For traders
Quote in minutes, know your margin, and get paid on time.
Trading businesses live on speed and margin. The customer who gets a quote first often wins, rates change daily, and one bad-paying customer can wipe out a month's margin. We connect rates, stock, quotes and collections so the team can move fast without losing control.
Questions you'll answer in seconds
- “Which deals this month were below 4% margin?”
- “Which customers are paying slower than last quarter?”
- “How much stock is free to sell today in each godown?”
- “Which quotes from last week are still open?”
Typical: Steel & metals, chemicals, yarn & fabric, paper, plastics granules, electronic components
The day-to-day
Where traders lose time and money
Quotes wait for the owner
Every rate is confirmed with the owner on WhatsApp because price lists aren't reliable.
Margin is known only at year-end
Purchase cost and selling price live in different places, so deal-level margin isn't visible.
Stock across godowns is unclear
Sales commits material that's already reserved or sitting in another godown.
Credit risk is managed by instinct
There's no early signal when a customer starts paying later than usual.
Workflows
Before and after, workflow by workflow
Each workflow is connected and automated separately — your team keeps working while the next one is set up.
Quotation
Today:Rate checked with owner, quote typed in Word, sent on WhatsApp.
After:Quote generated from today's rate sheet with margin shown to the salesperson; only exceptions need approval.
Deal margin
Today:Calculated at year-end, if at all.
After:Margin per invoice and per customer from purchase and sales vouchers.
Credit watch
Today:Noticed when a cheque bounces.
After:Alert when a customer's average payment days increase or they cross a limit.
Related
Modules traders start with
- Quotations, Orders & InvoicingFrom quotation to dispatch to invoice without typing the same order three times — and invoices still post to Tally.
- Sales & CRMEvery enquiry, quote, follow-up and order in one place — even if your sales team still works from WhatsApp.
- Finance & CollectionsKnow exactly who owes you money, what is overdue and what needs attention today.
- InventorySee what's in stock, what's stuck and what will run out — across every godown and branch.
- Owner Dashboards & AnalyticsYour whole business on one screen at 9 AM — without asking anyone to prepare a report.
Systems we typically connect
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- Excel & Google SheetsTurn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
- WhatsAppSend reminders, quotes and approvals on WhatsApp — and capture replies back into the record.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
FAQ
Questions from traders
Our rates change every day. Can quotes keep up?
Yes. Rates can be maintained in a single sheet or in the platform and applied to quotations as soon as they are updated.
Can we see margin if purchase and sale are in different months?
Margin calculation depends on how stock is valued in your books. We agree the method with you and your accountant during setup.
Find where your wholesale & trading business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.