Purchase
Requests, supplier quotes, purchase orders and receipts, with approvals by amount.
- Supplier price comparison
- Purchase approvals
- Receipts matched to bills
Trading & Distribution ERP BeatOS ERP
Buy right, stock right, sell and collect on time.
For wholesalers, distributors, stockists and traders: purchases, stock in every godown, price lists and schemes, credit limits, GST invoices and collections on one ERP, with your sales reps on the same records.
- Every godown, one view
- Schemes applied for you
- Credit limits enforced
Today at the depotLiveSample data
86Orders
₹14.2LBilled
₹6.8LCollected
11Reorders
SO
SO-2281 · Shree Traders, Nashik40 cartons · scheme 10+1 applied
PickedCL
Credit hold · Om Agencies₹ 2.1L overdue beyond 45 days
On holdPO
PO-0917 · Supplier: Deccan FoodsReorder level reached in 6 items
ApprovalTR
Transfer · Pune → Nashik godown120 cartons · batch B-1104
In transitWhat it covers
The whole trading cycle, in one system
From the purchase order to the money in the bank, with stock, schemes and credit checked on the way.
Stock across godowns
Warehouses and godowns with transfers, reorder levels and projected stock.
- Godown-wise stock
- Inter-godown transfers
- Reorder and auto requests
Batch, expiry and serials
Batch-wise stock with expiry, and serial numbers for high-value items.
- First-expiry-first-out picking
- Near-expiry reports
- Serial number history
Price lists and schemes
Customer-group price lists, quantity discounts and free-item schemes applied on every order.
- Buy 10 get 1 schemes
- Slab discounts
- Customer-wise prices
Credit control
Credit limits and payment terms per customer, with orders held when limits are crossed.
- Credit limit check on orders
- Payment terms and due dates
- Overdue follow-up
GST billing and e-way bills
GST invoices, credit notes for returns and e-way bills from the same invoice.
- E-invoice with IRN
- E-way bills
- Sales returns
Landed cost
Freight, duty and handling added to the item cost, so margins are real.
- Freight and duty
- Spread by value or quantity
- Correct valuation
Margins and analytics
Gross profit by item, customer, brand and territory.
- Gross profit report
- Item-wise sales
- Territory performance
How it flows
From the supplier to the customer, and back to the bank.
One chain of linked documents, so stock, money and GST always agree.
Purchase order
SupplierRaised from a reorder alert or a request, and approved by amount.
WhoPurchaseUpdatesExpected stock, payablesPurchase receipt
GodownGoods received against the order, by batch and godown, with landed cost added.
WhoStoresUpdatesStock and valuationSales order
CustomerTaken in the office or on the rep's phone, with price list, scheme and credit check.
WhoSalesUpdatesReserved stockPick and deliver
Delivery notePicked by batch and expiry from the right godown, with the e-way bill.
WhoStoresUpdatesStock outGST invoice
Sales invoiceBilled with the right tax split and e-invoice IRN.
WhoAccountsUpdatesReceivables, GSTCollection
Payment entryOverdue invoices followed up by phone or visit, and payments matched invoice by invoice.
WhoAccounts and repsUpdatesBank, ageing
Reports
Know your margin and your money, every day.
Reports read live records, so the owner sees today, not last month.
- Gross profitby item, customer and brand
- Stock balance by godownquantity and value
- Stock ageingslow and dead stock
- Near-expiry batchessell before it expires
- Accounts receivable ageingwho owes what
- Item-wise sales and purchasewhat moves
- Purchase analyticssupplier and price trends
- Territory-wise salesby rep and area
Gross profit · sample dataThis month
| Brand | Sales | Cost | Margin |
|---|---|---|---|
| Brand A · Biscuits | ₹ 8,42,000 | ₹ 7,30,500 | 13.2% |
| Brand B · Oils | ₹ 6,10,400 | ₹ 5,68,900 | 6.8% |
| Brand C · Detergent | ₹ 3,96,200 | ₹ 3,44,600 | 13.0% |
| Brand D · Snacks | ₹ 2,18,700 | ₹ 2,05,100 | 6.2% |
Field apps
Works with the BeatOS field apps.
Reps take orders on the phone with the same price lists, schemes and credit limits as the office.
FAQ
About Trading & Distribution ERP
Have a different process?
Tell us how you work today and we will show it set up in BeatOS ERP.
Talk to us →Can we keep stock in several godowns?
Yes. Each godown is a warehouse with its own stock, transfers between them are recorded, and reports show stock by godown or in total.
Do schemes and discounts apply automatically?
Yes. Pricing rules apply customer-wise prices, slab discounts and free-item schemes on quotations, orders and invoices, in the office and on the rep's phone.
Can orders be stopped when a customer is over the credit limit?
Yes. Each customer has a credit limit, and orders or invoices above it are held for approval.
Can we track batch and expiry?
Yes. Items can be batch-wise with expiry dates, and picking can follow first-expiry-first-out.
Does it handle e-way bills?
Yes. E-way bills are generated from the invoice or delivery note, along with e-invoices where they apply.
BeatOS ERP
The rest of the ERP, on the same database.
See your trading business on one ERP.
Bring your item list and one month of sales. We will show stock, schemes and margins on it.