Trading Module
Dual sales and purchase orders, quotations, invoices, receivables, and product management with margin tracking.
Trading Operations, Unified
The Trading module handles both buy-side and sell-side operations in a single unified interface, with real-time margin calculations, inventory integration, and financial tracking.
Core Objects
Orders — Dual-purpose order management:
- Sales orders and purchase orders in one system
- Order-to-order linking (purchase against sales order)
- Partial fulfillment and back-order management
- Multi-currency with automatic conversion
- Order status tracking with timeline view
Quotes — Customer quotation management:
- Quick quote generation from product catalog
- Margin preview before sending to customer
- Quote versioning and comparison
- Expiry tracking with follow-up reminders
- Convert to order with one click
Invoices — Billing and collections:
- Auto-generate from delivered orders
- Proforma and tax invoice support
- Credit note issuance
- Payment tracking and aging
- Recurring invoice scheduling
Receivables — Cash collection management:
- Customer balance tracking
- Payment allocation (FIFO, specific invoice)
- Aging analysis by customer, category, salesperson
- Collection task automation
- Write-off workflow with approval
Products — Product catalog management:
- Product hierarchies (category, subcategory, item)
- Multiple units of measure with conversion
- Size runs for fashion/apparel
- Batch and serial number tracking
- Product images and specifications
Margin Calculations
Real-time margin visibility at every stage:
- Quote margin — See margin before sending quote to customer
- Order margin — Track margin as costs change during fulfillment
- Invoice margin — Actual margin after all costs are captured
- Customer margin — Aggregated margin analysis by customer
- Product margin — Margin analysis by product and category
Size Runs
Specialized for fashion and apparel trading:
- Size matrix (S, M, L, XL or numeric sizing)
- Color-size combinations with individual stock tracking
- Bulk order entry with size distribution
- Size-level pricing variations
Quality Control
- Inspection checklists at goods receipt
- Quality grading and classification
- Defect tracking with photo documentation
- Supplier quality scorecards
- Rejection and return workflows
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