Find the products
Check item details and available inventory.
← Industries
SPREAD FOR YOUR INDUSTRY
Trading businesses
Manage products, quotes, orders, invoices and accounting.
A trading business needs a reliable record from a supplier purchase through a customer sale. Spread keeps these documents in the ERP.
A practical example ↓
01 / How the business operates
How the business operates
Staff maintain the product catalogue, buy inventory, quote customers, confirm orders, invoice sales and review payment status.
What gets managed
Product catalogue and pricing
Supplier purchase documents
Warehouse inventory
Quotations and customer orders
Invoices, payments and accounting
02 / A practical example
A customer requests a quote
The sales team prepares a quote and checks inventory before confirming the order.
Prepare the quote
Select the customer, products, quantities and prices.
Confirm the order
Record the customer order and create the sales invoice.
Follow payment
Check the outstanding invoice and record payment.
Illustrative workflow. The exact setup depends on your business and the features enabled for your team. This is an illustrative trading workflow using the demo modules.
03 / What the team gains
What the team gains
We can map your current process and discuss how to configure Spread around it.
Consistent item and price records
A document trail from quote to invoice
Clearer outstanding customer balances
Capabilities
Related Spread capabilities
Products and pricing
Keep item details and prices organized.
Order management
Prepare quotations and customer orders.
Sell and get paid
Follow a sale from quote to payment.
Keep inventory under control
See what you have and where it moved.
Keep finances organized
Connect daily entries with the bigger picture.
SPREAD FOR YOUR INDUSTRY
Walk us through your day of work.
We can map your current process and discuss how to configure Spread around it.