By distributors, for distributors

We built the tools. You get the advantage.

We're a distributor first. We did the hard work of building tools around our own ERP to run leaner, cut costs and give our customers a better way to order. Now Sales Access brings that same platform to your business.

Proven every day inside a working distribution business.

portal.yourcompany.com/dashboard
DISTRIBUTOR DASHBOARD
INTERNAL TOOLS
Customer Portal

Products, quote creation and ordering

Sales Stock Search

Item stock with GPO pricing

CRM Portal

Customer and prospect handling for reps

Sales Leaderboard

Live sales rankings

Warehouse Management

Item information and RMA handling

Purchasing Dashboard

New item and demand handling

Demand & Stock Requests

Request new items and greater quantities

Pending Quotes

Convert open quotes to orders

Financial Reporting

P&L and balance sheet reports

AP / Invoice Tracker

Vendor invoice handling

A/R Dashboard

Track AR and process payments

3-Way Matching

Match PO to invoices to create vouchers

Commission Dashboard

Track sales rep commissions

Statements & Invoices

Customer statement and invoice handling

GPO Portal

Sales-trace & rebate submissions

Training Videos

Watch internally created videos

Sales Access AILow-stock alert prepared for 7 products.
01

Place Orders

A customer portal with formularies, quotes, invoices and payments, so customers can order from your full catalog around the clock.

02

Search Stock

Live inventory, cost, margin and the best GPO price on every item, in the unit of measure your rep is quoting.

03

Manage Reps & Routes

A CRM for customers and prospects, with calendar, route planning, leaderboards and commissions.

04

Purchasing & Warehouse

Demand and stock requests, new-item handling, RMAs and pending quotes, all in one workflow.

05

Finance & P&L

AP, AR, 3-way matching, statements, GPO rebates and P&L reporting straight from your ERP data.

By distributors, for distributors

We did the hard work, so you don't have to.

We lived the daily friction: reps digging through ERP screens to check stock, buyers chasing demand in spreadsheets, AP matching invoices by hand, and customers calling in orders that should take thirty seconds.

So we built our own tools on top of our ERP, tested them on our own warehouse floor and refined them with our own sales team, until they saved us time and money every day.

See what we built →
See it in action

Real tools. Running in production.

These are the products we use every day to run our business. The screens below use sample data to protect our customers and pricing, but everything you see is live software.

01 Sales Stock Search

Quote with confidence, in seconds.

Reps see live availability, cost, margin and the best GPO price side by side, all shown per sales unit of measure so the numbers compare directly to the quoted price.

  • Net on-hand quantity with case / pack / each breakdowns
  • GPO contract pricing and savings highlighted on every item
  • Filter by supplier, manufacturer, product group and stock status
  • Item lookup, category summaries and customer sales history
portal.yourcompany.com/stock-search
Matching items
8,746
current filters/search
In-stock matches
3,215
available qty above zero
Low / no stock
1,048
10 or fewer available
GPO-priced items
1,892
within current matches
Avg GPO savings
$18.47
avg savings on GPO items
Stock SearchItem LookupSupplier / Category SummaryCustomer Sales History
Search item ID, description, supplier…
All suppliers
All manufacturers
All product groups
All stock status
All GPO status
Real cost only
Clear
Export
Sort: best match
Show 100
Rep view: Available Qty uses NET QTY ON HAND. GPO columns are grouped next to regular Cost; item cells turn light green only when that product has GPO pricing. Cost and Best Cost are shown per the sales UOM so they compare directly to your quoted price.
8,746 matches · showing 100
ImageItem IDDescriptionUnit SizeAvailableCostMarginBest CostUOMBest GPO SavingsSupplier / Part #StatusDetails
410-2231 Gauze Sponge, 4" x 4", 12-Ply, SterileGauze Sponge 4x4 12-Ply Sterile 2/Pk
MfrSample Mfr A GroupWound Care
1200/cs 22 CS + 64 PK2,704 PK $0.74per PK 28.4%Est $1.03 $0.69GPO Aper PK PKGPO A $0.05
GPO A
Supplier APart #: SA-10482 In Stock View
418-0907 Facial Tissue, 2-Ply, WhiteFacial Tissue 8.4" x 5.8" 40/Bx
MfrSample Mfr B GroupPaper Goods
48/bx 31 CS1,488 EA $0.92per EA 27.1%Est $1.26 - - No GPO Supplier APart #: SA-22719 In Stock View
425-1164 Underpad 36" x 36", Heavy AbsorbencyUnderpad 36x36 Heavy Absorbency
MfrSample Mfr A GroupIncontinence
48/cs 7 CS336 EA $0.08per EA 29.6%Est $0.11 $0.06GPO Aper EA EAGPO A $0.02
GPO A
Supplier APart #: SA-31905 In Stock View
433-0582 Exam Table Paper 21" x 225', SmoothTable Paper 21x225 Smooth White
MfrSample Mfr C GroupPaper Goods
12/cs 918 CS918 CS $39.52per CS 27.8%Est $54.74 $28.64GPO Aper CS CSGPO A $10.88
GPO A
Supplier BPart #: SB-60214 In Stock View
425-1170 Underpad 23" x 36", Fluff FillUnderpad 23x36 Fluff Moderate
MfrSample Mfr A GroupIncontinence
10/bg 12 CS1,440 EA $0.27per EA 28.9%Est $0.38 $0.24GPO Aper EA EAGPO A $0.03
GPO A
Supplier APart #: SA-31912 In Stock View
02 CRM Portal

