# Trading and Distribution ERP for Wholesalers | BeatOS

> Trading ERP for wholesalers and distributors: purchase to payment, stock across godowns, batch and expiry, schemes, credit control, GST and margins.

URL: https://beatoserp.com/beatos/erp/trading

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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.

[Book a free demo](https://beatoserp.com/beatos#demo)
See what it covers

- Every godown, one view
- Schemes applied for you
- Credit limits enforced

Today at the depot Live Sample data

86 Orders

₹14.2L Billed

₹6.8L Collected

11 Reorders

SO SO-2281 · Shree Traders, Nashik 40 cartons · scheme 10+1 applied

Picked

CL Credit hold · Om Agencies ₹ 2.1L overdue beyond 45 days

On hold

PO PO-0917 · Supplier: Deccan Foods Reorder level reached in 6 items

Approval

TR Transfer · Pune → Nashik godown 120 cartons · batch B-1104

In transit

What 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.

### Purchase

Requests, supplier quotes, purchase orders and receipts, with approvals by amount.

- Supplier price comparison
- Purchase approvals
- Receipts matched to bills

### 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

Supplier

Raised from a reorder alert or a request, and approved by amount.

Who Purchase

Updates Expected stock, payables

### Purchase receipt

Godown

Goods received against the order, by batch and godown, with landed cost added.

Who Stores

Updates Stock and valuation

### Sales order

Customer

Taken in the office or on the rep's phone, with price list, scheme and credit check.

Who Sales

Updates Reserved stock

### Pick and deliver

Delivery note

Picked by batch and expiry from the right godown, with the e-way bill.

Who Stores

Updates Stock out

### GST invoice

Sales invoice

Billed with the right tax split and e-invoice IRN.

Who Accounts

Updates Receivables, GST

### Collection

Payment entry

Overdue invoices followed up by phone or visit, and payments matched invoice by invoice.

Who Accounts and reps

Updates Bank, ageing

Reports

## Know your margin and your money, every day.

Reports read live records, so the owner sees today, not last month.

- Gross profit by item, customer and brand
- Stock balance by godown quantity and value
- Stock ageing slow and dead stock
- Near-expiry batches sell before it expires
- Accounts receivable ageing who owes what
- Item-wise sales and purchase what moves
- Purchase analytics supplier and price trends
- Territory-wise sales by rep and area

Gross profit · sample data This 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

Tell us how you work today and we will show it set up in BeatOS ERP.

[Talk to us →](https://beatoserp.com/beatos#demo)

**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.

[Book a free demo](https://beatoserp.com/beatos#demo)[See all of BeatOS ERP](https://beatoserp.com/beatos/erp)
