Trading ERP


Do you know that 90% of trading companies that are not operating as organization are getting closed down in less than 3 years?

Most trading companies runs with human dependencies and more like a self-employed business Only process oriented business can achieve sustainability which can leads to saleability to expand your business.

Storyboard ERP for Trading & Services helps you to streamline your day to day business operations such as sales, Purchase, Inventory, Payables, Receivable, Finance, HR & Payroll. Now implement our storyboard ERP and make your business as process-oriented organization.


  • Manage products with large number of parameters and attributes.
  • Can interact with (Buyer portal)
  • Quotation format in PDF, Excel, Word & In-Line Mail to Sales order / Proforma Invoices end customer
  • Manage enquiry and quotations right up to order placement.
  • Manage customer sales order
  • Delivery Order Management
  • Manage customer relationship more effectively with credit control and checks on receivables.


  • On-line credit management.
  • Reminder letters with varying degrees of severity.
  • Aging analysis reports for review.
  • Accounts classification for reconciliation and control.
  • Customer statements.


  • Can Interact with ( Vendor Portal)
  • In House Application and Cloud based Installation.
  • Integrated workflow-based Purchase
  • Requisition, RFQ & PO generation
  • Multi-Hierarchical review & approval flow.
  • Quotation Module with Compare
  • Quotation feature.
  • Visibility of end-to-end procurement activities
  • Delivery tracking and payment Module.
  • Three-way matching for payment process (PO–GRN –Invoice


  • Immediate registration of incoming invoices.
  • Tracking and Authorization of immediate invoices
  • Entry of order based and sundry invoices
  • Automatic matching of invoices with receipts.
  • Accounts classification for reconciliation.


  • Accurate book-keeping of inventory.
  • Provides item tracking by lot number, serial number and expiration date
  • Interface with purchase software for stock in details
  • Interface with sales software for stock out details.
  • Locations can represent warehouses, areas, bins, trucks etc.
  • Support linear and 2D Barcode for materials inward & outward
  • Product Re-order-level management.


  • Chart of accounts with flexible account grouping
  • Income and expenditure statement
  • Cash flow statements: outgoing, incoming
  • Bank book & cash book management
  • Journal entries and journal adjustments
  • Snapshots Trial Balance, P & L and Balance Sheet generation


  • Employee Engagement & Enrolment
  • Automated HR process
  • Employee Hierarchy Management
  • Integrated Attendance System-Biometric, Proximity& I-Attendances
  • Workflow based Leave Management System
  • Employee Shift Management –Shift Roaster
  • Employee Document Management
  • Employee Performance Tracker
  • Employee Self Service Portal


  • Supports multiple companies and branches.
  • One role can be handled by multiple people.
  • Multiple reports generation.
  • Both on site and cloud model.
  • Email alerts.
  • Maintain predefined statutory Forms
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