Wholesale & Trading
Buy smart, sell at margin, collect on time — at scale
Bulk purchasing, B2B credit management, multi-branch inventory, GST invoicing, customer wallets, and ecommerce — one Upbooks platform for wholesale and trading businesses.
Wholesale hub
Buy → Sell → Collect
AR ageing
₹12.4L overdue
Wholesale stack
Ten capabilities. One trading platform.
Catalogue, procurement, credit, inventory, portal, and margin reports — with live product screenshots throughout.
Catalogue — Products, Bundles & Pricing
One source of truth across every sales channel
- Single product catalogue with SKUs, categories, units, tax rules, and pricing
- Create bundles that combine multiple items at fixed or dynamic pricing for bulk deals
- Categories (Electrical, FMCG, Hardware, etc.) for filtering and margin analysis by line
- Same catalogue used across proposals, orders, invoices, POS, and ecommerce
- Define once, sell everywhere: counter, B2B portal, ecommerce, and phone orders
Why it matters
Wholesale catalogues are large and pricing is sensitive. One source of truth prevents quoting errors, mismatched rates, and SKU confusion across sales channels.
Wholesale catalogue
liveEL-2401
Copper wire 2.5mm
₹168
/coil
EL-2402
MCB 32A
₹245
/pc
Sell everywhere
Proposals & Bulk Quoting
Negotiated deals that convert cleanly to orders
- Create professional proposals for bulk orders with line items, quantities, and tiered pricing
- Convert approved proposals to orders and invoices in one step — no re-typing
- Each document carries a unique reference for audit trail and dispute resolution
- Attach terms, delivery schedules, and special conditions per quote
- Sales team quotes from the catalogue so rates and descriptions stay consistent
Wholesale deals are negotiated. When proposals convert cleanly to orders and invoices, there's no gap between what was quoted and what gets billed.
Procurement — Buy Side
Structured purchasing that protects margins
- Purchase orders for stock replenishment with vendor, items, quantities, and delivery dates
- Vendor profiles with tax details, payment terms, negotiated rates, and purchase history
- Track PO status: Draft → Sent → Partially Received → Fully Received → Billed
- Item receipts confirm received quantities and update inventory on arrival
- Vendor bills with three-way matching: PO → Receipt → Bill — pay only for what arrived
- Debit notes for returns, short shipments, or pricing corrections
The buy side determines margins. Structured POs, receipts, and three-way matching ensure you never overpay and every purchase is traceable.
Client Ledger, Credit & Collections
Proactive collections on B2B credit
- Client ledger shows every invoice, payment, credit note, and debit note per customer with running balance
- AR ageing at 30, 60, 90 days — see who's overdue and prioritise collections
- Set credit limits and payment terms per client — visible when creating new orders
- Automated email reminders for overdue invoices — configurable frequency and escalation
- Record payments with method and reference — client balance updates in real time
- Sales by client: revenue and collection patterns for relationship and risk decisions
Wholesale runs on credit. When you can see who owes what, how overdue it is, and how much headroom remains on their credit limit — collections become proactive, not reactive.
GST-Compliant Invoicing at Volume
High-volume billing with compliance built in
- Generate invoices from orders with correct tax, terms, and branding automatically
- Indian GST: B2B, B2CS, B2CL, Export, SEZ, Reverse Charge — all supported
- E-invoice generation with GSTIN validation and HSN/SAC codes
- Credit notes and debit notes linked to original invoices for returns or adjustments
- Invoice settings: payment instructions, bank details, custom branding per branch
- Bulk invoice generation for recurring clients and standing orders
Wholesale generates high invoice volume. Automated GST calculation, e-invoicing, and linked credit notes mean compliance is built in — not bolted on at month-end.
Multi-Branch Inventory
Stock visibility and transfers across locations
- Centralized dashboard: stock across all godowns, branches, and warehouses in one view
- Track Available, Stock on Hand, Incoming, Outgoing, and Threshold per item per location
- Transfer stock between branches without re-ordering from vendors — recorded and reconciled
- Threshold alerts before stock runs out at any location
- Stock adjustments for damages, audits, and corrections with proper references
- Inventory ledger per item: opening, purchases, issues, transfers, closing balance
Wholesale businesses store goods across multiple locations. Knowing what's where — and moving excess stock instead of re-ordering — protects margins and prevents lost sales.
Wallets, Memberships & Customer Portal
Long-term B2B relationships with self-service
- Customer wallets for prepaid balance and store credit — redeemable on future orders
- Loyalty points on purchases: reward repeat B2B buyers automatically
- Membership tiers (Silver, Gold, Platinum) with attached perks: volume discounts, priority fulfilment
- Customer portal: buyers log in to view orders, invoices, balances, and make payments
- Reduce phone calls and email follow-ups — buyers self-serve 24/7
B2B relationships are long-term. Wallets, memberships, and a self-service portal make it easier for buyers to stay and harder for competitors to poach them.
B2B Ecommerce
Digital ordering connected to your ERP
- Launch a branded online store synced with your catalogue — products, pricing, and stock in real time
- B2B buyers browse, order, and pay online — orders flow into your system automatically
- Integrated payments via Razorpay and other gateways
- Inventory updates across ecommerce and physical operations — no double entry
- Scale from phone orders to digital ordering without changing your back office
B2B buying is going digital. An ecommerce storefront connected to your ERP means you capture orders 24/7 without adding headcount.
Expense Management
Track every operational cost for true margins
- Log business expenses with category, branch, vendor, and supporting documents
- Approval workflow: Draft → Submitted → Approved → Paid
- Track logistics, warehousing, and overhead costs separately for margin analysis
- Expenses post to the general ledger — P&L reflects true operating costs
Wholesale margins are tight. Tracking every operational expense — transport, warehousing, packaging — shows the real cost of doing business, not just gross margin.
Finance & Margin Reports
Live margin visibility by product and client
- Chart of accounts and general ledger connected to sales, procurement, and expenses
- P&L with drill-down: revenue, COGS, operating expenses — margin per product line
- Sales by product, category, and client — spot top performers and slow movers
- Balance sheet, trial balance, and bank reconciliation from live data
- Tax reports (GST summary, GSTR-1, GSTR-3B) from posted entries
- Prism FP&A for budgets, forecasts, and variance analysis
Wholesale profit lives in the spread between buy and sell. Live margin reports by product and client mean you catch margin erosion early and double down on what's working.
Buy, sell, and collect — all from one platform
- Catalogue with bundles and tiered pricing
- Procurement with three-way matching
- Client ledger with credit limits and ageing
- GST-compliant invoicing at volume
- Multi-branch inventory with transfers
- B2B ecommerce and customer portal
- Margin reports by product and client