Plan the day's route in a few clicks.

Every customer and prospect, grouped by territory. Reps pick their stops and get an optimized route with mileage, drive time and directions.

  • Customers, prospects, orders, calendar and analytics in one CRM
  • Drag-and-drop stop ordering with live route totals
  • "Nearby offices" to fill gaps in the day with new prospects
  • Print mailing labels for selected accounts
portal.yourcompany.com/crm/route
DashboardCustomersProspects 86OrdersCalendar 6RouteAnalytics
START FROM
Current Location
All Accounts ▾
Print Selected Labels
Select All Shown
Clear Selection
148 accounts
PRACTICELOCATION
00001 — ANYTOWN, ST (5)
Test Account 1100 Main St, Anytown, ST 00001
Test Account 2200 Main St Ste 110, Anytown, ST 00001
Test Account 3300 Oak Ave, Anytown, ST 00001
Test Account 4200 Main St Ste 240, Anytown, ST 00001
Test Account 5450 Elm St, Anytown, ST 00001
00002 — SAMPLEVILLE, ST (3)
Test Account 612 Center St, Sampleville, ST 00002
Test Account 780 Park Pl Ste 3, Sampleville, ST 00002
Test Account 8500 Lake Rd, Sampleville, ST 00002
00003 — DEMO CITY, ST (2)
Test Account 91 River Way, Demo City, ST 00003
3 stops selected
MapSatellite
ROUTENEARBY OFFICES
1Current Location
2Test Account 2200 Main St Ste 110, Anytown, ST 00001⋮⋮×
3Test Account 3300 Oak Ave, Anytown, ST 00001⋮⋮×
4Test Account 4200 Main St Ste 240, Anytown, ST 00001⋮⋮×
24.6MILES
0h 41mDRIVE TIME
Get Directions
Ask AI
03 Customer Portal

An ordering experience your customers will love.

Customers browse your full catalog with real-time stock and their contract pricing, then build formularies, request quotes and pay invoices without picking up the phone.

