Jared Ward and Billy Bush introduce powerful features focused on wholesale management and financial control for the October Product Update: the Wholesale CRM now includes a dedicated "Sales" tab, offering enhanced functionality like Credit Memo sync with QuickBooks and tagging of contacts to customize notification automations. You can now establish parent/child company structures for retail chains and set unique fulfillment priority overrides at the customer level ensuring key accounts receiv...
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Jared Ward and Billy Bush introduce powerful features focused on wholesale management and financial control for the October Product Update: the Wholesale CRM now includes a dedicated "Sales" tab, offering enhanced functionality like Credit Memo sync with QuickBooks and tagging of contacts to customize notification automations. You can now establish parent/child company structures for retail chains and set unique fulfillment priority overrides at the customer level ensuring key accounts receiv...
Brands Don’t NEED an ERP! (They Need This Instead)
OPS Unfiltered
1 hour 33 minutes
2 months ago
Brands Don’t NEED an ERP! (They Need This Instead)
What if your ERP is secretly costing you 4X the price? Jon Blair, Free to Grow CFO founder, reveals the true cost and operational drag of the "NetSuite Trap" plaguing $20M+ ecommerce brands. He details the blueprint for right-sizing to a specialized tech stack (IMS + QuickBooks) and a fractional finance engine to slash costs. In this episode, learn how separating your GL from your operations and using cash-led forecasting helps you scale efficiently and avoid Q4 working capital disaster. Mee...
OPS Unfiltered
Jared Ward and Billy Bush introduce powerful features focused on wholesale management and financial control for the October Product Update: the Wholesale CRM now includes a dedicated "Sales" tab, offering enhanced functionality like Credit Memo sync with QuickBooks and tagging of contacts to customize notification automations. You can now establish parent/child company structures for retail chains and set unique fulfillment priority overrides at the customer level ensuring key accounts receiv...
