Strategic B2B Management: Inventory, Pricing and Distribution Logistics.
Overseer gives you full control of your warehouses and distribution chain. Manage volume-based price lists, control inventory by layers and secure the collection of your receivables portfolio in real time.
The Core of Overseer Commercial: Governance and Turnover
Maximize inventory flow and optimize the cash conversion cycle through a platform structured under the BPM methodology.
BPM Governance and Audited Discounts
Your commercial processes (quotes, credit limits, discounts and deliveries) are guided by institutional workflows, eliminating human error and requiring management authorization for exceptions.
Exact Costing and Real-Time Margin
Know the cost of goods sold (COGS) and the profit margin of each invoice instantly. Manage inventory using FIFO valuation or average cost by layer or lot.
Warehouse and Transfer Traceability
Control receiving, storage, transfers between warehouses and order fulfillment with barcodes or serial numbers, minimizing shrinkage and petty theft.
Business Intelligence and Turnover
Access Data Cubes to analyze product turnover levels, replenishment times, quota attainment by sales agent and aging of balances.
Key Operational Workflows: From Purchasing to Order Fulfillment
Synchronization of the procurement area with the sales team to maintain optimal inventory levels.
Requisitions, Purchase Orders and Receiving
Ensure timely replenishment of your merchandise while optimizing working capital:
- Minimum and Maximum Calculation: Suggested generation of requisitions based on sales velocity and supplier lead times.
- Order Approval: Validation of agreed prices before issuing the official PO.
- Receiving with Inspection: Entry of merchandise into the warehouse, verifying quantities and quality against the original order.
Wholesale Sales, Fulfillment (Picking/Packing) and Collections
Agility in fulfillment and certainty in receivables recovery:
- Order Management: Immediate verification of credit limit and stock availability when entering an order.
- Picking and Fulfillment: Packing lists structured by aisle location for maximum warehouse speed.
- CFDI 4.0 Invoicing: Issuance of invoices and payment complements (REP) integrated with bank collections.
Modules that Drive Your Commercial Company
Technology structure designed for growing wholesale and distribution companies.
B2B and Order Management
- Online Quotes and Orders
- Price Lists by Volume or Customer
- Credit Limit Control
- Bulk CFDI 4.0 Invoicing
Inventory and Logistics
- Multi-Warehouse and Location Control
- Valuation by Layers, Lots or Serial Numbers
- Multiple Units of Measure Handling
- Auditable Physical and Cycle Counts
Procurement and Suppliers
- Automated Purchase Requisitions
- Purchase Orders Linked to Sales Orders
- Lead Time Evaluation
- Dock Receiving of Merchandise
Accounts Receivable and Payable
- Real-Time Aging of Balances
- SAT Payment Complements (REP)
- Bank Reconciliation
- Supplier Payment Scheduling
Human Resources and Payroll
- Secure Tax-Compliant Payroll Calculation
- Commission Schemes Based on Collected Sales
- Attendance Control in Offices and Warehouse
- CFDI Stamping (Timbrado) of Electronic Pay Slips
Accounting and Finance
- Immediate Electronic Accounting
- Consolidated or Per-Branch Financial Statements
- Special Tax Handling (IEPS, IVA)
- Direct SAT Audit
Frequently Asked Questions on Wholesale Management
The system has predefined price matrices. If a sales representative tries to enter a discount higher than the one allowed in their profile, the order is blocked and an authorization Workflow is sent to sales management.
Yes. You can buy in pallets or boxes and sell by the piece or dozen. The system automatically converts inventory and costs to maintain accuracy in the warehouse.
Absolutely. The credit and collections module communicates in real time with the orders and dispatch area. If a customer has an overdue balance or exceeds their credit limit, the system halts fulfillment until their account is brought current.
Schedule a Demo of Overseer Commercial and Wholesale
See live warehouse management, credit control and CFDI 4.0 invoice issuance.
