Protect stock and customer credit limits
Bring the information together so it is easier to find and act on.
AURTIV products / Wholesale & Distributor CRM
WHOLESALE / DEALERS / DISTRIBUTOR OPERATIONS
Wholesale distribution
AURTIV Supply
Know the retailer.
Follow the order.
Stay on top of the balance.
Connect retailer CRM, SKU stock, sales orders, dispatch and manually recorded collections in one distributor workspace.
Explore your AI Copilot View Wholesale & Distributor CRM plans from ₹799/monthTry free for 15 daysYour company workspace. Your team’s own AURTIV login.
Wholesale distributionAURTIV Supply
BUILT FORWholesale distributorsDealer businessesRetail supply teamsAlready a customer? Sign in ↗︎
FROM DAILY WORK TO YOUR NEXT MOVE
Know what is ordered, stocked, delivered and due.
Connect retailer relationships with stock movement and collections so your team can act on the same numbers.
STEP 01 / A SHARED WAY OF WORKING
Retailer order
Keep the starting record, its owner and its next action together. Your team can work from the same context.
WORKFLOW SNAPSHOTSample data
See where work stands.
One view of the stages your team manages.
Retailer order
16
Stock & credit check
12
Dispatch & receiving
8
Collection & reorder
5
Illustrative records by stage. This is an example, not live customer data or a performance claim.
Track goods between locations
Use structured stages, ownership and review points to keep work moving.
Give collections a clear next action
Use the records you already capture to plan your next action.
WHAT A MORE CONNECTED DAY CAN LOOK LIKE
Less searching.
More clarity about the work.
A focused workspace helps your team refer to the same records and understand the next step. Here is where the product can make a practical difference.
Connect sales and stock
Dispatch checks stock before recording the movement.
Keep credit visible
Optional retailer credit ceilings are checked at dispatch.
Follow outstanding balances
Record collections against dispatched orders and review what remains due.
HOW THE WORK CONNECTS
One workflow.
A clearer path forward.
Follow a typical journey through the product. Each stage gives the next person useful context instead of another disconnected update.
Prepare the retailer & SKU
Add retailer accounts, prices and opening stock.
Capture the order
Record the requested products and quantities at saved prices.
Check & dispatch
Dispatch a confirmed order when stock and configured credit permit.
Record the collection
Add manually received payments and review the remaining balance.
EXPLORE THE FEATURES
Understand what it does.
See how it helps.
Select a feature to explore what your team can do, why it matters and an everyday example. Optional modules are agreed as part of your subscription.
FEATURE 01INCLUDED WORKFLOW
Keep the account behind each order in view.
What your team can do
Maintain retailer contacts and optional credit ceilings. Review unpaid order balances within the account context.
How it can help your business
Sales and dispatch can refer to the same customer account information.
- Retailer contact records
- Optional credit ceiling
- Outstanding account context
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A distributor sets a retailer’s agreed credit ceiling and checks the recorded outstanding position.
FEATURE 02INCLUDED WORKFLOW
Use a consistent selling-unit register.
What your team can do
Maintain product codes, names, prices, reorder points and active status. This release works with whole selling units.
How it can help your business
Order entry can use consistent products and prices instead of free-text lists.
- SKU and name
- Selling-unit price
- Reorder point and availability
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A wholesaler records a carton as its selling unit, with a price and reorder level.
FEATURE 03INCLUDED WORKFLOW
Record the movement behind the balance.
What your team can do
Receive stock and record signed adjustments. Dispatch deducts the order’s quantities and adds stock movements.
How it can help your business
The team can follow a recorded history when reviewing stock differences.
- Receipts and adjustments
- Recorded movement history
- Stock deduction at dispatch
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎Goods arrive at the warehouse and are recorded as a receipt before new dispatches.
FEATURE 04INCLUDED WORKFLOW
Connect the sales order with fulfilment.
What your team can do
Capture product lines with saved prices, then dispatch confirmed orders. Stock and configured credit checks must pass.
