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One motion.
Sale to books.
For distributors and product companies. Make the sale and it invoices itself, relieves inventory, and posts to your ledger — revenue and COGS, in real double-entry books. Purchasing runs the same way, in reverse.
PIPELINE → WAREHOUSE → FINANCIAL STATEMENTS · ONE SYSTEM
How it runs
Four steps. Zero re-typing.
Sell
Orders by rep, territory, and account — one source of truth.
Ship
Inventory relieves automatically. Invoices post revenue AND cost the moment they're sent.
Collect
Invoices, AR aging, and commissions on collection.
Close
Real statements, any month, without an export.
01 · The big picture
The whole operation, at a glance.
Revenue, pending orders, live locations, and who owes you what — everything below feeds this screen, so the numbers are always current and always agree.
| Location | Rep | Units | Revenue |
|---|---|---|---|
| Ridgeline Medical Supply | A. Chen | 1,184 | $148,600 |
| Cascade Building Products | M. Torres | 986 | $121,300 |
| Harbor Supply Co. | A. Chen | 872 | $104,900 |
| Summit Hardware | R. Patel | 640 | $81,200 |
| Ironline Contractor Supply | M. Torres | 571 | $76,800 |
02 · Sales
Make the sale. Everything else follows.
One motion: the order goes in, confirming it relieves inventory, and the invoice emails itself — posting revenue and COGS to your real ledger. No exports, no re-typing, no month-end mystery.
| Item | Qty | Price | Total |
|---|---|---|---|
| HD-140Clamp kit, standard | 24 | $186.00 | $4,464.00 |
| Dr | 1100 Accounts Receivable | $4,464.00 |
| Cr | 4000 Sales Revenue | $4,464.00 |
| Dr | 5000 Cost of Goods Sold | $2,064.00 |
| Cr | 1200 Inventory | $2,064.00 |
Three stages. One number.
Components become assemblies become finished goods — every unit carries its cost the whole way. And the valuation on this screen IS the number on your balance sheet.
- Components → assemblies → finished goods
- BOM costing with price-break lock-in
- Build checks every component before it lets you commit
- Valuation that ties to your financial statements
| SKU | Product | On Hand | Reorder Pt | Status | Cost | Price | Value |
|---|---|---|---|---|---|---|---|
| HD-140 | Clamp kit, standard | 312 | 100 | In stock | $86.00 | $186.00 | $26,832 |
| HD-141 | Clamp kit, large | 38 | 60 | Low stock | $112.00 | $224.00 | $4,256 |
| HD-200 | Mounting plate assembly | 240 | 80 | In stock | $41.50 | $89.00 | $9,960 |
| HD-310 | Driver set, cased | 0 | 40 | Out of stock | $64.00 | $139.00 | $0 |
| HD-520 | Rail bracket kit | 468 | 150 | In stock | $23.75 | $54.00 | $11,115 |
| Part No. | Name | Qty | Reorder Pt | Status | Cost | Value |
|---|---|---|---|---|---|---|
| CMP-204 | Housing, machined | 502 | 200 | In stock | $8.40 | $4,216.80 |
| CMP-118 | Spring, stainless | 180 | 400 | Low stock | $0.62 | $111.60 |
| CMP-131 | Hex bolt, M10 | 2,240 | 800 | In stock | $1.15 | $2,576.00 |
| CMP-092 | Base plate, cast | 88 | 120 | Low stock | $6.90 | $607.20 |
| CMP-166 | Bearing, sealed | 640 | 200 | In stock | $3.09 | $1,977.60 |
| CMP-303 | Case, molded | 42 | 60 | Low stock | $4.75 | $199.50 |
A sales force that runs on rails.
Reps, territories, and commissions live where the orders happen — so performance isn't a spreadsheet someone maintains, it's just what the system already knows.
- Org tree and territory coverage, side by side
- Cases and revenue per rep, straight off their orders
- Commissions accrue on the sale, pay on collection
- Pipeline and activity log from prospect to won
| P&L | Jan | Feb | Mar | Apr | May | Jun | Total |
|---|---|---|---|---|---|---|---|
| Product Sales | $198,000 | $214,000 | $232,000 | $246,000 | $251,000 | $263,000 | $1,404,000 |
| Cost of Goods Sold | ($97,000) | ($104,900) | ($113,700) | ($120,500) | ($123,000) | ($128,900) | ($688,000) |
| Gross Profit | $101,000 | $109,100 | $118,300 | $125,500 | $128,000 | $134,100 | $716,000 |
| Gross Margin % | 51.0% | 51.0% | 51.0% | 51.0% | 51.0% | 51.0% | 51.0% |
| Payroll & benefits | ($51,000) | ($51,000) | ($51,000) | ($51,000) | ($51,000) | ($51,000) | ($306,000) |
| Rent & warehouse | ($16,000) | ($16,000) | ($16,000) | ($16,000) | ($16,000) | ($16,000) | ($96,000) |
| Sales & marketing | ($15,400) | ($15,900) | ($16,400) | ($16,900) | ($17,100) | ($17,500) | ($99,200) |
| Net Income | $18,600 | $26,200 | $34,900 | $41,600 | $43,900 | $49,600 | $214,800 |
| Net Margin % | 9.4% | 12.2% | 15.0% | 16.9% | 17.5% | 18.9% | 15.3% |
Real books. Not a summary of them.
A full double-entry ledger runs under everything you just saw. Income statement, balance sheet, cash flow — comparative, any period — with tie-out badges that show the numbers agree.
- Income statement, balance sheet, cash flow — comparative, any period
- Three-statement linkage: Net Income → Retained Earnings → Cash
- Tie-out badges prove the statements agree
- AR aging with six buckets: Current / 1-30 / 31-60 / 61-90 / 90+ / Total
From the floor
Businesses that run on it.
"We were running inventory on four spreadsheets, and we'd tried multiple inventory systems — none of them worked and they were all too expensive. The team at Hammerhead HQ worked with us and delivered more than a better inventory system. They eliminated the headaches and the spreadsheets, and gave us a platform where our inventory, our financials, and our sales force all work together. Our people spend their time pushing our product now, not pushing paper."
— CEO, surgical products company
"We're a small, growing company in the middle of an FDA clearance process — the last thing we had time for was running five different systems that don't talk to each other. Hammerhead put our finances in one place from day one, and as we scale, inventory and eventually a full sales force live on that same dashboard, all working together. Most software you outgrow in a year. This is a platform that actually grows with us."
— CEO, medical device company
Your sales. Your stock. Your statements.
We migrate your data and seed your books with you — opening balances and all. Real onboarding, guided by the people who built it.
$125/MO INCLUDES 2 SEATS · EVERY FEATURE INCLUDED
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