Supplier Credit Playbook for Cashflow

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: credit card, ACH, check—set the rules upfront and decide how fees are handled. → Send invoices at shipment—delays mean lost weeks of receivables. → Offer early-pay incentives like “2/10 net 30” to boost cash flow while protecting margins. → Balance your customer base across small, mid-sized, and national distributors for stable receivables.Standout Quote → “There’s no business without having an account set up first.” — Adrienne Barker, MASCall to Action: Ready to take your supplier business to the next level?Subscribe to Supplier Promo Playbook, leave us a review, and connect with us on LinkedIn to share your questions or topic ideas. Let’s grow your supplier success together.Lisa's LinkedIn: https://www.linkedin.com/in/lisa-fosdick/Adrienne's LinkedIn: https://www.linkedin.com/in/adriennebarkermas/Kimberly: https://www.linkedin.com/in/kimberlymillerballerene/