How it can help your business
The order and stock update move together rather than being reconciled later.
- Order-line price snapshots
- Confirmed-order dispatch
- Stock and credit checks
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎An order cannot dispatch while a required SKU is short; a stock receipt allows the team to retry.
FEATURE 05INCLUDED WORKFLOW
Match received money to the order.
What your team can do
Record manually received payments against dispatched orders with a unique receipt reference. Partial collections are supported and amounts are capped at the balance.
How it can help your business
The outstanding record can be reviewed without searching an unrelated payment notebook.
- Partial collection records
- Unique receipt reference
- Balance and over-collection checks
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A retailer pays part of an outstanding order; staff record the receipt and review the remaining amount.
FEATURE 06OPTIONAL MODULE
Review the records behind sales and dues.
What your team can do
When enabled, view dispatch totals, products sold and retailers with unpaid balances.
How it can help your business
Managers can use the saved operational records to plan a sales or collection review.
- Dispatched-order totals
- Product sales summaries
- Retailer outstanding balances
AN EVERYDAY EXAMPLE
Discuss this workflow for your business ↗︎A manager reviews retailers with balances due before assigning collection follow-ups outside the system.
Examples are illustrative. Feature availability follows the enabled modules and permissions in your company workspace.
ILLUSTRATIVE BUSINESS WALKTHROUGH
From a retailer request to a recorded collection.
An illustrative wholesale order connects the customer, stock and amount due.
Map your own workflow with AURTIV ↗︎Capture the retailer’s product quantities at saved prices.
↓Review stock and any configured credit ceiling.
↓Dispatch the confirmed order and record stock deduction.
↓Record the received collection against the dispatched order.
FROM SCATTERED WORK TO SHARED CONTEXT
What changes
in the everyday?
The aim is to make information and ownership easier to follow. These examples compare a common way of working with the supported product workflow.
A COMMON STARTING POINTWITH AURTIV DISTRIBUTION
Retailer details and dues in different files
Retailer records connected to orders and recorded balances.
Stock deducted after separate manual updates
Stock movements recorded as confirmed orders are dispatched.
Collections difficult to match to a sale
Receipts recorded against dispatched orders with balance checks.
ACCESS THAT FITS THE WORK
One company.
Different responsibilities.
Your team signs in with its own AURTIV accounts. Product records are scoped to the company, and roles determine which workflows each person can use.
Administrator
Manage company operations and team access.
Manager
Configure retailer, product and operational settings; review enabled reports.
Operations staff
Carry out permitted order, stock and collection workflows.
Viewer
Review operational records without changing them.
Private account activationCompany-scoped recordsRole-based accessAgreed modules & user allowance
AURTIV AI Copilot · Included in your workspace
Ask about your distribution dispatch, retailers and receivables.
Get answers from your own data.
In your signed-in distribution workspace, AURTIV AI answers supported operational questions using your company's saved dashboard totals. It is read-only, restricted to the information your staff role is allowed to access, and cannot access another company's records.
- 01 / WORKSPACE METRIC
Dispatch queue
Check the number of wholesale orders awaiting dispatch.
EXAMPLE QUESTION“Show orders awaiting dispatch” - 02 / WORKSPACE METRIC
Retailer coverage
See active retailers recorded in your company workspace.
EXAMPLE QUESTION“Show active retailers” - 03 / WORKSPACE METRIC
Outstanding balances
Managers with the reports module can see aggregate outstanding dispatched order value.
EXAMPLE QUESTION“Show outstanding dispatched order balance”
Only your companyAnswers use your authenticated workspace, never a different customer's data.
Type or dictateUse the microphone on supported browsers, review the transcript, then tap Ask.
Permission-aware totalsOnly approved aggregate metrics. Some totals require manager roles or optional modules.
Privacy by design: Distribution summaries only. Do not enter retailer contacts, personal details or private account documents. No unrestricted record searches, payment actions, or automatic changes. Browser voice recognition may use Cloudflare speech processing.
