Features
TradeFlow ERP Features
The complete list of what TradeFlow does today, grouped by business area.
Sales
Quotation to invoice, with price lists, discount rules and approvals.
- 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.
- Credit notesHandle returns and price corrections against invoices.
- Linked sales documentsA quotation becomes a sales order, then a delivery challan and an invoice, each linked to the one before.
- Quotation revisions & validityRevise a quotation as a new version, and set the date it is valid until.
- Vehicle & date on challansRecord the vehicle number and delivery date on each delivery challan.
- Price listsMaintain named price lists with product-wise rates and validity dates.
- Discount rulesSet discounts by product, category or customer, with minimum quantities and priorities.
- Invoice approvalsRoute invoices to named approvers before they go out.
- Salesperson trackingAttribute orders and invoices to salespeople.
Purchases
Purchase orders, goods receipt and supplier 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.
- Linked purchase documentsGoods receipts and bills are raised against the purchase order they fulfil.
- Supplier paymentsRecord payments to suppliers against their purchase bills.
- Supplier masterKeep supplier details and history in one place.
Inventory
Product masters, stock levels, batches, aging and valuation.
- Product masterProducts with categories, brands, units, sizes and finishes.
- SKU, barcode & MRPRecord an SKU, a barcode (displayed as a CODE128 barcode), MRP and purchase and selling prices for each product.
- Excel import & exportImport products in bulk from an Excel template, and export the product list to Excel.
- Minimum, maximum & reorder levelsSet minimum and maximum stock, a reorder level and a reorder quantity for each product.
- HSN codesMap products to HSN codes so GST rates apply correctly.
- Stock levels by warehouseSee current stock per product and per warehouse.
- Reorder alertsFlag products that have fallen below their reorder level.
- Batch trackingTrack stock by batch, including expiry where relevant.
- Stock movement historyEvery stock in and out, with its source document.
- Inventory agingSee how long stock has been sitting, to spot slow movers.
- Weighted-average cost valuationValue inventory at weighted-average cost in reports.
- Typed stock movementsEvery movement is recorded as a purchase, sale, adjustment, transfer in, transfer out or return, with its source document.
- Expiry registerList batches nearing or past their expiry date, across warehouses.
Warehouse
Locations, transfers, picking, cycle counts and serial numbers.
- 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.
- Pick listsGenerate pick lists for outgoing orders.
- ShipmentsTrack outgoing shipments.
- Cycle countsCount stock in parts and reconcile differences.
- Serial numbersTrack individual serialised units.
- Damage reports with approvalEach damage entry records the quantity, reason, warehouse and batch, and goes through approval.
- Damage registerRecord breakage and damaged stock.
- Nested storage locationsStorage locations can sit inside other locations, each with a code and capacity.
- Putaway tasks from receiptsReceived goods create putaway tasks that direct each line to a storage location.
- Picked vs ordered quantityPick lists show the location to pick from and record ordered and picked quantity per line.
- Carrier & tracking numberShipments record the carrier, tracking number and dispatch and delivery dates, linked to the delivery challan.
- Count varianceCycle counts record system quantity, counted quantity and the variance, by location.
CRM
Customer groups, opportunities, follow-ups and support tickets.
- 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.
- Opportunity pipelineOpportunities carry a stage through to won or lost, value, probability, expected close date, source and salesperson.
- Ticket priority & assignmentSupport tickets have a category, priority, assignee, status and resolution notes.
- Task due dates & ownersCustomer tasks have an assignee, due date, priority and status.
- Customer 360 viewOne customer page with overview, activity, tasks, sales history, ledger, pipeline and tickets, and notes and files.
Receivables
Outstanding invoices and customer dues in one view.
- ReceivablesOutstanding invoices by customer, including overdue amounts.
- Customer paymentsRecord customer payments against the invoices they settle.
- 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.
Finance
Ledgers, vouchers, payments, receipts and bank reconciliation.
- Accounts & ledgersChart of accounts and ledgers.
- VouchersJournal entries, contra vouchers and debit/credit notes.
- Payments & receiptsRecord money paid out and received.
- Bank reconciliationMatch bank entries against books.
- ExpensesRecord business expenses with a draft, approval, posting and payment lifecycle, posted to the ledger.
GST & compliance
GSTR-1, GSTR-2B, GSTR-3B, CMP-08, ITC-04, RCM and TDS.
- 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.
- CMP-08Support for composition-scheme CMP-08.
- ITC-04ITC-04 reporting for goods sent to job workers.
- Reverse charge (RCM)Handle purchases where GST is payable under reverse charge.
- TDSTrack tax deducted at source.
- GST periods & exceptionsManage return periods and review exceptions before filing.
- GSTR-1 sectionsGSTR-1 covers B2B, B2C, credit and debit notes and the HSN summary, with a month-by-month breakdown.
- GSTR-2B reconciliationEnter GSTR-2B lines and reconcile them with purchase bills as matched, missing in books, missing in GSTR-2B or amount mismatch.
- GSTR-3B reconciliationCompare the month’s liability and input tax credit against the books, GSTR-1 and GSTR-2B, and record the figures actually filed.
- CMP-08 comparisonCompare the GST ledger with the CMP-08 figures filed for each quarter.
- GST exceptionsProblems found in the GST data are listed and traced back to the master data that caused them.
- GST period lockingLock a finalised GST period so its data is protected from later changes.
- CA Compliance DashboardA single compliance view of the company’s GST position for its CA.
Job work
Material sent to job workers, tracked until it comes back.
- Job-work challansSend material to job workers against a challan.
- Outsourced material trackingKnow what material is with which job worker.
- ITC-04 from challansITC-04 is prepared half-yearly from outsourced-material challans and their receipts.
- Job worker & process detailsEach challan records the job worker’s GSTIN and state, the process, and the expected return date.
- Receipt outcomesMaterial coming back is recorded as received, transferred to another job worker, or loss and waste.
Companies, branches & access
Multiple companies and branches with role-based permissions.
- Multiple companiesRun more than one company from one login.
- Branches & departmentsSet up branches and departments within a company.
- Role-based permissionsControl who can view or change each module.
- Approval matrixDefine who approves what.
- Audit logSee who changed what, and when.
- Branch GSTIN & detailsEach branch has its own code, address, contact details and GSTIN.
- Branch on documentsSales orders, delivery challans, purchase orders, goods receipts, credit notes and journal entries record their branch.
- Custom rolesCreate your own roles alongside the built-in ones.
- Amount-based approval rulesApproval rules set, for each module, the minimum amount and the role required to approve.
API & webhooks
REST API with OpenAPI documentation, plus outbound webhooks.
- REST APIRead and write ERP data over a REST API with OpenAPI documentation.
- WebhooksSend events to other systems when records change.
- Scoped API keysAPI keys are issued per company with read or write scope, can be revoked, and show when they were last used.
- API endpointsEndpoints for customers, suppliers, products, inventory, sales orders and purchase orders.
- Webhook eventsEvents for sales orders created or updated, dispatches completed, payments received and purchase orders approved.
- Signed, logged deliveriesEach webhook delivery is signed with HMAC-SHA256 in an X-Webhook-Signature header and logged.
Reports & dashboards
Sales, purchase, inventory and profitability reporting.
- 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.
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