Wholesale & distribution
Run a faster, leaner distribution business on Zoho or Odoo.
From purchase order to proof of delivery, we give wholesalers and distributors accurate stock, automated ordering and real-time margin visibility across every channel and warehouse.
- Zoho Premium Partner
- Odoo Partner
- UK-based team
- Fixed milestones
and email
- Accurate stock across warehouses
- Orders flow from every channel
- Margin by customer and product
The challenge
Where distribution businesses lose time and margin.
Thin margins leave no room for manual processes. These are the issues we fix most often for UK wholesalers.
If your team re-keys orders from email into a system, there is a quick win waiting.
Stock that never matches
Counts drift between systems and warehouses, so you oversell, short-ship or hold far more stock than you need.
Orders arriving by email and phone
Sales staff re-key orders by hand, which slows fulfilment and introduces costly errors.
Slow, paper-based picking
Pickers rely on printed lists, with no scanning, so mis-picks and returns eat into margin.
Complex customer pricing
Price lists, contract rates and volume breaks live in spreadsheets that nobody fully trusts.
Channels that do not talk
Trade portal, marketplaces, EDI and accounts run separately, so reconciliation takes days.
No clear view of margin
You cannot see profitability by customer, product or route until month end, if at all.
How we help
Connected order-to-cash for wholesalers.
We implement one platform that handles purchasing, stock, sales, fulfilment and finance, so every order flows without re-keying.
Multi-warehouse inventory
Real-time stock across locations, bins and vans, with lot, serial and expiry tracking where you need it.
Automated replenishment
Reorder points, supplier lead times and demand history drive purchase suggestions automatically.
Barcode picking and dispatch
Mobile scanning for receiving, picking, packing and shipping, integrated with your carriers.
B2B portal and sales app
Customers order online at their own prices and reps take orders in the field on a tablet.
Pricing and credit control
Customer-specific price lists, promotions and credit limits applied automatically on every order.
EDI and marketplace integration
Connect retailers, marketplaces, e-commerce and accounting so orders and invoices sync automatically.
Recommended platforms
Built on proven Zoho and Odoo apps.
We recommend the platform that fits your volumes, channels and warehouse complexity.
Zoho for distributors
Ideal for growing wholesalers who want fast deployment and strong CRM.
- Zoho InventoryMulti-warehouse stock, purchasing and shipping.
- Zoho CRMAccounts, reps, visits and pipeline.
- Zoho Commerce and BooksB2B ordering, invoicing and payments.
- Zoho AnalyticsMargin, stock and sales dashboards.
Odoo for distributors
Ideal for higher volumes, complex warehouses and full ERP needs.
- Odoo Inventory and BarcodeAdvanced routes, bins, waves and scanning.
- Odoo Purchase and SalesReplenishment, pricelists and quotations.
- Odoo eCommerceTrade portal with customer pricing.
- Odoo AccountingReal-time margins and UK VAT.
Imagine one connected business
What changes when every team runs on one Zoho platform?
Right now, sales probably lives in one tool, finance in another and service in a third. Every handover means re-keying, and every report starts in a spreadsheet. As a UK Zoho Premium Partner, we replace that patchwork with the full Zoho ecosystem, from Zoho One implementation to Zoho CRM, Zoho Books, Zoho Desk and Zoho Creator, so every team finally works from one source of truth.
Choose a team below and see what changes for them
01 / 09 · Sales & CRM
Zoho CRM implementation that helps you sell
From chasing spreadsheets to a pipeline you can trust. Pipelines, Blueprint sales processes, quotes and live chat, designed around how your team really sells.
- Lead, deal and account management with territory rules
- Blueprint processes, approvals and quote to order
- CRM migration from Salesforce, HubSpot or spreadsheets
02 / 09 · Marketing
Zoho Marketing Plus and campaign automation
From guesswork to campaigns that prove their revenue. Email, journeys, social, forms and events in one place, with every response flowing back into Zoho CRM.
- Lead scoring and nurture journeys
- GDPR-friendly consent and preference management
- Campaign ROI reporting tied to CRM revenue
Shares data with: Sales & CRMAI & Analytics
03 / 09 · Customer service & field service
Zoho Desk and Zoho FSM implementation
From overflowing inboxes to service customers rave about. Omnichannel helpdesk, SLAs, portals, remote support and field service, all with full customer context.
- Ticketing, SLAs and escalation rules
- Self-service help centre and customer portal
- Engineer scheduling, job sheets and parts tracking
Shares data with: Sales & CRMOperations
04 / 09 · Finance & accounting
Zoho Books implementation for UK businesses
From month-end firefighting to real-time numbers. HMRC-recognised, Making Tax Digital ready Zoho Books, billing, expenses and payments, synced with CRM and inventory.
