Distributors & Wholesalers Management — Features (Full Detail)

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Features (Full Detail) — Distributors & Wholesalers Management

Current version: v1.0.0

Complete distributors and wholesalers management — brands, products, warehouses, inventory, sales orders, and reports.

This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.

Feature catalog (explained)

Every major capability below is explained in plain language — what it is, why it helps, and how to use it.

Features & workflows from documentation

Features

• Product master via Perfex CRM Items + module extension fields
• Distributors via Perfex CRM Clients + credit limits, territories, customer tiers, statements
• Multi-warehouse stock (internal engine or Nasbix Inventory Management)
• Sales order workflow: draft → approval → partial/full delivery → invoice
• Tiered & volume pricing via price lists
• Sales rep commission rules (calculated on delivery)
• Multi-currency sales orders
• REST API (Bearer token) for products, distributors, orders, stock
• Distributor client portal (orders, catalog, self-service ordering, statement, repeat order)
• Audit trail on sales orders and commission payouts
• Automatic credit hold on overdue invoices
• Commission payout workflow (approve / mark paid / export)
• Pick/pack/ship workflow with pick lists and shipment records
• Batch/lot tracking with FIFO consumption and expiry alerts
• Transfer requests with optional approval workflow
• Promotions & coupon codes with auto-apply and redemption tracking
• Volume rebate programs with tiered accruals and payout workflow
• Outbound webhooks with HMAC signatures, delivery log, and cron retry queue
• Analytics dashboard (KPIs, trends, promotion ROI, top distributors)
• Van sales with mobile stock, route stops, and cash collections
• Delivery routes with driver assignment, stop visits, and completion webhooks
• Dashboard/analytics query caching for scale
• REST API pagination (limit, offset, since)
• Sales returns with optional Perfex CRM credit notes
• 11 report types with Excel/PDF export
• Territory manager scoping for field teams
• Integration with Purchase Management (GRN, reorder PO)

Permissions

REST API (v1.8+)

Enable in module settings (dw_enable_rest_api). Create API keys under Distributors & Wholesalers → REST API.

Authentication uses the Authorization: Bearer {token} header only.

GET  /distributors_wholesalers/api/products
GET  /distributors_wholesalers/api/distributors
GET  /distributors_wholesalers/api/orders
GET  /distributors_wholesalers/api/orders/{id}
POST /distributors_wholesalers/api/orders
GET  /distributors_wholesalers/api/stock
GET  /distributors_wholesalers/api/vans?van_id={id}
GET  /distributors_wholesalers/api/routes?date=YYYY-MM-DD
POST /distributors_wholesalers/api/van_sales
Authorization: Bearer {token}

Van/route endpoints require Enable van/route mobile API in module settings.

Menu & permissions

Admin path: Distributors & Wholesalers (sidebar)

Each permission supports: view, create, edit, delete, approve.

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Sales order workflow

Statuses: draft → pending_approval → approved → partially_delivered → delivered → invoiced

1. Create order (admin, quick order, or client portal).
2. Credit limit and approval threshold checks on submit.
3. Approve → pick list (optional auto-create) → ship → deliver.
4. Create Perfex CRM invoice from delivered order.
5. Commission calculated on delivery; promotions/rebates applied per settings.

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REST API

Enable in Settings (dw_enable_rest_api). Create keys under REST API.

Authorization: Bearer {token}

• Read/write scopes per key
• Rate limit per key (default 60/min; configurable)
• Bearer header only — query-string tokens are not accepted
• Pagination: limit, offset, since on list endpoints

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Integrations

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Menu & permissions

Admin path: Distributors & Wholesalers (sidebar)

Each permission supports: view, create, edit, delete, approve.

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Sales order workflow

Statuses: draft → pending_approval → approved → partially_delivered → delivered → invoiced

1. Create order (admin, quick order, or client portal).
2. Credit limit and approval threshold checks on submit.
3. Approve → pick list (optional auto-create) → ship → deliver.
4. Create Perfex CRM invoice from delivered order.
5. Commission calculated on delivery; promotions/rebates applied per settings.

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REST API

Enable in Settings (dw_enable_rest_api). Create keys under REST API.

Authorization: Bearer {token}

• Read/write scopes per key
• Rate limit per key (default 60/min; configurable)
• Bearer header only — query-string tokens are not accepted
• Pagination: limit, offset, since on list endpoints

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Integrations

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Listing highlights

Official HTML documentation (feature sections)

* * * * * php /path/to/perfex_crm/index.php cron/index > /dev/null 2>&1

Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog