Trading and distribution
From enquiry to order with the right price and credit check
Traders and distributors live on speed and margin across thousands of SKUs and many price lists. IbixOS brings live stock and customer prices into every quote, checks credit on every order, and spots accounts that stop buying.
Day one dashboard
Ready at go liveOrders and gross margin by brand
Accounts not ordered in 60 days
Orders held for credit
Quote to order conversion
Top products by city
The problem
What gets in the way today
Quoting is slow and error-prone
Thousands of SKUs and customer price lists make every quote a manual job.
Credit checked by phone
Sales calls finance to ask whether an order can go out.
Silent churn
Repeat buyers go quiet and nobody notices for months.
How IbixOS solves it
Workflows that are ready at go live
- 1
Live stock and price lists
Stock and customer-specific price lists sync from Odoo, so reps and the AI agent quote the right price.
Product knowledge
- 2
Quote to order in minutes
Build, send and convert quotes to orders, with approval for anything below the floor price.
Quotes and orders
- 3
Credit on every order
Credit limit, open balance and payment history are checked automatically, and over-limit orders go for approval.
Credit and receivables
- 4
Reorder and win-back campaigns
Accounts that have not ordered in 60 days get a reminder and a task for their rep.
Marketing engine
Modules used
The parts of IbixOS this runs on
Product and price knowledge
Your catalog, datasheets, stock and price lists in one searchable place for reps and AI agents alike.
Quotes, approvals and orders
Build quotes from live price lists, route discounts and terms for approval, and track every revision until the PO arrives.
Credit and receivables
Payment terms, credit limits and a credit score from real payment history, visible to sales before they quote.
Marketing engine
Campaigns, forms, audiences and website tracking that feed qualified leads straight into the sales pipeline.
Book a demo
See IbixOS run on your own catalog
Tell us a little about your team. A product specialist will reply within one working day to set up a 45-minute session.
- A live walkthrough with your own products and a sample customer journey
- A four-week rollout plan for your team and systems
- Pricing: a monthly fee per user plus AI usage, sent as a written proposal
Or email crm@ibixos.com