Sign in to try AURTIV AICORPORATE SUITE · INDUSTRY BUSINESS STACK
Wholesale & Distributor CRM.
More business, connected.
Start with your industry workspace and add the business applications your team needs. HR appears once. App permissions and workspace limits remain explicit.
Shared HR + recommended apps for Wholesale & Distributor CRM
Explore individual features and component prices
AURTIV CRMTrack dealer prospects and sales pipeline.Explore features & pricing ↗︎AURTIV FinanceRecord supplier bills, invoices and financial balances.Explore features & pricing ↗︎AURTIV AnalyticsReview authorized stock and business metrics.Explore features & pricing ↗︎AURTIV DeskTrack dealer support and service cases.Explore features & pricing ↗︎Human Resources ManagementManage employee records, leave and attendance without claiming automatic cross-app payroll sync.Explore features & pricing ↗︎
PROMOTIONAL SUITE PRICES
Choose your stack.
Published Suite prices are discounted from component list prices. Annual billing adds 20% savings against the Suite monthly price, with 12 months paid upfront.
01 / ESSENTIALS
Essentials
4 included products · Launch tier in each app
₹2,699/ month
₹2,699 billed monthly
Component list total ₹3,396/mo · Suite saving 20.5%
Annual: ₹2,159/mo equivalent · ₹25,908 upfront
- ✓Wholesale & Distributor CRMIndustry core software · 3 staff accounts
- ✓Human Resources ManagementEmployee directory, leave and attendance · 3 staff accounts
- ✓AURTIV CRMBusiness application · 3 staff accounts
- ✓AURTIV FinanceBusiness application · 3 staff accounts
Per company workspace, + applicable GST. Core staff allowance: 3. Each app’s allowance is shown above; seats are not added or pooled. Custom usage and onboarding are quoted separately.
Request Essentials bundle ↗︎Compare bundle ↗︎02 / GROWTH
Growth
5 included products · Growth tier in each app
₹5,799/ month
₹5,799 billed monthly
Component list total ₹7,795/mo · Suite saving 25.6%
Annual: ₹4,639/mo equivalent · ₹55,668 upfront
- ✓Wholesale & Distributor CRMIndustry core software · 8 staff accounts
- ✓Human Resources ManagementEmployee directory, leave and attendance · 8 staff accounts
- ✓AURTIV CRMBusiness application · 8 staff accounts
- ✓AURTIV FinanceBusiness application · 8 staff accounts
- ✓AURTIV AnalyticsBusiness application · 8 staff accounts
Per company workspace, + applicable GST. Core staff allowance: 8. Each app’s allowance is shown above; seats are not added or pooled. Custom usage and onboarding are quoted separately.
Request Growth bundle ↗︎Compare bundle ↗︎03 / COMPLETE
Complete
6 included products · Operations tier in each app
₹12,199/ month
₹12,199 billed monthly
Component list total ₹17,494/mo · Suite saving 30.3%
Annual: ₹9,759/mo equivalent · ₹1,17,108 upfront
- ✓Wholesale & Distributor CRMIndustry core software · 20 staff accounts
- ✓Human Resources ManagementEmployee directory, leave and attendance · 20 staff accounts
- ✓AURTIV CRMBusiness application · 20 staff accounts
- ✓AURTIV FinanceBusiness application · 20 staff accounts
- ✓AURTIV AnalyticsBusiness application · 20 staff accounts
- ✓AURTIV DeskBusiness application · 20 staff accounts
Per company workspace, + applicable GST. Core staff allowance: 20. Each app’s allowance is shown above; seats are not added or pooled. Custom usage and onboarding are quoted separately.
Request Complete bundle ↗︎Compare bundle ↗︎INR list prices effective 3 November 2026, excluding GST. Annual billing is paid upfront. Suite discount targets are 20% / 25% / 30%; exact savings vary with rounded published prices. No automatic charge, external messaging or unlimited AI. Access depends on app permissions; supported cross-app links are configured explicitly.
