&B Wholesale

See Your Order Desk Running in Ximple

Every distributor’s order flow is different. One takes most orders at the counter; another lives on EDI and a B2B portal; another has reps quoting from the road and inside sales cleaning up behind them. See how the same platform handles yours, end to end.

Quote→ Order Entry→ Real-Time Availability→ Pick, Pack, Ship→ Invoice

One database from quote to invoice: the quote converts in a click, availability is checked live across branches, and the invoice posts to the ledger when it ships — nothing re-keyed between steps.

Counter & Walk-in Sales Reps Inside Sales B2B Customer Portal EDI

Most distributors arrive with one channel in mind — a counter line that moves too slowly, a portal customers will not use, or EDI orders that need a human every time. Tell us which and we will start there.


Have something your current system makes painful — a customer whose contract pricing never pulls through, a deposit taken at the counter that AR cannot match, a backorder nobody can explain to the customer? Bring it to the demo. Use your own SKUs, your own customers, your own pricing. We’ll show you how Ximple would handle it — and if it can’t, you’ll know that too.

What we ask : Your trade, your branches, your current system, and how orders reach you today

What you see : Your own order running in Ximple — quote to invoice, on your pricing

What you get : Fit, migration approach, timeline and next steps

Counter & POS  •  Quotes to Orders  •  Real-Time Availability  •  Deposits & Partial Payments  •  Credit Holds at Entry  •  B2B Portal & EDI  •  Live in ~90 Days


Prefer to talk now?

See Your Workflow in Ximple

    No obligation. Talk directly with a distribution ERP specialist.

    Order Processing for Wholesale Distributors — End to End

    Ximple is wholesale distributor order processing software that runs the whole cycle on one database: a quote becomes an order, order entry checks live inventory and the customer’s contract pricing, the warehouse picks and ships, and the invoice posts to the ledger — with no re-keying between steps and no separate systems to sync.

    Step 1

    Quote

    Counter, rep, or inside sales quotes from live inventory and the customer’s real pricing.

    Step 2

    Order Entry

    The quote converts in one click; EDI and B2B portal orders flow in on their own.

    Step 3

    Availability Check

    Real-time ATP across branches — promise dates you can keep.

    Step 4

    Pick, Pack, Ship

    The warehouse works from the same order, no re-entry.

    Step 5

    Invoice

    Ships trigger invoices; the GL and AR update as it happens.

    Built for Sales Reps, Counter Staff, and Inside Sales

    Orders reach a distributor from every direction — the counter line, a rep with a customer on the phone, inside sales working the open-order queue. Ximple gives each of them the same live inventory, the same customer pricing, and the same order, so nothing gets re-keyed and nothing falls between systems.

    Counter Staff

    Quote walk-in customers from live stock and their contract pricing, and convert the quote to an order right at the counter — the line keeps moving.

    Sales Reps

    Reps quote from live inventory and the customer’s real pricing, take the order, and take a deposit or prepayment at order time — with the balance collected at delivery or on the customer’s terms.

    Inside Sales

    Add items to open orders before they ship, see backorders and open quotes in one queue, and shorten quote-to-order time on complex wholesale deals.

    Built for sales leaders, branch managers, and operations teams

    Ximple Sales ERP gives each role what they need: visibility, control, and simplicity—without forcing your team to become IT experts or support multiple overlapping systems.

    Sales leadership

    See sales, margin, and hit ratio by branch, channel, territory, and rep. Configure pricing strategies and promotions, then monitor performance in real time with integrated financials and inventory.

    Branch & counter managers

    Standardize counter workflows, reduce training time, and ensure every order follows the same rules for credit, pricing, and inventory—without sacrificing the speed your customers expect.

    Operations & IT

    Maintain a single, cloud-native platform with open APIs instead of supporting separate POS, eCommerce, and sales tools. Integrate once and scale, alongside industry-specific ERP capabilities.

    Platform

    Sales, inventory, warehouse, and finance in one ERP.

