Wholesale and distribution

Bookkeeping for wholesalers managing supplier bills, customer accounts and settlement reports.

Volume rebates, settlement discounts and returns need a documented treatment. They are flagged for review rather than coded by assumption.

Workflow notes

• Customer account checklist
• Supplier rebate questions
• Returns documentation

Onboarding questions

• How many active trade customers?
• Are there settlement discounts?
• Which warehouses or states do you ship from?

Limits

Multi-entity group structures need a quote even if one entity looks simple.