Keep the dealer relationship connected to the order
General trading businesses handle repeat buyers, negotiated prices, multiple suppliers and stock that is often committed before it arrives. The difficult part is explaining what is available, reserved, delivered or still owed to a customer. This solution connects B2B sales conversations to the purchasing, inventory, delivery and receivables history needed to give a reliable answer.
From enquiry to completed work
Use Sales for leads, opportunities, follow-ups, quotations and customer history. Trade carries supplier RFQs, comparison, purchase orders, receipts and stock. Dealer price lists and customer orders lead to reservation and delivery. Keep partial deliveries, backorders and returns linked to the original commitment, then review invoices, payments, receivables and margin in their own financial context.
- 1Supplier & RFQ
- 2Purchase & receipt
- 3Stock & reservation
- 4Order & delivery
- 5Backorder or return
- 6Invoice & margin
A business workflow illustration. Confirm your selected products and configuration in a demonstration.
Recommended products and why
Combine Ever Sales + Ever Trade. Choose the package that matches the number of business products you need. Ever AI is included without taking a slot, and all packages support unlimited users. Product choices open workflows; roles still control who can use them. Add capacity separately when storage, credits or other allowances need to grow.
A representative workflow to test
A dealer orders twenty units but only twelve are available. Reserve the confirmed stock, deliver twelve and keep eight outstanding instead of marking the whole order complete. A later return should reference the delivered goods; a refund remains a separate authorized financial event. Agree units, pack sizes and discount responsibilities before importing a product catalog or opening stock.
An AI example grounded in the work
Trade AI can compare supplier responses, prepare PO work and summarize outstanding customer commitments. Ask for the source orders, receipts and relevant margin records before confirming a decision. Sales AI can prepare the next dealer conversation from the shared history.
Plan the connection and the rollout
If an ERP or accounting system remains in use, agree who owns customer IDs, products, stock movements and posted financial entries. Start with a limited, testable data flow and a reconciliation owner. Odoo is Coming Soon; a custom connection can be scoped through Ever Connect. Bring one realistic synthetic workflow, current documents, user roles and an exception case to the demo so the proposed setup can be reviewed end to end.
Your questions, answered
Does this include customs or freight forwarding?
No. The scope is trading, purchasing, inventory, simple distribution and operational finance. Specialist freight, customs and advanced logistics remain outside the advertised scope.
Can we start without an ERP connection?
Yes. Ever can run the selected operational workflows standalone. Treat an ERP connection as a separate scope with explicit data ownership, credentials, testing and acceptance.