For one business selling to customers and retailers
One tile business. Two ways of selling.
Serve showroom customers and connected retailers in one organization with shared products and business records.
Shared records beneath both workflows.
Help the customer choose a tile and prepare the appropriate quotation or sale.
Review connected buyer requests, customer policies and the appropriate documents.
Retail and Distribution are two operating contexts within one organization. Shared records, capacity limits and assigned permissions remain in effect when the view changes.
One organization · Shared records and permissions remain in effect.
One business running a showroom and supplying other retailers.
- One organization and subscription
- Shared products and stock
- Distinct retail and supply tasks
A different workflow for each customer.
Showroom customer
Compare tiles, calculate the quantity and prepare a quotation for the visit.
Explore showroom sellingConnected retailer
Provide their permitted range and agreed prices, then review the incoming order request.
Explore retailer orderingShared records for one business.
Maintain the same products, people and locations across showroom and retailer-supply work. Each person’s permissions still determine what they can view or change.
A CLOSER LOOK
Before you put it
to work.
A few practical questions about this workflow.
Does switching workflows create another subscription or more capacity?
The combined arrangement is one organization with shared resources. Switching workflows does not add capacity or change your plan’s limits.
Can separate businesses share the same private records?
Use the shared arrangement when the operating and accounting records belong to the same organization. It is not permission to combine unrelated organizations or expose one business’s records to another.
Do team permissions still apply in each workflow?
Yes. Shared product and business records do not mean unrestricted staff access. Check the person’s assignment and the effect of the actual transaction being performed.
A USEFUL FIRST DEMO
Start with a task your team recognizes.
Compare one showroom sale and one retailer request using your shared catalogue.
Review the product screen, the saved result and the setup your team needs before choosing a plan.
Book a demo for this workflowTHE NEXT DECISION
Compare the shared arrangement.
Review Retail + Distribution for one business using both selling workflows and a shared set of resources.