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.
Integrates with
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 $\to$ Order $\to$ 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.
- Credit Control: System blocks orders if the client owes > $X or invoices are > 30 days overdue.
- Batch Tracking: Manage expiry dates 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 | Spreadsheets / Basic Tally | ERPNext Trading |
|---|---|---|
| Landed Cost | Manual / Guesswork | Automated Allocation |
| Credit Limits | Requires memory check | System Hard Block |
| Stock Valuation | Weighted Average (Static) | Moving Average / FIFO |
| P&L Visibility | End of Month | Real-time |
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
Ready to see your true margins?
Book a discovery call. We'll show you how ERPNext handles your specific landed costs and price lists.