Trading ERP Software
Buy, stock and sell with accurate margins, controlled credit and real-time stock across branches.
Common Trading Challenges
- Margins are unclear after discounts and freight
- Customers exceed credit limits
- Stock figures differ between branches
- Purchase decisions rely on guesswork
One System for the Whole Operation
Trading ERP gives landed cost, margin and stock by item and branch, with credit control built into every sales order.
Key features
- Landed cost and margin per item
- Credit limit and overdue control
- Branch-wise stock and transfers
- Reorder suggestions
- Party-wise outstanding
Modules Included in Trading ERP
A typical Trading ERP implementation includes the modules below. Modules can be added or left out to suit your business.
What Changes After Implementation
Trading Process Flow in the ERP
Select any step to see the department, users, inputs, activities, outputs and ERP modules involved. Each step updates the next automatically.
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1InquirySales
Inquiry
- Department
- Sales
- Users / Roles
- Sales Manager
- Sales Executive
- Billing Executive
- Inputs
- Customer or business requirement
- Activities
- Inquiry recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Quotation
- ERP Modules
- Lead Management
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Quotation
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2QuotationSales
Quotation
- Department
- Sales
- Users / Roles
- Sales Manager
- Sales Executive
- Billing Executive
- Inputs
- Output of: Inquiry
- Activities
- Quotation recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Order
- ERP Modules
- Quotations
- BOQ & Estimation
Typical configuration – refined to your exact process during implementation.
Next process: Order
-
3OrderSales
Order
- Department
- Sales
- Users / Roles
- Sales Manager
- Sales Executive
- Billing Executive
- Inputs
- Output of: Quotation
- Activities
- Order recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Purchase
- ERP Modules
- Sales Orders
- CRM
Typical configuration – refined to your exact process during implementation.
Next process: Purchase
-
4PurchasePurchase
Purchase
- Department
- Purchase
- Users / Roles
- Purchase Executive
- Inputs
- Output of: Order
- Activities
- Purchase recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Receipt
- ERP Modules
- Purchase
- Supplier Management
Typical configuration – refined to your exact process during implementation.
Next process: Receipt
-
5ReceiptOperations
Receipt
- Department
- Operations
- Users / Roles
—
- Inputs
- Output of: Purchase
- Activities
- Receipt recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Stock
- ERP Modules
—
Typical configuration – refined to your exact process during implementation.
Next process: Stock
-
6StockWarehouse
Stock
- Department
- Warehouse
- Users / Roles
- Godown Keeper
- Inputs
- Output of: Receipt
- Activities
- Stock recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Delivery
- ERP Modules
- Inventory
- Warehouse Management
Typical configuration – refined to your exact process during implementation.
Next process: Delivery
-
7DeliveryLogistics
Delivery
- Department
- Logistics
- Users / Roles
- Logistics Manager
- Transport Manager
- Dispatcher
- Inputs
- Output of: Stock
- Activities
- Delivery recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Invoice
- ERP Modules
- Trips & Dispatch
- Fleet Management
Typical configuration – refined to your exact process during implementation.
Next process: Invoice
-
8InvoiceFinance
Invoice
- Department
- Finance
- Users / Roles
- Accountant
- Cashier
- Collection Executive
- Inputs
- Output of: Delivery
- Activities
- Invoice recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Ready for: Collection
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Next process: Collection
-
9CollectionFinance
Collection
- Department
- Finance
- Users / Roles
- Accountant
- Cashier
- Collection Executive
- Inputs
- Output of: Invoice
- Activities
- Collection recorded in the ERP
- Approvals and notifications as configured
- Outputs
- Completed transaction and reports
- ERP Modules
- Accounting
Typical configuration – refined to your exact process during implementation.
Who Uses Trading ERP
Every user gets a role with access to only the screens, branches and approvals they need. Roles are configured to your organization chart.
Management
- Owner
- Branch Manager
Sales
- Sales Manager
- Sales Executive
- Billing Executive
Purchase
- Purchase Executive
Warehouse
- Godown Keeper
Finance
- Accountant
- Cashier
- Collection Executive
See What Matters, When It Matters
Role-wise dashboards give owners, managers and staff the numbers they act on, with drill-down to the underlying documents and export to Excel or PDF.
Connects With Your Tools
Configured Around Your Business
- Requirement study of your current trading processes
- Custom fields, reports and approval workflows
- Data migration from Excel or your existing software
- On-site / online training for each department
- Support and enhancements after go-live
Related ERP Solutions
Build Your Trading ERP
See Trading ERP configured for your processes. Request a personalised demo or a quote for your requirement.