# NeroTrade — Managing your wholesale operation

Source: https://docs.neropay.app/neroapps/nerotrade-managing-your-wholesale-operation
Last updated: 2026-07-09T13:22:06+00:00

### **Tab 1 — Trade Accounts**

**How to get there:** NeroTrade → Trade Accounts

Your Trade Accounts list shows all your B2B customers with the following columns:

| Column | What it shows |
| --- | --- |
| **Business** | Customer business name |
| **Terms** | Payment terms — e.g. 7 days, 14 days |
| **Limit** | Credit limit set for this account |
| **Balance** | Current outstanding balance |
| **Overdue** | Amount past the due date |
| **Risk** | Credit risk status — e.g. Good payer, Cash only, Stop supply |

Click **Add account** to create a new trade customer. See NeroTrade overview → for the full account creation form.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/5889bbec9d9710bdffee4d3866730e0d.png)

### **Tab 2 — Products and Pricing**

**How to get there:** NeroTrade → Products & Pricing

This is your wholesale product catalogue — separate from NeroPOS products and designed for trade pricing, wholesale units, and customer-specific rates.

| Column | What it shows |
| --- | --- |
| **Product** | Product name |
| **Category** | Product category |
| **Barcode** | Product barcode or SKU |
| **Unit price** | Price per base unit |
| **Pack** | Pack size and unit |
| **Stock** | Current stock quantity |
| **AI** | Whether AI stock watch is enabled |
| **Source** | How the product was added — manual or import |

From this page you can:

- Click **Add product** to add a product manually 
- Click **Import** to bulk import products via CSV or NeroAI 
- Click **Export CSV** to download your product list

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/75d429efe1d569baa885b2324cc98d55.png)*

### **Tab 3 — Inventory**

**How to get there:** NeroTrade → Inventory

The Inventory tab tracks wholesale stock levels, reorder points, and barcode workflows.

**Three key features:**

| Feature | What it does |
| --- | --- |
| **AI stock watch** | Mark products for AI-assisted reorder review. NeroTrade highlights low stock and reorder risks automatically |
| **Wholesale units** | Stock can be tracked by kg, litre, pcs, box, case, parcel, pallet, roll, or custom units |
| **Barcode workflow** | Use product barcodes and SKUs for picking, packing, warehouse checks, and printed labels |

Click **Add product** to add a new item, or **Print barcode labels** to generate printable labels for your stock.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/f021143cdfeeb73defc1114e1f7ec9ac.png)*

### **Tab 4 — Drivers**

**How to get there:** NeroTrade → Drivers

Manage your delivery staff, assign routes, and set up proof-of-delivery workflows.

Each driver record shows:

| Column | What it shows |
| --- | --- |
| **Driver** | Driver name |
| **Contact** | Phone and email |
| **Default route** | Their usual delivery area |
| **Status** | Active or inactive |
| **Notes** | Internal driver notes |

Click **Add driver** to create a new driver record. See NeroTrade overview → for the full driver creation form.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/3f86ec9ea7464c2cf67a5e494eb0fbbb.png)*

### **Tab 5 — Deliveries**

**How to get there:** NeroTrade → Deliveries

Create delivery notes, capture proof of delivery, and link deliveries to invoices.

From this tab you can:

- Create a new delivery note 
- Assign a driver and route 
- Record delivery photos, signatures, and collection notes 
- Link a completed delivery to an invoice for billing

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/f81f07c1ffe516b08bf0e829fd42eed9.png)

### **Tab 6 — Invoices**

**How to get there:** NeroTrade → Invoices

All trade invoices are managed here. Each invoice shows:

| Column | What it shows |
| --- | --- |
| **Invoice** | Invoice reference number |
| **Customer** | Trade account the invoice belongs to |
| **Due date** | When payment is due |
| **Total** | Invoice total amount |
| **Balance** | Remaining unpaid amount |
| **Status** | e.g. Due, Overdue, Paid, Part paid |
| **Actions** | Send, view, or record payment |

Click **Create invoice** to raise a new trade invoice.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/faa1dde3f9c53066b8f30ba13be17cac.png)

### **Tab 7 — Statements**

**How to get there:** NeroTrade → Statements

Statements shows all customers with outstanding balances that are ready for collection, driver review, or payment reminders.

**Three key features:**

| Feature | What it does |
| --- | --- |
| **Statement-ready accounts** | Customers with outstanding balances listed so you can send payment links, call, collect, or mark stop-supply |
| **Driver handover** | Drivers can check balance and collection notes before leaving stock with the customer |
| **Future automation** | Structure is ready for weekly Bacs Direct Debit statement collection once mandate flows are connected |

Each statement entry shows: Customer, Balance, Overdue amount, Terms, Collection method, and Risk status.

Click **Record collection** to log a payment received.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/8ac316f375e357096cc0689633af37cb.png)*

### **Tab 8 — Collections**

**How to get there:** NeroTrade → Collections

The Collections tab is your central log of all payments received from trade customers.

Each collection record shows: Date, Customer, Amount, Method, and Reference.

> 💡 **Direct Debit ready:** Customer collection method, statement day, and collection status are stored now. Bacs Direct Debit mandate and automated statement collection can be connected in the next phase.

