CAPABILITY
Wholesale overview
Inspect the workspace overview and recent wholesale activity using the available register summaries.
Business valueUnderstand the current wholesale workload before opening a specific transaction.
Commercial operations
Wholesale Management
Run institutional sales with customer, order, payment and history in one workspace.
BUILT FOR PHARMACY OPERATIONS
A practical view of the work this module supports.
Wholesale Management provides a dedicated workspace for institutional customers and wholesale transactions. Review sales and open orders, manage customer details, complete supported sales, handle payments and follow transaction history.
Web access requires an active Ultra license
EMMAPRO WORKFLOWIllustrative capability map · no customer records
EWholesale Management
01Wholesale overview
02Institutional customers
03Wholesale sales
04Sales orders and quotations
CAPABILITIES
Wholesale operations
Keep customer, product, order and payment context together without confusing wholesale sales with standard dispensing.
Wholesale overviewReview posted sales, active customers and open holds.See details Institutional customersCreate, review and update wholesale customer records.See details Wholesale salesPrepare, preview and complete supported wholesale sales.See details Sales orders and quotationsReview orders and manage quote lifecycle actions where authorized.See details Payments and transaction historyReview posted payments and customer transaction history.See details Customer returnsProcess a supported customer return with manager authorization.See details
CAPABILITY
Institutional customers
Maintain customer identity and contact information used by wholesale orders, sales and payments.
Business valueKeep institutional transactions connected to the organization they serve.
CAPABILITY
Wholesale sales
Build a sale from eligible wholesale products, preview its financial totals and complete the supported transaction with its payment method.
Business valueRecord wholesale activity with the product quantities and transaction amounts attached.
CAPABILITY
Sales orders and quotations
Review sales orders, issue or cancel quotations with manager authority, convert supported quotes to orders, and fulfill eligible orders through the wholesale workflow.
Business valueFollow commercial intent from quotation to order and fulfillment.
CAPABILITY
Payments and transaction history
Inspect wholesale payment records, transaction history and supported held-sale records; apply authorized continuation or cancellation actions.
Business valueTrace how an institutional order moved through payment and completion.
CAPABILITY
Customer returns
Use the manager-controlled return workflow to record eligible returned goods and their linked stock handling.
Business valueKeep a returned wholesale item tied to its operational record.
From customer to completed wholesale sale
A supported workflow connects customer identity, product selection and the posted transaction.
- 01
Select or create the institutional customer
- 02
Select eligible wholesale products and quantities
- 03
Review the financial preview and payment
- 04
Complete the sale and follow its order and history records
MANAGEMENT QUESTIONS
Questions this module helps answer
Which institutional customers have active wholesale activity?
Review customer records and the workspace's sales overview.
What orders are open or recently created?
Use the supported sales-order register and recent order summaries.
Has payment been recorded against the wholesale transaction?
Review payment and transaction history for the customer or sale.
CONNECTED WORKFLOWS
Connected to products, orders and finance
WEB & REMOTE ACCESS · ULTRA
Explore Web & Remote Access The supported Web scope for this module.
The Web workspace supports wholesale customers, sales, orders, payments and history, subject to role permissions. Wholesale price-list editing is excluded from the confirmed Web workflows.
Wholesale screens and transactions require the relevant permissions. Wholesale price configuration, quotation issue/cancellation and customer returns are manager/admin-controlled; sale completion and fulfillment use their own execute/add controls.
EDITION & ACCESS
Compare EMMAPRO editions Edition availability
Wholesale Management is an Ultra capability. Web access requires an active Ultra license.
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