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Industries - Trading & Wholesale

ERPNext for trading:
protect the margin on every deal

In trading, a one per cent error in cost wipes out the profit. Automate landed cost, hold your price lists and credit limits in the system, and invoice in seconds.

Book a discovery call See the case study
Trade & banking integrationsBank statement importsGST e-invoice & e-Way BillLogistics & shippingWhatsApp order alerts
Warehouse stock for a trading and wholesale business
Landed cost appliedFreight and customs land in the item valuation
Landed
Cost In Valuation
Credit
Limits Enforced
FIFO
Or Moving Average
Live
Gross Margin
The Trading Lifecycle

From sourcing
to settlement

Every step of the trade connected, so the margin you quote is the margin you keep.

  1. Sourcing

    Supplier price lists, multiple currencies and requests for quotation in one place.

  2. Stock & landed cost

    Freight and customs distributed into item valuation, with live multi-warehouse stock.

  3. Quick sales

    Quotation to order to invoice in a few clicks, with the credit limit checked as you go.

  4. Reconciliation

    Bank statements imported and receipts matched against invoices automatically.

Capabilities

Built for thin margins
and high volume

Strict controls so the gross margin on the screen is real, not an estimate.

Landed cost vouchers

Distribute freight, insurance and customs across items by value or weight, into the valuation rate.

Credit control

Block orders when a customer is over their limit or has invoices past due.

Price lists & promotions

Separate lists for retail, wholesale and distributors, with validity dates so promotions expire themselves.

Drop shipping

Turn a sales order into a purchase order that ships from your supplier straight to your customer.

Quick invoicing

Fetch from the order, invoice in a couple of clicks and email the day's invoices in bulk.

Multi-warehouse & batches

Godown, showroom and transit stock, with batch and expiry where you trade food or pharma.

Client Result

A dealer network off
phone and WhatsApp orders

Nirali Ceramic sells through a dealer network across Gujarat and beyond. Orders arrived by phone and WhatsApp and were re-keyed into spreadsheets. We put the catalogue, stock and orders on ERPNext with a dealer portal.

  • 40%Faster order cycle
  • 99.8%Dispatch accuracy
  • 250+Dealers on the portal
Read the case study
Nirali Ceramic product range
Why It's Different

ERPNext trading
vs spreadsheets

What mattersERPNext tradingSpreadsheets and basic accounting
Landed costAllocated automatically into valuationWorked out by hand, if at all
Credit limitsEnforced by the systemRemembered by the salesperson
Stock valuationMoving average or FIFO, liveA static weighted average
Margin visibilityPer order, as you sellAt month end
Bank reconciliationStatement import and auto-matchingManual ticking
Low-Risk Rollout

Prove the numbers
before you switch

We run a parallel pilot so your trading day is never interrupted.

  1. Discover

    We go through your supplier agreements, price list logic and where reconciliation hurts today.

  2. Configure

    Landed cost rules, item masters and bank matching set up on your data.

  3. Validate & go live

    A week of shadow billing, margins checked against your own figures, then go live.

Questions

Trading ERPNext
FAQs

Yes. A landed cost voucher distributes freight, insurance and customs across the items on a receipt, by value or quantity, so the valuation rate reflects the true cost.
Yes. A sales order can create a purchase order with the supplier delivering straight to your customer, without the stock passing through your warehouse.
Yes. Statements import from CSV or Excel and the payment reconciliation tool matches receipts to invoices on reference or amount.
Yes. Buying and selling both support multiple currencies with exchange rates, and the difference on settlement is posted as exchange gain or loss.
Each customer group or channel gets its own price list, with validity dates for promotional pricing, so the right rate is applied automatically.
Yes. Credit limits and overdue checks can block a new order until the account is settled or an authorised user overrides it.
Explore More

Related
pages

Nirali Ceramic case study

A dealer network moved onto ERPNext with a portal.

Learn more

Inventory & orders

Stock, reorder and order management on ERPNext.

Learn more

Integrations

Payments, logistics and e-commerce connected.

Learn more

ERPNext for retail

If you also sell direct, through stores or online.

Learn more
Discovery Call

Ready to see
your true margins?

Tell us what you trade. We'll show you how landed cost, price lists and credit control work on your own numbers.

  • Landed cost on your real shipments
  • Credit rules from your policy
  • Parallel pilot, no disruption

Book a trading discovery call

Tell us what you trade and where margin leaks today.

Free, no obligation. We never share your details.

Book a discovery call