ISIC section G
For trade and retailTrade and retail
ISIC section G: Wholesale and retail trade; repair of motor vehicles and motorcycles
Wholesalers, retailers, distributors and repair businesses running store openings, stock counts and supplier projects.
Wholesale and retail businessesDistributorsRepair and service workshops
Next release This sector's pack (words, templates and standard indicators) is built for the next release. Today's live product uses the general words in each sector; the modules below carry their own labels.
Trade and retail: words, templates and indicators
Free in every plan. Next release Built and tested on the release branch, not in the live product yet. It reaches the live product with the next release.
The sector's words
The product says these instead of the general words, everywhere in the workspace.
| General word | In trade and retail |
|---|---|
| Client | Customer |
| Supplier | Vendor |
| Recurring operation | Stock count |
Standard indicators, with their codes
This pack's templates bring their own indicators (listed under each template). The product's catalogue of 27 standard indicators from 7 published standards can be used in any sector.
Starter templates
A template brings tasks, milestones, risks and indicators with no figures in them: no amount, no baseline, no target.
New store opening
A store fitted out, stocked and opened, with each opening check recorded.
5 tasks · 2 milestones · 2 risks
- Opening checks passed checks
Market rehabilitation
A market rebuilt while traders keep trading, each stall allocation recorded.
4 tasks · 2 milestones · 2 risks
- Stalls allocated by the agreed rule stalls
Repair workshop set-up
A vehicle repair workshop equipped and opened, with each job card kept.
4 tasks · 2 milestones · 2 risks
- Jobs completed on the first visit percent of jobs
Site types
The places a project works at, each with its own fields. The same five types for each sector; a road section is measured by chainage.
- School
- Health facility
- Water point
- Road section
- Plot
The modules that matter most in trade and retail
Our suggestion, not a limit: any module can be used in any sector. Each label says what runs in the live product today. Labels checked on 14 October 2026 against the live product (the build of 8 October 2026) and the release branch.
Partly live
Finance & Books
Invoices, advances, budgets, the ledger and vouchers, and bank statement matching.
Invoices and expenditure run today, and advances in part. The books of account (ledger, vouchers and budgets) are built for the next release.
List price $60 a month
Partly live
Procurement & Contracts
Procurement plans, tenders to award, contracts, purchase orders and the vendor register.
Procurement plan lines and the contract screen run today. Bids, evaluation and award have no screen yet, and vendors, tenders and purchase orders are not in the live product yet.
List price $50 a month
Partly live
Work & Collaboration
Requests and cases, recurring work such as monthly checks, and training events.
Today only training records run, kept by the engine with no screen. Requests and cases and recurring operations are built for the next release.
List price $30 a month
Next release
Portfolio & Dashboards
Programmes, portfolio views and generated reports, with no single score.
List price $40 a month
In development
Assets
A fixed asset register, who holds each asset, and depreciation.
List price $20 a month
Included in every plan: Core Partly live Projects, activities, approval steps, risks, the audit log and the Project Book run today. Organisation structure, meetings, blockers, stage gates, lessons and the timeline are built for the next release. And the sector pack Next release.
Prices are list prices per workspace, as decided on 2026-10-12. They apply once modules can be added one by one, which comes with the next release; today the product is offered per programme, on quotation (see Pricing). A module that is not in the live product is not sold yet.
A retailer opens two new shops before the holidays
A fictional retailer, Harbour Home Goods, opens two shops in six weeks and needs the fit-out, the stock and the staff ready on the same day.
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Partly live Planning & Schedule
Each shop's fit-out, stock delivery and staff training are activities with their own dates. Activities run today. The annual work plan is worked out by the engine but has no screen yet; its screen is built for the next release.
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Partly live Finance & Books
Fit-out invoices are recorded against each shop and followed until they are paid. Invoices and expenditure run today, and advances in part. The books of account (ledger, vouchers and budgets) are built for the next release.
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Next release Work & Collaboration
The opening stock count runs as recurring work, with a Stock count as its own record.
| Shop | Opening | Step |
|---|---|---|
| Quayside | 1 Dec | On track |
| Market Street | 8 Dec | Fit-out late |
Fictional organisation, places and figures. Each step carries the label of the module it uses. A step labelled Next release, In development or Planned describes the design, not today's product; a step labelled Partly live uses only the part that runs today.
Working in trade and retail?
Ask for early access to the sector pack and the modules above. We reply within two working days.