ERP for Electrical Dealers & Distributors in India
Run brand-wise stock, serial-numbered items, project quotations, deliveries, contractor credit and GST from one connected system.
What should an ERP do for an electrical distributor?
An electrical distributor needs brand-wise stock from cables to switchgear, serial-number tracking for higher-value items, project quotations that are revised before they are accepted, and control of contractor credit. TradeFlow is a business ERP for Indian traders and distributors that covers these, with GST applied on every invoice and bill.
Who it is for
- Electrical distributors, dealers and stockists
- Suppliers to electrical contractors, builders and panel makers
- Businesses selling serialised electrical products
Common problems in electrical distribution
- 01
Project quotations change several times
A contractor asks for rates, the specification changes, and the quote is revised more than once before an order comes.
- 02
Serial-numbered items are hard to trace
Higher-value items need to be traced by serial number, and paper records make it slow to find which unit went where.
- 03
Brand-wise stock across many lines
Cables, switches, fittings and switchgear from several brands are hard to see by brand and category.
- 04
Site deliveries are hard to follow
Material for a project leaves the godown on different days and vehicles, and it is unclear what has gone against which order.
- 05
Wrong or excess items come back
Items returned from sites are adjusted informally, and the customer’s account does not match.
- 06
Contractor credit on long projects
Contractors buy through a project and pay later, and exposure builds up unnoticed.
How TradeFlow addresses them
01Project quotations change several times
Quotations are revised as new versions with a valid-until date, and the accepted version is converted into a sales order.
- Quotations
- Quotation revisions & validity
- Linked sales documents
02Serial-numbered items are hard to trace
Products can be marked for serial tracking, and serial numbers are recorded for individual units with their warehouse and status.
- Serial numbers
- Product master
03Brand-wise stock across many lines
The product master holds brand, category, sub-category and unit for every item, and stock is shown per product and warehouse.
- Product master
- Stock levels by warehouse
- Multiple warehouses
04Site deliveries are hard to follow
Each delivery challan is raised against the sales order and records the vehicle number and delivery date.
- Delivery challans
- Vehicle & date on challans
- Linked sales documents
05Wrong or excess items come back
Credit notes handle returns and price corrections against the original invoice.
- Credit notes
06Contractor credit on long projects
Each customer has a credit limit and credit days, receivables show outstanding and overdue invoices, and the AI CEO Dashboard shows credit-limit usage.
- Credit limit & credit days
- Receivables
- AI CEO Dashboard
The electrical project workflow in TradeFlow
- 1
Enquiry
Record the project enquiry as an opportunity.
- 2
Quotation
Quote the items and quantities the contractor asked for.
- 3
Revision
Revise the quotation as a new version when the specification changes.
- 4
Sales order
Convert the accepted version into a sales order.
- 5
Delivery
Dispatch on a delivery challan with vehicle number and date. 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
Returns
Handle any returned items with a credit note.
Quote, revise and convert
Opportunities for project enquiries, quotations with revisions and a valid-until date, and conversion into sales orders, delivery challans and GST invoices.
- OpportunitiesTrack potential deals through a pipeline.
- QuotationsPrepare and track quotations before they become orders.
- Quotation revisions & validityRevise a quotation as a new version, and set the date it is valid until.
- Sales ordersConfirm customer orders and track them to delivery.
- Delivery challansRecord goods dispatched against an order.
- Vehicle & date on challansRecord the vehicle number and delivery date on each delivery challan.
- GST invoicesRaise tax invoices with HSN codes and GST applied.
Every brand and every serialised unit
Brand, category, sub-category and unit on every product; SKU and barcode; stock per warehouse; serial numbers for individual units; reorder alerts.
- 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.
- Serial numbersTrack individual serialised units.
- Stock levels by warehouseSee current stock per product and per warehouse.
- Reorder alertsFlag products that have fallen below their reorder level.
- Multiple warehousesRun several warehouses, each with its own stock.
Control credit through the project
Credit limit and credit days per customer, outstanding and overdue invoices, payments against invoices, and credit notes for returns.
- 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.
- Credit notesHandle returns and price corrections against invoices.
Restock from brands 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.
GST on every electrical invoice and bill
HSN codes and GST rates on each product apply GST on every invoice and bill. GSTR-1 data (exported as Excel or JSON) and the GSTR-3B summary are prepared from those same records, and GSTR-2B data is used to review input tax credit. TradeFlow prepares the return data; the returns themselves are filed outside TradeFlow, by you or your CA.
- 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.
Access control and reporting
Role-based permissions, an approval matrix and an audit log; sales, purchase and inventory reports; the AI CEO Dashboard with rule-based business insights.
- Role-based permissionsControl who can view or change each module.
- Approval matrixDefine who approves what.
- Audit logSee who changed what, and when.
- Business reportsSales, purchase, inventory, profitability and vendor performance reports.
- AI CEO DashboardAI CEO Dashboard with rule-based business insights on overdue dues, aging stock and the sales pipeline.
Is TradeFlow suitable for your electrical business?
- Electrical distributors and dealers carrying several brands
- Businesses that quote for projects and revise quotes
- Dealers selling serial-numbered products
- Suppliers delivering to sites over several days
- Businesses extending credit to contractors
- Distributors with more than one warehouse
Frequently asked questions
What ERP is suitable for electrical distributors?
An ERP for electrical distributors should handle brand-wise stock, serial numbers, project quotations with revisions, site deliveries, contractor credit and GST. TradeFlow is a business ERP for Indian traders and distributors, including electrical businesses, and covers each of these.
Can TradeFlow revise a project quotation?
Yes. A quotation can be revised as a new version and has a valid-until date. The accepted quotation is converted into a sales order, then a delivery challan and a GST invoice.
Can TradeFlow track serial numbers?
Yes. Products can be marked for serial tracking, and serial numbers are recorded for individual units with their warehouse and status.
Can I see what has been delivered against a project order?
Yes. Delivery challans are raised against the sales order and record the vehicle number and delivery date, so each dispatch is linked to the order.
How are returned items handled?
Credit notes handle returns and price corrections against the original invoice.
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 TradeFlow on an electrical catalogue
Book a demo and we will walk through a project quotation, revision, delivery and invoice with serial numbers on sample data.