Today Trade Inc features and functions help companies engaged in Trading & Distribution activities to address the following key business requirements in managing business margins and profitability:
- Setting and tracking customer credit limits and outstanding balance
- Maintain a separate credit limit for each customer outlet and branch
- Defining prices of products by specific customer, customer group, item group, cost-plus pricing, time period for time-based promotions etc.
- Permission and Authorization-based discounts and pricing exceptions
- Tracking customer sales and invoicing historical transactions
- Ability to create marketing campaigns for different customer groups
- Facility to track leads and opportunities and maintaining a communication log / history for these
- Profiling of prospects and customers based on dimension such as sales turnover, business group, number of employees etc.
- System to generate Sales Quotation, Sales Order, Delivery Order, Sales Invoice / Proforma Invoice, Credit Note, Debit Note etc.
- Ability to maintain and track multiple versions of sales quotation based on pricing or other revisions
- Multiple delivery / shipment addresses for each customer
- One-click check on profit and margin statistics for each sales invoice
- Facility to generate multiple invoices for single sales order
- Empower the outdoor / field salesforce with the use of a mobile tablet device to perform sales order taking, checking of item availability, product pictures / pricing, checking customer’s outstanding invoices and payment collection etc.
- Warehouse management based on multiple warehouses, locations, shelves and shelves
- Inventory and procurement planning capabilities based on various parameters e.g. minimum stock level, supplier / manufacturing lead time etc. System has ability to generate an automated Suggested Procurement Plan.
- Real-time inventory status update
- Automatically calculate item costing to include additional charges e.g. freight cost, insurance and handling charges.
- Tracking of vendor pricing for the same item over time
- Planning of deliveries by area by pre-assigned vehicles
- System to allow for planning of customer delivery routings based on the postal code
- Complete set of standard sales analysis and reports
