ERP for Wholesalers in India
Handle high-volume orders, customer-specific discounts, credit to retailers, dispatch, returns and GST from one connected system.
What is TradeFlow ERP for wholesalers?
TradeFlow is a business ERP for Indian wholesalers that connects sales, purchasing, inventory, multi-warehouse management, CRM, receivables, finance and GST compliance in one system. Discount rules are set by customer, product or quantity, each customer has a credit limit and credit days, and every order, delivery and invoice is recorded against the same stock and dues.
Who it is for
- Wholesalers supplying retailers and smaller traders
- Businesses that give different discounts to different customers
- Wholesalers selling on credit to many accounts
Common problems for wholesalers
- 01
Every customer expects a different rate
Discounts differ by retailer, by product and by order size, and are applied from memory or a side sheet.
- 02
Credit runs ahead of collections
Hundreds of retailers buy on credit, and it is hard to see who is near or over their limit.
- 03
Bulk orders slow down dispatch
Large orders with many lines are picked from memory, and what was ordered, picked and billed drifts apart.
- 04
Returns and rate disputes are messy
Goods come back and rates get corrected after billing, with adjustments kept outside the system.
- 05
Salesperson orders are hard to follow
Orders come in through several salespeople, and the owner cannot see whose customers are ordering or paying.
- 06
Fast movers run out
High-volume lines go out of stock while slow lines take up space.
How TradeFlow addresses them
01Every customer expects a different rate
Discount rules are set by customer, product or category, with minimum quantities and priorities. Named price lists hold product rates with validity dates.
- Discount rules
- Price lists
- Customer groups
02Credit runs ahead of collections
Each customer has a credit limit and credit days. Receivables show outstanding and overdue invoices, and the AI CEO Dashboard shows credit-limit usage by customer.
- Credit limit & credit days
- Receivables
- AI CEO Dashboard
03Bulk orders slow down dispatch
Pick lists guide the warehouse, dispatch goes on a delivery challan linked to the sales order, and the invoice is raised against both.
- Sales orders
- Pick lists
- Delivery challans
- Linked sales documents
04Returns and rate disputes are messy
Credit notes handle returns and price corrections against the original invoice, and invoices can require approval before they go out.
- Credit notes
- Invoice approvals
05Salesperson orders are hard to follow
Orders and invoices are attributed to salespeople, and role-based permissions control what each person can see and change.
- Salesperson tracking
- Role-based permissions
06Fast movers run out
Reorder alerts flag products below their reorder level, and inventory aging shows what is moving slowly, per warehouse.
- Reorder alerts
- Inventory aging
- Stock levels by warehouse
- Multiple warehouses
The wholesale order workflow in TradeFlow
- 1
Customer order
Confirm a sales order for the retailer, attributed to the salesperson.
- 2
Rates & discounts
Refer to the price list and the discount rules set for that customer, product or quantity.
- 3
Pick
A pick list guides the warehouse through the order lines.
- 4
Delivery
Dispatch on a delivery challan. Stock goes down in that warehouse.
- 5
Invoice
Raise the GST invoice against the order and challan, with approval if required.
- 6
Collection
Record payment against the invoice; unpaid amounts stay in receivables.
- 7
Returns
Handle returns and rate corrections with a credit note.
- 8
Replenish
Reorder alerts prompt purchase orders; goods receipts restock the warehouse.
Customer-specific discounts, set as rules
Discount rules by customer, product or category, with minimum quantities and priorities. Named price lists hold product-wise rates and validity dates.
- Discount rulesSet discounts by product, category or customer, with minimum quantities and priorities.
- Price listsMaintain named price lists with product-wise rates and validity dates.
- Customer groupsGroup customers, for example dealers, retailers and contractors.
High-volume orders, from order to invoice
Sales orders, pick lists, delivery challans and GST invoices, each linked to the one before. Credit notes handle returns; invoice approvals and salesperson attribution sit alongside.
- Sales ordersConfirm customer orders and track them to delivery.
- Pick listsGenerate pick lists for outgoing orders.
- Delivery challansRecord goods dispatched against an order.
- GST invoicesRaise tax invoices with HSN codes and GST applied.
- Credit notesHandle returns and price corrections against invoices.
- Invoice approvalsRoute invoices to named approvers before they go out.
- Salesperson trackingAttribute orders and invoices to salespeople.
Credit control across every account
Credit limit and credit days for each customer, outstanding and overdue invoices, payments recorded against invoices, and credit-limit usage on the AI CEO Dashboard.
- 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.
Volume stock across warehouses
Stock per warehouse and location, transfers, putaway, cycle counts, reorder alerts and inventory aging.
- Multiple warehousesRun several warehouses, each with its own stock.
- Storage locationsDefine locations inside a warehouse.
- Stock transfersMove stock between warehouses with a record of each transfer.
- PutawayDirect received goods to their storage location.
- Cycle countsCount stock in parts and reconcile differences.
- Reorder alertsFlag products that have fallen below their reorder level.
- Inventory agingSee how long stock has been sitting, to spot slow movers.
- Weighted-average cost valuationValue inventory at weighted-average cost in reports.
Restock from suppliers with a full trail
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.
Every retailer in one record
Customer groups, opportunities, follow-ups and support tickets next to each customer’s orders and dues.
- Customer recordsCustomer details, transactions and history in one record.
- Customer groupsGroup customers, for example dealers, retailers and contractors.
- OpportunitiesTrack potential deals through a pipeline.
- Tasks & follow-upsAssign follow-ups so no customer is forgotten.
- Support ticketsLog and resolve customer issues.
GST return data from your sales and purchases
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.
- TDSTrack tax deducted at source.
Control and visibility as the team grows
Role-based permissions, an approval matrix and an audit log; branches and more than one company; sales, purchase, inventory and profitability reports.
- Role-based permissionsControl who can view or change each module.
- Approval matrixDefine who approves what.
- Audit logSee who changed what, and when.
- Branches & departmentsSet up branches and departments within a company.
- Multiple companiesRun more than one company from one login.
- Business reportsSales, purchase, inventory, profitability and vendor performance reports.
Who TradeFlow is suitable for
- Wholesalers supplying many retailers or smaller traders
- Businesses with customer-, product- or quantity-based discounts
- Wholesalers extending credit to a large number of accounts
- Teams with several salespeople taking orders
- Businesses holding stock in more than one warehouse
- Wholesalers handling regular returns and rate corrections
Frequently asked questions
What is an ERP for wholesalers?
An ERP for wholesalers is one system that handles bulk sales orders, customer discounts, credit, dispatch, returns, purchasing, stock and GST, so each transaction updates stock and dues together. TradeFlow is an ERP built for Indian wholesalers.
Can TradeFlow give different discounts to different customers?
Yes. Discount rules can be set by customer, product or category, with minimum quantities and priorities. TradeFlow also maintains named price lists with product-wise rates and validity dates.
How does TradeFlow help control credit to retailers?
Each customer has a credit limit and credit days. Receivables show outstanding and overdue invoices, payments are recorded against invoices, and the AI CEO Dashboard with rule-based business insights shows credit-limit usage by customer.
Can TradeFlow handle returns from retailers?
Yes. Credit notes handle returns and price corrections against the original invoice.
Can orders be tracked by salesperson?
Yes. Orders and invoices are attributed to salespeople, and role-based permissions control what each user can view or change.
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) and TDS. TradeFlow prepares the return data; the returns themselves are filed outside TradeFlow, by you or your CA.
See wholesale discounts and credit in TradeFlow
Book a demo and we will walk through a bulk order, customer discounts, dispatch and collection on sample data.