Business software for trading and distribution companies
Traders and distributors juggle many customers, repeat orders and supplier bills. BusinessPilotOS gives each customer one record that carries quotes, invoices and payments, so you can see who owes you and what you are earning on each account.
Repeat customers, scattered records
One record per customer shows quotes, invoices and payments together, instead of several spreadsheets.
Receivables you chase by memory
See overdue invoices in one list and follow up from the customer record.
Supplier costs without context
Record expenses by supplier and link them to the work or order they relate to.
How a job flows through it
- 1Add the customer and their contacts
- 2Send a quote and track acceptance
- 3Invoice the order
- 4Record payments as they arrive
- 5Review overdue balances and follow up
Who it suits
Small trading, wholesale and distribution businesses that sell on account and want clear receivables.
What to know before you start
There is no inventory or stock control, purchase-order workflow or warehouse management yet. Stock quantities must be kept elsewhere.
Frequently asked questions
Does it track stock levels?
No. Inventory and assets is a planned module and is not available yet.
Can I see who owes me money?
Yes. Overdue invoices are listed, and each customer record shows its outstanding balance.
Can I keep different customers' prices?
Each quote is built from its own line items and prices, so a customer can have its own pricing.