EXPLORE WHAT IS AVAILABLE
Less searching. More understanding.
The tools behind Wholesale & Distributor CRM, grouped around the work they help you do. Availability depends on your plan, enabled modules and role.
Your core workspace
- Retailers & credit
- Products & stock
- Orders & dispatch
- Payment collections
- Sales & outstanding reports
Order-to-collection
- Retailer-specific pricing and schemes
- Order price snapshots
- Credit limits and dispatch safeguards
- Ageing, account statements and collection follow-ups
Purchasing & inventory
- Multi-location stock and in-transit transfers
- Purchase orders and partial goods receipts
- Supplier price history
- Approved return credit notes and optional restocking
- Reorder suggestions
Adapt the workspace to your business
- Typed custom fields for workspace details and permitted records
- Industry-specific starter fields that you can extend
- Reviewed CSV updates to existing custom details, up to 20 rows per batch
- CSV-assisted entry into supported business forms
- Review document details before filling supported business forms
- Cloudflare document extraction with your account AI allowance
Shared account essentials
- Private company or organization workspace
- Role-aware access and private file uploads
- Read-only Business Agent for permitted questions
- Customer-visible usage and renewal details
- Configurable seat, document, record and AI allowances
- Password login, Google sign-in and account recovery
Choose the capabilities your team needs during onboarding. Payment records do not verify online payments. External messaging, device connections and regulated or certified compliance workflows require a separately agreed scope.
TRANSPARENT SOFTWARE SUBSCRIPTIONS
Wholesale & Distributor CRM pricing
Retailers, stock, dispatch and collections. Monthly and annual options, with a dedicated company workspace.
Annual billing saves approximately 20%.
15 DAYS ON US
Request free trial Start a free 15-day trial.
Explore core Wholesale & Distributor CRM workflows with up to 3 team accounts. No credit card, no automatic charge. Verify your email to start a private 15-day trial (UTC calendar days, start date included). Access ends when the trial expires unless you agree to a paid plan.
Launch
Up to 3 staff accounts
₹799/ month
Annual: ₹639/mo equivalent · ₹7,668 paid yearly · Save ₹1,920/year
Discuss Launch plan- Retailer CRM and credit ceilings
- SKU stock and recorded dispatch
- Manual collection records
Popular choice
Growth
Up to 8 staff accounts
₹1,699/ month
Annual: ₹1,359/mo equivalent · ₹16,308 paid yearly · Save ₹4,080/year
Discuss Growth plan- Retailer CRM and credit ceilings
- SKU stock and recorded dispatch
- Manual collection records
- Optional sales and balance reports
- More team accounts
Operations
Up to 20 staff accounts
₹2,999/ month
Annual: ₹2,399/mo equivalent · ₹28,788 paid yearly · Save ₹7,200/year
Discuss Operations plan- Retailer CRM and credit ceilings
- SKU stock and recorded dispatch
- Manual collection records
- Optional sales and balance reports
- More team accounts
- Larger distributor team allowance
Indicative launch prices in INR, excluding applicable GST. Annual plans are paid upfront. One company workspace per subscription. Module entitlements and team limits are agreed at provisioning; onboarding, migration, additional users and custom work are quoted separately. No self-service checkout or automatic billing.
START WITH YOUR REAL WORKFLOW
A focused pilot.
A practical first step.
We agree the product fit, enabled modules, user allowance and onboarding scope before rollout. Start with a small group and a workflow you can review.
Define the starting point
Walk through your process with AURTIV. Confirm that the product’s current capabilities fit the workflow and agree what a useful pilot should show.
Prepare the workspace
AURTIV provisions the company and administrator account. Prepare the relevant directories and opening records, then activate the team’s accounts.
Run, review & improve
Work through representative scenarios, review permissions and help the team adopt the process. Agree any continuing support or separately scoped improvements.
CLEAR FROM THE START
Questions about
distribution?
Know the product’s current scope before deciding how it fits your business.
