TradeLite - E-invoice Enabled ERP for a Better Trade

The CRM module in TradeLite helps businesses build and maintain strong relationships with customers. It covers the entire customer lifecycle, from initial contact to post-sale support. Key features include:

Customer Data Management: Centralized storage of all customer information, such as contact details, purchase history, and interaction logs.

Sales Activities Tracking: Monitor the progress of sales activities, including calls, meetings, and follow-ups, ensuring no opportunity is missed.

Custom Sales Processes: Define tailored sales pipelines to align with your specific sales strategies and objectives.

Automation Tools: Automate repetitive tasks like follow-ups, notifications, and data entry to save time and improve accuracy.

Reports & Insights: Generate detailed analytics on sales performance and customer behavior to refine marketing strategies and improve customer retention.

Read More

The Sales module streamlines the sales process, providing tools to manage the entire sales cycle effectively. Key features include:  

Complete Sales Cycle Management: Handle everything from lead generation and quotations to order placements, invoicing, and payment collection.

Seamless Integration: Connect with the CRM, inventory, and accounting modules for real-time data flow and enhanced reporting.

Sales Tracking & Analysis: Monitor and analyze sales trends, team performance, and customer preferences with real-time dashboards.

Advanced Quotation & Order Management: Create professional, customizable quotations and efficiently manage sales orders, ensuring timely deliveries.

Sales Approval Workflows: Define and implement approval workflows for large or complex deals, ensuring compliance with company policies.

Read More

 This module simplifies procurement processes and enhances vendor management, ensuring cost efficiency. Key features include:

Vendor Management: Maintain a centralized database of vendor profiles, including performance history, contracts, and ratings.

Purchase Orders & Pricing: Create purchase orders, manage vendor pricing lists, and calculate landed costs for accurate financial planning.

Bid Selection Process: Evaluate multiple vendor bids and select the best options based on cost, delivery time, and vendor reliability.

Integration: Sync with accounting and inventory modules for accurate procurement tracking and reporting.

Read More

 The Inventory module provides robust tools for managing stock levels and warehouse operations. Key features include:

Warehouse & Stock Control: Efficiently manage multiple warehouses, monitor stock movements, and optimize storage capacity.

Advanced Inventory Tracking: Use batch and serial numbers for precise tracking of inventory, including expiry dates for perishable goods.

Reordering Rules: Set automated reordering thresholds to avoid stockouts and overstocking.

Inventory Reporting: Access real-time insights into stock levels, inventory valuation, and warehouse efficiency.

Costing Methods: Choose from various costing methods, such as FIFO, Weighted Average, and Standard Costing, to match your business needs.

Read More

TradeLite’s Accounting module automates financial operations, providing tools to manage transactions, generate reports, and ensure regulatory compliance. Key features include:

End-to-End Accounting: Automate processes like journal entries, invoicing, expense management, and bank reconciliation.

Financial Reporting: Generate detailed reports such as balance sheets, income statements, and cash flow analyses to assess your business's financial health.

Tax & Compliance: Configure VAT/GST rules, generate tax reports, and ensure compliance with local tax regulations.

Multi-Currency Support: Manage transactions in different currencies, ideal for businesses with international operations.

Accounts Payable & Receivable: Track incoming and outgoing payments with accuracy, improving cash flow management.

Read More

This module simplifies contract lifecycle management, ensuring transparency and control. Key features include:  

Contract Creation & Renewal: Streamline the process of drafting, approving, renewing, or terminating contracts with automated workflows.

Analytics Integration: Analyze contract performance and profitability using integrated reporting tools.

Notifications & Alerts: Receive timely alerts about contract milestones, such as renewals or expirations.

Document Management: Attach and manage all contract-related documents within the system for easy access and review.

Read More

The POS module enhances retail operations with tools for efficient and customer-friendly transactions. Key features include:  

Multiple Payment Methods: Accept payments through cash, credit/debit cards, checks, or digital wallets. Offline payment syncing ensures operations even without an internet connection.

Custom Pricing & Discounts: Set up product-specific pricing, promotional discounts, and bundle offers to attract customers.

Loyalty Programs: Create and manage customer loyalty programs to encourage repeat purchases and boost brand loyalty.

Integration with E-Invoice and GST: Generate GST-compliant invoices directly at the point of sale, ensuring regulatory compliance.

Read More

 Ensure compliance with GST regulations while streamlining invoicing processes with this module. Key features include:

Automated E-Invoice Generation: Generate GST-compliant e-invoices directly from the ERP system with minimal manual input.

Bulk Upload to GST Portal: Simplify the GST filing process with bulk upload capabilities, saving time and effort.

Compliance Assurance: Automatically validate GST numbers and other compliance-related details to avoid penalties.

Real-Time Reporting: Access real-time reports on GST filings, invoice statuses, and compliance metrics.

Read More