Wholesale distribution software built for every moving part

Wholesale distribution is complex in ways that generic tools simply aren't built for. You're managing hundreds or thousands of SKUs across multiple branches and warehouses, dealing with volatile demand, unpredictable supply chains, rising input costs and thin margins – often with lean teams.

Specialized software understands the nuances of your world: multi-warehouse inventory, branch-by-branch margin analysis, supplier rebate programs, seasonal demand patterns and the pressure to keep stock levels right without tying up too much cash. Phocas is purpose-built for product-led businesses like wholesale distribution, so you're not spending months configuring a generic tool to work the way you do.

Start with integration – the software needs to connect cleanly to your ERP and other systems without a major project. From there, look for: real-time inventory analytics across locations, sales and margin reporting by product, customer, branch or rep, demand forecasting, financial planning and budgeting, and supplier rebate management.

Ease of use is just as important as functionality. The best tools are built for everyday business users – purchasing managers, sales leaders, finance teams – not just IT or data analysts. Phocas brings all of this together in one platform: analytics, financial statements, budgets and forecasts, rebates management and CRM, all connected to the ERPs distributors rely on most.

Phocas is built for mid-market wholesale and distribution businesses – typically $10M to $500M in revenue – that want to get more value from their data without replacing their ERP or hiring a team of analysts.

It connects to the ERPs most common in distribution, including SAP, Oracle NetSuite, Epicor, Infor, MYOB, Sage and Microsoft Dynamics. Phocas serves a wide range of distribution niches, including electrical, plumbing and HVAC, building and industrial, food and beverage, automotive, health and scientific, consumer goods and janitorial supply. If your business has grown through acquisition or operates across multiple locations, Phocas is particularly well suited to bringing that complexity into one clear view.

Yes – and this is one of the most common reasons distributors choose Phocas. If your business has grown through acquisition or runs different systems across locations, Phocas pulls data from multiple ERPs, subsidiaries, branches and warehouses into a single view, so you can analyze the whole business without manually stitching spreadsheets together.

With 200+ integrated data sources, Phocas connects to virtually any system your business relies on – including spreadsheets. For many distributors, a significant portion of their operational data hasn't been living in their ERP at all; it's been spread across a patchwork of Excel files, manually pulled together in an attempt to arrive at a number everyone can trust. It's a familiar and exhausting process, and by the time you've stitched it all together, the numbers are already out of date. Phocas brings that spreadsheet data into the same platform as your ERP data, so nothing gets left behind. And for teams that still love working in Excel – which is most of them – Phocas complements that workflow rather than fighting it. You get the best of both: the flexibility of Excel and the reliability of a single, always-current source of truth.

Power BI and Tableau are general-purpose data visualization tools. They're flexible, but they require significant technical setup, custom data modeling and usually a dedicated analyst or IT resource to build and maintain. They also stop at visualization – they don't include financial planning, budgeting, rebate management or the distribution-specific context you need to make decisions quickly.

Phocas is a business intelligence and financial planning and analytics platform purpose-built for wholesale distribution. It's not a dashboard tool – it's how your whole business connects to its data, plans ahead and makes decisions together. It comes pre-configured for how distributors work, with AI-powered analytics, financial statements, budgets and forecasts, rebates management and CRM all in one place. Most customers are live in 8–12 weeks, and no data specialist is needed to use it every day.

Phocas doesn't replace your ERP – but it's also not a bolt-on tool sitting on top of it. Phocas is the data layer that connects what's in your ERP (and every other system your business relies on) to the people who need to act on it. Your ERP captures transactions; Phocas brings that data together across systems, branches and sources and turns it into something your whole business can use – from day-to-day purchasing decisions to the CFO's financial planning.

The result is that your ERP becomes significantly more valuable. Not because Phocas adds features to it, but because it makes the data inside it actually useful for running your business. With 200+ integrations, Phocas connects to virtually any ERP in the distribution market today.

Most Phocas customers are live within 8–12 weeks. Our implementation team manages the data connection and initial setup, so your IT team isn't carrying the load. Because Phocas is cloud-based and built to be intuitive, your team starts getting value quickly – without months of custom development or lengthy training programs. We also offer hands-on onboarding support and a dedicated customer success team, so you're not left to figure things out on your own after go-live.

Yes. Phocas Rebates automates the tracking and management of both payable and receivable rebate programs – no more managing complex rebate schedules across spreadsheets or chasing suppliers for reconciliations.

Your purchasing and sales teams get real-time visibility into rebate status, near-miss alerts and performance against targets. That means smarter purchasing decisions and confidence that you're not leaving money on the table. For distributors where rebates are a significant part of margin, it typically pays for itself very quickly.