Product privacy notice ↗︎Does it create GST invoices?+
No. Orders, dispatch values and collections are operational records, not statutory tax invoices.
Is stock reserved when an order is entered?+
No. Stock availability is checked at dispatch and deducted when dispatch succeeds.
Are collections verified with a bank?+
No. Your staff manually record money received outside the product. The workspace tracks the recorded balance.
How does our team sign in?+
AURTIV provisions your company workspace and administrator account. Users receive private activation links, choose their passwords and sign in directly to the product. They do not need a separate external CRM or AI account.
What will the subscription and onboarding cost?+
We agree product modules, user allowance, access term and any onboarding or support services before purchase. Start with a conversation about your workflow and pilot needs; no price or performance guarantee is assumed.
What is outside this release?+
Available workflows include location transfers, supplier purchase orders and partial receiving, pricing schemes, approved returns and credit notes, ageing and collection follow-ups. Payment verification, tax certification and external messaging require a separate scope.
YOUR NEXT STEP / AURTIV DISTRIBUTION
Bring us the workflow.
Let’s find the right fit.
Tell us what your team does today, where information gets lost and what you want to improve. We’ll help you review the product and define a useful starting point.
Inside Wholesale & Distributor CRM
Understand the system.
See how it helps.
Connect retailer relationships with stock movement and collections so your team can act on the same numbers. Explore the operating flow, application architecture and access controls behind the workspace.
- STEP 01Retailer orderCapture the starting information in the relevant workspace records.
- STEP 02Stock & credit checkCoordinate the people, resources and next actions using the enabled modules.
- STEP 03Dispatch & receivingRecord progress and review the work within your assigned permissions.
- STEP 04Collection & reorderUse permitted reports and records to review the outcome and next steps.
Protect stock and customer credit limits
Relevant capability area: Order-to-collection. Retailer-specific pricing and schemes. Order price snapshots.
Track goods between locations
Relevant capability area: Purchasing & inventory. Multi-location stock and in-transit transfers. Purchase orders and partial goods receipts.
Give collections a clear next action
Relevant capability area: Adapt the workspace to your business. Typed custom fields for workspace details and permitted records. Industry-specific starter fields that you can extend.
How is this application structured?
The browser workspace presents the enabled Wholesale & Distributor CRM modules. Requests go to application APIs on Cloudflare Workers, where the signed-in account, company scope and product permissions are checked. Structured business records are stored in D1; supported private file workflows use R2. A shared platform does not mean shared access to another company’s records.
Subscription, role and module access determine which functions a user can use. Linked Corporate Suite applications require the relevant access and supported integration; they are not automatically included in every product plan.
How are company records and user access protected?
Protected API routes apply company and role checks on the server. Session cookies use HttpOnly and SameSite restrictions, with the Secure flag on HTTPS. Write operations use origin and CSRF checks, and API responses use no-store cache controls. Administrators should assign only the access each person needs and remove accounts when access is no longer required.
These are implemented application controls, not a guarantee of security or a compliance certification. Your deployment configuration, data handling, staff practices and recovery requirements also need review.
How should we use AI and reports responsibly?
Use the product’s permitted reports and supported read-only Business Agent questions to understand company records. Available sources depend on your role and enabled features. AI outputs should be checked against the underlying records, especially before financial, legal, health or other consequential decisions.
A model’s explanation does not itself authorise a business change. Product actions and approvals remain in their supported workflows. Confirm AI processing requirements before entering sensitive information, and keep public demonstration workspaces limited to fictional data.
What should we confirm before a rollout?
Walk through your actual retailer order to collection & reorder process. Confirm the modules, roles, import requirements, data retention, supported integrations and support coverage. Test representative scenarios in a suitable workspace and agree who owns onboarding and ongoing administration.
Expected benefits depend on the quality of your records and adoption by your team. Use the existing product scope and pricing details on this page to agree the fit; specialist regulatory, accounting or clinical requirements need separate assessment.