TradeDesk
TradeDesk is for selling to companies, retailers, distributors, and resellers when the agreement matters as much as the product.
What TradeDesk keeps together
| Relationship moment | TradeDesk record |
|---|---|
| Which products can be bought in quantity | Bulk catalog rule |
| Which price or minimum applies | Pricing tier and company terms |
| What the buyer is considering | Draft quote |
| Which buyer reference must follow the purchase | Purchase order reference |
| What the company owes and when | Invoice |
| How much exposure remains | Credit position |
| Which funds the business confirmed receiving | Payment receipt |
Set up the relationship
- Open or add the TradeDesk context for the Business Record.
- Add the buyer company and its approved contacts.
- Record payment terms and a conservative credit limit.
- Create pricing tiers only when the business has repeatable price rules.
- Add bulk rules to products the company can buy.
- Create a draft quote and capture the buyer's purchase reference.
- Review price, quantity, terms, and available credit before approval.
- Turn accepted work into an invoice.
- Record a payment only after the business confirms receipt of funds.
Draft to payment
A draft quote is the working agreement. An invoice is a receivable. A payment record documents funds the business already confirmed through its collection channel. Keeping these stages distinct prevents a draft from being treated as money owed or a promise from being treated as payment.
Credit is a limit, not a prediction
Available credit helps the seller understand current exposure. It does not guarantee that a buyer will pay. Review payment history, overdue invoices, the commercial agreement, and any external checks the business requires.
Access and approvals
Give pricing, invoice, credit, and payment access only to staff whose role needs it. Sensitive changes may require an additional confirmation or approval.