Tellency
Tellency
Customer story · Retail & wholesale distribution

Retail counters and wholesale accounts, one stock position, one ledger.

Bin Saeed has traded since 1994 and today sells three ways: over the counter in its own stores, online through its storefront, and in bulk to wholesale customers. Tellency runs all three lines on a single dedicated ERP instance, so the same stock record and the same chart of accounts serve every sale.

Business
Retail + wholesale
Trading since
1994
Channels
Stores · Online · Wholesale
Deployment
Dedicated instance
01The setup

Three ways to sell, and every one touches the same stock.

A business that sells retail and wholesale at the same time has a problem that pure retailers never meet. A carton that leaves the warehouse on a wholesale invoice is the same stock that the shop counter expects to sell by the piece tomorrow. Price lists differ by customer type. Wholesale buyers run on credit terms and pay against statements, while counter sales are settled on the spot. The online store adds a third stream of orders that has to reserve the same inventory.

When those lines are managed in separate tools, or in one tool built only for a shop floor, the numbers stop agreeing. Stock on hand is a guess, receivables live in a spreadsheet, and the month-end picture only comes together after someone reconciles everything by hand.

Bin Saeed needed one system that treated retail, online and wholesale as three doors into the same warehouse and the same books.

02The deployment

A dedicated Tellency instance, configured for how Bin Saeed actually trades.

Tellency deploys each customer on its own instance rather than a shared tenant. Bin Saeed runs at its own address with its own database, so the chart of accounts, product catalogue, tax handling and user roles are set up for this business alone, and changes for one customer never spill into another.

Configuration followed the way the company already worked instead of forcing a new process. Retail counters run on the point-of-sale module. Wholesale customers are set up as trade accounts with their own pricing and credit terms, invoiced through the sales module against the same product list the counters use. Purchasing, stock and every sale post into the same general ledger.

  • Own subdomain, own database, own configuration — no shared tenant
  • Retail POS and wholesale invoicing draw from one product catalogue and one stock record
  • Trade customers carry their own price lists and credit terms
  • Purchases, sales and payments post to a single chart of accounts
03Day to day

What running the business on Tellency looks like.

Counter staff sell from the POS screen, and each sale reduces stock and posts revenue in the moment. The wholesale desk raises invoices against trade accounts and can see what each customer owes without leaving the system. Purchasing books goods in once, and both the shop and the wholesale desk see the new quantity immediately.

Because everything lands in one ledger, the owners can look at margin by product, receivables by customer and stock value by location in the same place, on the same day, without waiting for a reconciliation.

  • One stock position shared by counters, online orders and wholesale
  • Receivables and customer statements for trade accounts
  • Margin, stock value and sales reports from live ledger data
  • Role-based access so counter staff, the wholesale desk and the owners each see what they need
04Why it matters

Built for the mixed retail and distribution model that most ERPs treat as an edge case.

Most point-of-sale products stop at the till, and most distribution systems have no idea what a shop counter is. Businesses that do both usually end up stitching two products together and reconciling in spreadsheets. Tellency was built as a single ERP with retail, sales, inventory, procurement and finance as modules of one system, which is exactly the shape a retail-plus-wholesale business needs.

The same architecture serves Tellency customers in Canada and the United States, where the tax layer switches to GST/HST and multi-state sales tax and the payroll module follows CRA and IRS rules. The business logic underneath, one stock record and one ledger for every channel, is the same.

05 — Modules in use

The Tellency modules behind the deployment.

Your business next

Selling retail and wholesale from the same stock? This is the system for it.

Tell us how you trade today. We configure a dedicated instance around your products, customers and books, and take you live in one to four weeks.