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Trading & Distribution

Trading & Wholesale

Wholesale trade management with quotations, purchase orders, gate passes, and transport tracking.

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The Trading & Wholesale module is designed for businesses that buy and sell goods in bulk — wholesalers, import/export firms, and commodity traders. It streamlines the full trade cycle from inquiry handling through quotation, purchase, dispatch, and payment collection.

Manage transport documents (builty/bilty), gate passes, and multi-godown stock across locations. Tax management supports both domestic and commercial trade invoicing requirements.

With supplier negotiation tracking, customer credit management, and aging reports, you maintain full control over receivables and payables.

Key Features

Complete tools for wholesale trade operations.

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Quotation Management

Create and track quotations with follow-up status, validity dates, and customer approval workflows.

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Purchase Order System

Issue POs to suppliers, track deliveries, and match received goods against ordered quantities.

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Gate Pass System

Control inventory movement with documented gate passes for incoming and outgoing goods.

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Transport & Builty

Record transport documents (builty/bilty), track shipments, and manage logistics costs.

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Stock Management

Multi-godown inventory tracking with inter-location transfers and stock valuation.

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Payment Tracking

Record customer payments, supplier payments, and reconcile outstanding balances.

What's Included

The full trading workflow in one system.

  • check_circle Quotation creation with follow-up tracking
  • check_circle Purchase order management
  • check_circle Inward and outward gate pass control
  • check_circle Transport document (builty) recording
  • check_circle Multi-godown inventory management
  • check_circle Customer credit limit management
  • check_circle Supplier database and PO tracking
  • check_circle Per-transaction profit tracking
  • check_circle Tax calculation and invoicing
  • check_circle Delivery note generation
  • check_circle Receivables and payables aging reports

How It Works

From inquiry to payment reconciliation.

Receive Inquiry

Log customer inquiries and match them against available inventory and pricing.

Send Quotation

Create and send itemized quotations with pricing, terms, and validity dates.

Purchase Goods

Issue purchase orders, receive goods, and update stock across warehouses.

Dispatch & Delivery

Generate delivery notes, gate passes, and transport documents for outgoing shipments.

Reconcile Payments

Match incoming payments against invoices and review aging reports for outstanding balances.

Frequently Asked Questions

Find answers to common questions about this module.

Is this module suited for import/export? expand_more

Yes. It handles multi-currency pricing, supplier sourcing, and transport document management used in import/export.

Can I manage multiple warehouses? expand_more

Yes. Track stock across multiple godowns and transfer inventory between locations with full documentation.

What is a builty? expand_more

A builty (bilty) is a transport receipt document. The system records transport details, vehicle info, and delivery status.

Does it support credit sales? expand_more

Yes. Set customer credit limits, track outstanding balances, and run aging reports for collections.

Can I track per-deal profitability? expand_more

The system calculates profit per transaction by comparing purchase cost, selling price, and associated expenses.

Related Modules

Extend your system with these complementary modules.

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