Episode notes
Are your terms, invoices, and credit checks fueling growth—or starving cash flow?
In this episode of Promo Playbook, Lisa Fosdick, Adrienne Barker, MAS, and Kimberly Miller Ballerene delve into the financial aspects of running a successful supplier business. They share practical strategies for onboarding distributors, establishing clear credit protocols, and safeguarding your cash flow without compromising relationships. Learn how to structure your SOP, verify distributor standing in ASI/SAGE/PPAI, and negotiate payment terms that keep money flowing.
Key Takeaways
→ Build a one-page account setup form with AR contact, tax ID, resale certificate, and payment preferences.
→ Use ASI, SAGE, or PPAI tools to check distributor credibility before extending terms.
→ Clarify your payment options: ...
Keywords
promotional products suppliers, supplier credit policy, distributor onboarding, net 30 terms, ACH payments, supplier cash flow, AR best practices, ASI, SAGE, PPAI, invoicing tips, supplier SOP, early payment discount, vendor onboardin
Where this episode is made
Country