Distributors & Wholesalers Management — Overview & module guide

Module status

Features

• Product master via BIXCRM Items + module extension fields
• Distributors via BIXCRM 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 BIXCRM credit notes
• 11 report types with Excel/PDF export
• Territory manager scoping for field teams
• Integration with Purchase Management (GRN, reorder PO)

Permissions

Finance rules (v1.8+)

• Ledger: Delivered orders count as receivable only when no BIXCRM invoice is linked. Invoices are the receivable source once created.
• Receivables aging: Uninvoiced delivered orders + open invoice balances + opening balance. No double-counting.
• Tax mapping: Invoices and credit notes created from orders/returns include BIXCRM line taxes from item tax settings, with fallback to calculated or default rate.

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.

Client portal (v1.8+)

Distributor contacts see Sales Orders and Account Statement in the client area at /clients/dw/*.

Tests

Install dev dependencies once:

cd modules/distributors_wholesalers && composer install

Unit tests (no database):

composer test

Related modules

• Inventory Management — optional stock engine
• Purchase Management — GRN sync, reorder purchase orders