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Three channels, three price lists: keeping wholesale and export connected

Retail, B2B and export each bring their own pricing, documents and terms. Here is how to keep every lead, order and collection on one record.

4 min read

The pain: channels that do not talk to each other

Quotes are built in spreadsheets, orders re-entered for production, export documents prepared separately and receivables chased without a full view of the customer.

How RZC solves it

The CRM and sales capabilities in R-ERP keep leads, opportunities and a 360° customer view together. Quotes become sales orders that hand off cleanly to production, and R-FINANCE links deliveries to invoices and collections so receivables are always in view.

Where to start

Begin with the quote-to-order flow for your largest channel, then add the others on the same record.