RebotaREBOTA/Works Search tools, standards, templates… Ctrl K Rebota → Start free
Start free — Rebota ERP Rebota business platform →
📦 Commerce

Lead-to-cash for trading and distribution businesses

CRM pipeline, vendors, purchase orders, stock ledger and invoicing — connected and ledger-backed, on one platform.

Industry Optimized

What makes Trading & Distribution hard to run on spreadsheets

Vendor comparison happens over WhatsApp and phone calls

Without a structured RFQ process, landed-cost comparison across vendors is inconsistent and hard to audit later.

Stock reconciliation lags actual movement

Purchase-to-sale visibility gaps mean stock counts drift from what is actually on the shelf or in the warehouse.

Invoicing and GST tracking sit outside the ledger

Tax invoicing disconnected from a real chart of accounts makes receivables/payables reconciliation a manual, error-prone exercise.

How the workflow runs on Rebota

Steps marked "in development" are on the roadmap, not live yet — shown for transparency, not as a current capability.
Lead / Opportunity
CRM pipeline tracking
Live today
→
Follow-up Activities
Calls/meetings/tasks, due & overdue tracking
Live today
→
Vendor Onboarding
Directory with purchase history
Live today
→
RFQ & Quote Comparison
Landed cost comparison
Live today
→
Purchase Order
Issuance & tracking
Live today
→
Inventory Receipt
Stock ledger updated
Live today
→
Sales & Invoicing
GST-ready, ledger-backed
Live today
→
Receivables / Payables
Tracked against the ledger
Live today

Module matrix

Business requirementRebota capabilityRelevanceStatus
CRM / Sales Pipeline CRM & Sales Pipeline (leads, opportunities, customer conversion) High Available
Follow-up Tracking Activities (calls, meetings, tasks) linked to a lead or opportunity, with due/overdue filters Medium Available
Vendor & Procurement Vendors, RFQ / Quote Comparison, Purchase Orders High Available
Inventory Inventory & Stock High Available
Billing & Invoicing Invoicing High Available
Reporting Reports & Dashboards Medium Available

Calculators, guides & comparisons for this industry

Real, published Rebota Intelligence Center content — industry-specific tools first, cross-industry tools (GST, cash flow, equipment) after.

Related industries

Does it fit a company your size?

Rebota is used across a wide revenue range, and the honest answer differs by band. This is what it replaces outright, what it replaces with gaps you should plan around, and where you would be better served elsewhere today.

Annual turnoverVerdictWhat that means in practice
₹1 lakh – ₹1 crore Replaces Replaces Tally plus spreadsheets. Purchase to payment, stock, GST invoicing and e-way bills all work on day one.
₹1 – 10 crore Replaces Full replacement. Price lists, credit and debit notes, three-way match and multi-location stock are live, on one ledger.
₹10 – 100 crore Replaces with gaps Workable, with one real gap: there is no demand planning or forecasting, so reorder decisions stay judgement-led rather than model-led.
₹100 crore and above Not yet Not yet. At this scale distribution runs on demand forecasting, supplier collaboration portals and multi-entity consolidation, none of which are built.

Statutory and compliance coverage

What is built and enforced in the product today, by jurisdiction. Anything not listed here is not claimed.

India — built and enforced

  • GST invoicing with e-invoicing through the IRP, and IRN capture
  • E-way bills, with the weight and volume fields the form requires held on the item master
  • GST input tax credit tracking and reconciliation
  • TDS and TCS on purchases and sales where applicable
  • MSMED 45-day payment clock from the vendor's Udyam registration date
  • Rule 3(1) audit trail — non-disableable, append-only, hash-chained

Other markets — currency and calendar only

  • Multi-currency purchase and sale documents with per-document exchange rates
  • Any financial year, not only April–March

India is the only market where statutory filing is built. Elsewhere Rebota runs the distribution business and your accountant files locally. See the country pages under /erp for what that means where you are.

Rebota versus what you are probably using

AlternativeStay with it whenMove to Rebota when
Tally Stock is a register and your books are the whole requirement. You need batch or expiry control, multi-location stock, or a purchase order matched against a receipt and a bill.
Busy Busy's inventory handling already fits your trade and you need nothing beyond it. You want procurement, sales, stock and the ledger to be one system rather than a stock module bolted to accounts.
Excel and WhatsApp One godown, one person who knows where everything is. The moment stock on paper and stock on the floor stop agreeing and nobody can say when they diverged.

What Rebota does not do for Trading & Distribution yet

If one of these is core to how you run, Rebota is the wrong choice today and we would rather you knew now than in month three.

Not builtWho actually needs it
Demand planning and forecastingDistributors whose working capital is decided by reorder timing. Rebota shows what you have and what is on order; it does not predict what you will need.
Supply chain collaborationBusinesses that need suppliers working inside a shared plan rather than against purchase orders.
Customer and vendor portalsDistributors who want dealers placing and tracking their own orders. Coming, not live.

Free tools for Trading & Distribution

No sign-up, no email. These run entirely in your browser.

Frequently Asked Questions

Can I compare multiple vendor quotes before issuing a PO?▾
Yes — the RFQ / Quote Comparison module lets you invite vendors, capture quotes and compare landed cost before award.
Does Rebota include a sales/lead pipeline for trading businesses?▾
Yes — the CRM & Sales Pipeline module tracks leads through opportunities to customer conversion, feeding directly into the same account the vendor and billing side already use.
Can I track which follow-ups are overdue?▾
Yes — activities (calls, meetings, tasks) attach to a lead or opportunity and can be filtered to due-today or overdue, so follow-ups don't rely on memory.
Save & Access Anywhere
Save your favorite tools & resources
Smart Search (Ctrl+K)
Find what you need in seconds
Community Support
Ask questions & get real answers
Regularly Updated
New tools, templates & guides added
See Rebota configured for Trading & DistributionFree 15-day trial, no credit card required.
Start Free Trial