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Nero Trade

Nero Trade - Dashboard

NeroTrade helps wholesalers, suppliers and trade-credit businesses manage customer accounts, wholesale pricing, driver deliveries, invoices, statements, collections and credit control from one NeroPay dashboard. NeroTra…

How to get there

From your dashboard, follow this path:

NeroTrade → Dashboard

💡 Not activated yet? Go to eu.neropay.app/merchant/nerotrade to activate NeroTrade. The full system is £99.95/month.


Dashboard — Wholesale collections command centre

The NeroTrade Dashboard gives you a live overview of your entire trade operation:

Metric What it shows
Outstanding Total amount owed across all trade accounts
Overdue Amount past due date — shown in red
Due this week Payments expected in the next 7 days
Trade accounts Total number of B2B customer accounts
Drivers Active drivers in your system
Products Total trade products in your catalogue
AI alerts Active risk or stock alerts from NeroAI
Routes today Delivery routes scheduled for today
Campaigns Active sales or marketing campaigns

Quick actions from the dashboard:

  • Create delivery note
  • Create trade invoice
  • Record payment
  • Import products
  • Add driver
  • Sales campaign
  • Plan route
  • Generate AI insights

📸


What's in NeroTrade

NeroTrade has the following sections, accessible from the left menu or the tabs across the top of the dashboard:

Section What it covers
Trade Accounts Create and manage B2B customer accounts with credit terms, limits, and collection methods
Products & Pricing Add wholesale products with units, pricing, and VAT settings
Inventory Track stock quantities, reorder levels, barcodes, and supplier references
Drivers Add drivers, assign routes, and manage proof-of-delivery workflows
Deliveries Create delivery notes, capture proof, and link to invoices
Invoices Create invoices from delivery notes, send to customers, and track payment status
Statements Send weekly or monthly statements showing balance, invoices, and overdue amounts
Collections Monitor outstanding balances, payment promises, failed collections, and credit risk
Sales & Marketing Run sales campaigns, identify inactive accounts, and send price list reminders
Routes & Tracking Plan driver routes, assign stops, and track deliveries
AI Centre Use NeroAI for product imports, stock insights, customer risk analysis, and collection priorities
Reports Export invoices, statements, collections, and financial summaries
Settings Configure account-level NeroTrade preferences

Adding a trade account

Click Add trade account from the dashboard and fill in:

Field What to enter
Business name The B2B customer's company name
Contact name Main contact at the business
Email Contact email address
Phone Contact phone number
Payment terms e.g. 7 days, 14 days, monthly
Collection method e.g. Payment link, bank transfer
Credit limit Maximum credit allowed for this account
Opening balance Any existing balance to carry over
Statement day Monday, Friday, or month-end
Billing address Invoice address
Delivery address Where goods are delivered
Internal notes Staff-only notes — e.g. "usually pays Monday morning; do not supply above £500 overdue"

Click Save trade account to create the account.

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Adding a trade product

Trade products are separate from NeroPOS products — designed for wholesale units and trade pricing.

Click Add product and fill in:

Field What to enter
Product name e.g. Chicken Doner 10kg
SKU Stock keeping unit reference
Barcode Auto-generated if left blank
Category e.g. Meat / Tools / Drinks
Base unit e.g. Kilogram (kg), Litre, Box, Pallet
Unit price Price per base unit
VAT rate % VAT percentage — 0 if not applicable
Pack unit Optional — for case or pack selling
Pack quantity Number of units per pack
Stock quantity Current stock level
Reorder level Threshold for low-stock alert
Preferred supplier Optional internal reference
Track stock Toggle on to monitor inventory
VAT included Toggle if price already includes VAT
AI stock watch Let NeroAI flag low stock automatically
Description Optional product description

Click Save product to add it to your catalogue.

📸

Supported wholesale units: kg, g, litre, ml, pcs, box, case, tray, parcel, pallet, roll and custom.


Adding a driver

Click Add driver and fill in:

Field What to enter
Driver full name Driver's name
Phone Contact number
Email Driver email address
Vehicle registration e.g. AB12 CDE
Default route / area e.g. North London, Birmingham, Manchester route
Driver notes e.g. handles cash collections, route starts 6am
Active driver Tick to make the driver available for route assignment

Click Save driver.

📸 


Credit control workflow

NeroTrade gives your team practical credit-control states that are easy to understand at the point of delivery:

  • Good payer
  • One week behind
  • Two weeks behind
  • Over credit limit
  • Cash only
  • Stop supply recommended

Use these statuses before more goods are released to flag accounts needing action.


Who is NeroTrade for?

NeroTrade is designed for any business selling on trade credit, including cash & carry, meat and doner factories, food suppliers, plumbers merchants, tools suppliers, packaging suppliers, building suppliers and other B2B distributors.


Frequently asked questions

Q: Is NeroTrade separate from NeroPOS? A: Yes. NeroTrade is designed to be separate from NeroPOS so trade customers, wholesale prices, delivery notes and statements do not mix with consumer-facing POS customers and campaigns.

Q: What wholesale units does NeroTrade support? A: NeroTrade supports multiple wholesale units including kg, g, litre, ml, pcs, box, case, bag, tray, parcel, pallet, roll, metre and custom units.

Q: Can customers pay online? A: NeroTrade supports invoice payment links and collection workflows through NeroPay. Card, bank transfer and Direct Debit availability may depend on your account setup and enabled payment methods.

Q: Does NeroTrade include AI? A: Yes. NeroAI features can help with product imports, price list extraction, low-stock insights, customer risk insights and collection priority suggestions.

Q: How much does NeroTrade cost? A: NeroTrade is £99.95 per month for the full trade collection system. Payment processing fees may apply separately.


Still need help? Contact us at support@neropay.app or create a ticket