Skip to Content
+966 59 763 5900info@dgprojx.com
Client SupportClient Loginالعربية
Industry solutions · B2B Trading & Distribution

Quote faster, deliver on time, protect your margin

For traders and distributors: we connect sales teams, stock, purchasing, delivery and collections so every order is profitable and every customer is followed up.

Book a Free ConsultationSee the workflow
Home › Industries › B2B Trading & Distribution
Typical challenges

Where distribution margin leaks

Field sales out of sight

Visits, quotes and follow-ups live in salespeople's phones.

Price and discount chaos

Different price lists and discounts erode margin silently.

Stock you can't promise

Sales confirm orders without knowing real availability.

Slow collections

Receivables age because follow-up is manual.

End-to-end workflow

Lead to margin, connected

LeadQuotationSales OrderStock CheckPurchase OrderWarehouseDeliveryInvoiceMargin Reporting
Recommended: Odoo Inventory & Purchase · Odoo Accounting (or Zoho CRM + Zoho Inventory + Zoho Books)

Illustrative workflow, configured to each client's process. Not every step runs in one native application.

Department integration

Sales, warehouse and finance on the same order

DepartmentWhat gets connected
Field & inside salesVisits, quotations and orders captured on mobile with approved price lists.
WarehouseAvailability, picking and delivery tracked per order.
PurchasingReorder rules and supplier lead times keep stock balanced.
Finance & creditCredit limits, invoicing and collection reminders from one customer record.
Recommended platforms

Both paths work, depending on your operation

Odoo for distribution

OdooSilver Partner

Best when warehouses, purchasing and accounting need tight control in one ERP.

  • Sales with price lists and approvals
  • Multi-warehouse inventory
  • Purchasing and vendor management
  • Accounting, credit and collections
Explore Odoo Inventory & Purchase

Zoho for distribution

ZohoAuthorized Partner

Best for sales-led distributors with field teams, or when an ERP already exists.

  • Zoho CRM for field and inside sales
  • Integration with your existing ERP
  • Zoho Inventory and Zoho Books
  • Zoho Analytics sales dashboards
Explore Zoho CRM
Automation & AI opportunities

Let the system chase, so sales can sell

Quote follow-up

Automatic reminders for quotations not yet answered.

Collection reminders

Statement and overdue reminders by email or WhatsApp.

AI order capture

Purchase orders received by email extracted into draft sales orders for review.

KPIs & management dashboards

Distribution at a glance

Gross margin by customer and product

Quote-to-order conversion

On-time, in-full delivery

Receivables aging

Related clients

Trusted by trading and integration businesses

Orbita Tech
Amal Al Rwad
Related services

Go further

CRM & ERP Integration

Learn more →

Odoo CRM & Sales

Learn more →

KPI & Performance Management

Learn more →
FAQ

Questions distributors ask

Can field sales work from mobile?

Yes. Visits, quotations and orders are captured on mobile with approved prices.

We already have an ERP. Can we add a CRM?

Yes. We typically connect Zoho CRM to an existing ERP for customers, items, quotes and orders.

Can we control discounts?

Yes. Price lists, discount limits and approval rules protect margin.

Do you support multiple warehouses?

Yes, with transfers, locations and per-warehouse reporting.

Let's talk about how your business really runs.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

Book a Free ConsultationChat on WhatsApp
Book a ConsultationWhatsApp