ERP for Dealers in India
Track enquiries, quotations, brand-wise stock, serial numbers, sales, customer support and dues from one connected system.
What is TradeFlow ERP for dealers?
TradeFlow is a business ERP for Indian dealers that connects CRM, quotations, sales, purchasing, inventory, finance and GST compliance in one system. Enquiries are tracked as opportunities, quotations become orders and invoices, stock is kept by brand with serial numbers where needed, and customer issues are logged as support tickets.
Who it is for
- Authorised and multi-brand dealers
- Dealers selling to contractors, retailers and end customers
- Dealers who quote before they sell
Common problems for dealers
- 01
Quotations go out and are never followed up
Quotes are sent on paper or by phone, and nobody knows which turned into orders.
- 02
Enquiries slip through
Walk-in and phone enquiries are noted somewhere, then forgotten.
- 03
Brand-wise stock is unclear
Stock from several brands, in several sizes and finishes, is hard to see at a glance.
- 04
Serialised items are hard to trace
Higher-value items need to be traced by serial number, and paper records make that slow.
- 05
After-sales complaints are not tracked
Customer issues after delivery are handled on the phone with no record of what was promised.
- 06
Contractor credit gets out of hand
Contractors and retailers buy on credit, and dues are chased only when someone remembers.
How TradeFlow addresses them
01Quotations go out and are never followed up
Quotations are recorded in TradeFlow and carried through to sales order, delivery challan and invoice, each linked to the one before, with follow-ups assigned.
- Quotations
- Linked sales documents
- Tasks & follow-ups
02Enquiries slip through
Enquiries are tracked as opportunities, and follow-ups are assigned so each one has an owner and a next step.
- Opportunities
- Tasks & follow-ups
- Customer records
03Brand-wise stock is unclear
The product master holds brands, categories, sizes and finishes, and stock levels are shown per product and warehouse.
- Product master
- Stock levels by warehouse
- Reorder alerts
04Serialised items are hard to trace
Serial numbers are tracked for individual units.
- Serial numbers
05After-sales complaints are not tracked
Support tickets log and track customer issues on the customer’s record.
- Support tickets
- Customer records
06Contractor credit gets out of hand
Each customer has a credit limit and credit days, payments are recorded against invoices, and receivables show what is outstanding and overdue.
- Credit limit & credit days
- Receivables
- Customer payments
The dealer sales workflow in TradeFlow
- 1
Enquiry
Record the enquiry as an opportunity.
- 2
Quotation
Send a quotation for the products and quantities asked for.
- 3
Follow-up
Assign a follow-up so the quotation is not forgotten.
- 4
Sales order
Convert the accepted quotation into a sales order.
- 5
Delivery
Dispatch on a delivery challan. Stock goes down.
- 6
Invoice
Raise the GST invoice against the order and challan.
- 7
Payment
Record payment against the invoice; unpaid amounts stay in receivables.
- 8
Support
Log any after-sales issue as a support ticket on the customer’s record.
Every enquiry has an owner and a next step
Opportunities, tasks and follow-ups, customer groups and support tickets, on the same record as the customer’s quotations, invoices and dues.
- OpportunitiesTrack potential deals through a pipeline.
- Tasks & follow-upsAssign follow-ups so no customer is forgotten.
- Customer groupsGroup customers, for example dealers, retailers and contractors.
- Support ticketsLog and resolve customer issues.
- Customer recordsCustomer details, transactions and history in one record.
From quotation to invoice, linked
Quotations become sales orders, delivery challans and GST invoices. Discount rules, invoice approvals, credit notes and salesperson attribution sit alongside.
- QuotationsPrepare and track quotations before they become orders.
- Sales ordersConfirm customer orders and track them to delivery.
- Delivery challansRecord goods dispatched against an order.
- GST invoicesRaise tax invoices with HSN codes and GST applied.
- Discount rulesSet discounts by product, category or customer, with minimum quantities and priorities.
- Invoice approvalsRoute invoices to named approvers before they go out.
- Credit notesHandle returns and price corrections against invoices.
- Salesperson trackingAttribute orders and invoices to salespeople.
