Softbots ERP Inventory & Sales

Softbots Whole Sale ERP: Manage inventory, customers, purchases, expenses, and field sales with powerful reports, approvals, profit tracking, and business analytics.

Softbots ERP is a complete business management solution designed for wholesale distributors, traders, and sales-driven businesses. It helps business owners manage daily operations, inventory, customers, purchases, expenses, banking records, and sales activities from a single platform.

The system includes separate Owner and Salesman roles to streamline field sales operations and maintain business control.

Key Features:

• Customer Management

• Maintain customer profiles and contact information
• Track balances and transaction history
• Manage customer records efficiently

• Company Management

• Store and manage company information
• Organize business-related records in one place

• Inventory Management

• Monitor stock levels and product availability
• Track inventory movements
• Maintain accurate product records

• Purchase Management

• Record and manage purchase transactions
• Track supplier-related purchases
• Maintain purchase history

• Expense Tracking

• Record business expenses
• Monitor operational costs
• Improve financial visibility

• Bank Management

• Manage banking transactions
• Track deposits and financial records
• Maintain organized account information

• Salesman Module

• Create invoice requests from the field
• Submit new customer creation requests
• Add deposit requests
• Work efficiently while visiting customers

• Approval Workflow

• Owners can review requests submitted by salesmen
• Approve or reject invoice requests
• Approve or reject customer creation requests
• Approve or reject deposit requests
• Maintain full control over business operations

• Business Dashboard & Reports

• View important business information at a glance
• Monitor sales activities and operational performance
• Access real-time business insights Additional Features

• Profit & Business Analysis

• Track overall business profitability
• Monitor profit trends over time
• Analyze revenue and business growth
• Make informed business decisions using performance insights

• Salesman Performance Tracking

• Monitor individual salesman activity
• View sales generated by each salesman
• Compare team performance
• Track invoices, collections, and field activity
• Identify top-performing sales representatives

• Customer Performance Analysis

• View customer purchase history
• Identify high-value customers
• Track customer outstanding balances
• Analyze customer buying patterns
• Monitor customer contribution to business revenue

• Advanced Reports & Analytics

• Sales reports
• Profit reports
• Inventory reports
• Customer reports
• Salesman performance reports
• Financial summaries and business insights

• Dashboard Overview

• Real-time business statistics
• Sales performance metrics
• Profit indicators
• Inventory status
• Customer activity summaries
• Business growth insights

Softbots ERP provides powerful analytics and reporting tools that help business owners understand profitability, monitor employee performance, evaluate customer value, and make data-driven decisions to grow their wholesale business efficiently.

Softbots ERP is built to simplify wholesale business operations, improve team coordination, and help business owners maintain complete control over inventory, finances, customers, and sales processes.