OnlineTrader

Modern, state-of-the-art IT-based enterprise management solution for wholesale / retailers and service providers

Stock Control Software

OnlineTrader combines the functionality required for all the business activities of the company - from the purchase documents to invoices issued.

  • MAIN BENEFITS

    Global, Local

    We have started it from 0. At the moment we have happy customers in 6 different counties. Join us!

    MAIN BENEFITS
  • MAIN BENEFITS

    Experience

    The experience of 18 years is integrated into our solutions. We know what is needed for your business to work effectively!

    MAIN BENEFITS
  • MAIN BENEFITS

    Mobility

    The OnlineTrader can be used from any computer with an Internet connection. For even greater mobility, you can use Android / iOS applications.

    MAIN BENEFITS

Izstrādājot un nepārtraukti uzlabojot programmu OnlineTrader, mēs vienmēr domājam par tās lietošanas ērtumu - cik iespējams mazāk darbību, lai veiktu konkrētu uzdevumu, automatizējot visu, ko iespējams automatizēt. Nākamā lieta, kam tiek pievērsta liela uzmanība ir lietotāja saskarnes, jeb interfeisa, ērtums. Trešā, bet ne mazsvarīgākā lieta ir tā, ka risinājums OnlineTrader ir web-bāzēts, jeb tiešsaistes risinājums, kas nodrošina mobilitāti, nepiesaistot sistēmu konkrētiem datoriem.

 

Smart inventory management

Before you make your first sale, you have to be aware of what you have in your stock. Or on your partner warehouses.

See your inventory for all products, product groups, or specific product

Define minimum stock amount for fast-moving products and re-order them automatically

Move items between warehouses

Browse ordering/selling history with one click

Smart search by article number, name, barcode, or other characteristics

Generate an order form for items you need to purchase with a few clicks

 Smart inventory
Effective purchasing module

Effective purchasing

Sometimes choosing the right vendor is key to surpassing your competitors. How to choose? Is Price the queen? Frequently it's a mix of price, delivery terms, and other factors.

  • Create purchasing documents based on pre-defined terms
  • Import (.XML, .CSV) purchasing documents
  • See detailed purchasing history
  • Add batch numbers, serial numbers, expiration date, or other criteria to each purchased item
  • Define colors, sizes for each item
  • Add packaging information
  • Track price changes
  • Choose, set, modify payment terms
  • Tier vendors

Customer and Partner database + CRM

Yet another important factor to succeed in repeated purchases is how you keep data about your customers. Say thanks for purchases and remind them about special offers and promotions from time to time.

  • Register all your partners (customers and vendors) in one spot
  • Choose fields you need to fill and set mandatory fields
  • View full repair history, assigned equipment/cars, invoicing history
  • Set credit terms and receive notifications if those are exceeded
  • Notify your customers about the scheduled service appointment
  • Define discounts and/or special terms
  • Send out information to all your customers or group of customers about your special offers
 Customer datbase
Easy invoicing

Invoicing

Now the fun part begins. Your customer is satisfied with your product/service and is willing to pay for it. Sounds easy, right? However, money collection is delegate process and it must go smoothly.

  • Generate an invoice from your initial sales document
  • Set up payment terms
  • Integrate OnlineTrader with your cash register or mobile payment device
  • Generate a PDF print-out and email it from the software
  • Merge multiple sales documents into 1 payment document
  • Integrate OnlineTrader with your bank. No more manual payment registration
  • Set automatic or semi-automatic reminders for due invoices
  • Block suspicious customers

Analyze your performance with reporting tools

How am I performing? Was it a thought week or month? Let's see what it looks like in reports.

  • Use one of many pre-defined reports to look at your revenue, and profit, measure productivity, or see which customers or types of sales are most profitable
  • Use built-in visuals to understand your reports better
  • Export reports to spreadsheets
  • Use OnlineTrader API to pull data to Business Intelligence platforms like MS PowerBI
 Advanced reporting

Administration and integrations

How can you make things happen faster and avoid maximum human errors? Right - you automate everything that's possible and take away all distracting things so your most valuable resource - employees can perform at the highest.

