Setting Up Bitrix24 for a Wholesale Company
A wholesale company operates on a long deal cycle: from first contact to shipment takes 2-4 weeks, orders are repeat business, each customer has individual terms. Standard Bitrix24 without configuration loses this context: the manager doesn't remember what discount was promised three months ago and asks the customer again.
Customer Database Structure
For wholesale, CRM is set up with emphasis on the company rather than the individual contact. A company is a legal entity, payer, with its own requisites, credit limit, dealer type. A contact is a specific purchasing employee who calls.
We add custom company fields: UF_CLIENT_CATEGORY (wholesale, distributor, retail chain), UF_PRICE_TYPE (which price list applies), UF_CREDIT_LIMIT, UF_PAYMENT_DELAY (deferment in days), UF_REGION, UF_ASSIGNED_MANAGER.
Wholesale Sales Funnel
Cold Contact → Qualification → Quote Sent → Negotiations → Conditions Agreement → Contract → First Shipment → Regular Customer
Separate funnel for repeat orders: Request Received → Stock Confirmation → Invoice Issued → Payment Received → Shipped. Robots automatically create a deal in the repeat order funnel when a request arrives from a regular customer.
Catalog and Invoices
In Bitrix24 we enable Product Catalog with wholesale items and prices. Invoices and quotes are generated directly from the CRM, pulling items and dealer prices. For different customer groups — different price lists via the UF_PRICE_TYPE field.
Integration with 1C (if available): via the "1C:CRM" exchange module or REST API. Invoices issued in 1C are duplicated in CRM via webhook. Payment in 1C → automatically changes the deal stage in Bitrix24.
Accounts Receivable Control
Add to the company card debt fields (UF_DEBT_AMOUNT, UF_DEBT_DAYS). Robot: if UF_DEBT_DAYS > 5 → task to manager "Remind of payment". If > 14 → task to supervisor. Data syncs from 1C via agent or webhook.
Setup Timeline
Configuration of customer database structure, two funnels, catalog, robots and basic 1C integration: 3-4 weeks.