Click **Record payment** to manually log a cash, card, bank transfer, or payment link collection.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/288091e37690c964ad6721923da5a33a.png)*

### **Tab 9 — Sales and Marketing**

**How to get there:** NeroTrade → Sales & Marketing

Run trade campaigns to re-engage inactive customers, chase overdue balances, and promote wholesale offers.

**Four campaign types:**

| Type | What it does |
| --- | --- |
| **Inactive account recovery** | Find customers who stopped ordering and send a new price list or route visit reminder |
| **Overdue reminders** | Create SMS, email, or WhatsApp payment chase campaigns from trade balances |
| **Wholesale offers** | Promote weekly specials, pallet deals, case discounts, and seasonal stock clearance |
| **AI suggestions** | Use NeroAI insights to identify risk customers and sales opportunities |

Each campaign shows: Campaign name, Type, Channel, Segment, Status, and Scheduled date.

Click **Create campaign** to build and send a new campaign.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/ace5b74aec5c46de1c2dc37c6d1922ea.png)

### **Tab 10 — Routes and Tracking**

**How to get there:** NeroTrade → Routes & Tracking

Plan delivery rounds, log driver check-ins, capture issues, and protect cash collection on the road.

**Today's route control** shows for each route:

| Column | What it shows |
| --- | --- |
| **Route** | Route name or area |
| **Driver** | Assigned driver |
| **Date** | Delivery date |
| **Stops** | Number of customer stops |
| **Value** | Total value of deliveries on the route |
| **Status** | Current route status |

For each route, the driver can see outstanding balance, stop-supply status, cash-only flags, and proof-of-delivery requirements before handing over stock.

Click **Plan route** to create a new delivery route, or **Add check-in** to log a driver check-in manually.

> 💡 **Note:** Manual check-ins are available now. Mobile GPS and live route tracking can be connected later to the same tables without changing the dashboard.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/a0d7ecc470ab47687b6b269f08c2e721.png)

### **Tab 11 — AI Centre**

**How to get there:** NeroTrade → AI Centre

The NeroAI Trade Centre provides AI-assisted insights across credit risk, stock, sales recovery, and driver operations.

**Four insight types:**

| Type | What it does |
| --- | --- |
| **Credit score** | Highlights customers with overdue balances, over-limit exposure, and repeated failed collection risk |
| **Stock watch** | Flags products at or below reorder level so wholesale deliveries are not missed |
| **Sales opportunity** | Finds inactive trade accounts that may need a price-list update or route visit |
| **Driver operations** | Uses route and check-in data to spot missed stops, collection issues, and proof gaps |

Click **Generate insights** to run a fresh AI analysis across your trade data.

Each insight shows: Score, Insight description, Type, Severity, and Status.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/4814239f868211cd544b546d8ec1d956.png)

### **Tab 12 — Reports**

**How to get there:** NeroTrade → Reports

NeroTrade Reports gives you a cashflow, overdue balance, stock risk, and driver delivery performance overview.

**Key metrics at the top:**

| Metric | What it shows |
| --- | --- |
| **Outstanding** | Total outstanding across all trade accounts |
| **Overdue** | Total amount past due date |
| **Stop supply** | Number of accounts flagged for stop supply |
| **Failed collections** | Number of failed payment collection attempts |

**Credit-control summary** Use this report before approving today's deliveries. Customers with overdue balances or over-limit exposure should be reviewed before goods leave the warehouse.

Shows: Business, Terms, Limit, Balance, Overdue, Risk.

**Collection performance** Recent collections across cash, bank transfer, card, payment links, and future Direct Debit workflows.

Shows: Date, Customer, Amount, Method.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/c82012484fcc3ebd5a860abc16d89596.png)

### **Tab 13 — Settings**

**How to get there:** NeroTrade → Settings

**Subscription and payment method**

| Field | What it shows |
| --- | --- |
| **Plan** | NeroTrade |
| **Monthly amount** | £99.95/month |
| **Current payment method** | Your saved card or Direct Debit |
| **Renews / access until** | Your next renewal date |

Click **Update card or Direct Debit** to change your payment method. Click **Cancel NeroTrade** to cancel your subscription.

> 💡 **Note:** Your saved card or Direct Debit details are securely updated by NeroPay. You do not need to leave this page.

**Connected imports**

Import products from connected accounting platforms. Supported integrations:

- Xero 
- QuickBooks

Click **Open integrations** to connect your accounting platform. See Integrations → for setup guidance.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/b78976f65718ded33910a328489ba2d0.png)*

### **Frequently asked questions**

**Q: Can I import products in bulk instead of adding them one by one?** A: Yes. Go to Products & Pricing and click Import to upload a CSV, or use NeroAI to extract products from a PDF or image price list.

**Q: How do I record a cash payment collected on a route?** A: Go to Collections and click Record payment, or use the Statement tab to record a collection directly against a customer's outstanding balance.

**Q: Can drivers see which customers to avoid before a delivery?** A: Yes. The Routes & Tracking tab shows stop-supply status, cash-only flags, and outstanding balances for each stop on the route before the driver leaves.

**Q: What is the difference between Statements and Collections?** A: Statements shows which customers have balances ready for collection — it's the review and action page. Collections is the log of payments already received.

**Q: How do I cancel NeroTrade?** A: Go to NeroTrade → Settings and click Cancel NeroTrade.

*Still need help? Contact us at [support@neropay.app](mailto:support@neropay.app) or create a ticket*