Learn4 min read
Do I Need an ERP to Manage My Supply Chain?
Effectively managing a supply chain is essential for any consumer brand working with a network of suppliers, distributors, and partners. If you're considering an ERP for your business, here are some key factors to evaluate to ensure it meets your supply chain needs.
Learn6 min read
From Procurement to Delivery: The Power of the Modern Ops Stack in E-commerce
Behind this eCommerce surge lies a complex infrastructure of tools and services—known as the Modern Operations Stack—that helps CPG brands manage their day-to-day operations.
Learn5 min read
Why Supply Chain Visibility Matters and How to Achieve It
Improving supply chain visibility is becoming a priority for many companies, as it’s essential for streamlining operations, boosting efficiency, and maintaining strong customer satisfaction for consumer brands.
Learn3 min read
Supply Chain Risks: Lessons from the Suez Canal Crisis and Preparing for the Holiday Season
Learn how the Suez Canal crisis exposed supply chain vulnerabilities and discover essential strategies to prepare for the holiday season.
Learn2 min read
The Settle Team Shares Highlights from Newtopia
Including new ways brands are marketing themselves and their favorite brands from the show
Learn3 min read
5 Reasons to Choose Debt Financing Over Equity Financing for Your Business
Debt financing allows businesses to maintain full ownership while providing predictable repayment terms, tax advantages, and improved creditworthiness, making it a strategic choice for growth.
Learn5 min read
‘Tis the Season: 7 Tips to Manage Black Friday Inventory
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.
Learn3 min read
Understanding Landed Costs for CPG and DTC Companies
Learn why understanding landed costs is vital for better financial decisions, improved profit margins, and staying competitive.
Learn4 min read
Understanding Bills of Materials (BOMs) and Their Benefits for CPG and E-commerce Businesses
Dive into what are BOMs and how they drive efficiency, accuracy, and scalability.
Learn4 min read
Approval Rules in Accounts Payable and Why They Matter
Discover the importance of robust approval rules in accounts payable and how they improve control, efficiency, and vendor relationships.
Learn2 min read
Settle's Capital Partnerships Team Shares Do's and Don'ts After Summer Fancy Foods
Including sales tips and some of their favorite brands
Learn5 min read
How to Prevent Duplicate Payments in Your AP Process
Learn how to prevent costly duplicate payments in your AP process and enhance efficiency.
Learn7 min read
How To Audit Your PO Process: Tips to Save Time
Discover how auditing your purchase order process can lead to improved efficiency and accuracy in your supply chain.
Learn4 min read
Accurate Accounts Payable Forecasting and Budgeting: A Strategic Guide
Learn how accurate AP forecasting and budgeting can improve cash flow management, optimize spending, and strengthen vendor relationships with our strategic guide.
Learn4 min read
Optimize Vendor Relationships with AP Automation
Discover how Settle’s Accounts Payable (AP) automation fosters robust vendor relationships for inventory-led success.
Learn4 min read
Marketing on a Budget: How CPG Startups Can Test Paid Advertising
Discover how CPG startups can navigate paid advertising on a budget. Learn pricing strategies, content tactics, and agency evaluation tips for marketing success.
Learn4 min read
How Purchase Orders Benefits Startups
Learn why start-ups should use purchase orders to streamline processes, track spending, and enhance financial management.
Learn5 min read
The Purchase Order Journey: What are the steps of a PO?
Discover the steps of a purchase order journey from identifying needs to invoice processing.
Learn3 min read
What is Purchase Order Line Item Matching?
Learn what line item matching is and how it enhances AP processes.
Learn6 min read
Streamlining Inventory Purchasing: 3-Way Purchase Order Matching 101
Learn the process of verifying your PO, GRN, and invoice to ensure precise vendor payments.
Learn2 min read
Settle's Head of Revenue Recaps His Top Do's and Don'ts After Expo West
What he saw, loved and learned from the "super bowl" of CPG events.
Learn5 min read
Settle x DTC Experts: Beyond Conventional Funding - Alternative Paths for DTC Brands
Discover how Pattern Brands and Flakes used alternative funding strategies to scale their e-commerce brands profitably.
Learn4 min read
Settle x Rainbow CFO: Building a Finance Team for Each Stage of Growth
Learn how to build a finance team tailored to your growth stage with insights from Rainbow CFO. Discover key roles, milestones, and tips for maximizing finance relationships.
