Data scattered across departments
Sales keeps its own customer list, the warehouse keeps its own stock sheet, and finance rebuilds both at month-end. In ERPNext they are modules working on the same records.
ERPNext industry solutions
ERP for small business in Saudi Arabia
Not every company is a factory. Trading and service businesses in Saudi Arabia can run sales, customers, inventory, projects and finance on ERPNext, and IBAN sets it up around the way you work.
Understand the industry first
ERP for trading and distribution companies
Trading and service companies tend to run into these once they outgrow a handful of staff and a single warehouse.
Slow follow-up and execution
When orders, stock and internal tasks are tracked separately, delays show up late and it is hard to say what is finished and what is still open.
Poor visibility of customers and opportunities
Leads kept in inboxes get forgotten. Without a path from lead to opportunity to quotation, follow-up depends on each salesperson’s memory.
Operations disconnected from finance
If sales and purchases are keyed into accounting later, the figures always lag behind. ERPNext posts each submitted invoice and receipt to the General Ledger straight away.
Too much manual work
Copying the same order into several files takes hours and adds a fresh chance of error at every step.
Reports that do not serve management
When figures come from several sources, a management report becomes a project of its own. With the data in ERPNext, reports such as Accounts Receivable, Gross Profit and Stock Balance are ready when you open them.
In practice
ERPNext for Trading & General Business in practice
The day-to-day work, and where each part of it connects to the accounts and to your reports.
- Sales and customer management
A lead becomes an opportunity, then a quotation, then a sales order. Each step is created from the last, so you can see where every deal stands and nothing is typed again.
- Inventory connected to operations
Stock levels change with every receipt and delivery, by warehouse. The Inventory module also handles serial and batch numbers and the standard stock reports.
- Projects and task tracking
For internal work or client projects, the Projects module tracks tasks, timesheets, expenses and materials against each project.
- Reports shaped to your managers
Forms, reports and dashboards can be adjusted to how your managers read the numbers, whether you are a small trading company or a group with several branches.
ERPNext
Trading & General Business dashboard Live view
Open orders 48 ▲ +12%
Invoices this month 126 ▲ +9%
Collected 82% ▲ +4%
Open tasks 31 ▲ +6%
Monthly revenue
JanFebMarAprMayJun
Key items
1 Sales and customer management 48
2 Inventory connected to operations 126
3 Projects and task tracking 82%
4 Reports shaped to your managers 31
Status breakdown
- Sales and customer management
- Inventory connected to operations
- Projects and task tracking
- Reports shaped to your managers
Related modules
ERPNext modules for Trading & General Business
FAQ
ERP for SMEs: common questions
Is ERPNext a good fit for general trading and service companies?
Yes. Accounting, Sales, CRM, Inventory, Projects and Purchasing are all standard modules, so a trading or service company can run its core work in ERPNext without extra apps.
Does it connect sales, customers and inventory?
Yes. CRM covers leads and opportunities, Sales covers quotations and sales orders, and Inventory tracks items by warehouse. When you submit a Delivery Note, stock goes down for the items shipped.
Can companies with projects and operational tasks use it?
Yes. The Projects module handles projects, tasks and timesheets, with costs booked against each project.
Does it support financial tracking and reporting?
Yes. Every submitted transaction posts to the General Ledger, and the standard reports include the Trial Balance, Profit and Loss, Balance Sheet and Accounts Receivable.
Is it suitable for small and medium-sized businesses?
Yes. You can start with the core modules you need now and add others as the company grows.
How do I get started with IBAN?
We look at how you work today, pick the modules, then handle setup, integration and training.
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Not sure which setup fits your business?
We start by looking at how you work today, then agree on the modules, integrations and reports you need before implementation begins.
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