# Daily operations and reports for distributors

> The daily and weekly routine for a wholesale business on SmartPOS Hub - orders, loading, deliveries, collections, purchasing and the key reports.

Source: https://docs.smartposhub.com/business-types/wholesale/daily-operations/  
Last updated: 2026-10-30  
Product: SmartPOS Hub (https://smartposhub.com)

## Every day

1. **Morning:** print the sales orders to pick, and the packed deliveries per driver from **Sell › Shipments**.
2. **Loading:** invoice each order from the shipping warehouse (**Sell › Add Sale** with the order) and set the shipping status to **Shipped**.
3. **During the day:** take new orders as sales orders; serve cash-and-carry customers at the POS; receive supplier trucks as purchases.
4. **Evening:** drivers report back; set **Delivered**, record cash and cheques collected with **Add payment**; close the registers at the counter.

![POS V1 for a cash-and-carry counter with walk-in customer, commission agent, product search and grocery product tiles](https://docs.smartposhub.com/_astro/pos-v1.CJWiCtbW.png) (web app page: `/pos/create`)
*The cash-and-carry counter on POS V1.*

## Every week

| What | Where |
|---|---|
| Overdue invoices to chase | **Reports › Payment by Age** |
| Customer balances | **Reports › Supplier & Customer Report** |
| Depot replenishment | **Reports › Stock Report** by location, then **Stock Transfers** |
| Purchase orders to manufacturers | **Reports › Stock Report**, **Purchases › Purchase Order** |
| Supplier payments due | Dashboard **Purchase Payment Due**, **Reports › Purchase Payment Report** |
| Rep sales and commission | **Reports › Sales Representative Report** |

![Customers & Suppliers report with filters for customer group, type, location and date, and per contact total purchase, total sale, sell returns, opening balance due and due](https://docs.smartposhub.com/_astro/customer-supplier-report.BgoFYfXc.png) (web app page: `/reports/customer-supplier`)
*Reports › Supplier & Customer Report: what each customer owes.*

## Every month

- **Reports › Profit / Loss Report** per location.
- **Reports › Product Sell Report** by category or brand to see which manufacturer lines pay.
- **Reports › Lot Report** and **Stock Expiry Report** for FMCG close to expiry.
- A stock count in each depot ([stock counts](https://docs.smartposhub.com/inventory/stock-counts/)).

  - [Reports overview](https://docs.smartposhub.com/reports/reports-overview/)
  - [Sales reports](https://docs.smartposhub.com/reports/sales-reports/)
  - [Stock reports](https://docs.smartposhub.com/reports/stock-reports/)
  - [Go-live checklist](https://docs.smartposhub.com/business-types/wholesale/checklist/)

## Frequently asked questions

### Which report shows total owed by each customer?

Reports › Supplier & Customer Report. Filter by customer group, type and location; the Due column is what each customer owes.

### Which report shows overdue invoices?

Reports › Payment by Age, which groups unpaid amounts by days overdue per customer.

### How do I see profit per depot?

Reports › Profit / Loss Report filtered by location. Distribution margins are thin, so check it monthly.

### How do I check a rep's sales?

Reports › Sales Representative Report filtered by user, location and date.

### Can I see everything on a phone?

Yes. The web app works in a phone browser and the SmartPOS Business app has customers, balances, stock and sales.