  • Adopt OnlineTrader interface for each user to be sure there's nothing redundant and distracting
  • Set permission levels for each user or user group
  • Explore integration options with
    - banks
    - procurement platforms (EDI)
    - wholesaler catalogs and ordering systems
    - marketplaces (share your catalog via XML or API access, Ebuy, or E-commerce solutions)

 

 

 

 

 

Fill out the form and we will contact you, to send an offer and the demo version.

Fill out the form and we will contact you, to send an offer and the demo version.

Software modules

Software OnlineTrader is adaptable it to specific customer needs, making the necessary changes.

  • Regular bills
  • Warehouse
  • Purchases
  • Administration
  • Goods
  • Sales
  • Mobile app
  • Reports
  • Clients
  • CRM

Regular bills

Definable iregular service or range of products that is offered to the customer. You can indicate service prices, return period. The program will remind about the need to automatically generate a new invoice for customers. Massive billing and mailing a few seconds.

Warehouse

The selection of products after the names, codes, categories, bar codes, dimension or other parameters. Information on purchases of goods. Ordered, reserved goods. Information about the shares and the prices of goods. Products picture icon. Goods produced records. Easily accessible overview of the flow of goods. Missing goods selection (which exceeded the minimum number of border) in order to build orders to suppliers. Multi-warehouse inventory. Stock status list export (excel, csv) or a printout. Inventory printout.

Purchases

Incoming invoices and billing records. Convenient search by various parameters Ability to add additional costs for procurement - transport, customs, etc., which will be automatically added to the goods in proportion to the purchase price or weight. The list of goods import data (excel, csv, xml, etc.). Adding the product with a bar code scanner or a portable data terminal. Specifying the warehouse. Cart order status and input control. Label printing for purchased goods. Document Backup option. Payment control. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Administration

Ability to add and delete users of the program, and change user rights. Company details input (the opportunity to work with several companies or branches of the same system). Multi-language environment. For each user you can set their individual language. Change, adjust the language variables. Adding more warehouses. Printing form creation or editing. Document numbering definition. Etc.

Goods

The possibility of creating product catalogs and trade cards. Customer needs goods customizable card using only the necessary product or service parameter fields. Add pictures Convenient movement of goods to a different section of the catalog. Items can also specify up to 5 alternative codes and names. Discounts for specific interval of time (share price, discount or premium). Possibility to define a number of price groups - eg., Wholesale price, Retail price, etc. Product catalog data import and export (excel, csv, xml). Product catalog integration in website or e-shop.

Sales

Convenient sales documents (bills, checks, cashiers check, prepaid invoice, Invoice, etc.) by adding items from the store or the product catalog. Fully editable print forms. Invoicing and selection according to different criteria for sending customers to an e-mail in PDF format to print. Late payment reminder sending customers to an e-mail. Goods and services sale of stock or product catalog. You can use a bar code scanner or a portable data terminal. Customers payment and status check, create a new sales document. Sales of several warehouses. The receipt printout of the sales document. Automatic client of the discounts or special pricing of goods or services. The opportunity to sell goods with serial numbers or production of goods. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Mobile app

Mobile applications for faster stock status and customer information viewing, assigned work status of the control of trade information including adding a picture from the phone camera, the sales document creation using the phones camera as a bar code reader, etc. functions

Reports

Section featured reports on goods and service purchase, sale, production, revenue, the flow of goods, turnover, intrastat, managers bonuses, etc. .. Reports can be filtered by various parameters. Data export (excel, csv). Operational Reporting summary display of the Home page.

Clients

Easy to search and input customers. Possibility to connect client to one of the groups or debtors. E-mail or SMS sending to a client or a group of clients. E-mail / SMS archive. The possibility to give a discount products to a client, product groups or indicate the price group (eg., Wholesale price, Retail price e.a). List of contacts, Birthday day and name day reminders. Communication history. Import data (Excel, .csv, .xml, etc.)

CRM

CRM or customer relationship management module provides the companys sales process management, control and analysis. CRM module facilitates sellers work in one place providing all communications tracking, planning and reporting on developments, as well as management team makes it possible to quickly and efficiently analyze sales results, trends and objectives. CRM module is based on the transaction funnel, or the transaction steps, starting with the call tracking, to issue an invoice. At any time you can see what deals each funnel step, what is the total amount of transactions in each step of the funnel and whether there is a specific planned activities for the deal to move on.
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