AIMS V2 · Trading and distribution
Keep hundreds of trade accounts ordering
AIMS V2 keeps every customer's prices, stock across warehouses, quotes, invoices and collections in one system, with reps working from their phones.
| Item | Qty | Price |
|---|---|---|
| Item 1, carton of 24 | 40 | 1,180 |
| Item 2, carton of 12 | 25 | 2,240 |
| Item 3, single unit | 60 | 315 |
Subtotal122,100
Discount 12% (rep limit 8%)−14,652
Sound familiar?
- Every customer has a different price, kept in a different spreadsheet.
- Stock is promised to two orders at once.
- Outstanding amounts are known only at month end.
What AIMS V2 gives you
Customer-specific pricing
Every customer sees their own agreed prices on every quote and order.
Quotes and approvals
Quotes go out faster, and discounts and thin margins get approved before they reach the customer.
Inventory across locations
Know what you have, where it is, and what is already promised.
Mobile app
Sales, service and HR teams work from their phone, anywhere, with the same data as the office.
Invoicing and payments
Invoices come from the order, and payments are recorded against them.
Collections
Record every collection against the invoice and see what each customer still owes.
Guides on this topic
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
- Margin approvals: stop thin deals before they ship
Why discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.
- What to look for in quoting software for B2B sales
A buyer's checklist for quoting software when you sell to other businesses, with agreed prices, approvals, versions and a clean handover to the order.
- Quoted vs installed: stopping material variance
Why solar jobs use more material than quoted, where the margin goes, and how to check the site before stock leaves the store.
See AIMS on your own business
Book a demo and we will walk through your own contracts, orders and teams.
Book a demo