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Trade and Wholesale Software: GBP, VAT and UK GDPR

Built around the way UK businesses work: pounds sterling, UK VAT, UK data protection and the payment methods your customers already use.

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Quotes and orders
An enquiry arrives, the quote goes out today

The enquiry is linked to the customer, items are searched, price and stock are visible and the quote goes out as PDF in minutes.

  • Customer-specific price
  • Stock and lead time
  • Quote as PDF
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Warehouse and goods (illustrative image)
Warehouse and goods (illustrative image)
Process flow
From quote to invoice, without retyping

An accepted quote becomes order, delivery and payment link, and every step stays visible on the same record.

  • Quote, order, invoice
  • Items carry over unchanged
  • History in one record
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Sales and margin
See what earns money, in figures

Turnover and margin by item, customer and salesperson appear on one screen with a month-by-month comparison.

  • Margin per item
  • Turnover per customer
  • Monthly comparison
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Container and port (illustrative image)
Container and port (illustrative image)
Roles and protection
Everyone sees their share, costs stay hidden

The salesperson sees the price but not the purchase cost, the warehouse sees stock but not margin, and every change is logged.

  • Role-based access
  • Purchase cost hidden
  • Change log
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Open orders
Which order is where, at a glance

New, in-picking and delivered orders sit in columns, and late or part-delivered orders stand out with a warning.

  • Open orders in columns
  • Part delivery
  • Delay warning
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Quote and contract (illustrative image)
Quote and contract (illustrative image)
Field sales
At the customer’s side, the order on the phone

The salesperson sees customer history, price and stock on the phone, enters the order on site and head office sees it at once.

  • Customer visit note
  • Take orders in the field
  • Instant sync
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Export shipments
Goods going abroad, with their documents

Proforma, commercial invoice and packing list are produced from the order, and carrier and tracking number show on the same board.

  • Proforma and commercial invoice
  • Packing list
  • EUR and USD invoice
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Packing and dispatch (illustrative image)
Packing and dispatch (illustrative image)
Due-date calendar
Which invoice when, see it in the calendar

Open invoices sit in the calendar by due date, payments match with the bank movement and overdue ones get a reminder.

  • Reminder on the due day
  • Payment matching
  • Payment plan
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Complaints and returns
When a problem occurs, the solution is on record

The complaint is linked to the invoice, the return enters stock in the right condition, a credit note is issued and passed to the supplier if it is their fault.

  • Complaint arrives with a photo
  • Return and credit note
  • Pass to supplier
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Wholesale delivery (illustrative image)
Wholesale delivery (illustrative image)
Stock and profitability
The right goods, in the right quantity

You see which items move fast and which wait on the shelf; the purchase suggestion is based on past sales and minimum order quantity.

  • Stock turnover
  • Slow-moving items
  • Purchase suggestion
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What trading companies expect from their software

Open orders are scattered and nobody knows who is waiting for what

Orders sit in e-mails, Excel and phone notes and a late delivery goes unnoticed until the customer asks.

Prices and currencies are worked out by hand

Customer prices, EUR and USD purchases and margin are worked out in Excel and one error turns into a loss.

Nobody knows where the shipment is

When a customer asks about a shipment someone checks the carrier site, and documents and tracking number are in different places.

The journey of a deal: enquiry to payment

  1. 1. From enquiry to quote

    The first step of a sale is answering an enquiry quickly and correctly.

  2. 2. From order to invoice

    The path from order to invoice is done by hand in many companies and breeds errors.

  3. 3. Export shipment

    In sales abroad documents travel with the goods: proforma, commercial invoice, packing list and origin-related documents are needed.

  4. 4. Complaint, return and credit note

    Complaints and returns are unavoidable in trade and how they are handled shapes customer trust.

Who it is for

Wholesale

A wholesaler sells many items to many customers at different prices and terms.

Import and export

In import and export the quote comes in one currency, the document in another language, the delivery term under another rule.

Sales agency

A sales agent sells on behalf of manufacturers; it holds no stock but manages orders, commission and the customer relationship.

B2B online sales

Business customers want to order online seeing their own prices instead of phone and e-mail.

Trade segments

Machinery and technical goods

Machinery and technical goods trade means high-value sales, long lead times and after-sales spare parts and service.