- Chart of accounts, VAT and MTD setup
- Bank feeds, reconciliation and multi-currency
- Migration from Sage, Xero or QuickBooks
Shares data with: Sales & CRMOperationsHR & People
05 / 09 · Operations, inventory & ecommerce
Zoho Inventory and order management
From stock surprises to orders that flow. Multi-warehouse inventory, purchasing, fulfilment and online stores, linked to Books, CRM and your couriers.
- Stock control, batches, serials and reorder points
- Sales and purchase order workflows
- Shopify, Amazon and courier integrations
Shares data with: FinanceServiceSales & CRM
06 / 09 · HR & people
Zoho People and Zoho Recruit implementation
From paper forms to people who feel looked after. Applicant tracking, onboarding, HR records, leave, performance and learning in one place.
- Careers site and recruitment pipelines
- Digital onboarding and employee self-service
- Leave, timesheets and appraisal cycles
07 / 09 · Projects & collaboration
Zoho Projects and Zoho Workplace rollout
From scattered tools to one secure workplace. Projects, agile sprints, business email, chat, files and an intranet that keep everyone moving together.
- Project templates, timesheets and billing
- Email migration from Microsoft 365 or Google
- Company intranet and team channels
Shares data with: FinanceHR & PeopleSales & CRM
08 / 09 · Contracts, e-sign & compliance
Zoho Sign and contract management
From chasing signatures to deals closed in minutes. Legally binding e-signatures, contract lifecycle management and secure password management.
- Quotes and contracts signed from inside CRM
- Renewal alerts and approval workflows
- Delivered by an ISO 27001 certified team
Shares data with: Sales & CRMHR & People
09 / 09 · Analytics, AI & custom apps
Zoho Analytics, Zia AI and Zoho Creator development
From rear-view reports to decisions powered by AI. Cross-app dashboards, Zia AI agents, low-code Zoho Creator apps and integrations with the rest of your systems.
- Board-level dashboards across every Zoho app
- Zia AI agents for sales, service and operations
- Bespoke Zoho Creator apps and API integrations
Shares data with: SalesMarketingFinanceOperations
Depth, not just breadth
Most partners stop at setup. That is where we get started.
Switching apps on is the easy part. The real value comes from how deep each app goes into your business. Drag the slider to see how far our Zoho consultants and Deluge developers can take it.
Our UK Zoho CRM extensions: Companies House Verification UK Postcode Address Finder Creditsafe Credit Check View all →
LEVEL 1 · CONFIGURE
Zoho set up around your processes
Modules, fields, layouts, roles, permissions and data migration mapped to how your business works.
Example: a clean Zoho CRM with your sales stages, territories and user roles.
LEVEL 2 · AUTOMATE
Zoho workflow automation
Workflows, Blueprints, approvals, assignment rules and Zia AI agents that remove manual admin.
Example: a won deal creates the Zoho Books invoice and Projects job automatically.
LEVEL 3 · CUSTOMISE
Deluge development and custom functions
Deluge scripting, custom buttons, widgets, client portals and complex business logic.
Example: a supplier portal with pricing rules calculated in Deluge.
LEVEL 4 · INTEGRATE
Zoho API integrations
Connect Zoho with accounting, ecommerce, telephony, data warehouses and legacy systems via REST APIs, Zoho Flow and webhooks.
Example: Shopify orders, courier labels and stock levels synced in real time.
LEVEL 5 · EXTEND
Zoho Creator apps and Marketplace extensions
Bespoke low-code apps, Catalyst services and published Zoho Marketplace extensions built by our in-house team.
Example: our Companies House Verification extension for Zoho CRM.
Not sure which Zoho apps you actually need? Most businesses pay for apps they never use. In a free 30-minute call, a certified consultant will show you exactly where to start.
Follow one order
Watch one customer order flow through your entire business.
In most growing businesses, a single order is re-typed five or six times: from an email, to a spreadsheet, to the warehouse, to accounts. Every handover adds delay and a chance to get it wrong. With Odoo ERP implemented by a UK Odoo partner who designs the whole flow, the order is entered once and every team sees it instantly, from first enquiry to cash in the bank.
Press play, or pick any stage to see what changes
Stage 1 of 8 · Enquiry
Odoo CRM: every enquiry captured and followed up
BeforeEnquiries arrive by email, phone and web forms, then live in inboxes and notebooks. Some are never followed up.
With OdooEvery enquiry lands in Odoo CRM automatically, is assigned to the right person and has its next activity scheduled before anyone forgets.
Odoo apps at this stage
- Leads captured from your website and inbox
- Pipeline with scheduled activities and reminders
- Win and loss reporting by source
Stage 2 of 8 · Quote
Odoo Sales: professional quotes in minutes
BeforeQuotes are built in Word or Excel, prices are checked by hand and approvals are chased by email.
With OdooQuotes are built from live price lists and stock, accepted online with an e-signature, and confirmed into a sales order in one click.
Odoo apps at this stage
- Customer price lists and discounts
- Online quote acceptance and e-signature
- Margin visible on every line
Stage 3 of 8 · Stock and buying
Odoo Inventory and Purchase: stock that plans itself
BeforeNobody is sure what is really in stock, so sales over-promise and buyers over-order to be safe.
