A wholesale invoice workspace for distributors, manufacturers, and B2B suppliers billing retail buyers and resellers in Taskade.
What's Included
- Buyer Database: Account, terms (net-30/60/90), credit limit, default warehouse, drop-ship preferences
- Product Catalog: SKU, wholesale price, MSRP, tier pricing (10/50/100+)
- Inventory-Deduction Agent: AI agent deducts stock from the warehouse the moment the invoice posts
- Tier Pricing Logic: Automation applies the right tier based on order quantity
- Drop-Ship Tracking: Line items shipped direct to buyer's customer with tracking
- Credit Limit Enforcement: Automation flags orders that would exceed the buyer's limit
Why This Template Wins
- Inventory in sync with billing: Stock deducted on invoice post — no overselling because inventory and AR were on different systems
- Tier pricing automatic: No more manual lookup of "what's their price at 50 units" — applied on the line
- Credit limits enforced: Orders flagged before fulfillment, not after invoicing past the limit
How to Use
- Clone this template into your Taskade workspace
- Add buyers with terms and credit limit, products with tier pricing
- Connect your warehouse system and accounting tool
- Train the Inventory-Deduction Agent on your SKU structure
- Set up order triggers for invoice and inventory updates
FAQ
Does this handle multi-warehouse fulfillment?
Yes. Each line item can ship from a different warehouse. The agent allocates by stock level and shipping zone.
Can the agent suggest reorder points?
Yes. Agent reviews velocity vs. on-hand stock and surfaces SKUs at risk of stock-out before they happen.
What plan supports a wholesale operation?
Pro ($10/mo annual) handles small distributors. Business ($25/mo) for multi-warehouse operations with audit logs.
CTA
Try this template free in Taskade. For warehouse integration, see /learn/automation/automations-execution. Pair with Inventory Templates. Browse more wholesale apps in the Community Gallery.