  • Personal formularies and saved lists for fast reordering
  • GPO pricing shown right next to list price
  • Past orders, invoices, payments and backorders in one place
  • Demand and new-item requests routed straight to purchasing
shop.yourcompany.com/products
My FormularyProduct SearchPast OrdersMy InvoicesMy Payments🛒 CartQuoteDemandMy RequestsBackorders
FILTERS 1× Clear filters
Featured
Gloves, Exam
All manufacturers
All availability
All GPO
Showing 264 of 9,120 items (search or filters active)
510-0118
REF-2210-L
Est. Price
Exam Glove Chloroprene PF Ext Cuff
510 - Gloves, Exam | Supplier A | Sample Mfr D
STOCKIN STOCK
PRICE$18.64
UOMBX
LASTBX
COST (SUPPLIER)$13.80 / BX
−1+
BX ▾Add to order
+ Formulary+ List
510-0231
REF-4471
Est. Price
Exam Glove Nitrile PF Textured Lrg
510 - Gloves, Exam | Supplier A | Sample Mfr E
STOCKIN STOCK
PRICE$29.85
UOMBX
LASTBX
COST (SUPPLIER)$21.94 / BX
GPO A$17.26 / BX
−1+
BX ▾Add to order
+ Formulary+ List
510-0232
REF-4472
Est. Price
Exam Glove Nitrile PF Textured Med
510 - Gloves, Exam | Supplier A | Sample Mfr E
STOCKIN STOCK
PRICE$29.85
UOMBX
LASTBX
COST (SUPPLIER)$21.94 / BX
GPO A$17.26 / BX
−1+
BX ▾Add to order
+ Formulary+ List
510-0304
REF-5530
Est. Price
Exam Glove Nitrile Extended Cuff Sml
510 - Gloves, Exam | Supplier B | Sample Mfr F
STOCKIN STOCK
PRICE$24.10
UOMBX
LASTBX
COST (SUPPLIER)$17.72 / BX
GPO A$14.08 / BX
−1+
BX ▾Add to order
+ Formulary+ List
510-0417
REF-7016
Est. Price
Exam Glove Nitrile PF Chemo-Rated XL
510 - Gloves, Exam | Supplier B | Sample Mfr G
STOCKIN STOCK
PRICE$21.40
UOMBX
LASTBX
COST (SUPPLIER)$15.73 / BX
GPO A$12.95 / BX
−1+
BX ▾Add to order
+ Formulary+ List
04 The complete toolkit

Sixteen tools. Every department. One login.

Sales

Customer Portal

Products, quote creation and ordering

Sales Stock Search

Item stock with GPO pricing

CRM Portal

Customer and prospect handling for reps

Sales Leaderboard

Live sales rankings

Operations

Warehouse Management

Item information and RMA handling

Purchasing Dashboard

New item and demand handling

Demand & Stock Requests

Request new items and greater quantities

Pending Quotes

Convert open quotes to orders

Finance

Financial Reporting

P&L and balance sheet reports

AP / Invoice Tracker

Vendor invoice handling

A/R Dashboard

Track AR and process payments

3-Way Matching

Match PO to invoices to create vouchers

Admin & team

Commission Dashboard

Track sales rep commissions

Statements & Invoices

Customer statement and invoice handling

GPO Portal

Sales-trace & rebate submissions

Training Videos

Onboard your team with your own videos

From fragmented to connected

One platform. Built around the way you distribute.

Sales Access sits on top of the ERP you already run. There's nothing to rip and replace, just better tools for every team that touches an order.

01

Connect

We connect to your ERP data (items, customers, pricing, orders and financials), so every tool works from one source of truth.

02

Configure

Turn on the tools each team needs, from the customer portal and stock search to AP, AR and 3-way matching.

03

Grow

Reps quote faster, buyers order smarter, finance closes sooner, and customers order on their own schedule.

16Integrated tools
OneERP source of truth
24/7Customer self-service
Results

Distributors love Sales Access.

5.0
Average rating
"Having GPO pricing next to our cost on every item changed how we buy. In the first quarter alone, we cut thousands of dollars in product costs we didn't know we were overpaying."
MRMichael R.Purchasing Manager, Medical Distributor
"Our customers love the portal. Reorders that used to take a phone call and an email chain now take thirty seconds, and order volume went up because it's so easy to use."
JTJennifer T.VP of Sales, Regional Supply Distributor
"Sales Access gives me hours back in my day. Route planning, stock checks and quotes are all in one place, so I spend my time with customers instead of in front of screens."
DKDavid K.Territory Sales Rep
"3-way matching used to take two full days every month. Now it's done in an afternoon, and we catch billing errors before they're paid. Our AP team has never been this efficient."
SLSarah L.Controller, Healthcare Distributor
"You can tell this was built by people who've actually run a distribution business. It fits our workflow instead of forcing us into someone else's. Our team was up and running in days."
RPRobert P.Owner, Independent Distributor
"Between the purchasing dashboard and demand requests, we carry less dead stock and run out less often. Lower inventory costs and happier customers: I didn't think we could have both."
AMAngela M.Operations Director, Medical Supply Distributor
See what Sales Access can unlock

Give your team the tools we built for ours.

Let's map the first version of your distributor portal.

Book a portal demo →