    Omnichannel

    POS, counter, reps, portal, marketplaces, and EDI.

    Cloud-native

    Secure, scalable SaaS ERP for distributors.

    Role-based

    Tailored views for sales, finance, and operations.

    Deploy quickly and scale as you grow

    Ximple Sales ERP can be deployed as part of a full Ximple ERP rollout or as a focused phase to modernize sales first. Our team and partners help you define the right starting point, data migration strategy, and rollout plan for your wholesale distribution business.

    Step 1

    Discovery & blueprint

    Map current channels, pricing, and workflows. Align on KPIs, branches, and go-live approach.

    Step 2

    Data & pricing setup

    Load customers, products, price matrices, SPAs, and contracts with validation rules.

    Step 3

    Channel rollout

    Launch POS/counter first, then web and reps, with role-based training and support.

    Step 4

    Automation & analytics

    Add approvals, discount policies, dashboards, and margin monitoring.

    Step 5

    Continuous improvement

    Fine-tune based on margin insights, channel adoption, win/loss, and customer feedback.

    Frequently asked questions about Sales ERP

    What is ERP for sales in wholesale distribution?

    Sales ERP software for wholesale distribution unifies sales order entry, pricing, customer data, inventory availability, and billing in one platform. It connects POS, counter sales, inside sales, field reps, and B2B eCommerce so every quote and order uses the same pricing, credit, and stock information.

    How is Sales ERP different from a full ERP system?

    A full ERP includes finance, purchasing, warehouse, and more. The Sales ERP module focuses specifically on quotes, orders, pricing, promotions, SPAs, and customer experience. In Ximple ERP, Sales ERP is fully integrated so every sale automatically updates inventory, Accounts Receivable, and the general ledger.

    Does Ximple Sales ERP support POS, counter sales, and B2B eCommerce?

    Yes. Ximple Sales ERP includes POS and counter sales, a B2B eCommerce portal, and APIs for marketplaces and EDI. You can run all sales channels on one ERP platform with shared pricing, customer data, and inventory.

    Can customers place and track wholesale orders online?

    Yes. B2B customers can log into a branded self-service portal to see custom pricing, place orders, reorder from history, pay invoices, and track shipments 24×7.

    How fast can we go live with Ximple Sales ERP?

    Typical Sales ERP go-lives take around 90 days, depending on channels, pricing complexity, and integrations. Many distributors start with Sales ERP and then roll out inventory, warehouse, and accounting modules as part of a broader cloud ERP transformation.

    What is wholesale distributor order processing software?

    Wholesale distributor order processing software captures orders from every channel — counter, sales reps, inside sales, EDI, and B2B portal — validates inventory and customer pricing in real time, and carries each order through picking, shipping, and invoicing. In Ximple ERP, order processing runs on the same database as inventory and accounting, so nothing is re-keyed between systems.

    Can counter staff quote and convert walk-in customers?

    Yes. Ximple’s counter sales screen quotes walk-in customers from live stock and their contract pricing and converts the quote to an order on the spot — so the counter line keeps moving.

    Can sales reps take a deposit and collect the final payment later?

    Yes. Reps can take a deposit when the order is placed and collect the balance at delivery or on the customer’s terms — the order tracks both payments, and AR stays accurate without manual matching.

    How does Ximple shorten quote-to-order time on complex wholesale deals?

    Quotes are built from live inventory and the customer’s actual pricing, so there is nothing to re-check before converting — one click turns the quote into an order, and inside sales can add items until it ships. Deals that used to bounce between spreadsheets and the ERP close in one system.

    Talk to a Ximple ERP Specialist

    Not sure if you are ready to move beyond your current accounting system? Our team can review your current environment and help you understand the options.

    See Cloud Sales ERP in Action

    Explore how a Cloud Sales ERP unifies sales, pricing, orders, customer management, inventory, and warehouse operations for wholesale distributors — and what it could mean for your revenue growth, sales efficiency, and customer experience.