TradeBook
The Complete Import–Export & Trading Management Platform
Streamline your sales, purchases, shipments, and financial operations — all from one unified system built for modern trading companies.
End-to-End Trading Platform for Global Businesses
TradeBook simplifies and automates every aspect of your import-export operations — from lead generation and pro-forma invoicing to shipment tracking and financial reconciliation.
Multi-currency support
Real-time shipment tracking
Department-wide automation
Powerful Modules Built for Business Growth
Dashboard & Analytics
- Sales vs. Purchase trends
- Multi-currency and branch-wise data
- User performance metrics
- Country-wise and product-wise sales
- Revenue forecasting
- Monthly sales reports
Sales Management
- Generate Pro-forma Invoices (multi-currency)
- Approval workflows
- Track customer payments
- Generate receipts
- Centralized sales documents
- Archive cancelled PIs
Purchase Management
- Create and manage Purchase Orders
- Approval workflows
- Supplier payment tracking
- Refund and cancellation management
- Receipt and payment proof uploads
Shipment & Logistics
- Container and vessel tracking
- ETD/ETA management
- Shipment document upload (BL, COO, COA)
- Port configuration
- Real-time shipment reports
CRM & Lead Management
- Capture and manage leads
- Track visits and follow-ups
- Lead pipeline analysis
- Status workflow (Hot/Warm/Cold)
Financial Management
- Multi-currency transactions
- Accounts and payment modes
- Expense tracking
- Financial year management
Document Management
- Secure storage for PI, PO, shipment documents
- Payment proof uploads
- Email integration for sending documents
Notifications
- Real-time alerts and badges
- PO/PI approvals
- Payment and transaction updates
Master & Supplier Management
- Manage users, branches, products, and clients
- Configure countries, ports, and banks
- Set terms and conditions
- Handle shipment document types
- Maintain supplier profiles
- Track performance and transaction history
- Manage supplier visits and follow-ups
MANAGEMENT REPORTING & DASHBOARDS
- Sales vs Purchase Trends
- TClient-wise & Product-wise Profitability
- Shipment Tracking Status
- Outstanding Receivables & Payables
- Stock Ageing & Valuation Reports
- LC/Advance Payment Tracker
- Expense Summary (Logistics, CHA, Freight)
Reporting & Analytics
- Country-wise client reports
- Shipment tracking reports
- Sales and purchase performance analysis
- Receivables and payables aging
User Management & Access Control
- Role-based access control (RBAC)
- Granular module/submodule permissions
- Branch switching for multi-location users
- Track user activity and login history
Printing & Export
- Print PIs, POs, and payment receipts
- Generate shipment documents (COO, COA, PKL)
- PDF generation and email integration
Why Choose TradeBook
Business Operations
Centralized and scalable platform
- Centralized platform for all departments
- Real-time financial visibility and reporting
- Secure role-based access (RBAC)
- Multi-branch and multi-location support
- Cloud-ready and scalable infrastructure
Sales & CRM
Boost sales and customer engagement
- Lead and follow-up tracking
- Customer history and performance analytics
- Pro-forma invoicing with approval workflows
- Sales performance monitoring
Trading & Logistics
Streamline global trade
- Real-time shipment tracking
- Document compliance (BL, COO, COA, PKL)
- ETD/ETA management
- Port and container management
