Buy, stock, sell and deliver on one set of records.
Traders and distributors live between suppliers and customers. Circumz ties purchasing, warehouse stock, sales orders, delivery and invoicing together so stock and receivables are always current.
Al Noor ContractingCircumz| Item | On hand | Status |
|---|---|---|
| Portland cement, 50 kg | 2,340 bags | In stock |
| Steel rebar Ø16 | 18.0 T | In stock |
| Concrete admixture | 36 drums | Low stock |
| Electrical cable 4 mm² | 1,850 m | In stock |
| Diesel | 3,200 L | Low stock |
- ISS-388 · 500 bags cement issued to P-102 · cost posted to project41m
- GRN-205 · +18.0 T steel rebar from PO-10422h
Stock by warehouse with minimum levels and the movements behind each balance. Demo data.
The modules, in the order your work happens.
- 1CRM
- 2Sales
- 3Inventory
- 4Procurement
- 5Logistics
- 6Finance
What changes for a trading & distribution business.
What changes in the day-to-day work.
Purchase to stock
Purchase orders and goods receipts post straight into warehouse stock, and supplier bills feed payables.
Order to delivery
Sales orders flow into shipments with vehicle and driver, closing with proof of delivery.
Buy and sell in any currency
Import from a supplier in one currency and quote a customer in another. Rates are frozen per document, and realised gain or loss is recorded on settlement.
Receivables and payables
Aging on both sides, with the ledger posted automatically when Accounting is on.
The modules behind it.
Switch on only these. Each links to what it does and what it leaves out.
CRM & Customers
Customers, contacts, leads and opportunities, from first call to won deal.
Sales
Quotations, sales orders and contracts, connected end to end.
Inventory
Items, warehouses, stock movements, transfers and issues to projects.
Procurement
Purchase requests, orders, goods receipts and supplier bills.
Logistics
Shipments, trips and deliveries with proof of delivery.
Fleet
Vehicles, drivers, fuel and service history.
Finance
Invoicing, payments, receivables and payables, in any currency.
Accounting
Double-entry ledger, trial balance, income statement and balance sheet.
See Circumz for Trading & Distribution
Walk through this workflow with your own documents, team and numbers.