Industrial supply software: contract pricing, stock and repeat orders — buying checklist
From: https://www.iwantmywebsitenow.com/industry/distribution/supply/
Workflow sources checked: 2026-10-02. Prices have separate capture dates.

Use this with a vendor or a builder. These are proposed evaluation tests, not claims that any product passed them.

YOUR BUSINESS
Current software:
What must work differently:
Records to bring across:
Budget and timing:

QUESTIONS TO TEST
1. Units and pack conversion
Ask: Can the system quote, sell, pick and invoice eaches, boxes and case quantities consistently?
Demonstrate: Quote cable by spool and fasteners by case. Confirm unit conversion and margin are visible through fulfillment.
Observed result:
Follow-up:

2. Account pricing
Ask: Does the correct contract or customer price apply to portal and counter orders?
Demonstrate: Compare two accounts with distinct price books for the same SKU, including a volume break and a quoted exception.
Observed result:
Follow-up:

3. Branch inventory
Ask: Can the sales team distinguish on-hand, reserved, incoming and transferable stock by location?
Demonstrate: Reserve the last unit at one branch and request it at another. Check promise date and transfer status.
Observed result:
Follow-up:

4. Jobsite and PO fulfillment
Ask: Can the picker see the customer PO, delivery window, staging and partial order instructions?
Demonstrate: Split an order across branch pickup and a jobsite delivery. Reconcile picked quantities, proof of delivery and invoice lines.
Observed result:
Follow-up:

DEMO SCENARIO (SYNTHETIC)
Fulfill a contractor order across two branches
1. Create a contractor account with a contract price book and PO requirement. Build an order with items sold in boxes, spools and individual units.
2. Check inventory at two branches, reserve available stock and record a backorder for one line with a promised delivery date.
3. Stage a partial pickup and send remaining material to a named jobsite during a specific window. Include the customer PO on both documents.
4. Reconcile quantities, converted units, branch transfer, delivery confirmation, invoice and remaining backorder status.

MIGRATION
Plan a controlled data move
Import customer accounts and price books, SKUs, units of measure and conversions, branch inventory, supplier lead times, open purchase orders, customer POs, open sales orders, delivery addresses and balances. Validate a sample across units, accounts and branches before publishing online availability.

A POSSIBLE FIRST BUILD
Inventory software does not guarantee supplier lead times, product suitability or regulatory compliance. Keep technical selection and substitutions under qualified review and confirm account-specific pricing, tax and delivery terms with the customer.

SOURCES
Cin7 wholesale and distribution
https://www.cin7.com/industries/wholesale-and-distribution/
Vendor overview of stock and B2B order workflows.

B2B Wave features
https://www.b2bwave.com/features
Vendor docs for customer pricing, catalogs and tax/shipping rules.

Cin7 B2B online stores
https://www.cin7.com/features/sales/b2b-online-stores/
Vendor overview of inventory-aware B2B selling.

Now Commerce
https://www.nowcommerce.com/
Vendor overview of wholesale online ordering.

Research by Don, I Want My Website Now.
A product description is not hands-on testing. Verify the plan, current price and export access before committing.