01
Accounts you approve
Wholesale, trade, and export are not open to anyone who creates a login. You add the account when the relationship is real. The company, the buyer, and the note live on the customer.
Trade & wholesale
Each account has a price, and terms.
Trade is another sales channel. A restaurant, a bottle shop, an export buyer. You approve the account, set the price they pay, and the terms they pay on. You are the supplier. The bottles still leave the same cellar.
A price list on the account. On account until the terms you agreed are met.
Trade account
LiveThe Ridge
Restaurant · approved
- Price list
- Ridge trade
- Payment terms
- 30 days
- Pinot Noir 2022$22Shelf $38
- Chardonnay 2023$20Shelf $36
- Riesling 2024$19Shelf $34
The account, the price, and the terms.
- The account
- The Ridge is a restaurant. Approved by the estate. Not a Saturday guest, and not a club member.
- The price
- Pinot is $22 on their list and $38 on the shelf. A bottle shop down the road can sit on a different list.
- The terms
- The Ridge is on account, due in 30 days. Another account pays on delivery. The terms belong to that relationship.
01
02
03
Trade & wholesale
Wholesale, on the estate’s terms.
02
A price for that account
A price list carries the trade price. Point it at the trade group, or at one account when the number is theirs alone. The shelf price and the club price stay where they are.
03
Payment terms for that account
One restaurant is thirty days. A bottle shop is due when the case arrives. The order is placed on account, and it stays open until those terms are met. The agreement is on the account, not in a second ledger.
04
The same wines
The case is the catalogue you already sell at the door and on the site. Vintage, size, and the bottle are the same record. Only the price and the terms change.
05
Held until it leaves
A promised trade case can reserve stock. The shop and the till stop offering bottles that are already spoken for. When the order is fulfilled, the hold comes off the count.
06
An order in the same book
Trade is a channel on the order, next to the cellar door, the shop, and the club. Payment reads on account. Fulfilment reads open until the wine has gone.
01The supplier’s terms
You set what they pay, and when.
A trade relationship is a price and a way of paying. The Ridge does not see the shelf, and they do not see the club. They see the list you wrote for them, and the order waits on the terms you agreed.
- A price list per account, or one list for the trade you supply the same way.
- On account, with the terms kept on that customer.
- A different account can have a different price and a different due date.
Trade account
30 daysThe Ridge
Restaurant. Approved. Their list, their terms.
- Pinot Noir 2022$22
- Shelf price$38
- PaymentOn account
- Terms30 days
02The case
Twenty-four bottles, promised, then sent.
They ring on Monday. You place the order at their price, on their terms, and reserve the Pinot so the weekend cannot sell it. When it leaves, it is a fulfilled order on that account, in the same book as everything else.
- Placed by the estate, with a number.
- Stock reserved at the location that will fill it.
- The same fulfilment statuses as a shop order.
Orders
LiveThis week
Every channel
- #1842Mara ChenCellar door · Paid · Fulfilled$60
- #1838James HoltShop · Paid · To pack$228
- #1831Mara ChenClub · Paid · 18 Apr$192
- #1822The RidgeTrade · On account · Open$528
A Monday call
The restaurant’s case, on their terms.
The Ridge wants two dozen of the 2022 Pinot. The price and the terms are already on the account.
- 9:10The account is already thereThe Ridge. Trade. Price list is theirs. Payment terms are 30 days, on account.
- 9:20The order is placedTwenty-four Pinot at $22. The shelf price is not on the line. The order is #1822.
- 9:25The cellar is heldThose bottles are reserved. The shop and the till sell what remains.
- ThursdayThe case leavesFulfilled from the cellar. Still on account. It comes off the book when the terms are met.
On the same estate.
Trade & wholesale is one channel. The customer, the catalogue, and the stock are shared.
CommerceOrdersCellar door, shop, trade, and club in one book.Open OrdersCommerceInventoryOne count. Reserved bottles stay reserved.Open InventoryCRMCustomersOne profile, the journey, and the numbers that belong to it.Open Customers
The platform/Cellar Door POS/Ecommerce/Wine club/Tastings/Restaurant/Events
Estate One