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Trading

ERPNext for Distribution and Trading Companies

ERPNext is one of the best solutions to cater to the end to end requirements of distribution and trading companies, whether you are in wholesale or retail. We support your business on both B2B and B2C bases, serving customers in a single location, country, or globally, with multiple branches or warehouses under a single solution

ERPNext Disturbution and Trading Companies
  •  Comprehensive Management: Single solution to manage all business functionalities.
  •  Perpetual Inventory: Real time inventory tracking and management.
  •  Item Variants and Tracking: Batch and serial wise tracking for precise inventory control.
  •  Credit Limits and Notifications: Manage credit limits with automatic notifications.
  •  MultiStore and Warehouse Management: Efficiently handle multiple stores and warehouses.
  •  Receivables and Payables Management: Streamline financial operations.
  •  Auto Reorder and Optimum Stock Balance: Maintain ideal stock levels automatically.
  •  Sales Promotion: Manage offers, coupons, and discounts.
  •  Stock Reservation Against Sales Order: Ensure stock availability for confirmed orders.
ERPNext Modules for Distribution and Trading Businesses:
CRM

One of the greatest solutions for getting a thorough picture of your company’s activities is ERPNext CRM. ERPNext CRM has a wide range of features, from lead generation to campaign management and order fulfilment:

  •  Centralized Customer Data: Keep all customer information in one place.
  •  Automated Daily Tasks: Simplify routine activities.
  •  Easy Quote Preparation: Create and manage quotes effortlessly.
  •  Digital Marketing and Email Campaigns: Set up and monitor marketing efforts.
  •  Sales Pipeline Management: Visualize and manage your sales pipeline effectively.
Buying

Streamline your procurement process with ERPNext’s procurement ERP system. Manage items, generate material requests, connect with suppliers, receive quotations, handle purchase orders, and analyze buying reports all in one platform

  •  RealTime Transaction Monitoring: Track transactions as they occur.
  •  Supplier Onboarding and Management: Efficiently manage supplier relationships.
  •  RFQ and Rate Comparisons: Compare rates and manage requests for quotations.
  • Supplier Portal and SelfService: Enable suppliers to manage their information and transactions.
  •  Purchase Returns and Credit Notes: Handle returns and credits seamlessly.
Selling

 Enhance your sales cycle with ERPNext’s sales module. Manage customer requests, generate quotations, create sales orders, fulfil orders, analyse costing, and review sales reports:

  • Credit Limit and Days Management: Monitor and control credit limits and terms.
  •  Sales Quotations and Tracking: Create and track sales quotations.
  •  Sales Invoicing and Accounts Receivable: Manage invoicing, debit notes, and receivables.
  •  Advance Payments: Record and reconcile advance payments efficiently.
  •  Sales Order Trends: Analyse trends and patterns in sales orders.
Stock

Enhance your sales cycle with ERPNext’s sales module. Manage customer requests, generate quotations, create sales orders, fulfill orders, analyze costing, and review sales reports:

  •  Credit Limit and Days Management: Monitor and control credit limits and terms.
  •  Sales Quotations and Tracking: Create and track sales quotations.
  •  Sales Invoicing and Accounts Receivable: Manage invoicing, debit notes, and receivables.
  •  Advance Payments: Record and reconcile advance payments efficiently.
  •  Sales Order Trends: Analyse trends and patterns in sales orders.