Wholesale and distribution
The agent at the customer, the order in the warehouse, the invoice in the books
The agent sees the customer's debt before entering the shop, takes the order from the phone with real stock, issues the invoice with their own series and records the payment. No signal? Everything is kept and sent by itself.
A working day
This is how the day goes with Portofol.
- Morning
Customers with what each one owes
The agent's customer list with balance, open invoices and latest payments; the debt limit warns before the order.
- During the day
Orders with stock in real time
Items with the customer's price and the quantity in the warehouse; the order goes to the warehouse for loading and becomes an invoice with one touch.
- Afternoon
Invoice and payment on the spot
The invoice with the agent's series (A1-2026-…) by email or WhatsApp; the payment spreads over the oldest invoices, cash or bank.
- Month end
Works without internet
Orders, invoices and payments are kept on the phone and sent by themselves as soon as the signal returns. The day's report for every agent.
How you start, in three steps
- Upload the items and customersFrom Excel: items with wholesale prices, customers with business number and debt limit; assign agents and zones.
- Agents with their own phoneagjenti.portofol.app is installed as an app; each sees only their own customers.
- The warehouse and the office see everythingOrders for loading, invoices in the books, debts in real time; the VAT books ready for EDI.
Try it with your business, today.
Opens in the browser, no installation. If you like, we set it up together remotely in 15 minutes.