Wholesale runs on stock, orders and tight margins.
When sales, purchasing and stock live in separate tools, small mistakes get expensive. Cobalt keeps them in one place.
Re-keying quotes into orders into invoices means typos, version chaos and numbers that quietly stop matching.
Selling what you don't have, or over-ordering what you already hold, because stock isn't connected to orders.
An accounting tool, an inventory app and a chat thread that never agree on order status.
Paying supplier invoices that don't match what was ordered or what actually arrived.
Sales orders and stock in one workflow.
Quote, confirm and invoice without re-keying — and watch stock update on every line as you go.
- Quotes to orders to invoices flow through one record, so you never re-type a customer, product or price.
- Customer price lists apply the agreed price automatically on every line.
- Stock is reserved when an order is confirmed and issued on approval, so you can see what's truly available.
- Approvals gate orders before stock moves, with a full audit trail of who did what and when.
Purchasing and goods receipt that match reality.
Replenish stock and check supplier bills before you pay — so what you owe reflects what arrived.
Create POs against suppliers with the products, quantities and costs you agreed, ready to send.
Book in deliveries against the PO. Stock goes up the moment goods are received, including partial deliveries.
Compare the purchase order, the goods receipt and the supplier invoice to catch quantity and price mismatches before paying.
Let buyers order the way they already do.
Give repeat customers a faster way to place orders — and review every one before it hits stock.
Buyers can view and accept quotes, place orders and see their invoices in a simple online portal.
Repeat buyers reply to a numbered list of your live products. The order arrives priced on their agreed terms for your approval. Early access.
Every customer-placed order is reviewed and approved by your team before stock is committed.
Clean numbers, ready for your accountant.
Cobalt isn't a statutory accounting package — and it doesn't try to be.
What you get is operational financial visibility: invoice and payment status, outstanding balances and VAT-ready invoices, plus clean CSV exports of sales invoices, purchase invoices, customers, suppliers and products. Your accountant gets tidy, structured data they can import into Xero, QuickBooks or Sage instead of a pile of spreadsheets. See accountant handoff for what exports and why master data matters.
Who Cobalt is best for.
A good fit
Small wholesale, distribution and trading teams that buy stock, hold it across one or more locations, and sell it on with quotes, orders and invoices — and want one system instead of three.
Maybe not yet
Businesses that need statutory filing in-app (accounting is still in beta), production planning or MRP, or heavily customised enterprise workflows. Cobalt does handle bills of materials, manufacturing orders and work centres — but it schedules nothing for you, and it hands the books to your accountant rather than filing them.
Frequently asked questions.
Is Cobalt ERP suitable for small wholesale distributors?
Yes. Cobalt is built for small trading, wholesale and distribution teams — it runs quotes, sales orders, purchasing, live stock and invoicing in one system, without the cost or complexity of a large enterprise ERP.
Does it handle stock across multiple locations?
Cobalt keeps live stock that updates with every sale, receipt and adjustment, and supports multiple stock locations on the Growth plan and above.
Can my customers place their own orders?
Yes. Buyers can view and accept quotes and place orders through the customer portal, and repeat buyers can order over WhatsApp. Every order is reviewed and approved by your team before stock is committed.
Does Cobalt replace my accountant or accounting software?
No. Cobalt gives you operational financial data and VAT-ready invoices, then hands clean exports to your accountant or to Xero/QuickBooks. It is not a full statutory accounting replacement.
How long does it take to get started?
Most teams are live in under a week. Import your customers, products and stock, set your rules and take your first order — no consultants needed.
How much does it cost?
Simple flat monthly pricing with no per-seat surprises. See the current plans on the pricing page.
Related pages.
See Cobalt run your distribution business.
Import your customers, products and stock, and watch a real order move from quote to invoice — usually inside a week.
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