CBOS FAQ's
What is CBOS?
CBOS is a cloud-based ERP and business management software platform designed for wholesale distribution companies and growing businesses. It combines accounting, inventory management, order processing, CRM, payroll, and reporting into a single, integrated system.
What types of businesses use CBOS?
CBOS is used primarily by wholesale distribution companies, as well as small to mid-sized businesses that need to manage inventory, financials, and operations in one platform. It is well-suited for distributors looking to replace disconnected software tools.
Is CBOS an ERP system?
Yes. CBOS is a full ERP (Enterprise Resource Planning) system that integrates core business functions such as finance, inventory, sales, customer management, and payroll into one cloud-based platform.
How does CBOS help wholesale distribution companies?
CBOS helps wholesale distributors manage inventory, process orders, track financials, and gain real-time visibility across operations. Its integrated design reduces manual work, improves accuracy, and supports scalable growth as distribution businesses expand.
Does CBOS use artificial intelligence (AI)?
Yes. CBOS includes AI-powered and AI-enabled features designed to support wholesale distribution operations. These tools help with forecasting, workflow automation, and generating operational insights from business data.
What business processes does CBOS automate?
CBOS automates key processes such as order processing, inventory updates, financial reporting, payroll workflows, and routine administrative tasks. Automation helps businesses reduce errors, save time, and operate more efficiently.
Is CBOS cloud-based or on-premise?
CBOS is a cloud-based software platform, allowing users to access their system securely from anywhere without maintaining on-premise servers or infrastructure.
Can CBOS replace multiple software systems?
Yes. CBOS is designed to replace multiple disconnected systems such as accounting software, inventory tools, CRM platforms, and payroll systems by providing one fully integrated solution.
What makes CBOS different from other ERP platforms?
CBOS is purpose-designed for wholesale distribution and operationally complex businesses, with tightly integrated modules and AI-enabled features that focus on real-world efficiency, visibility, and ease of use rather than generic ERP customization.
Is CBOS suitable for small and mid-sized businesses?
Yes. CBOS is built to support small and mid-sized businesses that need enterprise-level ERP functionality without the cost and complexity typically associated with large ERP systems.
How does this ERP handle high-volume inventory across multiple warehouses?
Our system uses real-time multi-location tracking specifically for wholesalers. It supports LIFO, FIFO, and weighted average valuation methods, allowing distributors to maintain accurate perpetual inventory and automate replenishment based on custom min/max levels across all Florida distribution centers.
Can the software manage complex wholesale pricing and volume discounts?
Yes. The platform features a sophisticated pricing engine that automates customer-specific contract pricing, tiered volume discounts, and promotional bundles. This ensures margin control for high-volume distributors without the need for manual spreadsheet calculations.
What is the typical implementation timeline for a wholesale company?
Most wholesale distribution implementations take between 4 to 6 months. This includes specialized data migration for inventory records, warehouse staff training, and deep integration with existing logistics or e-commerce platforms to ensure a “go-live” with zero downtime.
Can this ERP integrate with our existing logistics and shipping carriers?
Absolutely. Our ERP provides native integrations with major carriers and 3PL providers. This allows for real-time shipping rate calculations, automated label generation, and instant tracking updates directly from the wholesale management dashboard.