The system
How do I get started?
Click Start now, then use Proto to configure Trading ERP for your business. Set up your workflows, import your data and invite your team.
How are amendments and partial drawings handled?
Each amendment preserves its proposed terms and actual effectiveness evidence. Partial drawings reserve the exact remaining amount and related trade scope. Revised or re-presented documents retain their original drawing identity so the same amount cannot be drawn twice.
What if the bank pays before company cash moves?
Actual bank honor and later company reimbursement remain separate. Where the bank funds the transaction, the reviewed treatment records the relevant bank obligation and its later settlement. Export advances retain the assessed recourse and receivable treatment; financing is not automatically a customer payment.
Processes and approvals
Can one trade connect several purchases and sales?
Yes. Bounded allocations connect the approved quantities and financial sources that belong to the trade. Linking a purchase or stock quantity does not create another demand or let the same supply cover two commitments.
Who approves orders, invoices and financial instructions?
Independent Sales Manager approval applies to every sales-order revision, and independent Finance Manager approval applies to invoices, credits and refunds. Protected documentary-credit requests and financial instructions have their own finance review. Purchasing, stock and production decisions retain their designated independent owners.
Pricing and implementation
What does Trading ERP cover?
Customer quotes and orders, purchasing, shared inventory, delivery, trading margins, documentary credits, real assembly or repacking, and each company’s local finance. The modules describe the operating scope in more detail.
How are trading margins calculated?
Expected, committed and realized results stay separate. Posted net sales and credits are matched with the associated goods cost, while attributed trade expenses explain contribution. Missing costs stay visible, and a report does not post an expense again.
Which letters of credit are covered?
Ordinary documentary credits for both importer/applicant and exporter/beneficiary work, including recorded sight, deferred-payment, acceptance and negotiation terms. Active terms, amendments, required documents, drawings, bank evidence and remaining obligations stay connected.
Does the system issue credits or decide bank compliance?
Issuance and documentary examination remain external bank decisions. The system supports preparation, independent local review, correspondence and evidence tracking. A document upload or internal approval is not a bank undertaking or payment guarantee.
Can we assemble kits or repack goods?
Yes. Versioned recipes and routing, released work orders, actual materials and time, accepted finished output and cost reconciliation support real assembly and repacking. A sales grouping alone does not create stocked output.
How does it handle companies and currencies?
Each company retains its own ownership, authority and financial books. Document, functional and settlement currencies remain explicit, with source-based allocation and currency effects. Consolidation and any additional statutory or banking requirements are separately scoped during implementation.
How is it priced?
The pricing page explains the platform charges and implementation work. Estimate usage from the actual imports, documents, connected work and assistant activity expected for your business.