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Inventory management

Inventory Management ERP for Traders & Distributors

Stock that follows your documents, with reorder levels, batches, serial numbers, aging and valuation in one connected system.

How does TradeFlow manage inventory?

TradeFlow updates stock from the documents that move it: goods receipts add stock, delivery challans reduce it, and stock transfers move it between warehouses. Every movement is recorded by type with its source document, so current stock, batch balances, aging and weighted-average valuation all come from the same history.

Who it is for

  • Traders and distributors with large or fast-moving catalogues
  • Businesses that need stock by warehouse, batch or serial number
  • Owners who want stock figures they can trust
The problem

Common inventory problems in trading businesses

  • 01

    Nobody trusts the stock figure

    Stock is adjusted by hand, and when a figure looks wrong there is no way to see how it got there.

  • 02

    Reordering by guesswork

    Items run out before anyone notices, or are reordered when there is still plenty on the shelf.

  • 03

    Dead stock goes unnoticed

    Items that have not moved for months tie up money and space, but they only show up at stock-taking.

  • 04

    Expired batches become write-offs

    Batches close to expiry are found only when they can no longer be sold.

  • 05

    Individual units cannot be traced

    For higher-value items, knowing how many are in stock is not enough; you need to know which unit is where.

  • 06

    Stock value is an estimate

    Purchase rates change from lot to lot, so the value of stock on hand is worked out roughly at year end.

How TradeFlow helps

How TradeFlow addresses them

  1. 01Nobody trusts the stock figure

    Every movement is recorded as a purchase, sale, adjustment, transfer in, transfer out or return, with the document that caused it.

    • Typed stock movements
    • Stock movement history
    • Stock levels by warehouse
  2. 02Reordering by guesswork

    Each product has minimum, maximum and reorder levels with a reorder quantity, and reorder alerts list products below their reorder level.

    • Minimum, maximum & reorder levels
    • Reorder alerts
  3. 03Dead stock goes unnoticed

    Inventory aging shows how long stock has been held.

    • Inventory aging
  4. 04Expired batches become write-offs

    Products can be batch-tracked with batch dates, and the expiry register lists batches nearing or past expiry.

    • Batch tracking
    • Expiry register
  5. 05Individual units cannot be traced

    Products can be serial-tracked, and serial numbers are recorded for individual units with their warehouse and status.

    • Serial numbers
  6. 06Stock value is an estimate

    Inventory valuation reports value stock at weighted-average cost from the recorded movements.

    • Weighted-average cost valuation
    • Business reports
Workflow

How stock moves in TradeFlow

  1. 1

    Product setup

    Create products with unit, SKU, barcode and HSN code, or import them from Excel.

  2. 2

    Goods receipt

    Receive against a purchase order into a warehouse. Stock goes up.

  3. 3

    Transfer

    Move stock between warehouses with a stock transfer.

  4. 4

    Delivery

    Dispatch on a delivery challan. Stock goes down.

  5. 5

    Returns & adjustments

    Returns and adjustments are recorded as their own movement types.

  6. 6

    Cycle count

    Count part of the stock and reconcile the difference.

  7. 7

    Reorder

    Reorder alerts flag products below their reorder level.

  8. 8

    Review

    Check aging, the expiry register and weighted-average valuation.

Product master

Products set up once, used everywhere

Brand, category, sub-category, size, finish and unit on every product, with SKU, barcode, MRP, purchase and selling prices and HSN code, and bulk import and export through Excel.

  • 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.
  • HSN codesMap products to HSN codes so GST rates apply correctly.
Stock & movements

A full history behind every stock figure

Stock per product and warehouse, with every movement recorded by type and source document.

  • Stock levels by warehouseSee current stock per product and per warehouse.
  • Stock movement historyEvery stock in and out, with its source document.
  • Typed stock movementsEvery movement is recorded as a purchase, sale, adjustment, transfer in, transfer out or return, with its source document.
  • Multiple warehousesRun several warehouses, each with its own stock.
  • Stock transfersMove stock between warehouses with a record of each transfer.
More on warehouse management
Reorder

Replenish before you run out

Minimum, maximum and reorder levels with a reorder quantity per product, and reorder alerts for anything below its level.

  • Minimum, maximum & reorder levelsSet minimum and maximum stock, a reorder level and a reorder quantity for each product.
  • Reorder alertsFlag products that have fallen below their reorder level.
  • Purchase ordersRaise and track orders to suppliers.
Batches, expiry & serials

Trace stock to the batch or the unit

Batch tracking with batch dates, an expiry register, and serial numbers for individual units.

  • Batch trackingTrack stock by batch, including expiry where relevant.
  • Expiry registerList batches nearing or past their expiry date, across warehouses.
  • Serial numbersTrack individual serialised units.
Counts & damage

Keep the books close to the shelf

Cycle counts that record system quantity, counted quantity and variance by location, and damage reports with approval.

  • Cycle countsCount stock in parts and reconcile differences.
  • Count varianceCycle counts record system quantity, counted quantity and the variance, by location.
  • Damage reports with approvalEach damage entry records the quantity, reason, warehouse and batch, and goes through approval.
Aging & valuation

Know what stock is worth and how long it has sat

Inventory aging, weighted-average cost valuation and inventory reports, plus the AI CEO Dashboard with rule-based business insights on aging stock.

  • Inventory agingSee how long stock has been sitting, to spot slow movers.
  • Weighted-average cost valuationValue inventory at weighted-average cost in reports.
  • 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.
Fit

Who TradeFlow inventory management is suitable for

  • Traders and distributors with hundreds or thousands of products
  • Businesses holding stock in more than one warehouse
  • Businesses handling batch-tracked or expiring products
  • Dealers selling serial-numbered items
  • Owners who want to see slow-moving stock early
  • Teams that need stock valued consistently
FAQs

Frequently asked questions

How does TradeFlow keep stock accurate?

Stock changes through documents: goods receipts add stock, delivery challans reduce it and transfers move it. Every movement is recorded by type with its source document, and cycle counts reconcile physical stock with the books.

Can I set reorder levels for each product?

Yes. Each product can have minimum and maximum stock, a reorder level and a reorder quantity, and reorder alerts list products below their reorder level.

Does TradeFlow support batch and expiry tracking?

Yes. Products can be batch-tracked with batch dates, and the expiry register lists batches nearing or past expiry.

Can TradeFlow track serial numbers?

Yes. Serial numbers are recorded for individual units, with their warehouse and status.

How is inventory valued in TradeFlow?

Inventory valuation reports value stock at weighted-average cost, using the recorded stock movements.

Can I import my product list from Excel?

Yes. Products can be imported in bulk from an Excel template, and the product list can be exported to Excel.

See how TradeFlow tracks your stock

Book a demo and we will walk through receipts, transfers, reorder alerts, aging and valuation on sample data.