Wholesale sales management: who sees the line, who writes the order, and who gets paid for it

It decides what each seller may show and to whom, captures the order wherever that seller wrote it with the rep still attached, and calculates what everybody earned from the invoices that actually posted. In AIMS360 those three sit on the same records, so the collection a rep browses is the collection a buyer sees, the price quoted is the price on that account, and the commission cannot drift away from the invoice it came from.

In a spreadsheet, usually, which is why it takes an hour and starts an argument. The alternative is calculating it inside the system that holds the orders, ships the goods and posts the invoices. AIMS360 tracks commissions on sales orders, invoices and payments with splits, rates that vary by style, holdbacks that wait for the customer's payment, and a statement per rep showing every line and why it was earned.

AIMS360 creates the commission on the posting date of the invoice, not the order date and not the payment date, so reps earn on shipped, invoiced sales rather than on bookings that may cancel. If you also want to wait for the cash, holdbacks keep a commission unpaid until the invoice is collected and release it automatically when the payment arrives. Those are two separate decisions and most brands use both.

More than one rep is assigned to the order or the customer, each at their own rate, which is how showroom, wholesale and independent reps share business in practice. Multi-line agency setups are supported, assignments update from the customer record or in batch when territories change, and every split and change is logged so the arrangement can be evidenced later.

It keeps commission on an invoice unpaid until the customer actually pays that invoice. AIMS360 computes holdbacks on unpaid invoices, and when the payment lands the held commission is released for payout automatically. It is what protects the margin on an account that pays at ninety days, or never.

Yes. Rates can be set per style, applied in bulk, and styles can be marked non-commissionable. A launch you want pushed, a markdown you do not, and a core program that sells itself do not have to pay the same rate because one flat number was easier to set up.

No, not unless you allow it. Permissions limit each rep, including showroom and agency reps, to their own accounts, orders and commissions, and management controls the access levels. On reports it works the same way: a user assigned a rep code gets their own book and nothing else unless the all customers option is switched on. Commission data is competitive information twice over, between your own reps and between the brands a showroom carries.

Who is holding the device and who is doing the selling. A portal is buyer facing: your account signs in whenever suits them and places their own order. The rep app is rep facing: your person is across the table in a showroom or a booth, working a line plan and closing it there. Most active wholesale brands run both, because reorders and appointments are different moments. In AIMS360 they share the same collections, so there is one catalog behind both.

Yes. Offline mode is a toggle, and with it on reps keep writing and editing orders against the catalog, images, customers and stock position already on the device, with a signature captured at the end. What waits for a connection is the plumbing: nothing uploads, stock does not refresh, a card cannot be charged and a style created on the device is not usable until it has been through validation. Plan for a few minutes of signal at the end of the day rather than none at all.

Yes, and it is the strongest thing the portal does. Mark a collection private and you attach the exact accounts and reps who may see it. An off price collection stays away from full price accounts, a key account previews next season while everyone else sees current stock, and a licensed range only reaches the territory allowed to buy it. On top of that, every collection has separate switches for the rep app and the buyer portal, plus an active toggle and a start and end date.

You can decide per rep whether they may discount at all, and require a reason code on every discount taken. You cannot set a maximum percentage per rep, so the control is permission plus review rather than a hard ceiling. The report that lists every order priced above or below wholesale by more than an amount or percent you set is how most brands police it. One thing to know: switching discretionary discount off for a rep removes all discounting on their orders, including the standing discount on the customer record.

Yes. When orders import from the B2B platforms AIMS360 connects to, the sales rep assignment stays in sync, so the commission calculates correctly no matter where the deal was written. The same applies to a retailer EDI purchase order matched against the bulk order a rep wrote for that program. The connection between an order and the person who sold it never depends on somebody remembering to type it twice.

If you switch it on. With new customer creation enabled at company level and for that rep, they can create the customer, write the order and upload both in the same session. What it does not do is approve the account: the order arrives on hold with a reason of pending approval, and that status cannot be changed from the device by design, because a new account still has to clear your credit and setup process. The value is that the order exists with the line locked in while the credit conversation happens on Monday.

Four reports cover most of it. The order summary gives booked, cancelled, shipped and open units and dollars, sequenced by rep instead of by account when you want the sales view. The open and ship summary adds commission earned or estimated per rep. Who bought what gives styles, quantities, price paid, returns, cost of goods and margin per account, with returns included. And style analysis ranks what is actually selling through rather than what was merely booked.