Food and beverage

In food and beverage trade the item has a best-before date, a batch and a storage condition, and delivery time is critical.

Textiles and apparel

In textile trade one style comes in dozens of sizes and colours, collections are ordered before the season and delivery is made in batches.

Building materials

In building materials trade items are heavy and bulky, delivery goes to the site and prices vary by project.

Electronics and components

Electronics and components trade has thousands of items, short product life, fluctuating prices and purchases in foreign currency.

Watches and jewellery

In watch and jewellery trade every piece is high-value and unique; serial number, photo, documents and consignment status matter.

What we deliver

Quotes and orders
Customers and CRM
Items and price lists
Purchasing and suppliers
Warehouse and stock
Invoicing and payment link
Payments and dunning
Trade documents
Currency and rates
Delivery terms
Shipment tracking
Field sales
Contracts and terms
Key figures

Built for the UK

Pounds sterling and UK VAT

Quotes, invoices and reports in GBP, with VAT rates and totals shown clearly and exports ready for your accountant.

UK GDPR and the Data Protection Act 2018

Access rights, audit logs and data minimisation are planned from the start, so personal data is handled with UK data protection law in mind.

Payments your customers use

Card payments, Apple Pay and Google Pay, bank transfer and direct debit through established payment providers.

Accounting and tax tools

Connections or clean exports for Xero, QuickBooks and Sage, structured to support UK bookkeeping routines.

Hotel software in your region

Our services for this industry

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Digital Transformation & AI Consulting

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How we work

  1. 1. We listen

    We listen closely to your business, goals and current systems and pin down together what the real problem is.

  2. 2. We plan

    We present scope, timeline and budget in writing, so what will and will not be done is clear from the start.

  3. 3. We design

    We show you the screens and flow before coding and proceed with your approval.

  4. 4. We build

    Not a ready-made template: we code it from scratch for you and share progress regularly.

  5. 5. We test

    We try every page and action in real use and check speed, security and appearance on all devices.

  6. 6. We launch and support

    We put your project live, train your team and then keep up updates, backups and technical support.

We bring your project to life: one country or the whole world

One country

We set the project up for a single market: local language, currency, tax rules and search settings.

Several countries

Each country gets its own address, language and content, so visitors see the right language in their own market.

The whole world

We serve in every language in the world; we can open your project globally, multilingual and multi-currency.

Why Globalsoft

We stay with you after launch

We do not disappear after go-live: maintenance, updates, backups and 24/7 monitoring keep your system running.

World-class frontend

Your interfaces are designed and coded to the level of the best global products: fast, accessible and flawless on every screen.

Meticulous in every detail

Code review, testing and quality control are standard on every project; we skip no technical or visual detail.

Top-tier security

Security comes first in design: encryption, access control, regular security testing and data protection are built in from the start.

Speed and performance

Your pages load fast; performance is measured and continuously improved for user experience and search ranking.

Data, roles and security

Data protection

Trade software holds customer and supplier addresses, prices and payment information; protecting this data builds trust.

Roles and log

In trade, sales, warehouse, accounting and management use the same system but should not have the same permissions.

Payments and dunning

Receivables drive cash flow in trade.

Hosting and backup

When trade software stops, orders and invoices stop; data loss is even more expensive.

Multilingual

In UK trade one wholesaler serves customers in London, Manchester and Edinburgh on the same day.

Integrations

Trade software exchanges data with accounting, bank, web shop and carriers.

Frequently asked questions

Are quote versions kept?

Yes; each revision is logged with date and user and can be compared.

Can a customer-specific price be defined?

Yes; a customer-specific price takes priority over the group price.

Can several warehouses be managed?

Yes; any number of warehouses and shelves are defined and stock is visible for each.

Is a partial shipment invoiced separately?

Yes; each shipment gets its own invoice or they can be combined, the rule is defined per customer.

Are bank transactions entered by hand?

No; the transaction file is imported and most payments match automatically.

Can the software work with UK accounting packages?

Yes. We can connect it to Xero, QuickBooks or Sage, or provide clean exports for your accountant.

Will you quote in pounds sterling?

Yes. Every quote is in GBP and states clearly what is and is not included.

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Other industries

Let’s plan your project together

Tell us your idea and we will send the right solution and a clear quote by email.

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