Connected commercial work
Keep customer activity, billing and collection context together.
Trading operations
Connect the Daily Work Behind Trading Companies.
Give trading companies teams one controlled view of customers, people, spending and financial activity without replacing specialist operational systems.
What changes as the business grows
More activity needs clearer operating control.
Operational updates for trading are scattered across messages and sheets
Approvals are difficult to trace after the work is completed
Branch, employee and customer context is repeatedly entered
Management reporting arrives after decisions are due
Built around your operating reality
One platform, practical outcomes.
Accountable internal workflows
Route requests, spending and people work through visible ownership.
Current business visibility
Review operational and financial signals from the same platform.
A connected day
Request→Review→Approve→Execute→Bill→Report
Relevant NextGenERP products
Use the modules your workflow needs.
Sales
CRM
Capture every enquiry, schedule follow-ups, track opportunities and keep your entire sales team working from one customer record.
Explore CRM NextGenERP CRMPune branch · FY 2026–27
Sales pipelineToday’s overview
Open pipeline₹18.4L
Follow-ups today12
Win rate34%
Needs attentionUpdated now
Meridian ToolsProposal sent₹2,84,000
Kaveri FoodsFollow-up today₹1,26,500
Apex DistributorsQualified₹4,10,000
Sales
Sales
Create quotations, confirm orders, apply pricing and tax, and convert approved business into an invoice without re-entering customer details.
Explore Sales NextGenERP SalesPune branch · FY 2026–27
Quotation registerToday’s overview
Quoted this month₹12.8L
Accepted18
Conversion41%
Needs attentionUpdated now
QT/PUN/0261Sent today₹1,48,000
QT/PUN/0258Accepted₹86,500
QT/MUM/0142Needs follow-up₹2,10,000
Finance
Billing
Create clear GST-ready invoices, apply tax and payment terms, share PDFs and keep every outstanding amount visible.
Explore Billing NextGenERP BillingPune branch · FY 2026–27
Invoice registerToday’s overview
Billed this month₹14.2L
Receivables₹4.8L
Overdue12
Needs attentionUpdated now
INV/26/0184Due today₹68,440
INV/26/0178Paid₹1,12,100
INV/26/0169Due in 3 days₹94,300
Finance
Purchases
Manage vendors, purchase orders, bills, approvals, GST input and payables through one connected buying workflow.
Explore Purchases NextGenERP PurchasesPune branch · FY 2026–27
Purchase controlToday’s overview
Open orders18
Bills due₹6.24L
Awaiting approval4
Needs attentionUpdated now
PO/PUN/2026/084Approved₹2,18,000
Shree Steel WorksBill due Friday₹1,42,600
PO/MUM/2026/031Received₹74,900
Recommended Add-ons
Extend the workflow where this industry needs more control.
Teams supported
Business owners · Operations managers · Finance teams · People managers
What NextGenERP does not replace
NextGenERP supports the commercial, people, finance and approval workflows around trading; it does not replace specialist industry execution, clinical, academic, design or fleet systems.
Industry FAQ
Plan a practical starting point.
Which NextGenERP products suit Trading Companies?+
The recommendations on this page reflect the commercial, people, approval and finance workflows most relevant to trading companies.
Can we start with fewer modules?+
Yes. Choose a core plan and activate optional workflows as your operating needs grow.
For trading companies
See how NextGenERP fits your current workflow.
Start with your real team, branches and business records during a 30-day trial.