Industry
Traders buy goods from suppliers and sell to shops, dealers, and other businesses. Orders come in all day over phone and WhatsApp, prices change often, and most sales go out on party credit. The owner spends the day quoting rates, arranging dispatch, cutting GST bills, and chasing outstanding.
What we build: Orders, GST invoicing, outstandingMost trading days run on the phone. A party calls for rates, another sends an order on WhatsApp, and a third asks how much they still owe. In between you are arranging dispatch, checking whether the goods are in the godown, and deciding whether to send more to a party who has not cleared old bills. Prices move, so the rate you quoted in the morning may not hold by evening, and almost everything goes out on party credit.
For a textile trader, the order often starts as a message with a few item names and quantities. It gets read out to the packing person, written in a notebook, and later typed into Tally for the GST bill. Along the way an item gets dropped, a rate gets remembered wrong, or the bill goes out for goods that were already sold. The outstanding sits in the ledger, but the real picture, which party is overdue and by how many days, comes out only when someone stops to check.
A custom ERP for a trading business begins at the order. The order is recorded once, with party, item, quantity, and rate, and it carries through to packing, dispatch, and the GST invoice without being keyed again. HSN codes, tax rates, and the party GST number come from the masters, so the bill is right the first time and matches at return-filing time. Because the order and the bill are linked, you can see what was promised, what went out, and what was charged, all in one place.
The part that changes the day most is live outstanding. At any time you can see total money owed, which parties are past their due date, and who has crossed their credit limit, without opening the ledger party by party. Reminders go out on bills that are due, so collections do not depend on memory. Built around how your trade already runs, whether it is textiles, hardware, or something else, it fits the way you take orders and bill.
The numbers a trading owner should be able to see every morning.
The money sitting with parties, the number that decides your cash.
Dues past their due date, the part most at risk of getting stuck.
Shows which parties to chase first and who to put on hold.
Warns you before you send more goods to someone already stretched.
Orders taken but not yet sent, so nothing is forgotten.
What you have billed, to compare against earlier months.
How long money takes to come back after billing.
What is tied up in the godown, so you neither run short nor overstock.
Trading
When the invoice is typed again from scratch, mistakes creep in and outstanding drifts. Here is why billing should come from the order itself.
Nikhil Joshi