WINMENTOR
WinMENTOR for Distribution
WinMENTOR consultant for distribution and wholesale companies in Transylvania: multiple warehouses, lots and serial numbers, customer-specific prices and discounts, field sales agents taking orders, delivery routes, e-Transport and e-Invoicing — configured on your real flow, from order to collection.
Common challenges
- ✗Field agents place orders without seeing real warehouse stock
- ✗Customer-negotiated prices and discounts live in spreadsheets and get misapplied at invoicing
- ✗Inter-warehouse transfers and returns leave gaps between book stock and physical stock
- ✗Overdue receivables are invisible per agent and per customer; collections are tracked by hand
- ✗e-Transport declarations are filed manually, with the risk of roadside fines
- ✗Month-end closing takes days because data comes from several sources
How we solve with WinMENTOR
- Multiple warehouses and locations, with inter-warehouse transfers and automatic journal entries
- Price lists and discounts per customer, category and quantity, applied automatically on orders and invoices
- Field orders with real-time stock, flowing straight into WinMENTOR, with agent and route on every document
- Receivables schedule per customer and agent, with overdue alerts and collections booked automatically from bank statements
- e-Transport, e-Invoicing and SAF-T generated from existing documents, with no double entry
- Daily sales reports per agent, area and product, and month-end closing in one day
What we configure in a WinMENTOR implementation for distribution
We start from the company’s real flow — order, delivery, invoice, collection, return — and configure WinMENTOR around it, not the other way round. The list below is what we typically deliver for a distributor with 2–5 warehouses and field agents.
- Multiple warehouses: depots, branches, delivery vans as mobile warehouses; inter-warehouse transfers with delivery notes and automatic journal entries
- Lots, serial numbers and expiry dates: tracked on receipt and dispatch, traceable per customer, expired lots blocked from sale
- Pricing policies: price lists per customer category, discounts per customer, item, quantity and campaign; commercial contracts with negotiated prices
- Sales agents and routes: every order and invoice carries the agent and the route; commissions and sales reports per agent and area
- Field orders: agent orders flow into WinMENTOR with live stock and the customer’s price, through the Online Stock & Orders module or an integration with your existing SFA app
- Delivery documents: orders, delivery notes, invoices, invoices against delivery notes, returns and credit notes, numbered per warehouse and agent
- Stocktaking and mobile terminals: stock counts per warehouse with barcode terminals, differences explained per lot and item
- Receivables and collections: due-date schedule per customer and agent, credit limits, deliveries blocked when exceeded, automatic bank statement import
- ANAF compliance: e-Invoicing (issuing and receiving), e-Transport for high-fiscal-risk goods, SAF-T D406, cash registers
- Integrations: EDI with retail chains (WM EDI module), online shop, couriers, e-banking
WinMENTOR CLASSIC or WinMENTOR ENTERPRISE for distribution?
Most regional distributors run very well on WinMENTOR CLASSIC, the Extins edition. We recommend ENTERPRISE when volume and the number of concurrent users call for it — not on principle.
- CLASSIC Extins: 2–15 users, a few warehouses, thousands of items, agents with online orders — network licence from €1,071, producer’s list price, excl. VAT
- ENTERPRISE (WME): dozens of concurrent users, many warehouses, high daily document volumes, integrated SFA and WMS, Oracle or PostgreSQL database — quoted on request; L&E is a producer-listed WME distributor for Cluj, Maramureș and Sălaj
- Migration: moving from SAGA, Ciel, another ERP or from CLASSIC to ENTERPRISE, carrying over master data, balances and stock per warehouse and lot
Frequently asked questions
- Can field sales agents work directly in WinMENTOR?
- Yes. Orders taken by agents reach WinMENTOR with live stock and the customer’s negotiated price, through the producer’s Online Stock & Orders module or an integration with the SFA app you already use. Every order and invoice carries the agent and the route, so sales reports and commissions come straight out of the system.
- How does WinMENTOR handle multiple warehouses?
- Each depot, branch or delivery van is a separate warehouse with its own stock, lots and stocktaking. Inter-warehouse transfers use delivery notes and generate the journal entries automatically, so book stock stays equal to physical stock and month-end differences disappear.
- Can e-Transport be filed from WinMENTOR?
- Yes. The e-Transport module builds the declaration from the existing delivery note or invoice and obtains the UIT code before the vehicle leaves, with no double entry. The licence is €149 plus €33/year for updates, producer’s list prices; implementation usually takes about 3 hours.
- How long does a WinMENTOR implementation take for a distributor?
- Usually 3 to 8 weeks from audit to go-live, depending on the number of warehouses, the size of the master data and the migration from the old system. A distributor with 3 depots and 12 users moved from SAGA to WinMENTOR in 4 weeks, with no data loss.
- Do you also work with distributors outside Cluj county?
- Yes. We are based in Cluj-Napoca and cover Transylvania — Alba, Bihor, Bistrița-Năsăud, Maramureș, Mureș, Sălaj — with on-site visits for implementation and stocktaking, while support and configuration are done remotely for clients across Romania.
Let's talk about your business.
A free 30-minute consultation. No commitment. We identify together what WinMENTOR can do for you.
Or call directly: 0722 203 236