Trade module

Trade counter software for UK businesses.

Credit accounts, credit limits, purchasing on account, contract pricing and month-end invoicing from the same screen as the till. Counter staff process customer orders in any format, and invoices post themselves to Xero or Sage.

Hard credit stop at the till Month-end batch invoicing GoCardless direct debit
Northern Builders LtdAccount TC-00412
£5,000Credit limit
£3,240Balance
£1,760Available
INV-8834Month-end batch invoicePaid, GoCardless£485.20
INV-8801Consolidated, 6 deliveriesDue 30 days£1,120.00
QUO-2210Quote, valid 14 days, pay-by-link sentOpen£634.80
Contract pricing Invoice B2B web login
Posted to Xero
Credit stop at £5,000
Accounts Credit limit, credit stop, real-time remaining and warnings.
Invoicing Month-end batch invoicing, consolidated invoices, credit notes.
Contract pricing Per-customer prices, quantity breaks and best-price logic.
Direct debit GoCardless collection against account transactions.
Built for trade

Everything your counter staff need.

Whether you handle a handful of trade accounts or several hundred, the system scales with you and the counter never slows down.

  • AI Order Upload A customer's PDF, photo, spreadsheet or email read by AI, matched to your stock and their own part numbers, priced at their rates.
  • Bespoke pricing structures Customer-specific pricing with quantity breaks and "apply best price" logic, plus a customer pricing report.
  • Per-account credit limits Real-time credit remaining, warnings as the limit approaches, and a hard stop at the till.
  • Customer part numbers Searchable at the till and printed on quotes, invoices and despatch notes.
  • Risk flags Fraud-risk postcode list and a bad-customer flag that staff see before they sell.
Credit accounts

Purchasing on account, without the paperwork.

From the first account sale to the invoice in your accounts package, without a spreadsheet in between.

Month-end batch invoicing

Invoice a month of account deliveries in one run, with batch invoice and credit-note printing.

Consolidated invoices

Several deliveries on one invoice for customers who want one document to pay.

GoCardless direct debit

Collect against account transactions with the charge date adjusted around bank holidays.

Credit account audit

Every change to a limit, terms or stop status is logged with who made it and when.

Posted to your accounts

Invoices, split payments and credit notes post to Xero through the two-way API, or to Sage 50 via Zynk.

Trade customers online

Their prices, on your website.

B2B web logins give account customers their own contract pricing online, credit ordering, a free-shipping flag where agreed, and two-factor login. Contract prices are pushed to the site automatically, so the web and the counter never disagree.

See the e-commerce integration

Quotes and tenders

From quote to paid order without re-keying.

Create quotes at the till or in the back office, tender the pricing to suppliers by email, and convert the quote to an order that raises the purchase orders at the same time. Send a pay-by-link by email or SMS so the customer pays online and the order proceeds. Pay-by-link: optional

Quotes & order processing
Good to know

Trade counter questions, answered

Can I set customer-specific pricing?

Yes. TABS allows you to create individual price lists per account, configure quantity breaks and set contract pricing so every trade customer sees the rates agreed with them. "Apply best price" logic makes sure the customer always gets the lowest applicable price, and a customer pricing report shows exactly what each account pays.

How do credit limits work?

You can set per-account credit limits with real-time credit remaining visible at the till. The system warns as an account approaches its limit and applies a hard credit stop that blocks transactions which would exceed it. Every change to a credit account is audited.

Can I generate invoices from the trade counter?

Yes. Invoices are generated from within the system and can be printed, emailed or exported. You can invoice individual transactions, run month-end batch invoicing, produce consolidated invoices and issue credit notes. Everything posts to Sage or Xero, which handle statements and credit control.

Does it integrate with EPOS?

TABS trade counter software is the same screen as our EPOS module, so you handle trade and retail sales through one system with a single stock file, one customer file and one order pipeline.

Can I upload customer orders in any format?

Yes. TABS uses AI to read customer orders submitted in any format including PDFs, photographs of handwritten lists, spreadsheets and Word documents. The system extracts product references and quantities, matches them against your stock database and the customer's own part numbers, and presents colour-coded results for your staff to review before adding to the basket.

Can trade customers pay by direct debit?

Yes. GoCardless direct debit collects payment against account transactions, with the charge date adjusted automatically around bank holidays. Account customers can also pay online with a pay-by-link on a quote (an optional module).

Bring a real trade account and a real month-end. We will run both.

Book a demo with the people who build TABS. We will show the parts that matter to your business, not a canned tour.

Book a demo

See TABS on data like yours.

See how TABS handles trade accounts, credit limits and customer-specific pricing. Book a demo.

Based in the NorthManchester, UK. Support is in-house, not outsourced.

A real person replies. No mailing lists, no hard sell.