Trading & wholesale ERP
Orders from the booker's phone, schemes on the invoice, credit limits at the door, recovery every evening
Meezan ERP set up for a sample trading & wholesale business: its own documents, vouchers and WhatsApp automation. It plays by itself — click any screen to take over, or type your company name and press the button.
What the demo shows — 10 screens
- Owner dashboardSales, recovery, overdue shops and stock — on one screen and on the owner's WhatsApp every evening.
- Order bookingThe booker's orders from Route 7 — each shop's balance and limit checked before the order is saved.
- Sales invoiceThe delivery invoice with schemes applied line by line, sales tax and further tax for an unregistered retailer.
- Van loading & settlementWhat went out on the van, what was sold, given free and brought back — balanced against the cash the same evening.
- Credit limits & ageingEvery shop's limit, balance and overdue amount — over-limit shops are blocked automatically.
- Recovery receiptThe evening recovery entered against the exact invoices — cash, cheque and online transfer on one receipt voucher.
- Principal scheme claimEvery free carton and discount given on the road, claimed back from the principal with the invoices behind it.
- Commission & salariesBookers and salesmen paid salary plus commission on recovery, with EOBI deducted on the monthly payroll.
- WhatsApp — ownerThe owner approves an over-limit order and gets the evening recovery report on WhatsApp — no login needed.
- WhatsApp — bookers & shopsA booker sends an order by message, and the shopkeeper gets the invoice and ledger without a phone call.
How Meezan ERP runs a trading & wholesale business
A distributor earns on thin margins and lives on recovery: one wrong scheme, one shop over its limit or one unclaimed company discount eats a month's profit. Meezan ERP puts the order booker, the van, the warehouse and the cash counter on one system. Orders come in from the route, schemes and discounts apply themselves, credit limits stop the next delivery when a shop is overdue, and every rupee collected is matched to its invoice the same evening. The owner sees sales, stock, recovery and principal claims without waiting for month end.
Usual weak points
- Order bookers write on paper and orders reach the office a day late
- Schemes and discounts given on the road but never claimed back from the company
- Shops keep buying on credit long after their limit and old bills are forgotten
- Van stock, cash and returns reconciled by hand, shortages found too late
How Meezan ERP covers them
- Route-wise order booking on the phone with stock, price list and the shop's balance in front of the booker
- Scheme engine: free cartons, per-carton discounts and slab offers applied on the invoice and tracked for the principal claim
- Credit limits and ageing per shop — overdue or over-limit orders go to the owner on WhatsApp for approval
- Van loading, delivery, returns and cash settlement per route, with booker and salesman commission
The workflow, step by step
One system from the first document to the profit report — no re-typing between departments.
- 1Purchase from principal
Company invoices received against purchase orders; GRN by carton with batch and expiry; trade price and schemes recorded.
- 2Order booking on the route
Bookers take orders shop by shop on their phones; balance, limit and last order shown before saving.
- 3Credit check & approval
Orders within limit pass automatically; over-limit or overdue shops go to the owner for approval on WhatsApp.
- 4Van loading & delivery
Loading sheet per route; invoices printed with schemes and sales tax; returns and free goods counted on return.
- 5Recovery & cash settlement
Cash, cheques and transfers collected against invoices; salesman settles the van the same evening.
- 6Claims & profitability
Scheme and discount claims prepared for each principal; profit per brand, route, booker and shop.
Modules used in trading & wholesale
Route plans, shop list, price list, stock check, order photos and GPS of every visit.
Free goods, per-carton discount, slabs, trade offers and customer-category price lists.
Limits, ageing buckets, blocked shops, cheque bounce history and approval workflow.
Loading sheets, delivery challans, returns, damages, batch and expiry, stock by godown.
Receipt vouchers, cheque register, salesman settlement, bank deposits, daily cash book.
Principal claims, booker commission, sales tax with further tax, withholding, ledgers and P&L.
FBR-integrated invoicing · tax returns · WhatsApp approvals and reports · cloud or on your own server · built to your process
WhatsApp automation for trading & wholesale
The owner approves and gets reports on WhatsApp; staff, customers and suppliers send and receive their documents there — every message is posted in the ERP.
- Sales and recovery per booker, route and day
- Shop ageing — 0-30, 31-60, 60+ days with limits
- Scheme given vs claimed vs received per principal
- Stock by brand and batch with days of cover and near expiry
- Profit per brand, route and shop
Want to see it with your own data?
We set up a demo for your business and show it on a call or at your office in Multan or Lahore.