Distribution
XBuddy Distribution is the vertical add-on for businesses that sell through a network of distributors, wholesalers, and field reps. It manages distributor accounts, price lists, lots, your reps’ van sales sessions, returns, and the territories, credit, and commissions of the channel.
Beta. Distribution is in beta. Van sales do not deduct stock, do not transfer stock to the van, and do not create invoices/journal entries — invoicing and goods issue happen in Sales/Inventory. There is no screen to create distribution orders yet; commission rates are fixed per tier.
Who uses it: channel managers overseeing distributors and territories, field sales reps running van sales and reconciling stock, and finance teams managing distributor credit and rep commissions. Distribution builds on Inventory and Sales to move volume through a multi-tier channel.
Distribution is a vertical add-on. It uses Inventory for lots and returns, and Finance / Accounting for credit notes and outstanding balances.
Key Features
- Distributor management — accounts, tiers, contacts, and terms
- Price lists with distributor- and territory-specific pricing
- Lot tracking for batch/expiry traceability through the channel
- Van sales (beta) — open a session, load goods, record sales, close and reconcile
- Territory management assigning distributors and reps to areas
- Distributor credit limits and outstanding-balance control
- Commissions monthly by distributor tier (beta)
- Returns — approve, receive into stock, issue a credit note
- Reports on channel volume, distributor performance, and credit exposure
Important features
Full feature reference
| Nav item | What it does |
|---|---|
| Overview | Distribution dashboard — channel volume, top distributors, credit exposure, van-sales activity, and territory coverage. |
| Distributors | Distributor accounts with tier, contacts, payment terms, assigned price list, and credit limit. |
| Orders | Currently lists van sales sessions; creating distribution orders is in development. |
| Price Lists | Distributor price lists and lines, CSV import/export. |
| Lots | Register lots (stock in via the stock ledger), CSV import, expiry tracking. |
| Van Sales | Van sales sessions (beta): open, load, record sales (cash/credit), close, reconcile. No stock deduction or invoice yet. |
| Returns | Create, approve/bulk-approve, reject, receive into stock, issue a draft credit note, print PDF. |
| Credit | Credit limits, aging, CSV export. |
| Territories | Sales territories with assigned reps. |
| Commissions | Monthly commissions by distributor tier (fixed rates), approve, mark paid (beta). |
| Reports | Overview, by territory, SKU by territory, near-expiry lots. |
| AI Hub | Run the Distribution Manager assistant for channel, credit, and performance insights. |
| Workflows | Automation for distribution events — credit-limit alerts, van-reconciliation discrepancy flags, or reorder triggers. |
Integration points
| Connects to | How the data flows |
|---|---|
| Inventory | Lot registration posts stock via the stock ledger; returned goods are received back into stock. |
| Finance / Accounting | Returns create a draft credit note (completed by Accounting); outstanding balances are read from invoices. |
| CRM | Customers and credit limits on contacts. |
Related AI agents
| Agent | What it does |
|---|---|
| Distribution Manager | Monitors channel volume and distributor performance, flags credit-limit and over-exposure risk, surfaces van-sales reconciliation discrepancies, and highlights underperforming territories. |