ERPNext for Trading — Wholesale, Brokers & Fast Invoicing
For trading and wholesale businesses ERPNext streamlines purchase-to-pay, supplier price lists, quick invoicing and reconciliations — reducing manual work and improving cash flow visibility.
What trading businesses get from ERPNext
ERPNext provides a lightweight but powerful ERP for trading companies — fast entry, integrated accounting, and supplier/sales controls that scale with your business.
Core capabilities
- Quick & bulk invoicing templates
- Supplier price lists & comparative quotes
- PO flows, GRN and invoice matching (3-way)
- Accounts receivable / payable & credit management
- Stock valuation & simple multi-warehouse
Why trading businesses love it
- Faster invoice processing and payment reconciliation
- Control on supplier pricing and negotiated terms
- Visibility on working capital and aging reports
Integrations
- Bank statement import & automated matching
- Courier & TMS for dispatch reconciliations
- Marketplaces / portals via connectors
Typical trading pain points
- Slow manual invoicing and credit control
- Price variations from multiple suppliers
- Frequent reconciliation issues & missing receipts
How we address them
- Template-based and bulk invoicing to speed sales billing
- Supplier price list management with auto price selection
- Automated bank & payment reconciliation rules
Sample workflows we implement
- Purchase to Pay: Raise PO → Receive GRN → Match supplier invoice → Auto-post to AP.
- Sales & Billing: Create quotation → Convert to sales order → Bulk invoicing & dispatch.
- Reconciliation: Import bank statements → Auto-match receipts → Exception queue for manual review.
How we implement ERPNext for trading
A short, low-risk pilot to prove quick wins and cashflow visibility.
Discover
Understand supplier flows, billing templates and reconciliation pain points.
Configure
Quick invoicing templates, supplier price lists and bank matching rules.
Validate & Operate
Pilot billing & reconciliation, train user, switch to live with hypercare.
Trading FAQs
- Can ERPNext bulk-create invoices from orders?
- Yes — we configure bulk invoicing templates which allow converting multiple sales orders into invoices in a single action.
- How do you handle supplier price lists?
- ERPNext supports supplier-specific price lists and we implement comparison and auto-selection logic to pick the best price during PO creation.
- Can we automate bank statement reconciliation?
- Yes — ERPNext supports bank statement imports and rule-based matching. We help create reconciliation rules and an exceptions workflow for manual checks.
Ready to speed up billing & reconcile faster?
Book a discovery call and we'll outline a trading-specific pilot focused on faster invoicing, supplier control and improved cashflow visibility.