High-Velocity
Trading on ERPNext
Protect your margins with automated Landed Cost calculations. Streamline price lists, execute back-to-back trades, and invoice in seconds.
Trade & Banking Integrations
The Trading Lifecycle
From sourcing to settlement, ERPNext connects every step of the trade.
1. Sourcing
Manage supplier price lists, multiple currencies, and RFQs.
2. Stock & Landed Cost
Add freight/customs to item valuation. Real-time multi-warehouse views.
3. Quick Sales
Convert Quote → Order → Invoice in clicks. Check credit limits instantly.
4. Reconciliation
Import bank statements and auto-match payments against invoices.
Built for thin margins and high volume.
In trading, a 1% error in cost calculation can wipe out your profit. We implement strict controls to ensure your "Gross Margin" is real, not estimated.
Why move off Excel?
Landed Cost Vouchers
Auto-distribute shipping charges by weight or value instantly.
Credit Control
System blocks orders if client owes > ₹X or invoices are > 30 days overdue.
Batch Tracking
Manage expiry dates and batch numbers for FMCG/Pharma trading.
Price Lists & Promos
Maintain separate price lists for Retail, Wholesale, and Distributors. Set validity dates for promotions to auto-expire.
Drop Shipping
For brokers: create a Sales Order that auto-generates a Purchase Order to your supplier, with "Drop Ship" address set to your customer.
Quick Invoicing
Use "Fetch from Order" to create invoices in 2 clicks. Bulk email invoices to customers at the end of the day.
Multi-Warehouse
Track stock across Main Godown, Showrooms, and Transit. Use "Material Transfer" to move stock easily.
The Exalix Trading Advantage
| Feature / Metric | ERPNext Trading | Spreadsheets / Basic Tally |
|---|---|---|
| Landed Cost | Automated Allocation | Manual / Guesswork |
| Credit Limits | System Hard Block | Requires memory check |
| Stock Valuation | Moving Average / FIFO | Weighted Average (Static) |
| P&L Visibility | Real-time | End of Month |
Low-Risk Implementation
We don't disrupt your daily trade. We run a parallel pilot to prove the numbers first.
Discover
We analyze your supplier agreements, price list logic, and current reconciliation pain points.
Configure
Setup Landed Cost rules, import item masters, and configure bank matching rules.
Validate & Live
Run a week of shadow billing. Verify P&L accuracy. Go live with confidence.
Trading FAQs
Can ERPNext handle Landed Cost (Customs/Freight)?
Yes. ERPNext's Landed Cost Voucher allows you to distribute freight, insurance, and customs charges across items (by value or quantity) to calculate accurate valuation rates.
Does it support Back-to-Back (Drop Ship) trading?
Yes. You can convert a Sales Order directly into a Purchase Order with the supplier delivering directly to your customer, bypassing your warehouse.
Can we bulk import bank statements?
Yes. We configure statement imports (CSV/Excel) and 'Payment Reconciliation' tools to auto-match receipts against invoices based on reference numbers or amounts.
Ready to see your true margins?
Book a discovery call. We'll show you how ERPNext handles your specific landed costs and price lists.