Guides & checklists
Practical, download-and-keep resources for building-materials manufacturers and distributors digitising dealer ordering. Free — we’ll email each PDF to your work address.
Self-service dealer ordering + credit-limit enforcement + automatic per-product, per-state tax — run standalone, or above your ERP via API-based integration. Not a DMS. Not a SFA.
All guides
New guides are added here as they’re published.
GST e-Invoicing Readiness Checklist
A step-by-step checklist to get your dealer-order and invoicing data e-invoicing-ready before it hits your ERP.
Dealer Credit-Control Playbook
Enforcing dealer credit limits at order time — control at the point of order, not chasing after the fact. Never lending.
Dealer Ordering Digitisation Playbook
How manufacturers move dealers off phone and WhatsApp orders to self-service ordering — without replacing the ERP.
How it works
Choose a guide
Pick the checklist or playbook that fits what you’re working on.
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Tell us where to send it. We send the guide and occasional, relevant updates — unsubscribe anytime.
Get the PDF
The download lands in your inbox, ready to share with your ops, sales, and finance teams.
Looking for something else?
Want to see the platform behind these guides?
Self-service dealer ordering, credit-limit enforcement, and automatic per-product, per-state tax — above your ERP via API.
Frequently asked questions
Are the guides free?
Yes. Every guide is free. We email the PDF to your work address so you have it to keep and share.
What will you do with my email?
We send the guide you asked for, plus occasional updates relevant to manufacturers and distributors digitising dealer ordering. You can unsubscribe at any time.
Can I share these with my team?
Please do. Each guide is written for manufacturer ops, sales, and finance teams — forward it freely.
Does Concord replace my ERP or DMS?
No. Concord adds dealer ordering, credit-limit control, and automatic per-product, per-state tax above your ERP via API-based integration. It’s not a DMS or SFA tool, and it doesn’t replace your system of record.