Quotation Management

In the trade and distribution industry, creating and sending quotes to potential customers is an essential aspect of the sales process. With Raptech’s quotation management module, trade and distribution businesses can streamline their quotation process and efficiently manage their quotes. The module enables businesses to create quotes based on price lists and easily send them for conditional-based approval. The module empowers sales teams to quickly create proposals and close deals, enabling businesses to increase their revenue and improve their overall efficiency. By providing a streamlined and efficient quotation management process, Raptech enables trade and distribution businesses to meet the demands of their customers and stay ahead of their competition.

Order Management

For trade and distribution businesses, efficient order management is crucial for ensuring timely delivery of products to customers. With Raptech’s order management module, businesses can streamline their order processing and efficiently manage their orders. The module enables businesses to convert quotes into orders and track the status of each order. Additionally, sales representatives can create advance requests or deposits for orders, which will be notified to the accounts receivable team. The module also allows businesses to attach and track customer orders, ensuring accurate and timely delivery. By improving order processing efficiency, businesses can enhance customer satisfaction and build long-term relationships with their customers.

Purchase Management

Raptech’s purchase management module enables trade and distributors to efficiently manage their purchase activities. The module allows businesses to create single or multiple supplier requisitions, which can be sent for conditional-based approval to ensure proper checks and balances. Additionally, the module offers support for supplier ASN (Advanced Shipping Notice) management, enabling businesses to manage and track the shipment status of their purchases from suppliers.

By streamlining the purchase management process, Raptech’s purchase management module helps trade and distributors to efficiently manage their purchases, reduce errors, and improve overall efficiency. The module provides real-time visibility into purchase activities, enabling businesses to monitor the status of their purchases, identify potential issues, and take corrective action. Ultimately, this leads to cost savings and increased efficiency for trade and distributors.

Inventory Management

In trade and distribution businesses, efficient inventory management is critical for ensuring timely delivery of products to customers. With Raptech’s inventory management module, businesses can streamline their inventory management process and efficiently manage their inventory. The module enables businesses to perform key functions like GRN process, receive and track lot-based items and serial-based items, track expiry dates, manage stock on hand, set minimum and maximum reorder levels, perform cycle counting, and map multiple warehouses and locations. Additionally, the module enables businesses to efficiently pick, pack, and ship their products, improving the speed and accuracy of their order fulfillment process. By streamlining their inventory management process, businesses can reduce costs, improve efficiency, and enhance customer satisfaction.

Delivery Management

In the context of trade and distribution, efficient delivery management is crucial for ensuring timely delivery of goods to customers. With Raptech’s delivery management module, businesses can streamline their delivery process and efficiently manage their orders. The module enables businesses to deliver goods against orders and create delivery notes, packing slips, and shipping invoices. Additionally, the module offers support for delivery tracking, enabling businesses to monitor the progress of each delivery and identify potential issues in the process.

With Raptech’s delivery management module, businesses can improve their order processing efficiency and reduce the risk of errors or delays in delivering products to their customers. This can help them enhance customer satisfaction and build long-term relationships with their customers. By providing comprehensive delivery management options, Raptech enables businesses to optimize their delivery processes and make data-driven decisions for long-term success.

Accounts Receivable Automation

In the trade and distribution business, efficient accounts receivable management is essential for maintaining healthy cash flow and ensuring timely collection of payments. Raptech’s accounts receivable automation module provides businesses with a comprehensive solution to automate their accounts receivable processes. The module enables businesses to create and manage invoices, track outstanding and advance receivables, and receive payments. Additionally, the module offers support for invoicing against orders and delivery notes, enabling businesses to track payments against specific orders. With the ability to define credit limits and establish approval workflows, businesses can ensure that credit sales are properly reviewed and approved before invoicing. By streamlining the accounts receivable process, businesses can reduce the risk of errors, improve collection times, and ultimately increase cash flow.

Accounts Payable Automation

Effective accounts payable management is also critical for trade and distribution businesses to ensure timely payment of suppliers and maintain good relationships with them. Raptech’s accounts payable automation module provides businesses with a comprehensive solution to automate their accounts payable processes. The module enables businesses to create and manage purchase invoices, track outstanding and advance payables, and receive reminders for upcoming payments. Additionally, the module offers support for purchase invoice matching against purchase orders and delivery notes, enabling businesses to ensure accurate payments to suppliers. With the ability to define approval workflows and establish credit limits for suppliers, businesses can ensure that purchase invoices are properly reviewed and approved before payment. By streamlining the accounts payable process, businesses can reduce the risk of errors, improve supplier relationships, and ultimately increase efficiency.

Manage Expenses & Bills

In any business, managing expenses and bills is a critical aspect of financial management. Raptech’s expense and bill management module provides businesses with a comprehensive solution to efficiently manage their expenses and bills. The module enables businesses to create and manage expenses, including taxable and non-taxable expenses, categorize expenses, and attach reference bills. Additionally, the module offers support for bill creation and management, enabling businesses to manage and track bills for their vendors and suppliers.

With Raptech’s expense and bill management module, businesses can streamline the expense and bill tracking process, ensuring accurate recording and reporting of all expenses and bills. The module provides real-time visibility into expenses and bills, enabling businesses to monitor expenses and bills, identify potential issues, and take corrective action. Additionally, the module offers support for expense and bill approval workflows, enabling businesses to establish approval processes to ensure that expenses and bills are properly reviewed and approved before payment. By streamlining the expense and bill management process, businesses can save time, reduce errors, and improve overall efficiency.

Manage Journels & General Ledgers

Managing journals and general ledgers is an essential aspect of financial management for any business, including trade & distributors. With Raptech’s journals and general ledgers module, service providers can efficiently manage their financial transactions, including accounts payable and accounts receivable. The module enables businesses to create and manage journal entries, track their transactions, and reconcile their accounts.


The journals and general ledgers module offers various features that can help trade & distributors streamline their financial management process. With the ability to create and manage journal entries, businesses can accurately record their financial transactions, ensuring that they are properly documented and tracked. The module also allows businesses to reconcile their accounts, ensuring that their financial statements are accurate and up-to-date. Additionally, the module offers support for accounts payable and accounts receivable, enabling businesses to efficiently manage their payments and collections. With real-time visibility into their financial transactions, project-based service providers can make informed decisions about their finances, improve their cash flow, and ultimately, improve their profitability.

Reports & Analytics

Raptech’s reporting and analytics module provides trade and distribution businesses with a comprehensive solution to generate real-time reports for all their business functions. The module offers various standard reports for sales, orders, inventory optimization, delivery, accounts payable, accounts receivable, and financial. These reports are available in different formats like lists, dashboards, and pivots, and can be easily exported to other formats like PDF, Excel, or CSV. Additionally, the module offers customization options, allowing businesses to tailor their reports to meet their specific requirements.

With Raptech’s reporting and analytics module, trade and distribution businesses can gain real-time visibility into their operations, identify potential issues, and make informed decisions based on actionable insights. This ultimately leads to improved efficiency, reduced costs, and increased revenue for the business. By providing comprehensive reporting options, Raptech enables trade and distribution businesses to optimize their business processes and make data-driven decisions for long-term success.