With OdooConfirmed orders reserve stock instantly. Reordering rules raise purchase orders for anything short, so buyers act on facts, not guesses.
Odoo apps at this stage
- Real-time stock across every warehouse
- Automatic reordering rules
- Supplier prices and lead times on every order
Stage 4 of 8 · Make
Odoo Manufacturing: production that runs to plan
BeforeProduction plans live on a whiteboard, bills of materials sit in spreadsheets and product costs are a guess.
With OdooManufacturing orders are created from real demand, with bills of materials, work centres, quality checks and actual costs tracked as you build.
Odoo apps at this stage
- Multi-level bills of materials and routings
- Quality checks at the right step
- Real cost per product, not estimates
Stage 5 of 8 · Dispatch
Odoo Barcode and shipping: pick, pack and ship without errors
BeforePickers work from printed lists, mistakes are found by customers and couriers are booked on separate websites.
With OdooYour team picks and packs with barcode scanners, shipping labels come from integrated carriers and customers receive tracking automatically.
Odoo apps at this stage
- Scan-based picking, packing and receiving
- Carrier labels and tracking from Odoo
- Lot and serial number traceability
Stage 6 of 8 · Invoice and cash
Odoo Accounting: invoiced on delivery, paid faster
BeforeInvoices are typed up days later, bank lines are matched by hand and the VAT return takes a week.
With OdooInvoices are created from what was delivered, bank feeds reconcile automatically and Making Tax Digital VAT returns go straight to HMRC from Odoo.
Odoo apps at this stage
- HMRC-recognised for Making Tax Digital VAT
- Automatic bank reconciliation
- Online payment links on every invoice
Stage 7 of 8 · Aftercare
Odoo Helpdesk and Field Service: aftercare that wins repeat business
BeforeSupport requests get lost in a shared inbox and engineers turn up without the right history or parts.
With OdooTickets are tracked against SLAs, engineers see full customer and product history on their phone, and repairs are invoiced straight away.
Odoo apps at this stage
- SLA tracking and customer portal
- Mobile job sheets for engineers
- Repairs and parts invoiced on completion
Stage 8 of 8 · Insight
Odoo dashboards and AI: decisions in real time
BeforeMonth-end reports are stitched together from five systems and are out of date by the time anyone reads them.
With OdooLive dashboards and spreadsheets read straight from one database, and Odoo AI agents can draft, summarise and update records for your team.
Odoo apps at this stage
- Live dashboards across every department
- Spreadsheets linked to real ERP data
- AI agents that work inside your Odoo
How many times is your order re-typed today? In a free 30-minute call, a certified Odoo consultant will map your quote-to-cash flow and show you where the time goes.
What changes
What a connected distribution operation looks like.
The improvements our distribution clients usually see after go-live.
Accurate, live stock
One stock figure across warehouses and channels that sales can promise against.
Faster fulfilment
Scanning and automated order flow shorten the time from order to dispatch.
Less working capital
Smarter replenishment cuts overstock without increasing stock-outs.
Margin by customer
See which customers, products and routes actually make you money.
How we deliver
A clear, proven path from first workshop to go-live.
Every engagement follows SCALE, our five-phase delivery framework, so you always know what happens next, who is doing it and what it costs.
Scope
We walk your warehouse and order flows, mapping channels, pricing rules and integrations.
Craft
We design the target process, warehouse routes and a phased rollout plan.
Assemble
We configure inventory, pricing and fulfilment, migrate products and balances and connect channels.
Launch
We train buyers, sales and warehouse staff, run stock takes and go live with on-site support.
Evolve
We refine replenishment rules, add channels and automate more of order-to-cash over time.
Related solutions
Services distributors often combine.
Try before you commit
Start a free Zoho or Odoo trial
Explore the apps yourself, then talk to us about fit. Signing up through ThoughtLogik links your account to us as your partner, so help is on hand from day one.
FAQs
Questions we often hear
Can't see your question? Book a free call and speak to a certified consultant.
Which is better for a wholesaler, Zoho or Odoo?
Zoho Inventory with Zoho CRM suits growing wholesalers who want quick deployment. Odoo suits higher volumes and complex warehouses with advanced routes, waves and full ERP accounting. We recommend the right fit after reviewing your operation.
Can you connect EDI with our retail customers?
Yes. We integrate EDI providers and retailer portals so purchase orders, advance shipping notices and invoices flow automatically.
Do you support barcode scanning in the warehouse?
Yes. We set up mobile scanning for receiving, put-away, picking, packing and stock counts, using rugged scanners or phones.
Can customers see their own prices online?
Yes. A B2B portal shows each customer their contract prices, stock availability, order history and invoices.
Will it work with our accounting package?
Both platforms include full accounting, or we can integrate with Xero, Sage or QuickBooks if you prefer to keep your current system.
Start your project
Ready to streamline your distribution operation?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing