The Purchase Order Journey: What are the steps of a PO?

Discover 7 actionaable tips on how to prepare for a trade show, including pre-planning and effective promotion strategies for success.

Making use of net terms can enable both buyers and vendors to increase their profitability and sales dramatically. This is what net terms are.

Settle Inbox is a better way for your team to triage invoices and messages from vendors.

We sit down to chat with Alyshah Walji from Vividly, a trade promotion management (TPM) software built by and for the consumer packaged goods industry.

As lenders and investors evaluate your business, they’ll look primarily at revenue growth, gross margin, liquidity, asset efficiencies, and leverage. Staying on top of these metrics will put you in a healthy spot for the capital you need for growth.

A company’s cash conversion cycle can speak volumes about its operational efficiency and financial stability. It can also determine whether people get paid on time.

Accounts receivable factoring can help companies can improve their financial stability and cash flow. We’ll explain what it is and how it's beneficial in our guide.

We’re taking another step in transforming procurement for inventory businesses

Though migrating off BILL may seem daunting, we make it easy in this step-by-step guide.

Capital is critical to running a modern business. Here are the four fundamental types of capital and how they can work for a small business.

Creating invoices can be tedious, especially for new businesses processing everything manually. Learn how to create invoices effectively and efficiently with this detailed guide.

Discover the benefits of AP automation for CPG brands and 5 steps on how you can get started.

In this month’s Settle Spotlight Series, we chatted with Will Holtz from SourceMedium about how interconnected data can be a superpower for brands in hyperscale mode.

Learn what line item matching is and how it enhances AP processes.

Discover insights from the Settle x DTC Experts panel on alternative financing, cash flow management, and profitability strategies from the founders of HigherDose and Mockingbird.

The accounts payable startup and modern working capital partner will team up to fund brands from inventory build through sales

A comprehensive guide to understanding the financial challenges in eCommerce.

Do you really need another gift guide this time of year? Our Settle team spends so much time obsessing over our customer brands, that the right answer is obviously yes. We have compiled the inaugural Settle Staff Picks Holiday Gift Guide, with the most fire small brands out there. So read on for ideas from stocking stuffers to travel accessories – for everyone on your list. And join us in shopping small this holiday. 

A year in review of Settle's product releases that make running CPG brands easier.

We brought simplicity to bill pay. Now we’re bringing it to the purchasing process, with end-to-end support that takes a load off your plate.

Marketing directly to consumers through social media is one of the most important ways businesses can reach out to their audiences. This is how.

Invoices and receipts are similar in concept, but differ in the details. Here’s what differentiates invoices from receipts, and why it’s important to understand.

5 Tips on where to meet retail buyers and lockdown partnerships

Discover how Pattern Brands and Flakes used alternative funding strategies to scale their e-commerce brands profitably.

Managing seasonal product demands can be a struggle for many companies. This is how businesses can make the most out of seasonal campaigns and sales.

Announcing our new partnership with Cin7 to introduce the first Pay with Settle button for Cin7 Core users.

ACH, wire transfers, electronic transfers: What’s the difference, and why does it matter? Learn more about how these work and what they mean for your business.

Settle secures up to $145 million in a new credit facility from Silicon Valley Bank

What he saw, loved and learned from the "super bowl" of CPG events.

The Accounts Payable Aging Report is an essential tool for businesses with a large number of accounts payable to track. Here’s a general breakdown of A/P Aging Reports.

Equity dilution can be a very concerning process for shareholders who are unfamiliar with its consequences. This is how to avoid equity dilution and keep stocks healthy.

Accounts payable (AP) refers to all the payments that a business owes its suppliers and creditors. Neglecting your accounts payable process can lead to production and supply issues.

Black Friday sets the tone for your business’ holiday season. Start early on forecasting demand, devising marketing strategies, and preparing your site.

Discover the steps of a purchase order journey from identifying needs to invoice processing.

Figuring how to find the right accounting firm for your company can be difficult. Here’s how to choose the best accounting firm for any business.

Settle raises their Series B

Selling wholesale is one of the most important steps that a small business can take towards greater success. This is how any startup can do exactly that.

A quick breakdown of inventory planning and different factors that should be considered when planning.

It doesn’t matter how big a company is: Purchase orders can help streamline many processes and keep things traceable and organized.

Learning to navigate inventory management can be a tricky part of growing your brand. Check out our guide to inventory management to find out more about it.

Discover how CPG startups can navigate paid advertising on a budget. Learn pricing strategies, content tactics, and agency evaluation tips for marketing success.

Many direct-to-consumer and eCommerce brands have begun selling products on Amazon because it’s convenient and customer-friendly. This guide tells you how to do it.

A popular source of funding is financing from angel investors and VCs. Yet many companies fail to recognise non-dilutive funding — where no ownership is lost.

In this episode of the Second in Command podcast, Olivia Micallef, the COO of Settle, talks about how Settle helps consumer scale by optimizing cash flow and her journey from a large company to a small company.

invoice-scanning-software

For emerging CPG brands, navigating challenges like supply chain disruptions and retail changes underscores the critical importance of understanding and managing retailer and distributor margins, as it directly impacts profitability and success in the industry.

Learn the process of verifying your PO, GRN, and invoice to ensure precise vendor payments.

Distribution partners are some of the most important parts of scaling up a small business or startup. This is what they are and how they can help small businesses.

Partnering with the right distributor is arguably one of the most essential tasks for a retail company. Find out what to look for in distribution partners and how to source them.

Understanding accounts payable and accounts receivable is an essential part of business workflow. So how do they differ? Learn more about them in this guide.

Finding the right accounting or fractional CFO firm is crucial for a CPG brand's financial success - find the right one for you that specializes in scaling eCommerce and consumer brands.

Learn why start-ups should use purchase orders to streamline processes, track spending, and enhance financial management.

First platform for inventory businesses to natively order, receive, match, and pay to ensure accuracy and efficiency for CPG brands

A company’s ability to make a cash flow forecast is essential in the world of modern business. Here is everything you need to know about cash flow forecasting.

Using Amazon FBA is a great way for companies to expand their scalability and fulfillment abilities. Here is how it works, and how businesses can benefit from it.

Wire transfers can be the quickest method of exchanging funds. Knowing how long it takes can help determine whether wire transfer is the best solution.

Navigate the dawn of a new year with insights on cash flow management, as we unveil strategies to empower CPG brands for the challenges and opportunities that lie ahead.

Understanding good cash flow management is critical for managers. Without proper systems in place, many businesses end up failing.

We put our heads together with the folks at IndieCPG to create a guide to the basics of cashflow for new (and maybe even not-so-new) founders.