Stock by brand, size and finish
A product master with brands, categories, units, sizes and finishes; stock levels per warehouse; serial numbers; reorder alerts and inventory aging.
- Product masterProducts with categories, brands, units, sizes and finishes.
- Stock levels by warehouseSee current stock per product and per warehouse.
- Serial numbersTrack individual serialised units.
- Reorder alertsFlag products that have fallen below their reorder level.
- Inventory agingSee how long stock has been sitting, to spot slow movers.
- Multiple warehousesRun several warehouses, each with its own stock.
Orders to brands and suppliers, fully traced
Purchase orders, goods receipts into a warehouse, supplier bills with GST and supplier payments against bills.
- Purchase ordersRaise and track orders to suppliers.
- Goods receiptReceive stock against purchase orders into a warehouse.
- Purchase billsRecord supplier bills with GST for input tax credit.
- Supplier paymentsRecord payments to suppliers against their purchase bills.
- Supplier masterKeep supplier details and history in one place.
Know what each contractor and retailer owes
Credit limit and credit days per customer, outstanding and overdue invoices, and payments recorded against invoices.
- Credit limit & credit daysSet a credit limit and credit days for each customer; the AI CEO Dashboard shows how much of each limit is used.
- ReceivablesOutstanding invoices by customer, including overdue amounts.
- Customer paymentsRecord customer payments against the invoices they settle.
- AI CEO DashboardAI CEO Dashboard with rule-based business insights on overdue dues, aging stock and the sales pipeline.
GST return data from your own invoices and bills
HSN codes apply GST on every invoice and bill, and return data is prepared from those same records.
- HSN codesMap products to HSN codes so GST rates apply correctly.
- GSTR-1Prepare GSTR-1 from sales data and export it as Excel or JSON.
- GSTR-2BWork with GSTR-2B data for input tax credit.
- GSTR-3BPrepare the GSTR-3B summary return.
- Reverse charge (RCM)Handle purchases where GST is payable under reverse charge.
Counter staff, sales and accounts, each with the right access
Role-based permissions and an audit log; sales, purchase, inventory and profitability reports; the AI CEO Dashboard with rule-based business insights.
- Role-based permissionsControl who can view or change each module.
- Audit logSee who changed what, and when.
- Business reportsSales, purchase, inventory, profitability and vendor performance reports.
- DashboardsDashboards for sales, purchases, inventory, CRM and finance.
- AI CEO DashboardAI CEO Dashboard with rule-based business insights on overdue dues, aging stock and the sales pipeline.
Who TradeFlow is suitable for
- Authorised dealers of one brand, or multi-brand dealers
- Dealers who quote before they sell
- Dealers selling to contractors, retailers and end customers
- Businesses tracking serialised products
- Dealers who handle after-sales customer issues
- Dealers extending credit to regular customers
Frequently asked questions
What is an ERP for dealers?
An ERP for dealers is one system that tracks enquiries, quotations, sales, brand-wise stock, customer support, dues and GST, so each step is recorded against the customer and the stock. TradeFlow is an ERP built for Indian dealers.
Can TradeFlow turn quotations into orders and invoices?
Yes. A quotation becomes a sales order, then a delivery challan and a GST invoice, each linked to the one before.
Can TradeFlow track enquiries and follow-ups?
Yes. Enquiries are tracked as opportunities, and tasks and follow-ups are assigned on the customer’s record so no enquiry is forgotten.
Can TradeFlow track serial numbers?
Yes. TradeFlow tracks serial numbers for individual units, alongside stock levels by product and warehouse.
Can TradeFlow record customer complaints?
Yes. Support tickets log and track customer issues on the customer’s record.
Does TradeFlow support GST compliance?
Yes, for preparing returns. HSN codes apply GST on invoices and bills. From those transactions TradeFlow prepares GSTR-1 data, which you export as Excel or JSON, and the GSTR-3B summary, and it uses GSTR-2B data to review input tax credit. It also supports reverse charge (RCM). TradeFlow prepares the return data; the returns themselves are filed outside TradeFlow, by you or your CA.
See the dealer workflow in TradeFlow
Book a demo and we will walk through an enquiry, quotation, sale and support ticket on sample products from your brands.