Learn7 min read
7 Tips to Prepare for Your Next CPG Trade Show
Discover 7 actionaable tips on how to prepare for a trade show, including pre-planning and effective promotion strategies for success.
Learn7 min read
Non-Dilutive Funding Guide for CPG Brands
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.
Learn5 min read
How to Find a CPG Distribution Partner
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.
Learn6 min read
5 Benefits of AP Automation for CPG
Discover the benefits of AP automation for CPG brands and 5 steps on how you can get started.
Learn14 min read
Settle Spotlight Series: Q&A with SourceMedium
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.
Learn7 min read
How Long Does a Wire Transfer Take
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.
Learn2 min read
The 2024 Settle Staff Picks Holiday Gift Guide
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.
Learn9 min read
Settle Spotlight Series: Q&A with Vividly
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.
Learn3 min read
Navigating the New Year: A Cash Flow Guide for CPG Brands
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.
Learn3 min read
Second in Command Podcast with Settle's COO, Olivia Micallef
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.
Learn5 min read
How to migrate off BILL in 5 steps
Though migrating off BILL may seem daunting, we make it easy in this step-by-step guide.
Learn6 min read
Guide to Accounting and Fractional CFO Firms for eCommerce and CPG brands
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.
Learn8 min read
Navigating Distribution And Retail Margins for CPG Brands
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.
Learn4 min read
Settle x DTC Experts: The Power of Alternative Financing
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.
Learn9 min read
Understanding Financial Challenges in eCommerce: A Comprehensive Guide
A comprehensive guide to understanding the financial challenges in eCommerce.
Learn6 min read
Black Friday CPG Prep Checklist
Black Friday sets the tone for your business’ holiday season. Start early on forecasting demand, devising marketing strategies, and preparing your site.
Learn4 min read
What is the Accounts Payable Process?
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.
Learn6 min read
An Introduction to Cash Flow Forecasting
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.
Learn7 min read
A Comprehensive Look at Purchase Orders: What You Need to Know
It doesn’t matter how big a company is: Purchase orders can help streamline many processes and keep things traceable and organized.
Learn8 min read
5 Metrics CPG Lenders and Investors Care About, and How to Improve Them
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.
Learn3 min read
Nailing retail distribution: 5 Tips for summer-focused brands
5 Tips on where to meet retail buyers and lockdown partnerships
Learn4 min read
What is inventory planning? How should summer focused brands inventory plan for 2023 amidst a recession?
A quick breakdown of inventory planning and different factors that should be considered when planning.
Learn2 min read
Guide: The ABCs of cashflow
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.
Learn4 min read
Accounts Receivable Factoring 101
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.
Learn6 min read
Operating Cash Flow (OCF): What It Is and How It’s Determined
Discover the cash flow metric that can make or break a business
Learn4 min read
What Are Net Terms?
Making use of net terms can enable both buyers and vendors to increase their profitability and sales dramatically. This is what net terms are.
Learn6 min read
Market Expansion: A Guide to Selling Wholesale
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.
Learn6 min read
Choosing a Distribution Partner for Your CPG Brand
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.
Learn3 min read
The Basics of Cash Flow Management: Forecasting, Analyzing, and Improving Cash Flow
Understanding good cash flow management is critical for managers. Without proper systems in place, many businesses end up failing.
Learn6 min read
What is an A/P Aging Report?
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.
Learn5 min read
What Are the Consequences of Equity Dilution?
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.
Learn4 min read
The Ultimate How-To Guide for Selling Products on Amazon
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.
Learn7 min read
What Is Amazon FBA and Is It Right For You?
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.
Learn6 min read
4 Types of Capital Every CPG Brand Should Know About
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.
Learn7 min read
6 Social Media Marketing Tips for eCommerce Brands
Marketing directly to consumers through social media is one of the most important ways businesses can reach out to their audiences. This is how.
Learn6 min read
What is the Cash Conversion Cycle?
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.
Learn6 min read
How to Create an Invoice
Creating invoices can be tedious, especially for new businesses processing everything manually. Learn how to create invoices effectively and efficiently with this detailed guide.
Learn6 min read
Invoice vs. Receipt: What's the Difference?
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.
Learn7 min read
ACH vs Wire vs Electronic Transfer: What is the Difference and How to They Work?
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.
Learn7 min read
How to Evaluate Accounting Firms
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.
Learn6 min read
A Guide To Inventory Management for CPG
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.
Learn5 min read
Accounts Payable vs. Accounts Receivable
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.