Get started with Trade Business
Trade Business is the bundle for organisations that buy and sell goods: wholesalers, distributors, importers and suppliers to other businesses. It follows the goods from the purchase request to the shelf, the trade order, the invoice and the money collected.
What the bundle includes
| App | What you use it for |
|---|---|
| Inventory | Products, stock per branch, counts, reorder points, lots and expiry, and Warehouses with locations. |
| Procurement | Purchase requests, approvals, supplier quotes, receiving and the invoice match. |
| Trade | Agreements and offers for business customers, trade orders with credit checks, partial shipments and returns, and Resellers. |
| Books | Invoices, bills, payments, bank and VAT. |
| Collections | The full app: who owes you, collectors, promises, disputes, reminders, payment links and payment matching. |
| Quality | Inspections of deliveries and products, supplier quality, non-conformances and corrective actions. |
Every paid plan also carries Studio, the Owner workspace and access for your accountant.
[SHOT start-bundle-trade-apps 1440x900]Screenshot to come: Settings → Apps with Inventory, Procurement, Trade, Books and Collections switched on and marked Included in your plan
Your first week
- Set up your organisation. Enter its name, address and tax number, and add a branch for each warehouse or office. See Set up your organisation and branches.
- Switch on the apps. Open Settings → Apps and choose Switch on on Inventory and Books first, then on Procurement, Trade and Collections, which need them. See Pick your apps.
- Invite your team with the right seats. Office and sales staff get a full seat, drivers and store keepers a field seat, and everyone else a restricted seat. The bundle includes seats of all three types. See Invite your team and Seats.
- Bring your data. Import your products, your opening stock, and your customers and suppliers with their balances. See Bring your data and Import and export products.
- Set up Books. Enter your tax identity, bank accounts and opening balances. See Set up Books.
The first real job in each app
- Inventory: check the imported products, count your stock once, and set what to reorder when it runs low.
- Procurement: set up Procurement, raise and approve a purchase request, then receive the goods and match the invoice.
- Trade: set up an agreement and an offer for your biggest customer, then take and ship a trade order.
- Books: issue the invoice and record a supplier bill.
- Collections: switch on the credit book and reminders, see who owes you and send today's reminders.
- Resellers: if you sell through partners, set them up: see Resellers.
Good to know
- During the 30-day trial every app is open. After it, the apps outside the bundle switch off; their records are kept.
- Several people can count stock from their phones at the same time.
- To add an app outside the bundle, such as Production or HR, see Change your plan or add an app.
- Every bundle side by side: Plans and bundles.
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